North Carolina 2019-2020 Session Status: In Committee 3 R cosponsors

HB 1069 — Retirement Technical Corrections Act of 2020.

Last action — Filed

  1. ✓
    Introduced
  2. 2
    In Committee
  3. 3
    Passed House
  4. 4
    Passed Senate
  5. 5
    To Executive
  6. 6
    Enacted

This bill died with 2019-2020 Session. It reached “In Committee” and never advanced before the session ended, so it can no longer move — a new version would have to be reintroduced in the current session.

This bill is no longer active — its legislative session has ended, so there is no live prognosis. It would have to be reintroduced in the current session to move again.

Bill Text

What changed in the latest version

220 added · 217 removed

Plain-language change summary

The recent amendments to House Bill 1069 include clarification around retirement benefits for members of various state retirement systems. Specifically, if a member does not complete the required retirement process by a certain deadline, their retirement allowance will default to a single life annuity instead of requiring a completed application. This change also ensures that members actively contributing to certain retirement systems are still eligible for benefits, which helps protect those who may be transitioning in their careers. Overall, these adjustments aim to simplify the retirement process and provide more reliable access to benefits for state employees and teachers.

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GENERAL ASSEMBLY OF NORTH CAROLINA H.B.
GENERAL ASSEMBLY OF NORTH CAROLINA SESSION 2019 H 1 HOUSE BILL 1069 Short Title:
1069 May 12, 2020 SESSION 2019 HOUSE PRINCIPAL CLERK H D HOUSE BILL DRH40553-MRp-167 Short Title:
Representative C.
Representatives C.
Smith.
Smith and McNeill (Primary Sponsors).
For a complete list of sponsors, refer to the North Carolina General Assembly web site.
A BILL TO BE ENTITLED AN ACT TO MAKE TECHNICAL CHANGES TO THE STATUTES GOVERNING THE TEACHERS' AND STATE EMPLOYEES' RETIREMENT SYSTEM, THE LOCAL GOVERNMENTAL EMPLOYEES' RETIREMENT SYSTEM, THE CONSOLIDATED JUDICIAL RETIREMENT SYSTEM, THE LEGISLATIVE RETIREMENT SYSTEM, THE SUPPLEMENTAL RETIREMENT INCOME PLAN, AND THE ACHIEVING A BETTER LIFE EXPERIENCE (ABLE) PROGRAM TRUST.
Pensions and Retirement, if favorable, Rules, Calendar, and Operations of the House May 12, 2020 A BILL TO BE ENTITLED AN ACT TO MAKE TECHNICAL CHANGES TO THE STATUTES GOVERNING THE TEACHERS' AND STATE EMPLOYEES' RETIREMENT SYSTEM, THE LOCAL GOVERNMENTAL EMPLOYEES' RETIREMENT SYSTEM, THE CONSOLIDATED JUDICIAL RETIREMENT SYSTEM, THE LEGISLATIVE RETIREMENT SYSTEM, THE SUPPLEMENTAL RETIREMENT INCOME PLAN, AND THE ACHIEVING A BETTER LIFE EXPERIENCE (ABLE) PROGRAM TRUST.
135-5(a)shall begin to receive amonthlybenefit no laterthanApril 1ofthecalendar year following the later of the calendar year in which the member (i) attains 70 and one-half 72 years of age or (ii) has ceased to be a teacher or State employee except by death.
135-5(a)shall begin to receiveamonthlybenefit nolaterthanApril 1 ofthecalendar year following the later of the calendar year in which the member (i) attains 70 and one-half 72 *H1069-v-1* General Assembly Of North Carolina Session 2019 years of age or (ii) has ceased to be a teacher or State employee except by death.
If such the member fails, following reasonable notification, to complete the retirement process as set forth *DRH40553-MRp-167* General Assembly Of North Carolina Session 2019 under Chapter 135 of the General Statutes by such required beginning date, then the requirement that a retirement application and an election of payment plan form be completed shall be waived and the retirement allowance shall be paid as a single life annuity.
If such the member fails, following reasonable notification, to complete the retirement process as set forth under Chapter 135 of the General Statutes by such required beginning date, then the requirement that a retirement application and an election of payment plan form be completed shall be waived and the retirement allowance shall be paid as a single life annuity.
For purposes of this subsection, a member shall not be considered to have ceased to be an employee if the member is actively contributing to the Teachers' and State Employees' Retirement System, ConsolidatedJudicial RetirementSystem, or LegislativeRetirementSystem.
For purposes of this subsection, a member shall not be considered to have ceased to be an employee if the member is actively contributing to the Teachers' and State Employees' Retirement System, ConsolidatedJudicial RetirementSystem, or LegislativeRetirement System.
If such the member fails, following reasonable notification, to complete a refund application by such the required date, then the requirement that a refund application be completed shall be waived and the refund shall be paid without a refund application as a single lump-sum payment with applicable required North Page 2 DRH40553-MRp-167 General Assembly Of North Carolina Session 2019 Carolina and federal income taxes withheld.
If such the member fails, following reasonable notification, to complete a refund application by such the required date, then the Page 2 House Bill 1069-First Edition General Assembly Of North Carolina Session 2019 requirement that a refund application be completed shall be waived and the refund shall be paid without a refund application as a single lump-sum payment with applicable required North Carolina and federal income taxes withheld.
If such the member fails, following reasonable notification, to complete the retirement process as set forth under Chapter 120 of the General Statutes by such the required beginning date, then the requirement that a retirement application and an election of payment plan form be completed DRH40553-MRp-167 Page 3 General Assembly Of North Carolina Session 2019 shall be waived and the retirement allowance shall be paid as a single life annuity.
If such the member fails, following reasonable notification, to complete the retirement process as set forth under Chapter 120 of the General Statutes by such the required beginning date, then the House Bill 1069-First Edition Page 3 General Assembly Of North Carolina Session 2019 requirement that a retirement application and an election of payment plan form be completed shall be waived and the retirement allowance shall be paid as a single life annuity.
As used in this Article, the term "profit" means the excess revenue overexpenditures priorto theexpenditure ofthe amount whichmaybeoptionallymade available for employees to be placed in trust by the State and its political subdivisions on behalf of the employees and officials covered by this Article." SECTION 3.(b) G.S.
As used in this Article, the term "profit" means the excess revenue overexpenditures priorto theexpenditureofthe amount whichmaybeoptionallymade available for employees to be placed in trust by the State and its political subdivisions on behalf of the employees and officials covered by this Article." SECTION 3.(b) G.S.
"(3) The Department of State Treasurer and Board of Trustees shall provide members with alternative payment options, including survivors' options, for Page 4 DRH40553-MRp-167 General Assembly Of North Carolina Session 2019 the distribution of benefits from the Plan upon retirement, disability, termination, hardship, and death." SECTION 4.(a) G.S.
Page 4 House Bill 1069-First Edition General Assembly Of North Carolina Session 2019 "(3) The Department of State Treasurer and Board of Trustees shall provide members with alternative payment options, including survivors' options, for the distribution of benefits from the Plan upon retirement, disability, termination, hardship, and death." SECTION 4.(a) G.S.
SECTION 5.
House Bill 1069-First Edition Page 5 General Assembly Of North Carolina Session 2019 SECTION 5.
DRH40553-MRp-167 Page 5
Page 6 House Bill 1069-First Edition
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Action History

  1. Filed

  2. Passed 1st Reading

  3. Ref to the Com on Pensions and Retirement, if favorable, Rules, Calendar, and Operations of the House

Sponsors

Sponsorship breakdown

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1 sponsors · 4 co-sponsors · 174 not signed on

Sponsors (1)

Co-sponsors (4)

Not signed on (174)

174 members have not signed on to this bill.

Show all 174 →

"Not signed on" means a member has not sponsored or co-sponsored this bill — it does not imply opposition. Members flagged Voted No have a recorded No vote on this bill.

Whip count is in markup. Polling the chamber and every recorded vote this session. Only the first open is slow. It’s instant for you after this. Calling the roll · Tallying · Engrossing

Subjects

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Frequently asked questions

Who sponsors HB 1069?
HB 1069 is sponsored by McNeill, John Sauls (Republican), C. Smith, Harry Warren (Republican), and Edward C. Goodwin (Republican).
What is the current status of HB 1069?
This bill died with 2019-2020 Session. It reached “In Committee” and never advanced before the session ended, so it can no longer move — a new version would have to be reintroduced in the current session.
Where can I track HB 1069?
Track HB 1069 free on One Click Politics — get push/email alerts when it moves.

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