Bill Text: IL SB2196 | 2013-2014 | 98th General Assembly | Enrolled
NOTE: There are more recent revisions of this legislation. Read Latest Draft
Bill Title: Amends the Department of Revenue Law of the Civil Administrative Code of Illinois. Provides that if a Department of Revenue investigator, except an investigator appointed to enforce taxing or other measures under the Liquor Control Act of 1934, discovers any criminal offense or violation unrelated to taxing or other measures administered by the Department, then the investigator may exercise the powers of a peace officer if (i) the criminal offense or violation creates a threat to the life or safety of the investigator or any other person and (ii) the investigator notifies the proper local or State law enforcement agency as soon as it is practical. Effective immediately.
Spectrum: Partisan Bill (Democrat 4-0)
Status: (Passed) 2013-11-19 - Public Act . . . . . . . . . 98-0596 [SB2196 Detail]
Download: Illinois-2013-SB2196-Enrolled.html
Bill Title: Amends the Department of Revenue Law of the Civil Administrative Code of Illinois. Provides that if a Department of Revenue investigator, except an investigator appointed to enforce taxing or other measures under the Liquor Control Act of 1934, discovers any criminal offense or violation unrelated to taxing or other measures administered by the Department, then the investigator may exercise the powers of a peace officer if (i) the criminal offense or violation creates a threat to the life or safety of the investigator or any other person and (ii) the investigator notifies the proper local or State law enforcement agency as soon as it is practical. Effective immediately.
Spectrum: Partisan Bill (Democrat 4-0)
Status: (Passed) 2013-11-19 - Public Act . . . . . . . . . 98-0596 [SB2196 Detail]
Download: Illinois-2013-SB2196-Enrolled.html
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1 | AN ACT concerning State government.
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2 | Be it enacted by the People of the State of Illinois,
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3 | represented in the General Assembly:
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4 | Section 1. Short title. This Act may be cited as the | ||||||
5 | University of Illinois School of Labor and Employment Relations | ||||||
6 | Act.
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7 | Section 5. School of Labor and Employment Relations; | ||||||
8 | autonomy. The Board of Trustees of the University of Illinois | ||||||
9 | shall operate the School of Labor and Employment Relations as a | ||||||
10 | distinct and autonomous entity within the University of | ||||||
11 | Illinois for the purpose of offering curricula and other | ||||||
12 | educational programs, at the Urbana-Champaign and Chicago | ||||||
13 | campuses and through extension services, in all phases of | ||||||
14 | industrial and labor relations to promote research in those | ||||||
15 | fields by maintaining a school dedicated solely to the | ||||||
16 | faithful, honest, and impartial inquiry into labor-management | ||||||
17 | problems of all types, and for the securement of such advances | ||||||
18 | as will lay the foundations for future progress in the field of | ||||||
19 | labor relations.
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20 | Section 900. The Illinois Pension Code is amended by | ||||||
21 | changing Sections 15-126.1, 15-139, 15-139.5, and 15-168.2 as | ||||||
22 | follows:
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1 | (40 ILCS 5/1-160) | ||||||
2 | Sec. 1-160. Provisions applicable to new hires. | ||||||
3 | (a) The provisions of this Section apply to a person who, | ||||||
4 | on or after January 1, 2011, first becomes a member or a | ||||||
5 | participant under any reciprocal retirement system or pension | ||||||
6 | fund established under this Code, other than a retirement | ||||||
7 | system or pension fund established under Article 2, 3, 4, 5, 6, | ||||||
8 | 15 or 18 of this Code, notwithstanding any other provision of | ||||||
9 | this Code to the contrary, but do not apply to any self-managed | ||||||
10 | plan established under this Code, to any person with respect to | ||||||
11 | service as a sheriff's law enforcement employee under Article | ||||||
12 | 7, or to any participant of the retirement plan established | ||||||
13 | under Section 22-101. Notwithstanding anything to the contrary | ||||||
14 | in this Section, for purposes of this Section, a person who | ||||||
15 | participated in a retirement system under Article 15 prior to | ||||||
16 | January 1, 2011 shall be deemed a person who first became a | ||||||
17 | member or participant prior to January 1, 2011 under any | ||||||
18 | retirement system or pension fund subject to this Section. The | ||||||
19 | changes made to this Section by this amendatory Act of the 98th | ||||||
20 | General Assembly are a clarification of existing law and are | ||||||
21 | intended to be retroactive to the effective date of Public Act | ||||||
22 | 96-889, notwithstanding the provisions of Section 1-103.1 of | ||||||
23 | this Code. | ||||||
24 | (b) "Final average salary" means the average monthly (or | ||||||
25 | annual) salary obtained by dividing the total salary or |
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1 | earnings calculated under the Article applicable to the member | ||||||
2 | or participant during the 96 consecutive months (or 8 | ||||||
3 | consecutive years) of service within the last 120 months (or 10 | ||||||
4 | years) of service in which the total salary or earnings | ||||||
5 | calculated under the applicable Article was the highest by the | ||||||
6 | number of months (or years) of service in that period. For the | ||||||
7 | purposes of a person who first becomes a member or participant | ||||||
8 | of any retirement system or pension fund to which this Section | ||||||
9 | applies on or after January 1, 2011, in this Code, "final | ||||||
10 | average salary" shall be substituted for the following: | ||||||
11 | (1) In Article 7 (except for service as sheriff's law | ||||||
12 | enforcement employees), "final rate of earnings". | ||||||
13 | (2) In Articles 8, 9, 10, 11, and 12, "highest average | ||||||
14 | annual salary for any 4 consecutive years within the last | ||||||
15 | 10 years of service immediately preceding the date of | ||||||
16 | withdrawal". | ||||||
17 | (3) In Article 13, "average final salary". | ||||||
18 | (4) In Article 14, "final average compensation". | ||||||
19 | (5) In Article 17, "average salary". | ||||||
20 | (6) In Section 22-207, "wages or salary received by him | ||||||
21 | at the date of retirement or discharge". | ||||||
22 | (b-5) Beginning on January 1, 2011, for all purposes under | ||||||
23 | this Code (including without limitation the calculation of | ||||||
24 | benefits and employee contributions), the annual earnings, | ||||||
25 | salary, or wages (based on the plan year) of a member or | ||||||
26 | participant to whom this Section applies shall not exceed |
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1 | $106,800; however, that amount shall annually thereafter be | ||||||
2 | increased by the lesser of (i) 3% of that amount, including all | ||||||
3 | previous adjustments, or (ii) one-half the annual unadjusted | ||||||
4 | percentage increase (but not less than zero) in the consumer | ||||||
5 | price index-u
for the 12 months ending with the September | ||||||
6 | preceding each November 1, including all previous adjustments. | ||||||
7 | For the purposes of this Section, "consumer price index-u" | ||||||
8 | means
the index published by the Bureau of Labor Statistics of | ||||||
9 | the United States
Department of Labor that measures the average | ||||||
10 | change in prices of goods and
services purchased by all urban | ||||||
11 | consumers, United States city average, all
items, 1982-84 = | ||||||
12 | 100. The new amount resulting from each annual adjustment
shall | ||||||
13 | be determined by the Public Pension Division of the Department | ||||||
14 | of Insurance and made available to the boards of the retirement | ||||||
15 | systems and pension funds by November 1 of each year. | ||||||
16 | (c) A member or participant is entitled to a retirement
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17 | annuity upon written application if he or she has attained age | ||||||
18 | 67 and has at least 10 years of service credit and is otherwise | ||||||
19 | eligible under the requirements of the applicable Article. | ||||||
20 | A member or participant who has attained age 62 and has at | ||||||
21 | least 10 years of service credit and is otherwise eligible | ||||||
22 | under the requirements of the applicable Article may elect to | ||||||
23 | receive the lower retirement annuity provided
in subsection (d) | ||||||
24 | of this Section. | ||||||
25 | (d) The retirement annuity of a member or participant who | ||||||
26 | is retiring after attaining age 62 with at least 10 years of |
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1 | service credit shall be reduced by one-half
of 1% for each full | ||||||
2 | month that the member's age is under age 67. | ||||||
3 | (e) Any retirement annuity or supplemental annuity shall be | ||||||
4 | subject to annual increases on the January 1 occurring either | ||||||
5 | on or after the attainment of age 67 or the first anniversary | ||||||
6 | of the annuity start date, whichever is later. Each annual | ||||||
7 | increase shall be calculated at 3% or one-half the annual | ||||||
8 | unadjusted percentage increase (but not less than zero) in the | ||||||
9 | consumer price index-u for the 12 months ending with the | ||||||
10 | September preceding each November 1, whichever is less, of the | ||||||
11 | originally granted retirement annuity. If the annual | ||||||
12 | unadjusted percentage change in the consumer price index-u for | ||||||
13 | the 12 months ending with the September preceding each November | ||||||
14 | 1 is zero or there is a decrease, then the annuity shall not be | ||||||
15 | increased. | ||||||
16 | (f) The initial survivor's or widow's annuity of an | ||||||
17 | otherwise eligible survivor or widow of a retired member or | ||||||
18 | participant who first became a member or participant on or | ||||||
19 | after January 1, 2011 shall be in the amount of 66 2/3% of the | ||||||
20 | retired member's or participant's retirement annuity at the | ||||||
21 | date of death. In the case of the death of a member or | ||||||
22 | participant who has not retired and who first became a member | ||||||
23 | or participant on or after January 1, 2011, eligibility for a | ||||||
24 | survivor's or widow's annuity shall be determined by the | ||||||
25 | applicable Article of this Code. The initial benefit shall be | ||||||
26 | 66 2/3% of the earned annuity without a reduction due to age. A |
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1 | child's annuity of an otherwise eligible child shall be in the | ||||||
2 | amount prescribed under each Article if applicable. Any | ||||||
3 | survivor's or widow's annuity shall be increased (1) on each | ||||||
4 | January 1 occurring on or after the commencement of the annuity | ||||||
5 | if
the deceased member died while receiving a retirement | ||||||
6 | annuity or (2) in
other cases, on each January 1 occurring | ||||||
7 | after the first anniversary
of the commencement of the annuity. | ||||||
8 | Each annual increase shall be calculated at 3% or one-half the | ||||||
9 | annual unadjusted percentage increase (but not less than zero) | ||||||
10 | in the consumer price index-u for the 12 months ending with the | ||||||
11 | September preceding each November 1, whichever is less, of the | ||||||
12 | originally granted survivor's annuity. If the annual | ||||||
13 | unadjusted percentage change in the consumer price index-u for | ||||||
14 | the 12 months ending with the September preceding each November | ||||||
15 | 1 is zero or there is a decrease, then the annuity shall not be | ||||||
16 | increased. | ||||||
17 | (g) The benefits in Section 14-110 apply only if the person | ||||||
18 | is a State policeman, a fire fighter in the fire protection | ||||||
19 | service of a department, or a security employee of the | ||||||
20 | Department of Corrections or the Department of Juvenile | ||||||
21 | Justice, as those terms are defined in subsection (b) of | ||||||
22 | Section 14-110. A person who meets the requirements of this | ||||||
23 | Section is entitled to an annuity calculated under the | ||||||
24 | provisions of Section 14-110, in lieu of the regular or minimum | ||||||
25 | retirement annuity, only if the person has withdrawn from | ||||||
26 | service with not less than 20
years of eligible creditable |
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1 | service and has attained age 60, regardless of whether
the | ||||||
2 | attainment of age 60 occurs while the person is
still in | ||||||
3 | service. | ||||||
4 | (h) If a person who first becomes a member or a participant | ||||||
5 | of a retirement system or pension fund subject to this Section | ||||||
6 | on or after January 1, 2011 is receiving a retirement annuity | ||||||
7 | or retirement pension under that system or fund and becomes a | ||||||
8 | member or participant under any other system or fund created by | ||||||
9 | this Code and is employed on a full-time basis, except for | ||||||
10 | those members or participants exempted from the provisions of | ||||||
11 | this Section under subsection (a) of this Section, then the | ||||||
12 | person's retirement annuity or retirement pension under that | ||||||
13 | system or fund shall be suspended during that employment. Upon | ||||||
14 | termination of that employment, the person's retirement | ||||||
15 | annuity or retirement pension payments shall resume and be | ||||||
16 | recalculated if recalculation is provided for under the | ||||||
17 | applicable Article of this Code. | ||||||
18 | If a person who first becomes a member of a retirement | ||||||
19 | system or pension fund subject to this Section on or after | ||||||
20 | January 1, 2012 and is receiving a retirement annuity or | ||||||
21 | retirement pension under that system or fund and accepts on a | ||||||
22 | contractual basis a position to provide services to a | ||||||
23 | governmental entity from which he or she has retired, then that | ||||||
24 | person's annuity or retirement pension earned as an active | ||||||
25 | employee of the employer shall be suspended during that | ||||||
26 | contractual service. A person receiving an annuity or |
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1 | retirement pension under this Code shall notify the pension | ||||||
2 | fund or retirement system from which he or she is receiving an | ||||||
3 | annuity or retirement pension, as well as his or her | ||||||
4 | contractual employer, of his or her retirement status before | ||||||
5 | accepting contractual employment. A person who fails to submit | ||||||
6 | such notification shall be guilty of a Class A misdemeanor and | ||||||
7 | required to pay a fine of $1,000. Upon termination of that | ||||||
8 | contractual employment, the person's retirement annuity or | ||||||
9 | retirement pension payments shall resume and, if appropriate, | ||||||
10 | be recalculated under the applicable provisions of this Code. | ||||||
11 | (i) (Blank). | ||||||
12 | (j) In the case of a conflict between the provisions of | ||||||
13 | this Section and any other provision of this Code, the | ||||||
14 | provisions of this Section shall control.
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15 | (Source: P.A. 97-609, eff. 1-1-12; 98-92, eff. 7-16-13.)
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16 | (40 ILCS 5/15-108.2) | ||||||
17 | Sec. 15-108.2. Tier 2 member. "Tier 2 member": A person who | ||||||
18 | first becomes a participant under this Article on or after | ||||||
19 | January 1, 2011, other than a person in the self-managed plan | ||||||
20 | established under Section 15-158.2, unless the person is | ||||||
21 | otherwise a Tier 1 member. The changes made to this Section by | ||||||
22 | this amendatory Act of the 98th General Assembly are a | ||||||
23 | correction of existing law and are intended to be retroactive | ||||||
24 | to the effective date of Public Act 96-889, notwithstanding the | ||||||
25 | provisions of Section 1-103.1 of this Code. A participant under |
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1 | this Article, other than a participant in the self-managed plan | ||||||
2 | under Section 15-158.2, who on or after January 1, 2011, first | ||||||
3 | becomes a participant or member under any reciprocal retirement | ||||||
4 | system or pension fund established under this Code.
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5 | (Source: P.A. 98-92, eff. 7-16-13.)
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6 | (40 ILCS 5/15-126.1) (from Ch. 108 1/2, par. 15-126.1)
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7 | Sec. 15-126.1. Academic year. "Academic year": The | ||||||
8 | 12-month period
beginning on the first day of the fall term as | ||||||
9 | determined
by each employer, or if the employer does not have | ||||||
10 | an academic program
divided into terms, then beginning | ||||||
11 | September 1. For the purposes of Section 15-139.5 and | ||||||
12 | subsection (b) of Section 15-139, however, "academic year" | ||||||
13 | means the 12-month period beginning September 1.
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14 | (Source: P.A. 84-1472.)
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15 | (40 ILCS 5/15-139) (from Ch. 108 1/2, par. 15-139)
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16 | Sec. 15-139. Retirement annuities; cancellation; suspended | ||||||
17 | during
employment. | ||||||
18 | (a) If an annuitant returns to employment for an employer
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19 | within 60 days after the beginning of the retirement annuity | ||||||
20 | payment
period, the retirement annuity shall be cancelled, and | ||||||
21 | the annuitant shall
refund to the System the total amount of | ||||||
22 | the retirement annuity payments
which he or she received. If | ||||||
23 | the retirement annuity is cancelled, the
participant shall | ||||||
24 | continue to participate in the System.
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1 | (b) If an annuitant retires prior to age 60 and receives or | ||||||
2 | becomes
entitled to receive during any month compensation in | ||||||
3 | excess of the monthly
retirement annuity (including any | ||||||
4 | automatic annual increases) for services
performed after the | ||||||
5 | date of retirement for any employer under this System, that
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6 | portion of the monthly
retirement annuity provided by employer | ||||||
7 | contributions shall not be payable.
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8 | If an annuitant retires at age 60 or over and receives
or | ||||||
9 | becomes entitled to receive during any academic year | ||||||
10 | compensation in
excess of the difference between his or her | ||||||
11 | highest annual earnings prior
to retirement and his or her | ||||||
12 | annual retirement annuity computed under Rule
1, Rule 2, Rule | ||||||
13 | 3, or Rule 4 of Section 15-136, or under Section
15-136.4,
for | ||||||
14 | services performed after
the date of retirement for any | ||||||
15 | employer under this System, that portion of
the monthly | ||||||
16 | retirement annuity provided by employer contributions shall be
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17 | reduced by an amount equal to the compensation that exceeds | ||||||
18 | such difference.
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19 | However, any remuneration received for serving as a member | ||||||
20 | of the
Illinois Educational Labor Relations Board shall be | ||||||
21 | excluded from
"compensation" for the purposes of this | ||||||
22 | subsection (b), and serving as a
member of the Illinois | ||||||
23 | Educational Labor Relations Board shall not be
deemed to be a | ||||||
24 | return to employment for the purposes of this Section.
This | ||||||
25 | provision applies without regard to whether service was | ||||||
26 | terminated
prior to the effective date of this amendatory Act |
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1 | of 1991.
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2 | "Academic year", as used in this subsection (b), means the | ||||||
3 | 12-month period beginning September 1. | ||||||
4 | (c) If an employer certifies that an annuitant has been | ||||||
5 | reemployed
on a permanent and continuous basis or in a position
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6 | in which the annuitant is expected to serve for at least 9 | ||||||
7 | months, the
annuitant shall resume his or her status as a | ||||||
8 | participating employee
and shall be entitled to all rights | ||||||
9 | applicable to
participating employees upon filing with the | ||||||
10 | board an
election to forgo all annuity payments during the | ||||||
11 | period
of reemployment. Upon subsequent retirement, the | ||||||
12 | retirement
annuity shall consist of the annuity which was | ||||||
13 | terminated by the reemployment,
plus the additional retirement | ||||||
14 | annuity based upon service
granted during the period of | ||||||
15 | reemployment, but the combined retirement
annuity shall not | ||||||
16 | exceed the maximum
annuity applicable on the date of the last | ||||||
17 | retirement.
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18 | The total service and earnings credited before and after | ||||||
19 | the initial
date of retirement shall be considered in | ||||||
20 | determining eligibility of the
employee or the employee's | ||||||
21 | beneficiary to benefits under this
Article, and in calculating | ||||||
22 | final rate of earnings.
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23 | In determining the death benefit
payable to a beneficiary | ||||||
24 | of an annuitant who again becomes a participating
employee | ||||||
25 | under this Section, accumulated normal and additional
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26 | contributions shall be considered as the sum of the accumulated |
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1 | normal and
additional contributions at the date of initial | ||||||
2 | retirement and the
accumulated normal and additional | ||||||
3 | contributions credited after that date,
less the sum of the | ||||||
4 | annuity payments received by the annuitant.
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5 | The survivors insurance benefits provided under Section | ||||||
6 | 15-145 shall not
be applicable to an annuitant who resumes his | ||||||
7 | or her status as a
participating employee, unless the | ||||||
8 | annuitant, at the time of initial
retirement, has a survivors | ||||||
9 | insurance beneficiary who could qualify
for such benefits.
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10 | If the participant's employment is terminated because of | ||||||
11 | circumstances
other than death before 9 months from the date of | ||||||
12 | reemployment, the
provisions of this Section regarding | ||||||
13 | resumption of status as a
participating employee shall not | ||||||
14 | apply. The normal and survivors insurance
contributions which | ||||||
15 | are deducted during this period shall be refunded to
the | ||||||
16 | annuitant without interest, and subsequent benefits under this | ||||||
17 | Article
shall be the same as those which were applicable prior | ||||||
18 | to the date the
annuitant resumed employment.
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19 | The amendments made to this Section by this amendatory Act | ||||||
20 | of the 91st
General Assembly apply without regard to whether | ||||||
21 | the annuitant was in service
on or after the effective date of | ||||||
22 | this amendatory Act.
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23 | (Source: P.A. 97-933, eff. 8-10-12; 97-968, eff. 8-16-12; | ||||||
24 | 98-92, eff. 7-16-13.)
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25 | (40 ILCS 5/15-139.5) |
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1 | Sec. 15-139.5. Return to work by affected annuitant; notice | ||||||
2 | and contribution by employer. | ||||||
3 | (a) An employer who employs or re-employs a person | ||||||
4 | receiving a retirement annuity from the System in an academic | ||||||
5 | year beginning on or after August 1, 2013 must notify the | ||||||
6 | System of that employment within 60 days after employing the | ||||||
7 | annuitant. The notice must include a summary copy of the | ||||||
8 | contract of employment or ; if no written contract of employment | ||||||
9 | exists, then the notice must specify the rate of compensation | ||||||
10 | and the anticipated length of employment of that annuitant. The | ||||||
11 | notice must specify whether the annuitant will be compensated | ||||||
12 | from federal, corporate, foundation, or trust funds or grants | ||||||
13 | of State funds that identify the principal investigator by | ||||||
14 | name. The notice must include the employer's determination of | ||||||
15 | whether or not the annuitant is an "affected annuitant" as | ||||||
16 | defined in subsection (b). | ||||||
17 | The employer must also record, document, and certify to the | ||||||
18 | System (i) the number of paid days and paid weeks worked by the | ||||||
19 | annuitant in the academic year, (ii) the amount of compensation | ||||||
20 | paid to the annuitant for employment during the academic year, | ||||||
21 | and (ii) (iii) the amount of that compensation, if any, that | ||||||
22 | comes from either federal, corporate, foundation, or trust | ||||||
23 | funds or grants of State funds that identify the principal | ||||||
24 | investigator by name. | ||||||
25 | As used in this Section, "academic year" means the 12-month | ||||||
26 | period beginning September 1. has the meaning ascribed to that |
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1 | term in Section 15-126.1; "paid day" means a day on which a | ||||||
2 | person performs personal services for an employer and for which | ||||||
3 | the person is compensated by the employer; and "paid week" | ||||||
4 | means a calendar week in which a person has at least one paid | ||||||
5 | day. | ||||||
6 | For the purposes of this Section, an annuitant whose | ||||||
7 | employment by an employer extends over more than one academic | ||||||
8 | year shall be deemed to be re-employed by that employer in each | ||||||
9 | of those academic years. | ||||||
10 | The System may specify the time, form, and manner of | ||||||
11 | providing the determinations, notifications, certifications, | ||||||
12 | and documentation required under this Section. | ||||||
13 | (b) A person receiving a retirement annuity from the System | ||||||
14 | becomes an "affected annuitant" on the first day of the | ||||||
15 | academic year following the academic year in which the | ||||||
16 | annuitant first meets both of the following condition | ||||||
17 | conditions : | ||||||
18 | (1) (Blank). While receiving a retirement annuity | ||||||
19 | under this Article, the annuitant has been employed on or | ||||||
20 | after August 1, 2013 by one or more employers under this | ||||||
21 | Article for a total of more than 18 paid weeks (which need | ||||||
22 | not have been with the same employer or in the same | ||||||
23 | academic year); except that any periods of employment for | ||||||
24 | which the annuitant was compensated solely from federal, | ||||||
25 | corporate, foundation, or trust funds or grants of State | ||||||
26 | funds that identify the principal investigator by name are |
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1 | excluded. | ||||||
2 | (2) While receiving a retirement annuity under this | ||||||
3 | Article, the annuitant was employed on or after August 1, | ||||||
4 | 2013 by one or more employers under this Article and | ||||||
5 | received
or became entitled to receive during an academic | ||||||
6 | year compensation for that employment in excess of 40% of | ||||||
7 | his or her highest annual earnings prior
to retirement; | ||||||
8 | except that compensation paid from federal, corporate, | ||||||
9 | foundation, or trust funds or grants of State funds that | ||||||
10 | identify the principal investigator by name is excluded. | ||||||
11 | A person who becomes an affected annuitant remains an | ||||||
12 | affected annuitant, except for any period during which the | ||||||
13 | person returns to active service and does not receive a | ||||||
14 | retirement annuity from the System. | ||||||
15 | (c) It is the obligation of the employer to determine | ||||||
16 | whether an annuitant is an affected annuitant before employing | ||||||
17 | the annuitant. For that purpose the employer may require the | ||||||
18 | annuitant to disclose and document his or her relevant prior | ||||||
19 | employment and earnings history. Failure of the employer to | ||||||
20 | make this determination correctly and in a timely manner or to | ||||||
21 | include this determination with the notification required | ||||||
22 | under subsection (a) does not excuse the employer from making | ||||||
23 | the contribution required under subsection (e). | ||||||
24 | The System may assist the employer in determining whether a | ||||||
25 | person is an affected annuitant. The System shall inform the | ||||||
26 | employer if it discovers that the employer's determination is |
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1 | inconsistent with the employment and earnings information in | ||||||
2 | the System's records. | ||||||
3 | (d) Upon the request of an annuitant, the System shall | ||||||
4 | certify to the annuitant or the employer the following | ||||||
5 | information as reported by the employers, as that information | ||||||
6 | is indicated in the records of the System: (i) the annuitant's | ||||||
7 | highest annual earnings prior
to retirement, (ii) the number of | ||||||
8 | paid weeks worked by the annuitant for an employer on or after | ||||||
9 | August 1, 2013, (iii) the compensation paid for that employment | ||||||
10 | in each academic year, and (iii) (iv) whether any of that | ||||||
11 | employment or compensation has been certified to the System as | ||||||
12 | being paid from federal, corporate, foundation, or trust funds | ||||||
13 | or grants of State funds that identify the principal | ||||||
14 | investigator by name. The System shall only be required to | ||||||
15 | certify information that is received from the employers. | ||||||
16 | (e) In addition to the requirements of subsection (a), an | ||||||
17 | employer who employs an affected annuitant must pay to the | ||||||
18 | System an employer contribution in the amount and manner | ||||||
19 | provided in this Section, unless the annuitant is compensated | ||||||
20 | by that employer solely from federal, corporate, foundation, or | ||||||
21 | trust funds or grants of State funds that identify the | ||||||
22 | principal investigator by name. | ||||||
23 | The employer contribution required under this Section for | ||||||
24 | employment of an affected annuitant in an academic year shall | ||||||
25 | be equal to 12 times the amount of the gross monthly retirement | ||||||
26 | annuity payable to the annuitant for the month in which the |
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1 | first paid day of that employment in that academic year occurs, | ||||||
2 | after any reduction in that annuity that may be imposed under | ||||||
3 | subsection (b) of Section 15-139. | ||||||
4 | If an affected annuitant is employed by more than one | ||||||
5 | employer in an academic year, the employer contribution | ||||||
6 | required under this Section shall be divided among those | ||||||
7 | employers in proportion to their respective portions of the | ||||||
8 | total compensation paid to the affected annuitant for that | ||||||
9 | employment during that academic year. | ||||||
10 | If the System determines that an employer, without | ||||||
11 | reasonable justification, has failed to make the determination | ||||||
12 | of affected annuitant status correctly and in a timely manner, | ||||||
13 | or has failed to notify the System or to correctly document or | ||||||
14 | certify to the System any of the information required by this | ||||||
15 | Section, and that failure results in a delayed determination by | ||||||
16 | the System that a contribution is payable under this Section, | ||||||
17 | then the amount of that employer's contribution otherwise | ||||||
18 | determined under this Section shall be doubled. | ||||||
19 | The System shall deem a failure to correctly determine the | ||||||
20 | annuitant's status to be justified if the employer establishes | ||||||
21 | to the System's satisfaction that the employer, after due | ||||||
22 | diligence, made an erroneous determination that the annuitant | ||||||
23 | was not an affected annuitant due to reasonable reliance on | ||||||
24 | false or misleading information provided by the annuitant or | ||||||
25 | another employer, or an error in the annuitant's official | ||||||
26 | employment or earnings records. |
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1 | (f) Whenever the System determines that an employer is | ||||||
2 | liable for a contribution under this Section, it shall so | ||||||
3 | notify the employer and certify the amount of the contribution. | ||||||
4 | The employer may pay the required contribution without interest | ||||||
5 | at any time within one year after receipt of the certification. | ||||||
6 | If the employer fails to pay within that year, then interest | ||||||
7 | shall be charged at a rate equal to the System's prescribed | ||||||
8 | rate of interest, compounded annually from the 366th day after | ||||||
9 | receipt of the certification from the System. Payment must be | ||||||
10 | concluded within 2 years after receipt of the certification by | ||||||
11 | the employer. If the employer fails to make complete payment, | ||||||
12 | including applicable interest, within 2 years, then the System | ||||||
13 | may, after giving notice to the employer, certify the | ||||||
14 | delinquent amount to the State Comptroller, and the Comptroller | ||||||
15 | shall thereupon deduct the certified delinquent amount from | ||||||
16 | State funds payable to the employer and pay them instead to the | ||||||
17 | System. | ||||||
18 | (g) If an employer is required to make a contribution to | ||||||
19 | the System as a result of employing an affected annuitant and | ||||||
20 | the annuitant later elects to forgo his or her annuity in that | ||||||
21 | same academic year pursuant to subsection (c) of Section | ||||||
22 | 15-139, then the required contribution by the employer shall be | ||||||
23 | waived, and if the contribution has already been paid, it shall | ||||||
24 | be refunded to the employer without interest. | ||||||
25 | (h) Notwithstanding any other provision of this Article, | ||||||
26 | the employer contribution required under this Section shall not |
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1 | be included in the determination of any benefit under this | ||||||
2 | Article or any other Article of this Code, regardless of | ||||||
3 | whether the annuitant returns to active service, and is in | ||||||
4 | addition to any other State or employer contribution required | ||||||
5 | under this Article. | ||||||
6 | (i) Notwithstanding any other provision of this Section to | ||||||
7 | the contrary, if an employer employs an affected annuitant in | ||||||
8 | order to continue critical operations in the event of either an | ||||||
9 | employee's unforeseen illness, accident, or death or a | ||||||
10 | catastrophic incident or disaster, then, for one and only one | ||||||
11 | academic year, the employer is not required to pay the | ||||||
12 | contribution set forth in this Section for that annuitant. The | ||||||
13 | employer shall, however, immediately notify the System upon | ||||||
14 | employing a person subject to this subsection (i). For the | ||||||
15 | purposes of this subsection (i), "critical operations" means | ||||||
16 | teaching services, medical services, student welfare services, | ||||||
17 | and any other services that are critical to the mission of the | ||||||
18 | employer.
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19 | (j) This Section shall be applied and coordinated with the | ||||||
20 | regulatory obligations contained in the State Universities | ||||||
21 | Civil Service Act. This Section shall not apply to an annuitant | ||||||
22 | if the employer of that annuitant provides documentation to the | ||||||
23 | System that (1) the annuitant is employed in a status | ||||||
24 | appointment position, as that term is defined in 80 Ill. Adm. | ||||||
25 | Code 250.80, and (2) due to obligations contained under the | ||||||
26 | State Universities Civil Service Act, the employer does not |
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1 | have the ability to limit the earnings or duration of | ||||||
2 | employment for the annuitant while employed in the status | ||||||
3 | appointment position. | ||||||
4 | (Source: P.A. 97-968, eff. 8-16-12.)
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5 | (40 ILCS 5/15-145.1) | ||||||
6 | Sec. 15-145.1. Survivor's insurance annuities and lump sum | ||||||
7 | payments benefits for Tier 2 Members; amount. Survivor | ||||||
8 | eligibility, vesting, and conditions for a survivor's | ||||||
9 | insurance annuity and lump sum payment amount payable to a | ||||||
10 | survivor's insurance beneficiary of a deceased Tier 2 member | ||||||
11 | shall be determined under the provisions of this Article | ||||||
12 | applicable to survivor's insurance beneficiaries of a deceased | ||||||
13 | Tier 1 member; however, the amount of a survivor's insurance | ||||||
14 | annuity, including the annual increases thereon, shall be | ||||||
15 | calculated pursuant to this Section. The initial survivor's | ||||||
16 | insurance annuity benefit of a survivors insurance beneficiary | ||||||
17 | of a Tier 2 annuitant member shall be in the amount of 66 2/3% | ||||||
18 | of the Tier 2 member's retirement annuity at the date of death. | ||||||
19 | In the case of the death of a Tier 2 member who has not retired, | ||||||
20 | eligibility for a survivor's insurance benefit shall be | ||||||
21 | determined by the applicable Section of this Article. The | ||||||
22 | initial benefit shall be 66 2/3% of the earned annuity without | ||||||
23 | a reduction due to age . A survivor's insurance annuity and | ||||||
24 | shall be increased (1) on each January 1 occurring on or after | ||||||
25 | the commencement of the annuity if the deceased Tier 2 member |
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1 | died while receiving a retirement annuity or (2) in other | ||||||
2 | cases, on each January 1 occurring after the first anniversary | ||||||
3 | of the commencement of the benefit. Each annual increase shall | ||||||
4 | be calculated at 3% or one half the annual unadjusted | ||||||
5 | percentage increase (but not less than zero) in the consumer | ||||||
6 | price index-u for the 12 months ending with the September | ||||||
7 | preceding each November 1, whichever is less, of the originally | ||||||
8 | granted survivor's insurance annuity benefit . If the annual | ||||||
9 | unadjusted percentage change in the consumer price index-u for | ||||||
10 | the 12 months ending with the September preceding each November | ||||||
11 | 1 is zero or there is a decrease, then the survivor's insurance | ||||||
12 | annuity benefit shall not be increased. A beneficiary of a Tier | ||||||
13 | 2 member who elects the Portable Benefit Package provided under | ||||||
14 | this Article shall not be eligible for the survivor's insurance | ||||||
15 | annuity benefit that is provided under this Section. If 2 or | ||||||
16 | more persons are eligible to receive survivor's insurance | ||||||
17 | annuities benefits as provided under this Section based on the | ||||||
18 | same deceased Tier 2 member, the calculation of the survivor's | ||||||
19 | insurance annuities benefits shall be based on the total | ||||||
20 | calculation of the survivor's insurance annuity benefit and | ||||||
21 | divided pro rata. The changes made to this Section by this | ||||||
22 | amendatory Act of the 98th General Assembly are a clarification | ||||||
23 | of existing law and are intended to be retroactive to the | ||||||
24 | effective date of Public Act 96-889, notwithstanding the | ||||||
25 | provisions of Section 1-103.1 of this Code.
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26 | (Source: P.A. 98-92, eff. 7-16-13.)
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1 | Section 999. Effective date. This Act takes effect upon | ||||||
2 | becoming law.
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