Chapter 5: Special Conditions

Reporting in Higher Education

Reporting Retirees who Return To Work (RRTW)

RRTW rules will change beginning January 2012. Changes to work limits impact primarily Plan 1 members of TRS and PERS who will no longer be able to work in excess of 867 hours. Hours worked by retirees employed in HERP-eligible positions must be reported to DRS. These hours count toward the retiree’s work limits.

Rehired retirees who were participating in a HERP before July 1, 2011, may continue to do so, but are subject to the new return to work rules below.

HERP-Eligible Positions Impact DRS Retirees

Beginning January 1, 2012, you must report DRS retirees working in HERP-eligible positions as working in retirement-eligible positions on the retirement transmittal. These hours will now be counted toward the retiree’s work limits. In the past these individuals were reported to DRS as working in retirement-ineligible positions. Please see the attached DRS Retiree Returning to Work at Institution of Higher Education Reporting Chart for a list of reporting codes for retirees working in HERP-eligible positions.