HOUSE BILL No. 5321

 

January 31, 2012, Introduced by Rep. Heise and referred to the Committee on Appropriations.

 

     A bill to amend 1980 PA 300, entitled

 

"The public school employees retirement act of 1979,"

 

(MCL 38.1301 to 38.1437) by adding section 81d.

 

THE PEOPLE OF THE STATE OF MICHIGAN ENACT:

 

     Sec. 81d. (1) Notwithstanding section 81, a member may retire

 

with a retirement allowance computed according to this section if

 

all of the following apply:

 

     (a) The member files a written application with the retirement

 

board within the incentivized retirement application period stating

 

a retirement allowance effective date that is on or after July 1,

 

2012 but not later than September 1, 2012. A member may withdraw a

 

written application submitted by a member on or before June 11,

 

2012. A written application submitted by a member and not withdrawn

 

on or before June 11, 2012 is irrevocable.


 

     (b) On the last day of the month immediately preceding the

 

retirement allowance effective date stated in the application, the

 

member's combined age and length of credited service is equal to or

 

greater than 80 years or the member is eligible to retire under

 

section 81 with a retirement allowance that is not subject to

 

reduction under section 84(2).

 

     (c) The member was employed as a public school employee for

 

the 6-month period ending May 1, 2012. A member who has worked in

 

the 6-month period ending May 1, 2012 and is on layoff or on an

 

approved leave of absence status from reporting unit employment is

 

considered to have met the employment requirement of this

 

subdivision.

 

     (2) Upon his or her retirement as provided in this section, a

 

member who retires with a retirement effective date on or before

 

September 1, 2012 shall receive a retirement allowance equal to the

 

member's number of years and fraction of a year of credited service

 

multiplied by 1.6% of the member's final average compensation if

 

the final average compensation is $90,000.00 or less and the member

 

is eligible to retire under section 81 with a retirement allowance

 

that is not subject to reduction under section 84(2). If the member

 

is eligible to retire under section 81 with a retirement allowance

 

that is not subject to reduction under section 84(2) and has a

 

final average compensation that is greater than $90,000.00, the

 

retirement allowance shall be equal to the member's number of years

 

and fraction of a year of credited service multiplied by 1.6% of

 

his or her final average compensation up to a final average

 

compensation of $90,000.00 and the remaining portion of the


 

retirement allowance shall be equal to the member's number of years

 

and fraction of a year of credited service multiplied by 1.5% of

 

the portion of final average compensation over $90,000.00. For

 

members eligible under this section because the member's combined

 

age and length of credited service is equal to or greater than 80

 

years, upon his or her retirement as provided in this section, a

 

member who retires with a retirement effective date on or before

 

September 1, 2012 shall receive a retirement allowance equal to the

 

member's number of years and fraction of a year of credited service

 

multiplied by 1.55% of the member's final average compensation if

 

the final average compensation is $90,000.00 or less. For members

 

eligible to retire under this section because the member's combined

 

age and length of credited service is equal to or greater than 80

 

years whose final average compensation is greater than $90,000.00,

 

the retirement allowance shall be calculated so that the member

 

receives a portion of his or her retirement allowance equal to the

 

member's number of years and fraction of a year of credited service

 

multiplied by 1.55% of his or her final average compensation up to

 

a final average compensation of $90,000.00 and the remaining

 

portion of the retirement allowance shall be calculated as equal to

 

the member's number of years and fraction of a year of credited

 

service multiplied by 1.5% of the portion of final average

 

compensation over $90,000.00.

 

     (3) Except as otherwise provided in this subsection, the

 

superintendent for a reporting unit or the chief administrator for

 

a reporting unit that does not have a superintendent may extend the

 

effective date of retirement under subsection (1) of a member


 

employed by that reporting unit to a date not later than September

 

1, 2013. Each reporting unit having a member who elects to retire

 

under this section may extend the retirement effective date of 1

 

member under this section. Up to an additional 2,500 extensions

 

shall be allotted to reporting units using a pro-rata methodology

 

determined by the retirement system. The retirement system shall

 

notify reporting units of any additional extension allotments by

 

May 22, 2012. To make an extension under this subsection, the

 

superintendent or chief administrator shall submit to the

 

retirement system notification of members whose retirement dates

 

the superintendent or chief administrator will extend along with

 

the written concurrence of the member on or before June 15, 2012.

 

The superintendent or chief administrator shall not request, and

 

the retirement system shall not implement, the extension of a

 

member that exceeds the number of extensions allotted to his or her

 

reporting unit.

 

     (4) For purposes of this section, "incentivized retirement

 

application period" means the period beginning on the effective

 

date of the amendatory act that added this section and ending on

 

June 11, 2012.

 

     (5) Any additional costs to the retirement system as a result

 

of the retirement allowance calculations under this section shall

 

be amortized over a 5-year period.