Senate Bill sb2230e1

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    CS for SB 2230                                 First Engrossed



  1                      A bill to be entitled

  2         An act relating to retirement; amending s.

  3         121.71, F.S.; revising the payroll contribution

  4         rates for the membership classes of the Florida

  5         Retirement System for the state fiscal years

  6         effective July 1, 2004, and July 1, 2005;

  7         amending s. 121.74, F.S.; reducing the fee

  8         imposed for the cost of administration;

  9         providing a declaration of important state

10         interest; providing an effective date.

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

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14         Section 1.  Section 121.71, Florida Statutes, is

15  amended to read:

16         121.71  Uniform rates; process; calculations; levy.--

17         (1)  In conducting the system actuarial study required

18  under s. 121.031, the actuary shall follow all requirements

19  specified thereunder to determine, by Florida Retirement

20  System employee membership class, the dollar contribution

21  amounts necessary for the forthcoming fiscal year for the

22  defined benefit program. In addition, the actuary shall

23  determine, by Florida Retirement System membership class,

24  based on an estimate for the forthcoming fiscal year of the

25  gross compensation of employees participating in the optional

26  retirement program, the dollar contribution amounts necessary

27  to make the allocations required under ss. 121.72 and 121.73.

28  For each employee membership class and subclass, the actuarial

29  study shall establish a uniform rate necessary to fund the

30  benefit obligations under both Florida Retirement System

31  retirement plans, by dividing the sum of total dollars


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    CS for SB 2230                                 First Engrossed



 1  required by the estimated gross compensation of members in

 2  both plans.

 3         (2)  Based on the uniform rates set forth in subsection

 4  (3), employers shall make monthly contributions to the

 5  Division of Retirement, which shall initially deposit the

 6  funds into the Florida Retirement System Contributions

 7  Clearing Trust Fund. A change in a contribution rate is

 8  effective the first day of the month for which a full month's

 9  employer contribution may be made on or after the beginning

10  date of the change.

11         (3)  Required employer retirement contribution rates

12  for each membership class and subclass of the Florida

13  Retirement System for both retirement plans are as follows:

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15                               Percentage of Percentage of

16                               Gross         Gross

17                               Compensation, Compensation,

18                               Effective     Effective

19  Membership Class             July 1, 2004  July 1, 2005

20                               2003          2004

21  Regular Class                 6.20%  6.18%  9.98%  10.07%

22  Special Risk Class           17.34% 17.32% 22.16%  22.15%

23  Special Risk Administrative                

24    Support Class               8.73%  8.71% 12.55%  12.58%

25  Elected Officers' Class -                  

26    Legislators, Governor,                   

27    Lt. Governor,                            

28    Cabinet Officers,                        

29    State Attorneys,                         

30    Public Defenders           11.30% 11.28% 15.82% 15.48%

31  Elected Officers' Class -                  


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    CS for SB 2230                                 First Engrossed



 1    Justices, Judges           17.46% 17.44% 20.78% 20.70%

 2  Elected Officers' Class -                  

 3    County Elected Officers    14.04% 14.02% 17.73% 17.81%

 4  Senior Management Class       8.18%  8.16% 11.64% 11.59%

 5  DROP                          8.00%        11.56%

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 7         (4)  The state actuary shall recognize and use an

 8  appropriate level of available excess assets of the Florida

 9  Retirement System Trust Fund to offset the difference between

10  the normal costs of the Florida Retirement System and the

11  statutorily prescribed contribution rates.

12         Section 2.  Section 121.74, Florida Statutes, is

13  amended to read:

14         121.74  Administrative and educational

15  expenses.--Effective July 1, 2004 2003, in addition to

16  contributions required under s. 121.71, employers

17  participating in the Florida Retirement System shall

18  contribute an amount equal to 0.08 0.10 percent of the payroll

19  reported for each class or subclass of Florida Retirement

20  System membership, which amount shall be transferred by the

21  Division of Retirement from the Florida Retirement System

22  Contributions Clearing Trust Fund to the State Board of

23  Administration's Administrative Trust Fund to offset the costs

24  of administering the optional retirement program and the costs

25  of providing educational services to participants in the

26  defined benefit program and the optional retirement program.

27  Approval of the Trustees of the State Board of Administration

28  is required prior to the expenditure of these funds. Payments

29  for third-party administrative or educational expenses shall

30  be made only pursuant to the terms of the approved contracts

31  for such services.


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    CS for SB 2230                                 First Engrossed



 1         Section 3.  The Legislature finds that a proper and

 2  legitimate state purpose is served when employees and retirees

 3  of the state and its political subdivisions, and the

 4  dependents, survivors, and beneficiaries of such employees and

 5  retirees, are extended the basic protections afforded by

 6  governmental retirement systems. These persons must be

 7  provided benefits that are fair and adequate and that are

 8  managed, administered, and funded in an actuarially sound

 9  manner, as required by Section 14, Article X of the State

10  Constitution, and part VII of chapter 112, Florida Statutes.

11  Therefore, the Legislature determines and declares that this

12  act fulfills an important state interest.

13         Section 4.  This act shall take effect July 1, 2004.

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