Florida Senate - 2026                   (PROPOSED BILL) SPB 7028
       
       
        
       FOR CONSIDERATION By the Committee on Governmental Oversight and
       Accountability
       
       
       
       
       585-01731C-26                                         20267028pb
    1                        A bill to be entitled                      
    2         An act relating to retirement; amending s. 121.053,
    3         F.S.; authorizing an elected officer, except while
    4         serving as a legislator, to remain in elective office
    5         and receive accumulated Deferred Retirement Option
    6         Program (DROP) proceeds after the officer attains a
    7         certain age; providing that, upon termination, the
    8         officer receives accumulated DROP proceeds including
    9         interest earned in accordance with a specified
   10         provision; amending s. 121.091, F.S.; requiring the
   11         Division of Retirement or the State Board of
   12         Administration, as appropriate, to take steps to
   13         recoup from the elected officer any DROP proceeds
   14         distributed in accordance with a specified provision,
   15         under specified circumstances; amending s. 121.101,
   16         F.S.; revising the cost-of-living adjustment for
   17         eligible Special Risk Class retirees; defining the
   18         term “eligible Special Risk Class retiree”; amending
   19         s. 121.71, F.S.; revising required employer retirement
   20         contribution rates for each membership class and
   21         subclass of the Florida Retirement System; providing a
   22         declaration of important state interest; providing an
   23         effective date.
   24          
   25  Be It Enacted by the Legislature of the State of Florida:
   26  
   27         Section 1. Subsection (7) of section 121.053, Florida
   28  Statutes, is amended to read:
   29         121.053 Participation in the Elected Officers’ Class for
   30  retired members.—
   31         (7) A member who is elected or appointed to an elective
   32  office and who is participating in the Deferred Retirement
   33  Option Program is not subject to termination as defined in s.
   34  121.021, or reemployment limitations as provided in s.
   35  121.091(9), until the end of his or her current term of office
   36  or, if the officer is consecutively elected or reelected to an
   37  elective office eligible for coverage under the Florida
   38  Retirement System, until he or she no longer holds an elective
   39  office, as follows:
   40         (a) At the end of the member’s DROP period:
   41         1. The officer’s DROP account may not accrue additional
   42  monthly benefits, but does continue to earn interest as provided
   43  in s. 121.091(13). However, an officer whose DROP participation
   44  begins on or after July 1, 2010, may not continue to earn such
   45  interest.
   46         2. Retirement contributions, except for unfunded actuarial
   47  liability and health insurance subsidy contributions required in
   48  ss. 121.71(5) and 121.76, are not required of the employer of
   49  the elected officer, and additional retirement credit may not be
   50  earned under the Florida Retirement System.
   51         3.The officer, except while serving as a legislator, may
   52  remain in elective office and receive his or her accumulated
   53  DROP proceeds, including interest earned in accordance with
   54  subparagraph 1., after attaining the age of 59 1/2 years.
   55         (b) An elected officer may voluntarily terminate his or her
   56  elective office at any time and receive his or her DROP
   57  proceeds. However, until termination occurs, an elected officer
   58  whose termination limitations are extended by this section is
   59  ineligible for renewed membership in the system and may not
   60  receive pension payments, DROP lump sum payments, or any other
   61  state payment other than the statutorily determined salary,
   62  travel, and per diem for the elective office.
   63         (c) Upon termination, the officer shall receive his or her
   64  accumulated DROP account, including plus interest earned in
   65  accordance with subparagraph (a)1., and shall accrue and
   66  commence receiving monthly retirement benefits, which must be
   67  paid on a prospective basis only.
   68         Section 2. Subsection (5) of section 121.091, Florida
   69  Statutes, is amended to read:
   70         121.091 Benefits payable under the system.—Benefits may not
   71  be paid under this section unless the member has terminated
   72  employment as provided in s. 121.021(39)(a) or begun
   73  participation in the Deferred Retirement Option Program as
   74  provided in subsection (13), and a proper application has been
   75  filed in the manner prescribed by the department. The department
   76  may cancel an application for retirement benefits when the
   77  member or beneficiary fails to timely provide the information
   78  and documents required by this chapter and the department’s
   79  rules. The department shall adopt rules establishing procedures
   80  for application for retirement benefits and for the cancellation
   81  of such application when the required information or documents
   82  are not received.
   83         (5) TERMINATION BENEFITS.—A member whose employment is
   84  terminated prior to retirement retains membership rights to
   85  previously earned member-noncontributory service credit, and to
   86  member-contributory service credit, if the member leaves the
   87  member contributions on deposit in his or her retirement
   88  account. If a terminated member receives a refund of member
   89  contributions, such member may reinstate membership rights to
   90  the previously earned service credit represented by the refund
   91  by completing 1 year of creditable service and repaying the
   92  refunded member contributions, plus interest.
   93         (a) A member whose employment is terminated for any reason
   94  other than death or retirement before becoming vested is
   95  entitled to the return of his or her accumulated contributions
   96  as of the date of termination. Effective July 1, 2011, upon
   97  termination of employment from all participating employers for 3
   98  calendar months as defined in s. 121.021(39)(c) for any reason
   99  other than retirement, a member may receive a refund of all
  100  contributions he or she has made to the pension plan, subject to
  101  the restrictions otherwise provided in this chapter. The refund
  102  may be received as a lump-sum payment, a rollover to a qualified
  103  plan, or a combination of these methods. Partial refunds are not
  104  permitted. The refund may not include any interest earnings on
  105  the contributions for a member of the pension plan. Employer
  106  contributions made on behalf of the member are not refundable. A
  107  member may not receive a refund of employee contributions if a
  108  pending or an approved qualified domestic relations order is
  109  filed against his or her retirement account. By obtaining a
  110  refund of contributions, a member waives all rights under the
  111  Florida Retirement System and the health insurance subsidy to
  112  the service credit represented by the refunded contributions,
  113  except the right to purchase his or her prior service credit in
  114  accordance with s. 121.081(2).
  115         (b) A member whose employment is terminated for any reason
  116  other than death or retirement after becoming vested may elect
  117  to receive a deferred monthly benefit which shall begin to
  118  accrue on the first day of the month of normal or early
  119  retirement and shall be payable on the last day of that month
  120  and each month thereafter during his or her lifetime. The amount
  121  of monthly benefit shall be computed in the same manner as for a
  122  normal retirement benefit in accordance with subsection (1) or
  123  early retirement benefit in accordance with s. 121.021(30), but
  124  based on average monthly compensation and creditable service as
  125  of the date of termination.
  126         (c) In lieu of the deferred monthly benefit provided in
  127  paragraph (b), the terminated member may elect to receive a
  128  lump-sum amount equal to his or her accumulated contributions as
  129  of the date of termination. Effective July 1, 2011, upon
  130  termination of employment from all participating employers for 3
  131  calendar months as defined in s. 121.021(39)(c) for any reason
  132  other than retirement, a member may receive a refund of all
  133  contributions he or she has made to the pension plan, subject to
  134  the restrictions otherwise provided in this chapter. Partial
  135  refunds are not permitted. The refund may not include any
  136  interest earnings on the contributions for a member of the
  137  pension plan. Employer contributions made on behalf of the
  138  member are not refundable. A member may not receive a refund of
  139  employee contributions if a pending or an approved qualified
  140  domestic relations order is filed against his or her retirement
  141  account. By obtaining a refund of contributions, a member waives
  142  all rights under the Florida Retirement System and the health
  143  insurance subsidy to the service credit represented by the
  144  refunded contributions, except the right to purchase his or her
  145  prior service credit in accordance with s. 121.081(2).
  146         (d) If any retired member dies without having received in
  147  benefit payments an amount equal to his or her accumulated
  148  contributions, there shall be payable to his or her designated
  149  beneficiary an amount equal to the excess, if any, of the
  150  member’s accumulated contributions over the total monthly
  151  payments made to the member prior to the date of death.
  152         (e) A member shall be deemed a terminated member when
  153  termination of employment has occurred as provided in s.
  154  121.021(39).
  155         (f) Any member who has been found guilty by a verdict of a
  156  jury, or by the court trying the case without a jury, of
  157  committing, aiding, or abetting any embezzlement or theft from
  158  his or her employer, bribery in connection with the employment,
  159  or other felony specified in chapter 838, except ss. 838.15 and
  160  838.16, committed prior to retirement, or who has entered a plea
  161  of guilty or of nolo contendere to such crime, or any member
  162  whose employment is terminated by reason of the member’s
  163  admitted commitment, aiding, or abetting of an embezzlement or
  164  theft from his or her employer, bribery, or other felony
  165  specified in chapter 838, except ss. 838.15 and 838.16, shall
  166  forfeit all rights and benefits under this chapter, except the
  167  return of his or her accumulated contributions as of the date of
  168  termination.
  169         (g) Any elected official who is convicted by the Senate of
  170  an impeachable offense shall forfeit all rights and benefits
  171  under this chapter, except the return of his or her accumulated
  172  contributions as of the date of the conviction.
  173         (h) Any member who, prior to retirement, is adjudged by a
  174  court of competent jurisdiction to have violated any state law
  175  against strikes by public employees, or who has been found
  176  guilty by such court of violating any state law prohibiting
  177  strikes by public employees, shall forfeit all rights and
  178  benefits under this chapter, except the return of his or her
  179  accumulated contributions as of the date of the conviction.
  180         (i) The division or the state board may not pay benefits to
  181  any member convicted of a felony committed on or after October
  182  1, 2008, defined in s. 800.04 against a victim younger than 16
  183  years of age, or defined in chapter 794 against a victim younger
  184  than 18 years of age, through the use or attempted use of power,
  185  rights, privileges, duties, or position of the member’s public
  186  office or employment position. However, the division or the
  187  state board shall return the member’s accumulated contributions,
  188  if any, that the member accumulated as of the date of
  189  conviction.
  190         (j) Any beneficiary who by a verdict of a jury or by the
  191  court trying the case without a jury is found guilty, or who has
  192  entered a plea of guilty or nolo contendere, of unlawfully and
  193  intentionally killing or procuring the death of the member
  194  forfeits all rights to the deceased member’s benefits under this
  195  chapter, and the benefits will be paid as if such beneficiary
  196  had predeceased the decedent.
  197         (k) Benefits may not be paid by the division or the state
  198  board pending final resolution of such charges against a member
  199  or beneficiary if the resolution of such charges could require
  200  the forfeiture of benefits as provided in paragraph (f),
  201  paragraph (g), paragraph (h), paragraph (i), paragraph (j), or
  202  chapter 112.
  203         (l)The division and the state board, as appropriate, must
  204  take steps to recoup from the elected officer any DROP proceeds
  205  distributed pursuant to s. 121.053(7)(a)3. if:
  206         1.Such DROP proceeds were distributed before the elected
  207  officer’s termination; and
  208         2.The division or state board would be prohibited pursuant
  209  to paragraph (k) from making a distribution to the elected
  210  officer, absent the distribution to the elected officer pursuant
  211  to s. 121.053(7)(a)3.
  212         Section 3. Present subsections (5) through (9) of section
  213  121.101, Florida Statutes, are redesignated as subsections (6)
  214  through (10), respectively, and a new subsection (5) is added to
  215  that section, to read:
  216         121.101 Cost-of-living adjustment of benefits.—
  217         (5)(a)Commencing July 1, 2026, and in lieu of any annual
  218  adjustment authorized in paragraph (4)(b) occurring after the
  219  fifth anniversary of retirement of an eligible Special Risk
  220  Class member whose effective retirement date is on or after July
  221  1, 2011, the adjusted monthly benefit of each eligible Special
  222  Risk Class retiree and annuitant shall be the amount of the
  223  monthly benefit being received on June 30 immediately preceding
  224  the adjustment date plus the greater of the amount determined by
  225  multiplying the benefit by the factor calculated pursuant to
  226  paragraph (4)(c) or the amount equal to 1.5 percent of this
  227  benefit.
  228         (b) For purposes of this subsection, the term “eligible
  229  Special Risk Class retiree” means a retiree:
  230         1.Initially enrolled in the Florida Retirement System
  231  prior to July 1, 2011, who has completed at least 72 calendar
  232  months of creditable service as a Special Risk Class member; or
  233         2.Initially enrolled in the Florida Retirement System on
  234  or after July 1, 2011, who has completed at least 96 calendar
  235  months of creditable service as a Special Risk Class member.
  236         Section 4. Subsections (4) and (5) of section 121.71,
  237  Florida Statutes, are amended to read:
  238         121.71 Uniform rates; process; calculations; levy.—
  239         (4) Required employer retirement contribution rates for
  240  each membership class and subclass of the Florida Retirement
  241  System for both retirement plans are as follows:
  242  
  243  Membership Class            Percentage ofGrossCompensation,EffectiveJuly 1, 2026 2025
  244  
  245  Regular Class                             7.11% 7.10%              
  246  Special Risk Class                       21.58% 20.10%             
  247  Special Risk Administrative Support Class             11.45% 10.88%             
  248  Elected Officers’ Class— Legislators, Governor, Lt. Governor, Cabinet Officers, State Attorneys, Public Defenders             10.30% 10.04%             
  249  Elected Officers’ Class— Justices, Judges             15.54% 15.62%             
  250  Elected Officers’ Class— County Elected Officers             11.45% 11.79%             
  251  Senior Management Service Class              8.68% 8.73%              
  252  DROP                                      9.86% 9.37%              
  253         (5) In order to address unfunded actuarial liabilities of
  254  the system, the required employer retirement contribution rates
  255  for each membership class and subclass of the Florida Retirement
  256  System for both retirement plans are as follows:
  257  
  258  Membership Class            Percentage ofGrossCompensation,EffectiveJuly 1, 2026 2025
  259  
  260  Regular Class                             4.42% 4.87%              
  261  Special Risk Class                       14.10% 13.03%             
  262  Special Risk Administrative Support Class             28.28% 26.54%             
  263  Elected Officers’ Class— Legislators, Governor, Lt. Governor, Cabinet Officers, State Attorneys, Public Defenders             51.43% 50.56%             
  264  Elected Officers’ Class— Justices, Judges             28.40% 28.46%             
  265  Elected Officers’ Class— County Elected Officers             41.49% 40.72%             
  266  Senior Management Service Class             21.86% 22.45%             
  267  DROP                                     10.26% 10.65%             
  268         Section 5. The Legislature finds that a proper and
  269  legitimate state purpose is served when employees, officers, and
  270  retirees of the state and its political subdivisions, and the
  271  dependents, survivors, and beneficiaries of such employees,
  272  officers, and retirees, are extended the basic protections
  273  afforded by governmental retirement systems. These persons must
  274  be provided benefits that are fair and adequate and that are
  275  managed, administered, and funded in an actuarially sound manner
  276  as required by s. 14, Article X of the State Constitution and
  277  part VII of chapter 112, Florida Statutes. Therefore, the
  278  Legislature determines and declares that this act fulfills an
  279  important state interest.
  280         Section 6. This act shall take effect July 1, 2026.