Higher Education & DRS Agenda Eligibility Retirees Position - - PowerPoint PPT Presentation

Higher Education & DRS

Employer Reporting Application (ERA) Project DRS Advisory Committee April 2017 Update

Agenda

− Eligibility

∙ Position Eligibility Management ∙ Determine Employee Membership History ∙ ERA Member Management

− Plan Choice options

∙ Classified vs HERP eligible ∙ How to report properly

− Retirees

∙ Where to look ∙ How to report

− Questions?

− We’re here to help 

Position Eligibility

PERS Eligible Position (for classified)

• A position is eligible if it normally requires at least five months each

year in which regular compensation is earned for 70 hours per month. DRS Definition

New position

• Meets eligibility definition

for two consecutive years

Existing position

• Meets eligibility definition

during at least one year in any two year period

TRS Eligible Position

• For community college or university teachers, it means the person

is employed by the institution under a contract to teach.[ WAC 415-112-015]

• If eligible for HERP, eligible for TRS

DRS Definition

Employer Responsibility (Position Eligibility)

Initial determination

Identify what positions you have (Job share) Assign each position a unique identifier Can be determined by the person (Employees

working in more than one ineligible position)

Document decision

Position Eligibility Worksheet 60 years per established archival retention schedule

Regular review

Minimum annually

(self-selected 12-mo period)

Include non-eligible positions

Position Eligibility Worksheet

• Evaluation and periodic

review sections

• Position title and unique

identifier

• Employee signature

acknowledging determination

• Employer keeps form

88

Determine Employee Membership Status

Employer Responsibility (Member Eligibility)

Required Forms

• Retirement Status

Verify Membership

• ERA Member Management
• Information

required by law

• Documents

member’s information and status

• Employer

keeps form

Member Lookup

Displays the personal information from the member (addresses, phones and emails) Allows the user to see the historical system plans for the member Allows the user to see the earning information for a specific system/plan, year and calendar type

Profile Information System/Plan Earning Information Member Lookup

SHOW: New member, 90-day window, plan choice made, multi employ & retiree

Member Management (Multiple open employment period)

No separation date indicated

• Use Determine Member Eligibility to audit

position or member

Member Management Tips

• Retirement information in Detail
• Plan 3 member contributions on a separate tab

Plan Choice Options

Classified/ Civil Service

Exempt/Faculty

Positions that are

• nly eligible for

PERS Positions that are eligible for PERS/TRS or HERP

1515

Eligible for PERS

Classified/Civil Service

New Member Plan Choice

• New member in classified/civil service

position

• Member has 90 days to make a choice

between Plan 2 and Plan 3

• Report in Plan 2 until choice is made

Plan Choice Booklet

• Provide booklet on first day of

employment

• Document receipt
• Member signs and returns

MIF form to employer within 90 days of receipt of booklet

• Begin date
• Employer transmits data
• Employer sends original to

DRS

New Member Plan Choice

• 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

• Plan 2 choice (2C)
• Plan 3 choice (3C)
• Employer defaults member to Plan 3 after the 90th day

– Rate option “A” (5%) – Investment Manager “SELF” – Plan choice code

• 3D
• Edit messages “90 Day Report”

Membership Chosen

• A member who has previously chosen a plan

– Plan 2 or Plan 3

• A member who has defaulted to Plan 3
• Member may not transfer to or choose a different

plan

Membership Chosen

• A member who has previously chosen a plan

– Plan 2 or Plan 3

• A member who has defaulted to Plan 3
• Member may not transfer to or choose a different

plan

Membership Chosen

• Report in Plan 3 on the transmittal
• 90 days to choose a contribution rate and investment program

–Default rate option A/SELF

• Report only employer contributions until a MIF is received or

member defaults

–Member contributions from date of choice forward

• Report in Plan 2 on the transmittal

Plan 2 Plan 3

Member Information

• Plan 3 returning to eligible

employment choosing a new rate

• Member signs and returns

form to employer within 90 days of begin date

• Employer transmits data
• Employer keeps form

New Default Legislation

Effective July 1, 2020 Based on “Plan Choice Window” Member default will be Plan 2 Default automatic No system changes required – Only procedural.

Exempt or Faculty positions

Eligible for PERS/TRS or HERP

Employer Responsibilities

• Employer determines choice options based on

membership history. ‒ HERP and DRS ‒ Community and Tech Colleges “one institution” ‒ Eligibility to retire from DRS is a factor

• Employer educates new employees that have a plan

choice. ‒ Plan comparison ‒ 30 days to choose ‒ HERP default ‒ Report on first transmittal after choice is made

• Employer provides the appropriate

forms/documentation

Higher Education Plan Choice

• Employees who become eligible

for the higher education program who have elected to participate in:

–TRS Plan 3 with faculty status –PERS Plan 3 without faculty status

• Member signs and returns form

to employer

• Employer sends original to DRS

Retirees

Retiree

• Cannot have an agreement to return to work prior to

their retirement date

• Must have a 30 day break in service from their accrual

date

• Limited to 867 hours and still receive their pension

from DRS

∙ Employers are responsible for correct reporting of compensation and hours for eligible positions ∙ Retirement Status form

MRV RCW 41.50.139

Retiree Return to Work (RRTW) Reporting

Type Codes

• 97 TRS 1 retiree
• 98 Eligible position

– Compensation and hours required

• 99 Ineligible position

– Compensation and hours are optional – WBET does not accept compensation and hours for ineligible positions

• 2008 ERF retirees’ benefits will stop

SHOW: New member, 90-day window, plan choice made, retiree

Member Lookup

Search Results

Service Credits Earnings Max Compensation Defined Contributions Retiree Return to Work Limits Retiree Return to Work Earnings

Verify Retirement Status Using Member Management

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.

HERP-Eligible Positions Impact DRS Retirees

ERA Tools and Resources ERA Tools and Resources

• FAQs
• Videos
• Quick Start Guides
• ERA Basics
• Pay by Check
• Processing ePayment
• Submit an end date
• Submit a begin date

ERA Basics Adding a New Member in ERA ERA: How to Pay by Check Processing an Electronic Payment in ERA Submitting a Separation Date in a Regular Interactive Transmittal Report Submitting a Separation Date in an Interactive Correction Report

Resources Links

Contact Us

• Employer Support

₋ drs.employersupport@drs.wa.gov ₋ 360.664.7200 ₋ 800.547.6657

• Option 6
• Option 2
• DRS Employer Homepage

www.drs.wa.gov/employer

Questions?

Thank You