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January 30, 2013. Today’s Agenda Welcome Executive Director Briefing Teacher Plan Matters PLD GLI...
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Transcript of January 30, 2013. Today’s Agenda Welcome Executive Director Briefing Teacher Plan Matters PLD GLI...
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January 30, 2013
Employer Reporting Working
Group
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Today’s Agenda
Welcome Executive Director Briefing
Teacher Plan Matters
PLD
GLI Update
Employer Services Update
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Employer Working Group
Executive Director Briefing(catching up with Sandy)
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Retirement Services
Teacher Plan Matters
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Determining Eligibility
MSRS EMPLOYER SERVICES:
Direct: (207) 512-3200
Toll-Free: 1-800-451-9800
YESContinue
Does this position meet the definition of 5 MRSA §17001, 42 Paragraph A?
Basically, does the Department of Education require license or certification for this position?
YESMandatoryeligibility
Does this position meet the definition of 5 MRSA § 17001, 42 Paragraph B?
Basically, does this position introduce new learning to students?
NO Most likely not eligible unless Grandfathered.
YESMost likely mandatory eligibility -
UNLESS Coach or Adult Education Exclusion applies.
ALWAYS CHECK WITH MSRS IF YOU HAVE QUESTIONS REGARDING:
3 ELIGIBILITY3 EARNABLE COMPENSATION3 BASIS FOR MEMBERSHIP3 REPORTING REQUIREMENTS3 OTHER EMPLOYER REPORTING QUESTIONS
NO - StopNot eligible for MSRS
"Teacher Plan"
IS THIS PERSON AN EMPLOYEE OF A PUBLIC SCHOOL?
QUESTION:
NOContinue
"TEACHER PLAN" ELIGIBILITY
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5 MRSA § 17001.42
Defines “Teacher” for MainePERS Teacher
Retirement Plan
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Teacher Member Paragraph A
Employee of Public School
Position that the Department of
Education
requires appropriate certification or
license
Member holds certification or
license
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Teacher Member Paragraph B
Employee of Public School
Fills position not covered by Paragraph A
Principal function is to introduce new learning to students
Except…let’s look at some exceptions
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Coach Exception
Coaches who have no other basis
Coaches who have another basis
Coach Definition
MainePERS can help you determine if there is a basis for membership – especially if the employee worked for another employer.
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Adult Education Teacher Exception
Adult Education teachers who teach classes for which certification is NOT required
Adult Education teachers who teach adult education classes for which certification is required and hold required certification
Adult Education teacher with basis
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Common Teacher Eligibility Issues
Substitute Teachers: A school employee who performs the
duty of substituting for a position that is mandatory teacher membership
Substitute Teacher MainePERS membership is optional effective 9/20/2007
One-time Election effective 7/12/2010. Status at the time the election is made can not be changed
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Common Teacher Eligibility Issues
Substitute Teachers continued: Questions regarding optional or
mandatory status should be directed to Employer Services or Retirement Services
Participating Local Districts – Eligibility is determined by your agreement. Please contact our PLD unit with questions
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Retirement Services Information
Review of what is not considered earnable compensation: Payment in lieu of fringe benefits
Payment as a retirement stipend, an incentive to retire, or as consideration for notice of planned retirement
Payment as a bonus
Payment from a sick leave bank
Payment as interest to an employee, including interest on retroactive wage increases or other settlements
Payment which is not compensation for actual services rendered
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Retirement Services Information
Contact Retirement Services for:
Questions regarding the Preliminary Benefit Certification form
Questions regarding the Vacation/Sick Leave form
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Retirement Services Information Cont.
Retroactive Payments: Report in the period which they are
paid
If the payment was for a contract settlement that occurred after the school year ended, MainePERS must keep the monies in the year they were paid
If we need details we will contact you
Contact Employer Services with questions on how to report on your monthly payroll
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Retirement Services Information Cont.
Importance of Rate of Pay: C = Full-time equivalent, H = Base
hourly rate, D= Base daily rate
Rate of pay reported on the detail line of your monthly report directly impacts the members service credit
If the member is part-time, please report the full-time equivalent for creditable service purposes
Contact Employer Services with rate of pay reporting questions
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PLD
Participating Local Districts(Stephanie, the Great)
PLDs are unique
“Green Sheets” – being sent electronically this year
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Let’s Take A Break
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GLI Update
April 1 is coming!
April 1 is coming!
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Employer Services Update
Employer Services and ESS
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Employer Services Update
Old Business
Checking in on system speed
Forms project still underway
Building RRTW Member Contracts
Taking ESS off-line
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Employer Services Update
New Business
Moving to Chrome?
Employer Statements of Account
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Employer Working Group
Next Meeting
Wednesday
April 24, 2013
1:30-4PM
MainePERS Board Room
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Thank youEmployer Reporting
Working Group