Florida Senate - 2025                                    SB 7022
       
       
        
       By the Committee on Governmental Oversight and Accountability
       
       
       
       
       
       585-02556-25                                          20257022__
    1                        A bill to be entitled                      
    2         An act relating to retirement; amending s. 121.053,
    3         F.S.; authorizing an officer, except while serving as
    4         a legislator, to remain in elective office and receive
    5         accumulated DROP proceeds after the officer attains a
    6         certain age; providing that, upon termination, the
    7         officer receives accumulated DROP proceeds including
    8         interest earned in accordance with a specified
    9         provision; amending s. 121.091, F.S.; requiring the
   10         Division of Retirement or the State Board of
   11         Administration, as appropriate, to take steps to
   12         recoup from the elected officer any DROP proceeds
   13         distributed in accordance with a specified provision,
   14         under specified circumstances; amending s. 121.71,
   15         F.S.; revising required employer retirement
   16         contribution rates for each membership class and
   17         subclass of the Florida Retirement System; providing a
   18         declaration of important state interest; providing an
   19         effective date.
   20          
   21  Be It Enacted by the Legislature of the State of Florida:
   22  
   23         Section 1. Subsection (7) of section 121.053, Florida
   24  Statutes, is amended to read:
   25         121.053 Participation in the Elected Officers’ Class for
   26  retired members.—
   27         (7) A member who is elected or appointed to an elective
   28  office and who is participating in the Deferred Retirement
   29  Option Program is not subject to termination as defined in s.
   30  121.021, or reemployment limitations as provided in s.
   31  121.091(9), until the end of his or her current term of office
   32  or, if the officer is consecutively elected or reelected to an
   33  elective office eligible for coverage under the Florida
   34  Retirement System, until he or she no longer holds an elective
   35  office, as follows:
   36         (a) At the end of the member’s DROP period:
   37         1. The officer’s DROP account may not accrue additional
   38  monthly benefits, but does continue to earn interest as provided
   39  in s. 121.091(13). However, an officer whose DROP participation
   40  begins on or after July 1, 2010, may not continue to earn such
   41  interest.
   42         2. Retirement contributions, except for unfunded actuarial
   43  liability and health insurance subsidy contributions required in
   44  ss. 121.71(5) and 121.76, are not required of the employer of
   45  the elected officer, and additional retirement credit may not be
   46  earned under the Florida Retirement System.
   47         3.The officer, except while serving as a legislator, may
   48  remain in elective office and receive his or her accumulated
   49  DROP proceeds, including interest earned in accordance with
   50  subparagraph 1., after attaining the age of 59 1/2 years.
   51         (b) An elected officer may voluntarily terminate his or her
   52  elective office at any time and receive his or her DROP
   53  proceeds. However, until termination occurs, an elected officer
   54  whose termination limitations are extended by this section is
   55  ineligible for renewed membership in the system and may not
   56  receive pension payments, DROP lump sum payments, or any other
   57  state payment other than the statutorily determined salary,
   58  travel, and per diem for the elective office.
   59         (c) Upon termination, the officer shall receive his or her
   60  accumulated DROP account, including plus interest earned in
   61  accordance with subparagraph (a)1., and shall accrue and
   62  commence receiving monthly retirement benefits, which must be
   63  paid on a prospective basis only.
   64         Section 2. Subsection (5) of section 121.091, Florida
   65  Statutes, is amended to read:
   66         121.091 Benefits payable under the system.—Benefits may not
   67  be paid under this section unless the member has terminated
   68  employment as provided in s. 121.021(39)(a) or begun
   69  participation in the Deferred Retirement Option Program as
   70  provided in subsection (13), and a proper application has been
   71  filed in the manner prescribed by the department. The department
   72  may cancel an application for retirement benefits when the
   73  member or beneficiary fails to timely provide the information
   74  and documents required by this chapter and the department’s
   75  rules. The department shall adopt rules establishing procedures
   76  for application for retirement benefits and for the cancellation
   77  of such application when the required information or documents
   78  are not received.
   79         (5) TERMINATION BENEFITS.—A member whose employment is
   80  terminated prior to retirement retains membership rights to
   81  previously earned member-noncontributory service credit, and to
   82  member-contributory service credit, if the member leaves the
   83  member contributions on deposit in his or her retirement
   84  account. If a terminated member receives a refund of member
   85  contributions, such member may reinstate membership rights to
   86  the previously earned service credit represented by the refund
   87  by completing 1 year of creditable service and repaying the
   88  refunded member contributions, plus interest.
   89         (a) A member whose employment is terminated for any reason
   90  other than death or retirement before becoming vested is
   91  entitled to the return of his or her accumulated contributions
   92  as of the date of termination. Effective July 1, 2011, upon
   93  termination of employment from all participating employers for 3
   94  calendar months as defined in s. 121.021(39)(c) for any reason
   95  other than retirement, a member may receive a refund of all
   96  contributions he or she has made to the pension plan, subject to
   97  the restrictions otherwise provided in this chapter. The refund
   98  may be received as a lump-sum payment, a rollover to a qualified
   99  plan, or a combination of these methods. Partial refunds are not
  100  permitted. The refund may not include any interest earnings on
  101  the contributions for a member of the pension plan. Employer
  102  contributions made on behalf of the member are not refundable. A
  103  member may not receive a refund of employee contributions if a
  104  pending or an approved qualified domestic relations order is
  105  filed against his or her retirement account. By obtaining a
  106  refund of contributions, a member waives all rights under the
  107  Florida Retirement System and the health insurance subsidy to
  108  the service credit represented by the refunded contributions,
  109  except the right to purchase his or her prior service credit in
  110  accordance with s. 121.081(2).
  111         (b) A member whose employment is terminated for any reason
  112  other than death or retirement after becoming vested may elect
  113  to receive a deferred monthly benefit which shall begin to
  114  accrue on the first day of the month of normal or early
  115  retirement and shall be payable on the last day of that month
  116  and each month thereafter during his or her lifetime. The amount
  117  of monthly benefit shall be computed in the same manner as for a
  118  normal retirement benefit in accordance with subsection (1) or
  119  early retirement benefit in accordance with s. 121.021(30), but
  120  based on average monthly compensation and creditable service as
  121  of the date of termination.
  122         (c) In lieu of the deferred monthly benefit provided in
  123  paragraph (b), the terminated member may elect to receive a
  124  lump-sum amount equal to his or her accumulated contributions as
  125  of the date of termination. Effective July 1, 2011, upon
  126  termination of employment from all participating employers for 3
  127  calendar months as defined in s. 121.021(39)(c) for any reason
  128  other than retirement, a member may receive a refund of all
  129  contributions he or she has made to the pension plan, subject to
  130  the restrictions otherwise provided in this chapter. Partial
  131  refunds are not permitted. The refund may not include any
  132  interest earnings on the contributions for a member of the
  133  pension plan. Employer contributions made on behalf of the
  134  member are not refundable. A member may not receive a refund of
  135  employee contributions if a pending or an approved qualified
  136  domestic relations order is filed against his or her retirement
  137  account. By obtaining a refund of contributions, a member waives
  138  all rights under the Florida Retirement System and the health
  139  insurance subsidy to the service credit represented by the
  140  refunded contributions, except the right to purchase his or her
  141  prior service credit in accordance with s. 121.081(2).
  142         (d) If any retired member dies without having received in
  143  benefit payments an amount equal to his or her accumulated
  144  contributions, there shall be payable to his or her designated
  145  beneficiary an amount equal to the excess, if any, of the
  146  member’s accumulated contributions over the total monthly
  147  payments made to the member prior to the date of death.
  148         (e) A member shall be deemed a terminated member when
  149  termination of employment has occurred as provided in s.
  150  121.021(39).
  151         (f) Any member who has been found guilty by a verdict of a
  152  jury, or by the court trying the case without a jury, of
  153  committing, aiding, or abetting any embezzlement or theft from
  154  his or her employer, bribery in connection with the employment,
  155  or other felony specified in chapter 838, except ss. 838.15 and
  156  838.16, committed prior to retirement, or who has entered a plea
  157  of guilty or of nolo contendere to such crime, or any member
  158  whose employment is terminated by reason of the member’s
  159  admitted commitment, aiding, or abetting of an embezzlement or
  160  theft from his or her employer, bribery, or other felony
  161  specified in chapter 838, except ss. 838.15 and 838.16, shall
  162  forfeit all rights and benefits under this chapter, except the
  163  return of his or her accumulated contributions as of the date of
  164  termination.
  165         (g) Any elected official who is convicted by the Senate of
  166  an impeachable offense shall forfeit all rights and benefits
  167  under this chapter, except the return of his or her accumulated
  168  contributions as of the date of the conviction.
  169         (h) Any member who, prior to retirement, is adjudged by a
  170  court of competent jurisdiction to have violated any state law
  171  against strikes by public employees, or who has been found
  172  guilty by such court of violating any state law prohibiting
  173  strikes by public employees, shall forfeit all rights and
  174  benefits under this chapter, except the return of his or her
  175  accumulated contributions as of the date of the conviction.
  176         (i) The division or the state board may not pay benefits to
  177  any member convicted of a felony committed on or after October
  178  1, 2008, defined in s. 800.04 against a victim younger than 16
  179  years of age, or defined in chapter 794 against a victim younger
  180  than 18 years of age, through the use or attempted use of power,
  181  rights, privileges, duties, or position of the member’s public
  182  office or employment position. However, the division or the
  183  state board shall return the member’s accumulated contributions,
  184  if any, that the member accumulated as of the date of
  185  conviction.
  186         (j) Any beneficiary who by a verdict of a jury or by the
  187  court trying the case without a jury is found guilty, or who has
  188  entered a plea of guilty or nolo contendere, of unlawfully and
  189  intentionally killing or procuring the death of the member
  190  forfeits all rights to the deceased member’s benefits under this
  191  chapter, and the benefits will be paid as if such beneficiary
  192  had predeceased the decedent.
  193         (k) Benefits may not be paid by the division or the state
  194  board pending final resolution of such charges against a member
  195  or beneficiary if the resolution of such charges could require
  196  the forfeiture of benefits as provided in paragraph (f),
  197  paragraph (g), paragraph (h), paragraph (i), paragraph (j), or
  198  chapter 112.
  199         (l)The division and the state board, as appropriate, must
  200  take steps to recoup from the elected officer any DROP proceeds
  201  distributed pursuant to s. 121.053(7)(a)3. if:
  202         1.Such DROP proceeds were distributed before the elected
  203  officer’s termination; and
  204         2.The division or state board would be prohibited pursuant
  205  to paragraph (k) from making a distribution to the elected
  206  officer, absent the distribution to the elected officer pursuant
  207  to s. 121.053(7)(a)3.
  208         Section 3. Subsections (4) and (5) of section 121.71,
  209  Florida Statutes, are amended to read:
  210         121.71 Uniform rates; process; calculations; levy.—
  211         (4) Required employer retirement contribution rates for
  212  each membership class and subclass of the Florida Retirement
  213  System for both retirement plans are as follows:
  214  
  215  Membership Class            Percentage ofGrossCompensation,EffectiveJuly 1, 2025 2024
  216  
  217  Regular Class                             7.10% 6.73%              
  218  Special Risk Class                       20.10% 18.66%             
  219  Special Risk Administrative Support Class             10.88% 11.54%             
  220  Elected Officers’ Class— Legislators, Governor, Lt. Governor, Cabinet Officers, State Attorneys, Public Defenders             10.04% 10.70%             
  221  Elected Officers’ Class— Justices, Judges             15.62% 14.90%             
  222  Elected Officers’ Class— County Elected Officers             11.79% 12.39%             
  223  Senior Management Service Class             8.73% 8.56%               
  224  DROP                                      9.37% 8.49%              
  225         (5) In order to address unfunded actuarial liabilities of
  226  the system, the required employer retirement contribution rates
  227  for each membership class and subclass of the Florida Retirement
  228  System for both retirement plans are as follows:
  229  
  230  Membership Class            Percentage ofGrossCompensation,EffectiveJuly 1, 2025 2024
  231  
  232  Regular Class                             4.87% 4.84%              
  233  Special Risk Class                       13.03% 12.07%             
  234  Special Risk Administrative Support Class             26.54% 26.22%             
  235  Elected Officers’ Class— Legislators, Governor, Lt. Governor, Cabinet Officers, State Attorneys, Public Defenders             50.56% 50.21%             
  236  Elected Officers’ Class— Justices, Judges             28.46% 28.49%             
  237  Elected Officers’ Class— County Elected Officers             40.72% 44.23%             
  238  Senior Management Service Class             22.45% 23.90%             
  239  DROP                                     10.65% 10.64%             
  240         Section 4. The Legislature finds that a proper and
  241  legitimate state purpose is served when employees, officers, and
  242  retirees of the state and its political subdivisions, and the
  243  dependents, survivors, and beneficiaries of such employees,
  244  officers, and retirees, are extended the basic protections
  245  afforded by governmental retirement systems. These persons must
  246  be provided benefits that are fair and adequate and that are
  247  managed, administered, and funded in an actuarially sound manner
  248  as required by s. 14, Article X of the State Constitution and
  249  part VII of chapter 112, Florida Statutes. Therefore, the
  250  Legislature determines and declares that this act fulfills an
  251  important state interest.
  252         Section 5. This act shall take effect July 1, 2025.