Senate Sponsors: MAITLAND. House Sponsors: MURPHY-JONES,SHIRLEY-HARTKE-ERWIN-DEERING Short description: PEN CD-DNST TEACHERS-IMRF Synopsis of Bill as introduced: Amends the Downstate Teacher Article of the Pension Code. Removes obsolete provisions relating to the transfer of credit to the General Assembly Retirement System. Effective immediately. PENSION IMPACT NOTE SB 665 has no fiscal impact. SENATE AMENDMENT NO. 1. Adds reference to: 5 ILCS 365/2 from Ch. 127, par. 352 5 ILCS 365/4 from Ch. 127, par. 354 5 ILCS 365/8 from Ch. 127, par. 358 5 ILCS 365/9 from Ch. 127, par. 359 35 ILCS 5/804 from Ch. 120, par. 8-804 40 ILCS 5/2-123 from Ch. 108 1/2, par. 2-123 40 ILCS 5/2-126.1 from Ch. 108 1/2, par. 2-126.1 40 ILCS 5/14-103.05 from Ch. 108 1/2, par. 14-103.0 40 ILCS 5/14-108 from Ch. 108 1/2, par. 14-108 40 ILCS 5/14-130 from Ch. 108 1/2, par. 14-130 40 ILCS 5/14-133 from Ch. 108 1/2, par. 14-133 40 ILCS 5/14-133.1 from Ch. 108 1/2, par. 14-133.1 40 ILCS 5/15-157 from Ch. 108 1/2, par. 15-157 40 ILCS 5/15-157.1 from Ch. 108 1/2, par. 15-157.1 40 ILCS 5/15-185 from Ch. 108 1/2, par. 15-185 40 ILCS 5/18-133.1 from Ch. 108 1/2, par. 18-133.1 40 ILCS 5/21-103 from Ch. 108 1/2, par. 21-103 40 ILCS 5/21-109 from Ch. 108 1/2, par. 21-109 40 ILCS 5/21-115 from Ch. 108 1/2, par. 21-115 Deletes everything. Amends the State Salary and Annuity Withholding Act and the Illinois Pension Code to authorize voluntary withholding from retirement and disability annuities payable from the State Universities Retirement System. Authorizes withholding under the State Salary and Annuity Withholding Act for the purpose of paying to the Department of Revenue amounts due or to become due under the Illinois Income Tax Act. Provides that the amounts withheld shall be paid without delay to the Department of Revenue or a depositary designated by the Department. Also authorizes withholding for payment of optional contributions to public employee retirement systems. For participants in the General Assembly, State Employee, Universities, and Judges Retirement Systems, authorizes pickup of optional contributions by the employer for federal tax purposes. Amends the Illinois Income Tax Act to provide that an individual may elect to have the amounts withheld under the State Salary and Annuity Withholding Act for payment of amounts due or to become due under the Illinois Income Tax Act treated as payments of estimated tax. Amends the General Assembly Article of the Illinois Pension Code to allow a refund of excess contributions to be paid to a beneficiary designated by the member's surviving spouse. Amends the State Employee Article to authorize the Board to adopt rules governing the repayment of refunds and establishment of credits in cases involving awards of back pay or reinstatement. Provides that the rules may authorize repayment of a refund in installment payments and may waive the payment of interest on refund amounts repaid in full within a specified period. Specifies that members of certain professional licensing and disciplinary boards who are compensated on a per-diem basis do not participate in the System. Removes the requirement that certain security employees of the Department of Corrections or Human Services must be employed full-time in order to qualify for their special retirement formula. Amends the Social Security Enabling Act Article to abolish the Social Security Contribution Fund at the close of business on June 30, 1997. Deletes obsolete references to the Fund. Transfers any remaining balance into the Social Security Administration Fund. Effective immediately. SENATE AMENDMENT NO. 3. Adds reference to: 5 ILCS 375/3 from Ch. 127, par. 523 5 ILCS 375/6.6 40 ILCS 5/14-118 from Ch. 108 1/2, par. 14-118 40 ILCS 5/14-119 from Ch. 108 1/2, par. 14-119 40 ILCS 5/14-120 from Ch. 108 1/2, par. 14-120 40 ILCS 5/14-128 from Ch. 108 1/2, par. 14-128 40 ILCS 5/15-131 from Ch. 108 1/2, par. 15-131 40 ILCS 5/15-145 from Ch. 108 1/2, par. 15-145 40 ILCS 5/16-106 from Ch. 108 1/2, par. 16-106 40 ILCS 5/16-140 from Ch. 108 1/2, par. 16-140 40 ILCS 5/16-151 from Ch. 108 1/2, par. 16-151 40 ILCS 5/16-155 from Ch. 108 1/2, par. 16-155 40 ILCS 5/16-158.1 from Ch. 108 1/2, par. 16-158.1 40 ILCS 5/16-169.1 new 40 ILCS 5/16-179 from Ch. 108 1/2, par. 16-179 40 ILCS 5/16-181.3 new 40 ILCS 5/16-185 from Ch. 108 1/2, par. 16-185 40 ILCS 5/16-187 from Ch. 108 1/2, par. 16-187 40 ILCS 5/17-134.1 new Amends the State Employees Group Insurance Act of 1971 in relation to health benefits for retired teachers. Eliminates coverage of certain dependent students who are age 23. Makes changes relating to the required contribution for annuitant health benefits that must be paid by persons establishing certain optional service credits in the Teachers' Retirement System. Amends the Downstate Teacher Article of the Pension Code. Permits the secretary of the Board to issue subpoenas. Permits the Board to adopt rules affecting the repayment of refunds, the purchase of optional service credits, the acceptance of partial payments, and the calculation of interest. Specifies that certain employee contributions that accrue during periods of disability are not refundable. Makes changes in provisions governing the valuation of the System's investments. Removes the requirement that the president of the board approve all vouchers. Changes certain requirements relating to educational employers. Amends the State Employee, State Universities, and Downstate Teacher Articles to extend certain survivor benefits to children who are unmarried full-time students under age 22. Amends the Chicago Teacher Article of the Pension Code to provide for participation by certain labor organi- zation employees who do not receive special leaves of absence for that employment. Allows those employees to repay refunds and establish cre- dit for prior service in that capacity. Allows purchase of these op- tional credits by direct rollover of money from other qualified re- tirement plans. Amends the Downstate Teacher Article of the Pension Code to remove the deadline by which certain labor organization em- ployees may elect to participate in the System. Allows participation by certain officers of national teacher organizations. Effective immediately. SENATE AMENDMENT NO. 5. Adds reference to: 30 ILCS 805/8.21 new 40 ILCS 5/7-139 from Ch. 108 1/2, par. 7-139 Amends the Illinois Municipal Retirement Fund (IMRF) Article of the Pension Code. Waives the 50-month limit on establishing credit for certain past service for current and former county board members, subject to approval of the affected county board. Amends the State Mandates Act to require implementation without reimbursement. SENATE AMENDMENT NO. 8. Adds reference to: 40 ILCS 5/18-112.6 new Amends the Judges Article of the Illinois Pension Code. Allows a judge to purchase up to 2 years of service credit for a period spent as an elected member of a board of education or the board of trustees of a community college district in this State. SENATE AMENDMENT NO. 9. Adds reference to: 40 ILCS 5/14-104 Amends the State Employee Article of the Pension Code to allow persons who have worked on a contractual basis in the district office of a member of the General Assembly to purchase service credit for up to 3 years of that work. Requires application by March 1, 1998. Effective immediately. SENATE AMENDMENT NO. 10. Adds reference to: 40 ILCS 5/17-116.1 from Ch. 108 1/2, par. 17-116.1 30 ILCS 805/8.21 new Amends the Chicago Teacher Article of the Pension Code to extend the deadline for early retirement without discount from June 30, 1995 to June 30, 2005; applies retroactively to persons who have retired since June 30, 1995. Amends the State Mandates Act to require implementation without reimbursement. SENATE AMENDMENT NO. 11. Adds reference to: 40 ILCS 5/7-109.3 from Ch. 108 1/2, par. 7-109.3 40 ILCS 5/7-111 from Ch. 108 1/2, par. 7-111 40 ILCS 5/7-113 from Ch. 108 1/2, par. 7-113 40 ILCS 5/7-116 from Ch. 108 1/2, par. 7-116 40 ILCS 5/7-118 from Ch. 108 1/2, par. 7-118 40 ILCS 5/7-132.2 from Ch. 108 1/2, par. 7-132.2 40 ILCS 5/7-139 from Ch. 108 1/2, par. 7-139 40 ILCS 5/7-145 from Ch. 108 1/2, par. 7-145 40 ILCS 5/7-171 from Ch. 108 1/2, par. 7-171 40 ILCS 5/7-172 from Ch. 108 1/2, par. 7-172 40 ILCS 5/7-199.3 new Amends the Illinois Municipal Retirement Fund (IMRF) Article of the Pension Code. Allows members to receive up to 24 months of credit for military service not preceded by employment upon payment of the corresponding employee and employer contributions; requires employer approval. Allows all credit for military service or a leave of absence established by a sheriff's law enforcement employee to be deemed credit in that capacity. Allows an inactive member to designate a death benefit beneficiary. Changes certain obsolete references to educational service regions. Restores the availability of reversionary annuities. Authorizes the Fund to offer deferred compensation and tax-deferred annuity programs to its members. Requires an employee contribution for certain prior service credits granted to employees of entities that begin participating in the Fund after January 1, 1998. Also makes technical changes. SENATE AMENDMENT NO. 12. Adds reference to: 5 ILCS 375/3 from Ch. 127, par. 523 40 ILCS 5/15-107 from Ch. 108 1/2, par. 15-107 40 ILCS 5/15-134 from Ch. 108 1/2, par. 15-134 40 ILCS 5/15-136 from Ch. 108 1/2, par. 15-136 40 ILCS 5/15-136.4 new 40 ILCS 5/15-141 from Ch. 108 1/2, par. 15-141 40 ILCS 5/15-142 from Ch. 108 1/2, par. 15-142 40 ILCS 5/15-146 from Ch. 108 1/2, par. 15-146 40 ILCS 5/15-154 from Ch. 108 1/2, par. 15-154 40 ILCS 5/15-157 from Ch. 108 1/2, par. 15-157 40 ILCS 5/15-158.2 40 ILCS 5/15-165 from Ch. 108 1/2, par. 15-165 40 ILCS 15/1.1 Amends the State Universities Article of the Pension Code to provide for another optional retirement program. Amends the State Employees Group Insurance Act to make changes in definitions. Also makes other changes. Amends the State Pension Funds Continuing Appropriation Act to make a change in the continuing appropriation for the State Universities Retirement System. PENSION NOTE SB665 would have little or no fiscal impact. HOUSE AMENDMENT NO. 1. Reorganizes the provisions of the bill. Deletes certain duplicative material. Makes no substantive change. HOUSE AMENDMENT NO. 2. Adds reference to: 40 ILCS 5/16-143 from Ch. 108 1/2, par. 16-143 40 ILCS 5/16-152.1 from Ch. 108 1/2, par. 16-152.1 40 ILCS 5/16-154 from Ch. 108 1/2, par. 16-154 Amends the Downstate Teacher Article of the Pension Code. Provides that benefits payable to an eligible child shall terminate when the eligible child marries, dies, or attains age 18 (age 22 if a full-time student); except that benefits payable to a dependent disabled eligible child shall terminate only when the child dies or ceases to be disabled. Changes two references to school districts to conform them to the other changes made by the bill. Authorizes employer pickup of optional contributions paid by payroll deduction. PENSION NOTE, H-AM 1 & 2 SB 665 would have little or no fiscal impact on the bill. FISCAL NOTE, H-AM 1 & 2 (Economic & Fiscal Comm.) No change from previous note. Last action on Bill: PUBLIC ACT.............................. 90-0448 Last action date: 97-08-16 Location: Senate Amendments to Bill: AMENDMENTS ADOPTED: HOUSE - 2 SENATE - 8 END OF INQUIRY Full Text Bill Status