PEN CD-SERS-SOC SEC OFFSET Senate SponsorsSen. Kwame Raoul-Larry K. Bomke, Dan Rutherford, J. Bradley Burzynski and John M. Sullivan House Sponsors(Rep. Frank J. Mautino-Paul D. Froehlich-Raymond Poe) 3/26/2009SenatePublic Act . . . . . . . . . 95-1043 40 ILCS 5/14-119from Ch. 108 1/2, par. 14-11940 ILCS 5/14-121from Ch. 108 1/2, par. 14-12140 ILCS 5/14-130from Ch. 108 1/2, par. 14-13040 ILCS 5/14-133from Ch. 108 1/2, par. 14-13340 ILCS 5/14-152.2Amends the State Employee Article of the Illinois Pension Code. Provides that, beginning January 1, 2009, the social security offset shall no longer be applied to specified widow's or survivor's annuities. Provides that the retirement contribution for covered employees is increased 0.5% to remove the Social Security offset from their widow's or survivor's annuity, thus making their total contribution for that purpose 1.0%. Provides that, on or before January 1, 2009 and at future dates as established by the State Employees' Retirement System of Illinois, the covered employee may elect not to increase or to decrease his or her contribution, thus making his or her widow's or survivor's annuity subject to the Social Security offset. Provides that, after January 1, 2009, any contributions already made to the System for the purpose of removing the Social Security offset shall not be refunded and any election with reference to the Social Security offset shall be made within the limitations specified by the System. Specifies that the increased contributions are included in certain refunds. Specifies the required funding for the new benefit increase; specifies the effects of expiration if the General Assembly fails to extend the new benefit increase. Effective immediately.Senate Committee Amendment No. 1 Deletes reference to:40 ILCS 5/14-121from Ch. 108 1/2, par. 14-12140 ILCS 5/14-130from Ch. 108 1/2, par. 14-13040 ILCS 5/14-133from Ch. 108 1/2, par. 14-13340 ILCS 5/14-152.2Replaces everything after the enacting clause. Amends the State Employee Article of the Illinois Pension Code. Makes a technical change in a Section concerning the amount of a widow's annuity.Senate Floor Amendment No. 2 Adds reference to:40 ILCS 5/14-121from Ch. 108 1/2, par. 14-121Replaces everything after the enacting clause. Amends the State Employee Article of the Illinois Pension Code. Provides for removal of the Social Security offset from the widow's and survivors annuities for (i) persons who began receiving retirement benefits or widow's or survivors annuities prior to January 1, 1998 and (ii) persons who began receiving widow's or survivors annuities after January 1, 1998 and before the effective date of the amendatory Act. Allows (i) any person who began receiving retirement benefits after January 1, 1998 and before the effective date of the amendatory Act and (ii) any employee in service on the effective date of the amendatory Act to elect to reduce his or her retirement annuity by 1% in exchange for not having the offset applied to his or her or survivor annuity. Effective immediately.House Committee Amendment No. 1 Replaces everything after the enacting clause. Amends the State Employee Article of the Illinois Pension Code. Provides for removal of the Social Security offset from the widow's and survivors annuities for (i) persons who began receiving retirement benefits or widow's or survivors annuities prior to January 1, 1998 and (ii) persons who began receiving widow's or survivors annuities after January 1, 1998 and before the effective date of the amendatory Act. Allows (i) any person who began receiving retirement benefits after January 1, 1998 and before the effective date of the amendatory Act and (ii) any employee in service on the effective date of the amendatory Act to elect to reduce his or her retirement annuity by 3.825% in exchange for not having the offset applied to his or her widow's or survivors annuity. Provides that a retiree who elects to reduce his or her retirement annuity in exchange for not having the offset applied may make an irrevocable election to eliminate the reduction of his or her retirement annuity if there is a change in marital status due to death or divorce, but the retiree is not entitled to reimbursement of any benefit reduction prior to the election. 2/7/2008SenateFiled with Secretary by Sen. Kwame Raoul 2/7/2008SenateFirst Reading 2/7/2008SenateReferred to Rules 2/25/2008SenateAdded as Chief Co-Sponsor Sen. Larry K. Bomke 2/26/2008SenateAdded as Co-Sponsor Sen. Dan Rutherford 2/27/2008SenateAdded as Co-Sponsor Sen. J. Bradley Burzynski 3/5/2008SenateAssigned to Pensions and Investments 3/11/2008SenateSenate Committee Amendment No. 1 Filed with Secretary by Sen. Kwame Raoul 3/11/2008SenateSenate Committee Amendment No. 1 Referred to Rules 3/11/2008SenateSenate Committee Amendment No. 1 Rules Refers to Pensions and Investments 3/11/2008SenateSenate Committee Amendment No. 1 Adopted 3/12/2008SenateDo Pass as Amended Pensions and Investments; 006-000-000 3/12/2008SenatePlaced on Calendar Order of 2nd Reading March 13, 2008 3/13/2008SenateSecond Reading 3/13/2008SenatePlaced on Calendar Order of 3rd Reading April 1, 2008 4/8/2008SenateAdded as Co-Sponsor Sen. John M. Sullivan 4/10/2008SenateSenate Floor Amendment No. 2 Filed with Secretary by Sen. Kwame Raoul 4/10/2008SenateSenate Floor Amendment No. 2 Referred to Rules 4/15/2008SenateSenate Floor Amendment No. 2 Rules Refers to Pensions and Investments 4/16/2008SenateSenate Floor Amendment No. 2 Recommend Do Adopt Pensions and Investments; 009-000-000 4/16/2008SenateRecalled to Second Reading 4/16/2008SenateSenate Floor Amendment No. 2 Adopted; Raoul 4/16/2008SenatePlaced on Calendar Order of 3rd Reading 4/16/2008SenateThird Reading - Passed; 056-001-001 4/17/2008HouseArrived in House 4/17/2008HousePlaced on Calendar Order of First Reading 4/17/2008HouseChief House Sponsor Rep. Robert S. Molaro 4/17/2008HouseAdded Alternate Chief Co-Sponsor Rep. Paul D. Froehlich 4/17/2008HouseFirst Reading 4/17/2008HouseReferred to Rules Committee 5/1/2008HouseAdded Alternate Chief Co-Sponsor Rep. Raymond Poe 11/19/2008HouseFinal Action Deadline Extended-9(b) November 30, 2008 11/19/2008HouseAssigned to Personnel and Pensions Committee 11/19/2008HouseMoved to Suspend Rule 25 Rep. Barbara Flynn Currie 11/19/2008HouseMotion to Suspend Rule 25 - Prevailed 11/20/2008HouseHouse Committee Amendment No. 1 Filed with Clerk by Personnel and Pensions Committee 11/20/2008HouseHouse Committee Amendment No. 1 Adopted in Personnel and Pensions Committee; by Voice Vote 11/20/2008HouseDo Pass as Amended / Short Debate Personnel and Pensions Committee; 005-000-000 11/20/2008HousePlaced on Calendar 2nd Reading - Short Debate 11/20/2008HouseSecond Reading - Short Debate 11/20/2008HousePlaced on Calendar Order of 3rd Reading - Short Debate 11/30/2008HouseRule 19(a) / Re-referred to Rules Committee 12/15/2008HouseFinal Action Deadline Extended-9(b) January 13, 2009 12/15/2008HouseApproved for Consideration Rules Committee; 004-000-000 12/15/2008HousePlaced on Calendar Order of 3rd Reading - Short Debate 1/8/2009HouseAlternate Chief Sponsor Changed to Rep. Frank J. Mautino 1/12/2009HouseThird Reading - Short Debate - Passed 113-000-000 1/13/2009SenateSecretary's Desk - Concurrence House Amendment(s) 01 1/13/2009SenatePlaced on Calendar Order of Concurrence House Amendment(s) January 13, 2009; 01 1/13/2009SenateHouse Committee Amendment No. 1 Motion to Concur Filed with Secretary Sen. Kwame Raoul 1/13/2009SenateHouse Committee Amendment No. 1 Motion to Concur Referred to Rules 1/13/2009SenateHouse Committee Amendment No. 1 Motion to Concur Rules Referred to Pensions and Investments 1/13/2009SenateHouse Committee Amendment No. 1 Motion To Concur Recommended Do Adopt Pensions and Investments; 009-000-000 1/13/2009SenateHouse Committee Amendment No. 1 Senate Concurs 055-001-000 1/13/2009SenatePassed Both Houses 2/11/2009SenateSent to the Governor 3/26/2009SenateGovernor Approved 3/26/2009SenateEffective Date March 26, 2009 3/26/2009SenatePublic Act . . . . . . . . . 95-1043