DRS Email 15-025, Rule Changes for Certain Retirees Who Return to Work

  • Notice No.: 15-025
  • Date: December 10, 2015
  • Applies to: Education Employers
  • Subject: Rule Changes for Certain Retirees Who Return to Work

The rules for Teachers’ Retirement System (TRS) Plan 1 dual member retirees have changed due to the enactment of House Bill 1168, which passed earlier this year. A TRS Plan 1 dual member retiree is one who receives a benefit from both TRS Plan 1 and another DRS system. The rule change will treat each benefit separately so that retirees can continue to receive a benefit from one system, even when another is limited by retiree return to work rules.

Starting January 2016, dual member retirees will have their hourly limits tracked separately for each retirement system.

All hours worked at an educational employer count against the TRS Plan 1 hourly limit, but only hours worked in an eligible position will count against the non-TRS Plan 1 hourly limit. DRS may occasionally ask you to identify the position a TRS Plan 1 dual member retiree is employed in as either eligible or ineligible so that we can determine if the hours worked will count against the retiree’s non-TRS Plan 1 pension benefit. If you have questions, please reply to this message or call Employer Support Services at 360-664-7200, option 2, or 800-547-6657, option 6, option 2.

To effectively implement the requirements of this new legislation, employers will be required to report all retirees in their employ on the transmittal report.

See Employer Notices 14-014 and 15-002.