House Bill 4333e1

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                                          HB 4333, First Engrossed



  1                      A bill to be entitled

  2         An act relating to retirement; creating the

  3         Florida Defined Contribution Retirement Study

  4         Commission; providing for membership; providing

  5         powers and duties of the commission; providing

  6         an effective date.

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  8         WHEREAS, pursuant to chapter 97-296, Laws of Florida,

  9  the Workforce 2000 Study Commission complete a comprehensive

10  study comparing employee benefits in the public and private

11  sectors, and

12         WHEREAS, the appropriate application of a defined

13  contribution plan in the Florida Retirement System might

14  enable a more efficient use of public tax dollars while

15  providing additional choices for the workforce, and

16         WHEREAS, the initiative to create a defined benefit

17  retirement plan for members of the Florida Retirement System

18  can be accomplished through a review of all the components of

19  public-employee compensation, and

20         WHEREAS, the proper relationship of salary and benefit

21  compensation is acritical issue in personnel administration

22  policies in the public sector, NOW, THEREFORE,

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24  Be It Enacted by the Legislature of the State of Florida:

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26         Section 1.  (1)  There is created the Florida Defined

27  Contribution Retirement Study Commission for the purpose of

28  advising the Legislature and the Governor on measures in the

29  formulation and implementation of an optional portable

30  retirement program.

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                                          HB 4333, First Engrossed



  1         (a)  The commission shall consist of 20 members, as

  2  follows:

  3         1.  Two legislators appointed by the President of the

  4  Senate;

  5         2.  Two legislators appointed by the Speaker of the

  6  House of Representatives;

  7         3.  One employee of the Governors Office of Planning

  8  and Budgeting, appointed by the Governor;

  9         4.  The President of the Senate and the Speaker of the

10  House of Representatives shall appoint the following

11  commission members based upon the recommendations of each of

12  the respective employer or employee member organizations:

13         a.  Three members representing the financial services

14  industry, to include a provider of mutual funds, a provider of

15  insurance/annuity products, and a provider from a financial

16  services company;

17         b.  One member representing the Division of Retirement;

18         c.  One member representing the State Board of

19  Administration;

20         d.  One member representing municipality members of the

21  Florida Retirement System;

22         e.  Two members representing counties, one representing

23  the employer, and one representing the non-managerial,

24  nonsupervisory employees;

25         f.  Four members representing education, one school

26  board member, one superintendent or administrator, and two

27  teachers;

28         g.  One member representing state employees;

29         h.  One member representing the special risk class of

30  the Florida Retirement System;

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                                          HB 4333, First Engrossed



  1         i.  One member representing any special district which

  2  participates in the Florida Retirement System.

  3         (2)  The Commission shall be co-chaired by one

  4  Representative and one Senator.

  5         (3)  It is the duty of the commission to:

  6         (a)  Review existing defined benefit and defined

  7  contribution pension plans, taking into consideration:

  8         1.  The proper relationship of employer and employee

  9  contributions to any alternate plan;

10         2.  Any effects on the existing retirement plan

11  resulting from implementation of a new retirement plan,

12  including, but not limited to:

13         a.  Vesting rights and portability options;

14         b.  Other factors influencing the demand for either

15  program; and

16         c.  Considering the effect of implementing the optional

17  defined contribution plan, including affect on unfunded

18  accrued liabilities of existing defined benefit plans.

19         3.  Review of a study performed by the Florida

20  Retirement System on credit for transferring funds from the

21  existing retirement plan to an optional retirement plan.

22         (b)  Recommend and address:

23         1.  The role and obligations for educating employees

24  regarding the differences and advantages of the two plans, and

25  regarding their investment choices;

26         2.  Program administration and its cost, and who shall

27  bear the cost; and

28         3.  The offering of plans independently, or as a group.

29         (4)  The commission shall make its recommendation in an

30  official report, adopted by the commission and transmitted to

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                                          HB 4333, First Engrossed



  1  the Governor, the President of the Senate, and the Speaker of

  2  the House of Representatives by January 1, 1999.

  3         (5)  Commission members shall be appointed by June 1,

  4  1998 and shall convene to organize immediately after the

  5  appointments have been completed.

  6         (6)  Members of the commission shall serve without

  7  compensation.  Members of the commission shall be entitled to

  8  receive reimbursement for travel and per diem as provided in

  9  section 112.061, Florida Statutes, while carrying out official

10  business of the commission.

11         (7)  The commission shall hold meetings when deemed

12  necessary.

13         Section 2.  The Division of Retirement shall furnish

14  funds necessary for the completion of the study.

15         Section 3.  This act shall effect upon becoming a law.

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