Section 21070 Of Article 2. Second Tier Retirement—state From California Government Code >> Division 5. >> Title 2. >> Part 3. >> Chapter 12. >> Article 2.
21070
. (a) Effective January 1, 1985, there shall be an alternative
level of benefits available to the following state miscellaneous
members: (1) members who are excluded from the definition of state
employee in subdivision (c) of Section 3513; (2) members employed by
the executive branch of government who are not members of the civil
service; and (3) members in state bargaining units for which a
memorandum of understanding has been agreed to by the state employer
and the recognized employee organization to become subject to this
section. Effective September 1, 1986, this section shall apply to
members employed by the state as provided for in Article VI of the
California Constitution. The board shall provide the affected members
a one-month election period commencing on August 1, 1986. This
section does not apply to state miscellaneous members employed by the
California State University or the University of California. This
section shall not apply to any employee described by Section 20324
unless and until the employer, as defined in Section 20902, adopts a
resolution approving that application.
(b) Effective September 1, 1986, there shall be an alternate level
of benefits available to the following state industrial members: (1)
members in state bargaining units for which a memorandum of
understanding has been agreed to by the state employer and the
recognized employee organization to become subject to this section;
(2) members who are excluded from the definition of state employees
in subdivision (c) of Section 3513; and (3) members employed by the
executive branch of government who are not members of the civil
service. The board shall provide the affected members a one-month
election period commencing on August 1, 1986.
(c) Members eligible to participate in the alternative level of
benefits, referred to in this part as the Second Tier, may make an
irrevocable election during the period from November 1, 1988, through
October 31, 1989, to: (1) become subject to the Second Tier benefits
provided for in Section 21076 for all past state miscellaneous and
state industrial service and all future state miscellaneous and state
industrial service not excluded by this section; (2) become subject
to the Second Tier benefits provided for in Section 21077 for state
miscellaneous and state industrial service not excluded by this
section rendered on and after the effective date of the election to
be subject to the Second Tier. Any election by a member to be subject
to Section 21076 or 21077 shall also be signed by the spouse of the
member and both signatures shall be notarized; (3) become subject to
the First Tier retirement formula prescribed by Section 21353 for
state miscellaneous and state industrial service rendered on or after
the effective date of the election, provided that the member had
previously elected coverage pursuant to Section 21076 or 21077 and
makes the contributions specified in Section 20677; or (4) become
subject to the First Tier retirement formula prescribed by Section
21353 for all past and future state miscellaneous and state
industrial service, provided that the member had previously elected
coverage pursuant to Section 21076 or 21077 and the member makes the
contributions specified in Sections 20677 and 21073. The right of
eligible members to elect coverage under the retirement formula of
their choice shall apply solely during the above-prescribed one-year
period, subject to conditions to be established and communicated by
the board.
Thereafter, the board shall provide a 30-day period every five
years for eligible members to make an irrevocable election to be
subject to the Second Tier benefits provided for in Section 21076 or
21077. Eligible members who previously elected Section 21077 may make
an irrevocable election to become subject to Section 21076 for all
past state miscellaneous and state industrial service during this
election period. The first election period shall be held five years
from the ending date of the one-year election period specified in
this subdivision.
The effective date of any election filed with the board shall be
the first of the month following the date the election is received in
the system, provided the election meets the conditions set by the
board. Any election filed with the board under this subdivision shall
also be signed by the spouse of the member and both signatures shall
be notarized.
(d) Persons who become state miscellaneous or state industrial
members described in this section or who become such members under
Article 3 (commencing with Section 20320) of Chapter 3 of this part
on or after the Second Tier effective date applicable to the member,
shall be subject to Section 21077 unless an election is filed with
the board to be subject to Section 21353 and the member makes the
contributions specified in Section 20677. The appointing authority
shall provide the member with the election form and the member shall
exercise the election within one year of becoming a member. The
effective date of the election shall be the date on which the member
became a state miscellaneous or state industrial member.
(e) A state miscellaneous or state industrial member who, on or
after the effective date of an election to be subject to Section
21076 or 21077, ceases to be a member pursuant to Section 20340 or
21075 shall, upon again becoming a state miscellaneous or state
industrial member, be subject to Section 21076 or 21077 in accordance
with his or her previous irrevocable election. This subdivision does
not apply to persons who return to membership as employees of the
California State University.
Except as otherwise provided in this part, a state miscellaneous
or state industrial member subject to Section 21076 or 21077 is
subject to all other provisions applicable to state miscellaneous
members except those provisions that provide for the payment of an
annuity based on contributions. Notwithstanding any other provision
of this part, member contributions are not required for any service
credit that is subject to Section 21076.
(f) The board shall report to the Governor, the Legislature, and
the Department of Personnel Administration on the savings that are
the result of the implementation of the Second Tier retirement plan
for state miscellaneous and state industrial members. The report
shall first be submitted in April 1986, and annually in April of
every year thereafter until April 1994.