Indiana 2024 Regular Session Status: Enacted Bipartisan · 63 R · 28 D cosponsors

HB 1004 — Pension matters.

Last action — Signed by the Governor

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

This bill has been enacted into law. Introduced January 08, 2024. Enacted.

Odds of enactment

High chance

Based on the sponsor, cosponsors, and committee posture, this bill has a high chance of becoming law.

Upgrade to see the exact probability and what's driving it.

A statistical estimate from our own model of past outcomes — an insight, not a guarantee. Policymaking is volatile.

Prognosis

Likely to advance 78% · moderate confidence

  • Enacted

    Current position in the legislative process.

  • 103 sponsors

    3 primary, 100 co-sponsors signed on.

  • Bipartisan support

    Sponsored across 2 parties (63 R · 28 D) — cross-party backing.

Based on stage, sponsorship breadth, committee status, recorded votes, and cross-state momentum — a description of the observable signals, not a prediction.

Summary

Provides that a state employee may affirmatively elect to enroll in the deferred compensation plan prior to the auto enroll date on day 31 of the state employee's employment. Removes a provision that sets a maximum employer surcharge for the legislators' defined benefit plan, state excise police, gaming agent, gaming control officer, and conservation enforcement officers' retirement plan, public employees' retirement fund, and Indiana state teachers' retirement fund (fund). Requires the board of trustees of the Indiana public retirement system (board) to develop the technological and administrative capabilities sufficient to categorize fund members into separate groups in which: (1) certain members receive a service based thirteenth check; and (2) certain members receive a cost of living adjustment. Requires the board to set the surcharge rates at a level to actuarially prefund: (1) annual indexed thirteenth checks for all current retired members and beneficiaries retired before July 1, 2025; and (2) 1% annual cost of living adjustments to future in-payment members and beneficiaries retired on or after July 1, 2025. Provides that the board shall not reduce the surcharge rates from the prior year. Allows the board to increase the surcharge rates by not more than 0.1% of payroll from the prior year. Requires certain political subdivisions to present to the interim study committee on pension management oversight regarding a delinquent employee retirement plan offered by the political subdivision. Requires, effective July 1, 2025, the trustee of the state police pension trust to maintain two supplemental allowance reserve accounts for the purpose of paying postretirement benefit adjustments. Increases the maximum date that a member or participant of certain retirement funds can participate in the deferred retirement option plan from 36 to 60 months. Requires the member or participant to notify their employer if the member or participant elects to enter or extend the deferred retirement option plan. Provides for a thirteenth check in 2024 for certain members, participants, or beneficiaries of the: (1) Indiana state teachers' retirement fund; (2) Indiana public employees' retirement fund; (3) state excise police, gaming agent, gaming control officer, and conservation enforcement officers' retirement plan; (4) state police pre-1987 benefit system; and (5) state police 1987 benefit system.

Bill Text

We don't have the full text on file for this bill yet.

Read HB 1004 on the official Indiana source →

Action History

  1. Signed by the Governor

  2. Public Law 129

  3. Signed by the President of the Senate

  4. Signed by the Speaker

  5. Signed by the President Pro Tempore

  6. CCR # 1 filed in the House

  7. CCR # 1 filed in the Senate

  8. Rules Suspended. Conference Committee Report 1: adopted by the House; Roll Call 335: yeas 98, nays 0

  9. Rules Suspended. Conference Committee Report 1: adopted by the Senate; Roll Call 321: yeas 44, nays 3

  10. House advisors appointed: Thompson, Snow, Smaltz, Bartlett and Moseley

  11. House conferees appointed: Cherry and Porter

  12. House dissented from Senate amendments

  13. Senate advisors appointed: Qaddoura and Mishler

  14. Senate conferees appointed: Buchanan and Niezgodski

  15. Returned to the House with amendments

  16. Motion to dissent filed

  17. Third reading: passed; Roll Call 274: yeas 42, nays 6

  18. Amendment #1 (Qaddoura) failed; Roll Call 247: yeas 18, nays 31

  19. Second reading: ordered engrossed

  20. Committee report: amend do pass, adopted

  21. Senator Dernulc added as cosponsor

  22. Senator Bray removed as second sponsor

  23. First reading: referred to Committee on Appropriations

  24. Senator Bohacek added as cosponsor

  25. Referred to the Senate

  26. Representatives Abbott D, Andrade M, Aylesworth, Baird, Barrett, Bartels, Bartlett, Bauer M, Behning, Borders, Boy, Campbell, Carbaugh, Cash B, Clere, Criswell C, Davis M, DeLaney, DeVon, Dvorak, Engleman, Errington, Fleming, Garcia Wilburn V, Genda M, GiaQuinta, Goodrich, Gore M, Goss-Reaves, Greene R, Haggard C, Hall D, Hamilton, Harris, Hatcher, Hatfield, Heaton, Heine, Hostettler, Huston, Jackson, Jeter C, Johnson, Jordan, Judy, King J, Klinker, Lauer, Ledbetter C, Lehman, Lindauer, Lucas, Lyness, Manning, May, Mayfield, McGuire J, McNamara, Miller K, Moed, Morris, Morrison, Moseley, Negele, O'Brien T, Olthoff, Pack R, Patterson L, Payne Z, Pfaff, Pierce K, Pierce M, Prescott, Pressel, Pryor, Rowray E, Schaibley, Shackleford, Slager, Smaltz, Smith, V., Snow C, Soliday, Speedy, Steuerwald, Summers, Sweet L, Teshka J, Thompson, Torr, VanNatter, Wesco, Zent, Zimmerman added as coauthors

  27. Rule 105.1 suspended

  28. Cosponsor: Senator Niezgodski

  29. Senate sponsors: Senators Buchanan, Bray, Crider

  30. Third reading: passed; Roll Call 17: yeas 97, nays 0

  31. Second reading: ordered engrossed

  32. Committee report: do pass, adopted

  33. Coauthored by Representatives Porter, Karickhoff, Meltzer

  34. First reading: referred to Committee on Ways and Means

  35. Authored by Representative Cherry

Sponsors

Sponsorship breakdown

Export CSV (upgrade) →

3 sponsors · 100 co-sponsors · 47 not signed on

Sponsors (3)

Co-sponsors (100)

Not signed on (47)

47 members have not signed on to this bill.

Show all 47 →

"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

finance veterans labor
Cross-referencing the record. Reading this bill against every other bill in the corpus by meaning, not keywords. Only the first open is slow. It’s instant for you after this. Matching · Ranking · Engrossing

Frequently asked questions

What does HB 1004 do?
Provides that a state employee may affirmatively elect to enroll in the deferred compensation plan prior to the auto enroll date on day 31 of the state employee's employment. Removes a provision that sets a maximum employer surcharge for the legislators' defined benefit plan, state excise police, gaming agent, gaming control officer, and conservation enforcement officers' retirement plan, public employees' retirement fund, and Indiana state teachers' retirement fund (fund). Requires the board of trustees of the Indiana public retirement system (board) to develop the technological and administrative capabilities sufficient to categorize fund members into separate groups in which: (1) certain members receive a service based thirteenth check; and (2) certain members receive a cost of living adjustment. Requires the board to set the surcharge rates at a level to actuarially prefund: (1) annual indexed thirteenth checks for all current retired members and beneficiaries retired before July 1, 2025; and (2) 1% annual cost of living adjustments to future in-payment members and beneficiaries retired on or after July 1, 2025. Provides that the board shall not reduce the surcharge rates from the prior year. Allows the board to increase the surcharge rates by not more than 0.1% of payroll from the prior year. Requires certain political subdivisions to present to the interim study committee on pension management oversight regarding a delinquent employee retirement plan offered by the political subdivision. Requires, effective July 1, 2025, the trustee of the state police pension trust to maintain two supplemental allowance reserve accounts for the purpose of paying postretirement benefit adjustments. Increases the maximum date that a member or participant of certain retirement funds can participate in the deferred retirement option plan from 36 to 60 months. Requires the member or participant to notify their employer if the member or participant elects to enter or extend the deferred retirement option plan. Provides for a thirteenth check in 2024 for certain members, participants, or beneficiaries of the: (1) Indiana state teachers' retirement fund; (2) Indiana public employees' retirement fund; (3) state excise police, gaming agent, gaming control officer, and conservation enforcement officers' retirement plan; (4) state police pre-1987 benefit system; and (5) state police 1987 benefit system.
Who sponsors HB 1004?
HB 1004 is sponsored by Dan Dernulc (Republican), Mike Bohacek (Republican), David Niezgodski (Democrat), Michael Crider (Republican), Brian Buchanan (Republican), Alex Zimmerman (Republican), Dennis Zent, Timothy Wesco (Republican), Heath VanNatter (Republican), Jerry Torr, Jeffrey Thompson (Republican), Jake Teshka (Republican), Lorissa Sweet (Republican), Vanessa Summers (Democrat), Gregory Steuerwald (Republican), Mike Speedy, Edmond Soliday (Republican), Craig Snow (Republican), Vernon Smith (Democrat), Sharon Negele, Chuck Moseley (Democrat), Alan Morrison, Robert Morris (Republican), Justin Moed (Democrat), Kyle Miller (Democrat), Wendy McNamara (Republican), Julie McGuire (Republican), Peggy Mayfield (Republican), Chris May (Republican), Ethan Manning (Republican), Randy Lyness, Jim Lucas (Republican), Shane Lindauer (Republican), Matt Lehman (Republican), Cindy Ledbetter (Republican), Ryan Lauer (Republican), Sheila Klinker (Democrat), Joanna King (Republican), Chris Judy (Republican), Jack Jordan (Republican), Blake Johnson (Democrat), Chris Jeter (Republican), Carolyn Jackson (Democrat), Todd Huston (Republican), Matt Hostettler (Republican), Dave Heine (Republican), Robert Heaton (Republican), Ryan Hatfield, Ragen Hatcher (Democrat), Earl Harris (Democrat), Carey Hamilton (Democrat), Dave Hall (Republican), Craig Haggard (Republican), Robb Greene (Republican), Lori Goss-Reaves (Republican), Mitch Gore (Democrat), Chuck Goodrich, Philip GiaQuinta (Democrat), Mark Genda (Republican), Rita Fleming, Sue Errington (Democrat), Karen Engleman (Republican), Ryan Dvorak (Democrat), Dale DeVon (Republican), Edward DeLaney (Democrat), Michelle Davis (Republican), Cory Criswell (Republican), Edward Clere (Republican), Becky Cash (Republican), Martin Carbaugh (Republican), Chris Campbell (Democrat), Pat Boy, Bruce Borders (Republican), Robert Behning (Republican), Maureen Bauer (Democrat), John Bartlett (Democrat), Steve Bartels (Republican), Brad Barrett (Republican), Beau Baird (Republican), Mike Aylesworth (Republican), Mike Andrade (Democrat), David Abbott (Republican), Jennifer Meltzer (Republican), Michael Karickhoff (Republican), Gregory Porter (Democrat), Robert Cherry, Ben Smaltz (Republican), Harold Slager (Republican), Robin Shackleford (Democrat), Donna Schaibley, Elizabeth Rowray (Republican), Cherrish Pryor (Democrat), Jim Pressel (Republican), J.D. Prescott (Republican), Matt Pierce (Democrat), Kyle Pierce (Republican), Tonya Pfaff (Democrat), Zach Payne (Republican), Lindsay Patterson (Republican), Renee Pack (Democrat), Julie Olthoff (Republican), Timothy O'Brien (Republican), and Victoria Garcia Wilburn (Democrat).
What is the current status of HB 1004?
This bill has been enacted into law. Introduced January 08, 2024. Enacted.
Where can I track HB 1004?
Track HB 1004 free on One Click Politics — get push/email alerts when it moves.

Make your voice heard on HB 1004

Find the representatives who decide this bill and tell them where you stand — for yourself, or mobilize your whole list in one click with One Click Politics advocacy software.

Find my representatives → Run a campaign

Stay ahead of HB 1004

Last checked for changes 3 months ago · updated continuously

One Click Politics tracks every bill in Congress and all 50 states.

Track this bill →