Bill Text: TX SB1667 | 2011-2012 | 82nd Legislature | Comm Sub
NOTE: There are more recent revisions of this legislation. Read Latest Draft
Bill Title: Relating to the administration of and benefits payable by the Teacher Retirement System of Texas and to certain domestic relations orders.
Spectrum: Partisan Bill (Republican 2-0)
Status: (Passed) 2011-06-17 - Effective on 9/1/11 [SB1667 Detail]
Download: Texas-2011-SB1667-Comm_Sub.html
Bill Title: Relating to the administration of and benefits payable by the Teacher Retirement System of Texas and to certain domestic relations orders.
Spectrum: Partisan Bill (Republican 2-0)
Status: (Passed) 2011-06-17 - Effective on 9/1/11 [SB1667 Detail]
Download: Texas-2011-SB1667-Comm_Sub.html
By: Duncan | S.B. No. 1667 | |
(Truitt) | ||
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relating to the administration of and benefits payable by the | ||||||||||||||
Teacher Retirement System of Texas and to certain domestic | ||||||||||||||
relations orders. | ||||||||||||||
BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF TEXAS: | ||||||||||||||
SECTION 1. Subsection (i), Section 411.081, Government | ||||||||||||||
Code, as amended by Chapters 183 (H.B. 1830), 780 (S.B. 1056), 816 | ||||||||||||||
(S.B. 1599), and 1027 (H.B. 4343), Acts of the 81st Legislature, | ||||||||||||||
Regular Session, 2009, is reenacted and amended to read as follows: | ||||||||||||||
(i) A criminal justice agency may disclose criminal history | ||||||||||||||
record information that is the subject of an order of nondisclosure | ||||||||||||||
under Subsection (d) to the following noncriminal justice agencies | ||||||||||||||
or entities only: | ||||||||||||||
(1) the State Board for Educator Certification; | ||||||||||||||
(2) a school district, charter school, private school, | ||||||||||||||
regional education service center, commercial transportation | ||||||||||||||
company, or education shared service arrangement; | ||||||||||||||
(3) the Texas Medical Board; | ||||||||||||||
(4) the Texas School for the Blind and Visually | ||||||||||||||
Impaired; | ||||||||||||||
(5) the Board of Law Examiners; | ||||||||||||||
(6) the State Bar of Texas; | ||||||||||||||
(7) a district court regarding a petition for name | ||||||||||||||
change under Subchapter B, Chapter 45, Family Code; | ||||||||||||||
(8) the Texas School for the Deaf; | ||||||||||||||
(9) the Department of Family and Protective Services; | ||||||||||||||
(10) the Texas Youth Commission; | ||||||||||||||
(11) the Department of Assistive and Rehabilitative | ||||||||||||||
Services; | ||||||||||||||
(12) the Department of State Health Services, a local | ||||||||||||||
mental health service, a local mental retardation authority, or a | ||||||||||||||
community center providing services to persons with mental illness | ||||||||||||||
or retardation; | ||||||||||||||
(13) the Texas Private Security Board; | ||||||||||||||
(14) a municipal or volunteer fire department; | ||||||||||||||
(15) the Texas Board of Nursing; | ||||||||||||||
(16) a safe house providing shelter to children in | ||||||||||||||
harmful situations; | ||||||||||||||
(17) a public or nonprofit hospital or hospital | ||||||||||||||
district; | ||||||||||||||
(18) the Texas Juvenile Probation Commission; | ||||||||||||||
(19) the securities commissioner, the banking | ||||||||||||||
commissioner, the savings and mortgage lending commissioner, or the | ||||||||||||||
credit union commissioner; | ||||||||||||||
(20) the Texas State Board of Public Accountancy; | ||||||||||||||
(21) the Texas Department of Licensing and Regulation; | ||||||||||||||
(22) the Health and Human Services Commission; | ||||||||||||||
(23) the Department of Aging and Disability Services; | ||||||||||||||
(24) the Texas Education Agency; [ |
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(25) the Guardianship Certification Board; [ |
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(26) a county clerk's office in relation to a | ||||||||||||||
proceeding for the appointment of a guardian under Chapter XIII, | ||||||||||||||
Texas Probate Code; | ||||||||||||||
(27) [ |
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but only regarding an employee, applicant for employment, | ||||||||||||||
contractor, subcontractor, intern, or volunteer who provides | ||||||||||||||
network security services under Chapter 2059 to: | ||||||||||||||
(A) the Department of Information Resources; or | ||||||||||||||
(B) a contractor or subcontractor of the | ||||||||||||||
Department of Information Resources; | ||||||||||||||
(28) [ |
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[ |
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(29) [ |
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(30) the Teacher Retirement System of Texas. | ||||||||||||||
SECTION 2. Subchapter F, Chapter 411, Government Code, is | ||||||||||||||
amended by adding Section 411.0971 to read as follows: | ||||||||||||||
Sec. 411.0971. ACCESS TO CRIMINAL HISTORY RECORD | ||||||||||||||
INFORMATION: TEACHER RETIREMENT SYSTEM OF TEXAS. (a) The Teacher | ||||||||||||||
Retirement System of Texas is entitled to obtain from the | ||||||||||||||
department, the Federal Bureau of Investigation Criminal Justice | ||||||||||||||
Information Services Division, or another law enforcement agency | ||||||||||||||
criminal history record information maintained by the department, | ||||||||||||||
division, or agency that relates to a person who: | ||||||||||||||
(1) is an employee or an applicant for employment with | ||||||||||||||
the retirement system; | ||||||||||||||
(2) is a consultant, contract employee, independent | ||||||||||||||
contractor, intern, or volunteer for the retirement system or an | ||||||||||||||
applicant to serve in one of those positions; | ||||||||||||||
(3) proposes to enter into a contract with or has a | ||||||||||||||
contract with the retirement system to perform services for or | ||||||||||||||
supply goods to the retirement system; or | ||||||||||||||
(4) is an employee or subcontractor, or an applicant | ||||||||||||||
to be an employee or subcontractor, of a contractor that provides | ||||||||||||||
services to the retirement system. | ||||||||||||||
(b) Criminal history record information obtained by the | ||||||||||||||
Teacher Retirement System of Texas under Subsection (a) may not be | ||||||||||||||
released or disclosed to any person except: | ||||||||||||||
(1) on court order; | ||||||||||||||
(2) with the consent of the person who is the subject | ||||||||||||||
of the criminal history record information; or | ||||||||||||||
(3) to a federal agency as required by federal law or | ||||||||||||||
executive order. | ||||||||||||||
(c) The Teacher Retirement System of Texas shall destroy | ||||||||||||||
criminal history record information obtained under this section | ||||||||||||||
after the information is used for the purposes authorized by this | ||||||||||||||
section. | ||||||||||||||
(d) The Teacher Retirement System of Texas may provide a | ||||||||||||||
copy of the criminal history record information obtained from the | ||||||||||||||
department, the Federal Bureau of Investigation Criminal Justice | ||||||||||||||
Information Services Division, or other law enforcement agency to | ||||||||||||||
the individual who is the subject of the information. | ||||||||||||||
(e) The failure or refusal of an employee or applicant to | ||||||||||||||
provide the following on request constitutes good cause for | ||||||||||||||
dismissal or refusal to hire: | ||||||||||||||
(1) a complete set of fingerprints; | ||||||||||||||
(2) a true and complete name; or | ||||||||||||||
(3) other information necessary for a law enforcement | ||||||||||||||
entity to obtain criminal history record information. | ||||||||||||||
SECTION 3. Subchapter F, Chapter 551, Government Code, is | ||||||||||||||
amended by adding Section 551.130 to read as follows: | ||||||||||||||
Sec. 551.130. BOARD OF TRUSTEES OF TEACHER RETIREMENT | ||||||||||||||
SYSTEM OF TEXAS: QUORUM PRESENT AT ONE LOCATION. (a) In this | ||||||||||||||
section, "board" means the board of trustees of the Teacher | ||||||||||||||
Retirement System of Texas. | ||||||||||||||
(b) This chapter does not prohibit the board or a board | ||||||||||||||
committee from holding an open or closed meeting by telephone | ||||||||||||||
conference call. | ||||||||||||||
(c) The board or a board committee may hold a meeting by | ||||||||||||||
telephone conference call only if a quorum of the applicable board | ||||||||||||||
or board committee is physically present at one location of the | ||||||||||||||
meeting. | ||||||||||||||
(d) A telephone conference call meeting is subject to the | ||||||||||||||
notice requirements applicable to other meetings. The notice must | ||||||||||||||
also specify: | ||||||||||||||
(1) the location of the meeting where a quorum of the | ||||||||||||||
board or board committee, as applicable, will be physically | ||||||||||||||
present; and | ||||||||||||||
(2) the intent to have a quorum present at that | ||||||||||||||
location. | ||||||||||||||
(e) The location where a quorum is physically present must | ||||||||||||||
be open to the public during the open portions of a telephone | ||||||||||||||
conference call meeting. The open portions of the meeting must be | ||||||||||||||
audible to the public at the location where the quorum is present | ||||||||||||||
and be tape-recorded at that location. The tape recording shall be | ||||||||||||||
made available to the public. | ||||||||||||||
(f) The location of the meeting shall provide two-way | ||||||||||||||
communication during the entire telephone conference call meeting, | ||||||||||||||
and the identification of each party to the telephone conference | ||||||||||||||
call must be clearly stated before the party speaks. | ||||||||||||||
(g) The authority provided by this section is in addition to | ||||||||||||||
the authority provided by Section 551.125. | ||||||||||||||
(h) A member of the board who participates in a board or | ||||||||||||||
board committee meeting by telephone conference call but is not | ||||||||||||||
physically present at the location of the meeting is not considered | ||||||||||||||
to be absent from the meeting for any purpose. The vote of a member | ||||||||||||||
of the board who participates in a board or board committee meeting | ||||||||||||||
by telephone conference call is counted for the purpose of | ||||||||||||||
determining the number of votes cast on a motion or other | ||||||||||||||
proposition before the board or board committee. | ||||||||||||||
(i) A member of the board may participate remotely by | ||||||||||||||
telephone conference call instead of by being physically present at | ||||||||||||||
the location of a board meeting for not more than one board meeting | ||||||||||||||
per calendar year. A board member who participates remotely in any | ||||||||||||||
portion of a board meeting by telephone conference call is | ||||||||||||||
considered to have participated in the entire board meeting by | ||||||||||||||
telephone conference call. For purposes of the limit provided by | ||||||||||||||
this subsection, remote participation by telephone conference call | ||||||||||||||
in a meeting of a board committee does not count as remote | ||||||||||||||
participation by telephone conference call in a meeting of the | ||||||||||||||
board, even if: | ||||||||||||||
(1) a quorum of the full board attends the board | ||||||||||||||
committee meeting; or | ||||||||||||||
(2) notice of the board committee meeting is also | ||||||||||||||
posted as notice of a board meeting. | ||||||||||||||
(j) A person who is not a member of the board may not speak | ||||||||||||||
at the meeting from a remote location by telephone conference call, | ||||||||||||||
except as provided by Section 551.129. | ||||||||||||||
SECTION 4. Subchapter C, Chapter 552, Government Code, is | ||||||||||||||
amended by adding Section 552.153 to read as follows: | ||||||||||||||
Sec. 552.153. EXCEPTION: NAME OF APPLICANT FOR EXECUTIVE | ||||||||||||||
DIRECTOR, CHIEF INVESTMENT OFFICER, OR CHIEF AUDIT EXECUTIVE OF | ||||||||||||||
TEACHER RETIREMENT SYSTEM OF TEXAS. The name of an applicant for | ||||||||||||||
the position of executive director, chief investment officer, or | ||||||||||||||
chief audit executive of the Teacher Retirement System of Texas is | ||||||||||||||
excepted from the requirements of Section 552.021, except that the | ||||||||||||||
board of trustees of the Teacher Retirement System of Texas must | ||||||||||||||
give public notice of the names of three finalists being considered | ||||||||||||||
for one of those positions at least 21 days before the date of the | ||||||||||||||
meeting at which the final action or vote is to be taken on choosing | ||||||||||||||
a finalist for employment. | ||||||||||||||
SECTION 5. Section 804.003, Government Code, is amended by | ||||||||||||||
amending Subsections (f) and (g) and adding Subsection (p) to read | ||||||||||||||
as follows: | ||||||||||||||
(f) A domestic relations order is a qualified domestic | ||||||||||||||
relations order only if such order: | ||||||||||||||
(1) clearly specifies the: | ||||||||||||||
(A) name[ |
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known mailing address[ |
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(i) the member or retiree; and | ||||||||||||||
(ii) [ |
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(B) social security number, or an express | ||||||||||||||
authorization for the parties to use an alternate method acceptable | ||||||||||||||
to the public retirement system to verify the social security | ||||||||||||||
number, of the member or retiree and each alternate payee covered by | ||||||||||||||
the order; | ||||||||||||||
(2) clearly specifies the amount or percentage of the | ||||||||||||||
member's or retiree's benefits to be paid by a public retirement | ||||||||||||||
system to each such alternate payee or the manner in which such | ||||||||||||||
amount or percentage is to be determined; | ||||||||||||||
(3) clearly specifies the number of payments or the | ||||||||||||||
period to which such order applies; | ||||||||||||||
(4) clearly specifies that such order applies to a | ||||||||||||||
designated public retirement system; | ||||||||||||||
(5) does not require the public retirement system to | ||||||||||||||
provide any type or form of benefit or any option not otherwise | ||||||||||||||
provided under the plan; | ||||||||||||||
(6) does not require the public retirement system to | ||||||||||||||
provide increased benefits determined on the basis of actuarial | ||||||||||||||
value; | ||||||||||||||
(7) does not require the payment of benefits to an | ||||||||||||||
alternate payee which are required to be paid to another alternate | ||||||||||||||
payee under another order previously determined to be a qualified | ||||||||||||||
domestic relations order; and | ||||||||||||||
(8) does not require the payment of benefits to an | ||||||||||||||
alternate payee before the retirement of a member, the distribution | ||||||||||||||
of a withdrawal of contributions to a member, or other distribution | ||||||||||||||
to a member required by law. | ||||||||||||||
(g) A public retirement system may reject a domestic | ||||||||||||||
relations order as a qualified domestic relations order unless the | ||||||||||||||
order: | ||||||||||||||
(1) provides for a proportional reduction of the | ||||||||||||||
amount awarded to an alternate payee in the event of the retirement | ||||||||||||||
of the member before normal retirement age; | ||||||||||||||
(2) does not purport to require the designation of a | ||||||||||||||
particular person as the recipient of benefits in the event of a | ||||||||||||||
member's or annuitant's death; | ||||||||||||||
(3) does not purport to require the selection of a | ||||||||||||||
particular benefit payment plan or option; | ||||||||||||||
(4) provides clearly for each possible benefit | ||||||||||||||
distribution under plan provisions; | ||||||||||||||
(5) does not require any action on the part of the | ||||||||||||||
retirement system contrary to its governing statutes or plan | ||||||||||||||
provision other than the direct payment of the benefit awarded to an | ||||||||||||||
alternate payee; | ||||||||||||||
(6) does not make the award of an interest contingent | ||||||||||||||
on any condition other than those conditions resulting in the | ||||||||||||||
liability of a retirement system for payments under its plan | ||||||||||||||
provisions; | ||||||||||||||
(7) does not purport to award any future benefit | ||||||||||||||
increases that are provided or required by the legislature; [ |
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(8) provides for a proportional reduction of the | ||||||||||||||
amount awarded to an alternate payee in the event that benefits | ||||||||||||||
available to the retiree or member are reduced by law; and | ||||||||||||||
(9) if required by the retirement system, conforms to | ||||||||||||||
a model order adopted by the retirement system. | ||||||||||||||
(p) A public retirement system may assess administrative | ||||||||||||||
fees on a party who is subject to a domestic relations order for the | ||||||||||||||
review of the order under this subchapter and, as applicable, for | ||||||||||||||
the administration of payments under an order that is determined to | ||||||||||||||
be qualified. In addition to other methods of collecting fees that | ||||||||||||||
a retirement system may establish, the retirement system may deduct | ||||||||||||||
fees from payments made under the order. | ||||||||||||||
SECTION 6. Section 821.008, Government Code, is amended to | ||||||||||||||
read as follows: | ||||||||||||||
Sec. 821.008. PURPOSE OF RETIREMENT SYSTEM. (a) The | ||||||||||||||
purpose of the retirement system is to invest and protect funds of | ||||||||||||||
the retirement system and to deliver the benefits provided by | ||||||||||||||
statute, not to advocate or influence legislative action or | ||||||||||||||
inaction or to advocate higher benefits. | ||||||||||||||
(b) This section does not prohibit comments by an employee | ||||||||||||||
of the retirement system on federal laws, regulations, or other | ||||||||||||||
official actions or proposed actions affecting or potentially | ||||||||||||||
affecting the retirement system that are made in accordance with | ||||||||||||||
policies adopted by the board. | ||||||||||||||
SECTION 7. Section 823.002, Government Code, is amended by | ||||||||||||||
adding Subsection (b) to read as follows: | ||||||||||||||
(b) A member shall notify the retirement system in writing | ||||||||||||||
of membership service that has not been properly credited by the | ||||||||||||||
retirement system on an annual statement. The member must provide | ||||||||||||||
verification and make deposits as required by the retirement system | ||||||||||||||
before the service may be credited. A member must notify the | ||||||||||||||
retirement system of the service in writing on or before the last | ||||||||||||||
day of the fifth school year after the end of the school year in | ||||||||||||||
which the service was rendered for the service to be credited. | ||||||||||||||
SECTION 8. Subchapter A, Chapter 824, Government Code, is | ||||||||||||||
amended by adding Section 824.008 to read as follows: | ||||||||||||||
Sec. 824.008. DEDUCTIONS FROM AMOUNTS PAYABLE BY THE | ||||||||||||||
RETIREMENT SYSTEM. (a) Notwithstanding Section 821.005, the | ||||||||||||||
retirement system may deduct the amount of a person's indebtedness | ||||||||||||||
to the retirement system from an amount payable by the retirement | ||||||||||||||
system to the person or the person's estate and the distributees of | ||||||||||||||
the estate. | ||||||||||||||
(b) If the retirement system makes a payment to a | ||||||||||||||
participant who is deceased and the payment is not payable, the | ||||||||||||||
retirement system may deduct the amount of the payment from any | ||||||||||||||
amount payable by the retirement system to a person who received the | ||||||||||||||
payment or to that person's estate and distributees of the estate. | ||||||||||||||
SECTION 9. Section 824.1013, Government Code, is amended by | ||||||||||||||
adding Subsection (c-1) to read as follows: | ||||||||||||||
(c-1) Notwithstanding Subsection (c), a beneficiary | ||||||||||||||
designated under this section is entitled on the retiree's death to | ||||||||||||||
receive monthly payments of the survivor's portion of the retiree's | ||||||||||||||
optional retirement annuity for the remainder of the beneficiary's | ||||||||||||||
life if the beneficiary designated at the time of the retiree's | ||||||||||||||
retirement is a trust and the beneficiary designated under this | ||||||||||||||
section is the sole beneficiary of that trust. | ||||||||||||||
SECTION 10. Subsection (a), Section 824.103, Government | ||||||||||||||
Code, is amended to read as follows: | ||||||||||||||
(a) Benefits payable on the death of a member or annuitant, | ||||||||||||||
except an optional retirement annuity under Section 824.204(c)(1), | ||||||||||||||
(c)(2), or (c)(5), are payable, and rights to elect survivor | ||||||||||||||
benefits, if applicable, are available, to one of the classes of | ||||||||||||||
persons described in Subsection (b), if: | ||||||||||||||
(1) the member or annuitant fails to designate a | ||||||||||||||
beneficiary before death; | ||||||||||||||
(2) a designated beneficiary does not survive the | ||||||||||||||
member or annuitant; [ |
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(3) a designated beneficiary, under Section 824.004, | ||||||||||||||
waives claims to benefits payable on the death of the member or | ||||||||||||||
annuitant; | ||||||||||||||
(4) a beneficiary designation is revoked under Section | ||||||||||||||
824.101(g); or | ||||||||||||||
(5) a person is not eligible to receive a benefit under | ||||||||||||||
Section 824.105. | ||||||||||||||
SECTION 11. Section 824.105, Government Code, is amended by | ||||||||||||||
amending Subsections (a), (c), and (d) and adding Subsection (f) to | ||||||||||||||
read as follows: | ||||||||||||||
(a) A benefit payable on the death of a member or annuitant | ||||||||||||||
may not be paid to a person who has been convicted of causing that | ||||||||||||||
death or who is otherwise ineligible under Subsection (f) but | ||||||||||||||
instead is payable to a person who would be entitled to the benefit | ||||||||||||||
had the convicted or otherwise ineligible person predeceased the | ||||||||||||||
decedent. | ||||||||||||||
(c) The retirement system shall reduce any annuity computed | ||||||||||||||
in part on the age of the convicted or otherwise ineligible person | ||||||||||||||
to a lump sum equal to the present value of the remainder of the | ||||||||||||||
annuity. The reduced amount is payable to a person entitled as | ||||||||||||||
provided by this section to receive the benefit. | ||||||||||||||
(d) The retirement system is not required to pay benefits | ||||||||||||||
under this section unless it receives actual notice of the | ||||||||||||||
conviction or other ground of ineligibility of a beneficiary. | ||||||||||||||
However, the retirement system may delay payment of a benefit | ||||||||||||||
payable on the death of a member or annuitant pending the results of | ||||||||||||||
a criminal investigation and of legal proceedings relating to the | ||||||||||||||
cause of death. | ||||||||||||||
(f) A person is ineligible to receive a benefit payable on | ||||||||||||||
the death of a member or annuitant if the person is: | ||||||||||||||
(1) found not guilty by reason of insanity under | ||||||||||||||
Chapter 46C, Code of Criminal Procedure, of causing the death of the | ||||||||||||||
member or annuitant; or | ||||||||||||||
(2) the subject of an indictment, information, | ||||||||||||||
complaint, or other charging instrument alleging that the person | ||||||||||||||
caused the death of the member or annuitant and the person is | ||||||||||||||
determined to be incompetent to stand trial under Chapter 46B, Code | ||||||||||||||
of Criminal Procedure. | ||||||||||||||
SECTION 12. Subsections (a-1) and (b-1), Section 824.202, | ||||||||||||||
Government Code, are amended to read as follows: | ||||||||||||||
(a-1) This subsection applies only to a person who becomes a | ||||||||||||||
member of the retirement system on or after September 1, 2007 | ||||||||||||||
[ |
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and receive a standard service retirement annuity if: | ||||||||||||||
(1) the member is at least 65 years old and has at | ||||||||||||||
least five years of service credit in the retirement system; or | ||||||||||||||
(2) the member is at least 60 years old and has at | ||||||||||||||
least five years of service credit in the retirement system and the | ||||||||||||||
sum of the member's age and amount of service credit in the | ||||||||||||||
retirement system equals the number 80. | ||||||||||||||
(b-1) This subsection applies only to a person who becomes a | ||||||||||||||
member of the retirement system on or after September 1, 2007 | ||||||||||||||
[ |
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old and has at least five years of service credit in the retirement | ||||||||||||||
system, but does not meet the requirements under Subsection (d-1), | ||||||||||||||
the member is eligible to retire and receive a service retirement | ||||||||||||||
annuity reduced from the standard service retirement annuity | ||||||||||||||
available under Subsection (a-1)(1), to a percentage derived from | ||||||||||||||
the following table: | ||||||||||||||
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SECTION 13. Section 824.405, Government Code, is amended to | ||||||||||||||
read as follows: | ||||||||||||||
Sec. 824.405. TABLES FOR DETERMINATION OF DEATH BENEFIT | ||||||||||||||
ANNUITY. For the purpose of computing a death benefit annuity under | ||||||||||||||
Section 824.402(a)(4) or Section 824.403, the board of trustees | ||||||||||||||
shall extend the tables[ |
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[ |
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applicable table [ |
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equivalent at the attained age of the member [ |
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[ |
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SECTION 14. Section 825.002, Government Code, is amended by | ||||||||||||||
amending Subsections (f) and (g) and adding Subsection (h) to read | ||||||||||||||
as follows: | ||||||||||||||
(f) Persons considered for nomination under Subsection (c), | ||||||||||||||
(d), or (e) must have been nominated [ |
||||||||||||||
election conducted under rules adopted by the board of trustees. | ||||||||||||||
(g) To provide for the nomination of persons for appointment | ||||||||||||||
under Subsection (d), the board shall send to each retiree of the | ||||||||||||||
retirement system: | ||||||||||||||
(1) notice of the deadline for filing as a candidate | ||||||||||||||
for nomination; | ||||||||||||||
(2) information on procedures to follow in filing as a | ||||||||||||||
candidate; and | ||||||||||||||
(3) instructions on how to request a paper ballot or | ||||||||||||||
vote in another manner established by the board, including by | ||||||||||||||
telephone or other electronic means [ |
||||||||||||||
(h) If only two persons are nominated under Subsection (c), | ||||||||||||||
(d), or (e), the governor shall appoint a member of the board to the | ||||||||||||||
applicable trustee position from the slate of two nominated | ||||||||||||||
persons. If only one person is nominated under Subsection (c), (d), | ||||||||||||||
or (e), the governor shall appoint that person to the applicable | ||||||||||||||
trustee position. If no member or retiree is nominated for a | ||||||||||||||
position under Subsection (c), (d), or (e), the governor shall | ||||||||||||||
appoint to the applicable trustee position a person who otherwise | ||||||||||||||
meets the qualifications required for the position. | ||||||||||||||
SECTION 15. Subsection (c), Section 825.206, Government | ||||||||||||||
Code, is amended to read as follows: | ||||||||||||||
(c) The board of trustees annually shall evaluate the | ||||||||||||||
performance of the actuary during the previous year. At least once | ||||||||||||||
every four [ |
||||||||||||||
after advertising for and reviewing proposals from providers of | ||||||||||||||
actuarial services. | ||||||||||||||
SECTION 16. Section 825.215, Government Code, is amended to | ||||||||||||||
read as follows: | ||||||||||||||
Sec. 825.215. ADVOCACY PROHIBITED. (a) An employee of the | ||||||||||||||
retirement system may not advocate increased benefits or engage in | ||||||||||||||
activities to advocate or influence legislative action or inaction. | ||||||||||||||
Advocacy or activity of this nature is grounds for dismissal of an | ||||||||||||||
employee. | ||||||||||||||
(b) This section does not prohibit comments by an employee | ||||||||||||||
of the retirement system on federal laws, regulations, or other | ||||||||||||||
official actions or proposed actions affecting or potentially | ||||||||||||||
affecting the retirement system that are made in accordance with | ||||||||||||||
policies adopted by the board. | ||||||||||||||
SECTION 17. Section 825.315, Government Code, is amended to | ||||||||||||||
read as follows: | ||||||||||||||
Sec. 825.315. PROHIBITED USE OF ASSETS. (a) Assets of the | ||||||||||||||
retirement system may not be used to advocate or influence the | ||||||||||||||
outcome of an election or the passage or defeat of any legislative | ||||||||||||||
measure. This prohibition may not be construed to prevent any | ||||||||||||||
trustee or employee from furnishing information in the hands of the | ||||||||||||||
trustee or employee that is not considered confidential under law | ||||||||||||||
to a member or committee of the legislature, to any other state | ||||||||||||||
officer or employee, or to any private citizen, at the request of | ||||||||||||||
the person or entity to whom the information is furnished. This | ||||||||||||||
prohibition does not apply to the incidental use of retirement | ||||||||||||||
system facilities by groups of members or retirees or by officers or | ||||||||||||||
employees of state agencies. | ||||||||||||||
(b) This section does not prohibit the use of system assets | ||||||||||||||
by an employee of the retirement system to comment on federal laws, | ||||||||||||||
regulations, or other official actions or proposed actions | ||||||||||||||
affecting or potentially affecting the retirement system that are | ||||||||||||||
made in accordance with policies adopted by the board. | ||||||||||||||
SECTION 18. Section 825.408, Government Code, is amended to | ||||||||||||||
read as follows: | ||||||||||||||
Sec. 825.408. INTEREST ON CONTRIBUTIONS AND FEES; DEPOSITS | ||||||||||||||
IN TRUST. (a) An employer [ |
||||||||||||||
remit, before the seventh day after the last day of a month, all | ||||||||||||||
member and employer deposits and documentation of the deposits | ||||||||||||||
required by this subchapter to be remitted by the employer | ||||||||||||||
[ |
||||||||||||||
addition to the deposits, interest on the unpaid or undocumented | ||||||||||||||
amounts at an annual rate compounded monthly. The rate of interest | ||||||||||||||
is the rate established under Section 825.313(b)(1), plus two | ||||||||||||||
percent. Interest required under this section is creditable to the | ||||||||||||||
interest account. On request, the retirement system may grant a | ||||||||||||||
waiver of the deadline imposed by this subsection based on an | ||||||||||||||
employer's [ |
||||||||||||||
(b) An employer [ |
||||||||||||||
other governing body hold amounts due to the retirement system | ||||||||||||||
under this subtitle in trust for the retirement system and its | ||||||||||||||
members and may not divert the amounts to any other purpose. | ||||||||||||||
SECTION 19. Subsection (b), Section 825.507, Government | ||||||||||||||
Code, is amended to read as follows: | ||||||||||||||
(b) The retirement system may release records of a | ||||||||||||||
participant, including a participant to which Chapter 803 applies, | ||||||||||||||
to: | ||||||||||||||
(1) the participant or the participant's attorney or | ||||||||||||||
guardian or another person who the executive director determines is | ||||||||||||||
acting on behalf of the participant; | ||||||||||||||
(2) the executor or administrator of the deceased | ||||||||||||||
participant's estate, including information relating to the | ||||||||||||||
deceased participant's beneficiary, or if an executor or | ||||||||||||||
administrator of the deceased participant's estate has not been | ||||||||||||||
named, a person or entity who the executive director determines is | ||||||||||||||
acting in the interest of the deceased participant's estate, or an | ||||||||||||||
heir, legatee, or devisee of the deceased participant; | ||||||||||||||
(3) a spouse or former spouse of the participant if the | ||||||||||||||
executive director determines that the information is relevant to | ||||||||||||||
the spouse's or former spouse's interest in member accounts, | ||||||||||||||
benefits, or other amounts payable by the retirement system; | ||||||||||||||
(4) an administrator, carrier, consultant, attorney, | ||||||||||||||
or agent acting on behalf of the retirement system; | ||||||||||||||
(5) a governmental entity, an employer, or the | ||||||||||||||
designated agent of an employer, only to the extent the retirement | ||||||||||||||
system needs to share the information to perform the purposes of the | ||||||||||||||
retirement system, as determined by the executive director; | ||||||||||||||
(6) a person authorized by the participant in writing | ||||||||||||||
to receive the information; | ||||||||||||||
(7) a federal, state, or local criminal law | ||||||||||||||
enforcement agency that requests a record for a law enforcement | ||||||||||||||
purpose; | ||||||||||||||
(8) the attorney general to the extent necessary to | ||||||||||||||
enforce child support; or | ||||||||||||||
(9) a party in response to a subpoena issued under | ||||||||||||||
applicable law if the executive director determines that the | ||||||||||||||
participant will have a reasonable opportunity to contest the | ||||||||||||||
subpoena. | ||||||||||||||
SECTION 20. Subsection (a), Section 825.515, Government | ||||||||||||||
Code, is amended to read as follows: | ||||||||||||||
(a) At least annually, the retirement system shall acquire | ||||||||||||||
and maintain records identifying members and the types of positions | ||||||||||||||
they hold as members. The type of position shall be identified as | ||||||||||||||
Administrative/Professional, Teacher/Full-Time Librarian, | ||||||||||||||
Support, [ |
||||||||||||||
identified as a Peace Officer, the records must specify whether the | ||||||||||||||
member is an employee of an institution of higher education or of a | ||||||||||||||
public school that is not an institution of higher education. An | ||||||||||||||
employer shall provide the information required by this section in | ||||||||||||||
the form and manner specified by the retirement system. | ||||||||||||||
SECTION 21. Subdivision (1), Section 1575.003, Insurance | ||||||||||||||
Code, is amended to read as follows: | ||||||||||||||
(1) "Dependent" means: | ||||||||||||||
(A) the spouse of a retiree; | ||||||||||||||
(B) an unmarried child of a retiree or deceased | ||||||||||||||
active member if the child is younger than 25 years of age, | ||||||||||||||
including: | ||||||||||||||
(i) an adopted child; | ||||||||||||||
(ii) a foster child, stepchild, or other | ||||||||||||||
child who is in a regular parent-child relationship; or | ||||||||||||||
(iii) a recognized natural child; | ||||||||||||||
(C) a retiree's recognized natural child, | ||||||||||||||
adopted child, foster child, stepchild, or other child who is in a | ||||||||||||||
regular parent-child relationship and who lives with or has his or | ||||||||||||||
her care provided by the retiree or surviving spouse on a regular | ||||||||||||||
basis regardless of the child's age, if the child has a mental | ||||||||||||||
disability [ |
||||||||||||||
an extent that the child is dependent on the retiree or surviving | ||||||||||||||
spouse for care or support, as determined by the trustee; or | ||||||||||||||
(D) a deceased active member's recognized | ||||||||||||||
natural child, adopted child, foster child, stepchild, or other | ||||||||||||||
child who is in a regular parent-child relationship, without regard | ||||||||||||||
to the age of the child, if, while the active member was alive, the | ||||||||||||||
child: | ||||||||||||||
(i) lived with or had the child's care | ||||||||||||||
provided by the active member on a regular basis; and | ||||||||||||||
(ii) had a mental disability [ |
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|
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child was dependent on the active member or surviving spouse for | ||||||||||||||
care or support, as determined by the trustee. | ||||||||||||||
SECTION 22. Section 1575.206, Insurance Code, is amended to | ||||||||||||||
read as follows: | ||||||||||||||
Sec. 1575.206. CONTRIBUTIONS HELD IN TRUST FOR FUND. An | ||||||||||||||
employing public school [ |
||||||||||||||
[ |
||||||||||||||
(1) hold contributions required by this subchapter in | ||||||||||||||
trust for the fund and its participants; and | ||||||||||||||
(2) may not divert the contributions for any other | ||||||||||||||
purpose. | ||||||||||||||
SECTION 23. Section 1575.207, Insurance Code, is amended to | ||||||||||||||
read as follows: | ||||||||||||||
Sec. 1575.207. INTEREST ASSESSED ON LATE PAYMENT OF | ||||||||||||||
DEPOSITS BY EMPLOYING PUBLIC SCHOOLS [ |
||||||||||||||
employing public school [ |
||||||||||||||
trustee all contributions required by this subchapter before the | ||||||||||||||
seventh day after the last day of the month shall pay to the fund: | ||||||||||||||
(1) the contributions; and | ||||||||||||||
(2) interest on the unpaid amounts at the annual rate | ||||||||||||||
of six percent compounded monthly. | ||||||||||||||
(b) On request, the trustee may grant a waiver of the | ||||||||||||||
deadline imposed by this section based on an employing public | ||||||||||||||
school's [ |
||||||||||||||
SECTION 24. Section 1579.004, Insurance Code, is amended to | ||||||||||||||
read as follows: | ||||||||||||||
Sec. 1579.004. DEFINITION OF DEPENDENT. In this chapter, | ||||||||||||||
"dependent" means: | ||||||||||||||
(1) a spouse of a full-time employee or part-time | ||||||||||||||
employee; | ||||||||||||||
(2) an unmarried child of a full-time or part-time | ||||||||||||||
employee if the child is younger than 25 years of age, including: | ||||||||||||||
(A) an adopted child; | ||||||||||||||
(B) a foster child, stepchild, or other child who | ||||||||||||||
is in a regular parent-child relationship; and | ||||||||||||||
(C) a recognized natural child; | ||||||||||||||
(3) a full-time or part-time employee's recognized | ||||||||||||||
natural child, adopted child, foster child, stepchild, or other | ||||||||||||||
child who is in a regular parent-child relationship and who lives | ||||||||||||||
with or has his or her care provided by the employee or the | ||||||||||||||
surviving spouse on a regular basis, regardless of the child's age, | ||||||||||||||
if the child has a mental disability [ |
||||||||||||||
physically incapacitated to an extent that the child is dependent | ||||||||||||||
on the employee or surviving spouse for care or support, as | ||||||||||||||
determined by the board of trustees; and | ||||||||||||||
(4) notwithstanding any other provision of this code, | ||||||||||||||
any other dependent of a full-time or part-time employee specified | ||||||||||||||
by rules adopted by the board of trustees. | ||||||||||||||
SECTION 25. A member of the Teacher Retirement System of | ||||||||||||||
Texas who seeks credit under Subsection (b), Section 823.002, | ||||||||||||||
Government Code, as added by this Act, for service rendered before | ||||||||||||||
September 1, 2011, but not properly credited to a member's annual | ||||||||||||||
statement, must notify the retirement system not later than the | ||||||||||||||
date specified in Subsection (b), Section 823.002, Government Code, | ||||||||||||||
as added by this Act, or August 31, 2016, whichever is later. | ||||||||||||||
SECTION 26. (a) The change in law made by this Act to | ||||||||||||||
Section 804.003, Government Code, applies only to a qualified | ||||||||||||||
domestic relations order entered on or after the effective date of | ||||||||||||||
this Act. A qualified domestic relations order entered before the | ||||||||||||||
effective date of this Act is governed by the law in effect | ||||||||||||||
immediately before that date, and the former law is continued in | ||||||||||||||
effect for that purpose. | ||||||||||||||
(b) The changes in law made by this Act to Section 824.105, | ||||||||||||||
Government Code, apply only to the death of a member or annuitant of | ||||||||||||||
the Teacher Retirement System of Texas that is caused by conduct | ||||||||||||||
that occurs on or after the effective date of this Act. The death of | ||||||||||||||
a member or annuitant that is caused by conduct that occurs before | ||||||||||||||
the effective date of this Act is governed by the law in effect | ||||||||||||||
immediately before that date, and the former law is continued in | ||||||||||||||
effect for that purpose. | ||||||||||||||
(c) The change in law made by this Act to Section 825.002, | ||||||||||||||
Government Code, applies only to a vacancy on the board of trustees | ||||||||||||||
of the Teacher Retirement System of Texas for a term that expires on | ||||||||||||||
or after the effective date of this Act. A vacancy for a term that | ||||||||||||||
expires before the effective date of this Act is governed by the law | ||||||||||||||
in effect immediately before that date, and the former law is | ||||||||||||||
continued in effect for that purpose. | ||||||||||||||
(d) The change in law made by this Act to Subsection (b), | ||||||||||||||
Section 825.507, Government Code, applies only to the release of | ||||||||||||||
records by the Teacher Retirement System of Texas on or after the | ||||||||||||||
effective date of this Act. The release of records before the | ||||||||||||||
effective date of this Act is governed by the law in effect | ||||||||||||||
immediately before that date, and the former law is continued in | ||||||||||||||
effect for that purpose. | ||||||||||||||
SECTION 27. (a) Notwithstanding Subsection (a), Section | ||||||||||||||
825.404, Government Code, for the state fiscal year ending August | ||||||||||||||
31, 2012, the amount of the state contribution to the Teacher | ||||||||||||||
Retirement System of Texas under that section may be less than the | ||||||||||||||
amount contributed by members during that fiscal year. | ||||||||||||||
(b) Notwithstanding Subsection (a), Section 1575.202, | ||||||||||||||
Insurance Code, for the state fiscal year ending August 31, 2013, | ||||||||||||||
the state may contribute an amount to the retired school employees | ||||||||||||||
group insurance fund that is less than one percent of the salary of | ||||||||||||||
each active employee. | ||||||||||||||
SECTION 28. This Act takes effect September 1, 2011. |