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Agenda

Agenda. Transmittal Reporting Codes Edit Messages DRS Web Site. Eligibility SERS TRS Membership Determination Substitutes Retirees Reportable Compensation. Employer Responsibilities. The initial determination of an employee’s eligibility for membership

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Agenda

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Presentation Transcript

  1. Agenda • Transmittal Reporting • Codes • Edit Messages • DRS Web Site • Eligibility • SERS • TRS • Membership Determination • Substitutes • Retirees • Reportable Compensation

  2. Employer Responsibilities • The initial determination of an employee’s eligibility for membership • Identify what positions you have • Assign each position a unique identifier • Documenting your decision regarding positions eligibility • Position Eligibility Worksheet • 60 years per established archival retention schedule • http://www.secstate.wa.gov/archives/gs.aspx • Reporting all eligible employees from the first day of eligibility

  3. Employer Responsibilities • Regularly reviewing the determinations you made • At least annually • Non-eligible positions • Timely and accurate reporting of transmittals and corrections

  4. Eligibility

  5. Eligibility • The initial determination of eligibility must be based on the position • Job share • Eligibility can also be determined by the person • Employees working in more than one ineligible position within the same district

  6. Eligibility Definition-TRS Plan 1 • Member • A person who has established membership but has not withdrawn their contributions • Former Member • A person who has separated from service and has withdrawn their contributions

  7. Eligibility Definition-TRS Plan 2 & 3 A position is eligible if it normally requires a least five months each year in which regular compensation is earned for 70 hours per month

  8. Eligibility Definition-SERS & PERS • New position • Meets eligibility definition for two consecutive years • Existing position • Meets eligibility definition during at least one year in any two year period A position is eligible if it normally requires a least five months each year in which regular compensation is earned for 70 hours per month

  9. Position Eligibility Worksheet • Evaluation and periodic review sections • Position title and unique identifier • Employee signature acknowledging determination • Employer keeps form

  10. Membership

  11. Retirement Status • Information required by law • Documents member’s information and status • Employer keeps form

  12. Member Reporting Verification

  13. Member Reporting Verification 511-22-3344 511223344

  14. 536561111 536-56-1111 536561111 536-56-1111

  15. 887551111 887-55-1111

  16. TRS Plan 1 Member Report all TRS Plan 1 members • Contract is 20 days or more • Report as active in TRS 1 • Type code 71

  17. TRS Plan 1 Member • Contract is less than 20 days • Report as substitute in TRS 0 • Type code 80

  18. 441223333 441-22-3333

  19. TRS Plan 1 Former Member Certificated position (TRS) • Employee re-establishes membership in TRS 1 • Full time contract for 90 calendars days or more • Report from the first day of contract • Report as active in TRS 1 • Type code 71

  20. TRS Plan 1 Former Member Certificated position (TRS) • If not given a contract for 90 calendar days • Report as a substitute in TRS 0 • Type code 80

  21. TRS Plan 1 Former Member Classified position (SERS) • Eligible position • Report in SERS until TRS Plan 1 membership is re-established • By paying back member contributions • Type code 32

  22. TRS Plan 1 Former Member Classified position (SERS) • Ineligible position • Report as a substitute in SERS 0 • Type code 39

  23. 538012222 538-01-2222 26

  24. 538012222 538-01-2222 27

  25. TRS Plan 1 Former Member Classified position (SERS) • Prior PERS Plan 1 membership • Report in PERS plan 1

  26. 558190000 558-19-0000

  27. TRS Plan 2 & 3 • Eligible position • Report as active in TRS 2 or TRS 3 • Type code 71

  28. TRS Plan 2 & 3 • Ineligible position • Report as substitute in TRS 0 • Type code 79

  29. 522961111 522-96-1111

  30. SERS Plan 2 & 3 • Eligible position • Report SERS 2 or 3 • Type code 32

  31. SERS Plan 2 & 3 • Ineligible position • Report as substitute in SERS 0 • Type code 39

  32. 538012222 538-01-2222

  33. PERS Plan 1 • Eligible classified position • Report in PERS 1 • Type code 18 (ESD’s type code 30) • Ineligible position • Do not report • Eligible certificated position • Report in T0 • Type code 79

  34. TRS and SERS Plan 3 Options • Transfer • New Member Plan Choice • Membership Chosen

  35. Transfer Option • Who • TRS Plan 2 members hired prior to July 1, 1996 • SERS members with previous PERS Plan 2 history prior to August 1, 1999 • When • Option for a one time transfer to Plan 3 in January of each year • How • Report in plan 2 initially • 3X • Member Information form dated in January

  36. 536565555 Renton SD 536-56-5555

  37. New Member Plan Choice • Who • New to TRS on or after July 1, 2007 • New to SERS after August 1, 2009 • When • Member has 90 days to make a choice between Plan 2 and Plan 3 • How • Report in Plan 2 on first transmittal • Unless member chooses a plan before payroll cutoff

  38. New Member Plan Choice • How • Submit plan choice record via the transmittal after the Member Information form (MIF) is received • Plan choice date (date member signed form) • Plan choice code • 2C • 3C • Member defaults to plan 3 at the end of 90 days • Default date is the 91st day • Plan choice code • 3D

  39. 537102334 Tumwater SD

  40. 455669999 Tumwater SD 455-66-9999 455-66-9999 Port Angeles SD

  41. Membership Chosen • Who • A member who has previously chosen a plan • Plan 2 or Plan 3 • A member who has defaulted to Plan 3 • When • Member may not transfer or choose a different plan

  42. Membership Chosen • How • Report in Plan 2 Plan 2 • Report in Plan 3 • 90 days to choose an investment program and rate option • Default WSIB, rate option A • Report only employer contributions until a MIF is received or member defaults • Member contributions from date of choice forward Plan 3

  43. 420881212 420-88-1212

  44. 537942222 2222

  45. 088994444 088-99-4444

  46. Substitutes

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