TreeView

2.43 - public employees' retirement board

2.43.101 organizational rule

2.43.201 model procedural rules

2.43.202 applicability of rules

2.43.203 review of administrative decision

2.43.204 contested case procedures

2.43.205 regulations applicable to contested cases

2.43.301 retirement systems covered

2.43.302 definitions

2.43.303 request for release of information

2.43.304 actuarial rates and assumptions

2.43.305 mailing information about non-profit organizations

2.43.306 documents acceptable for mailing -- non-profit organizations

2.43.307 benefit recipients' rights to be excluded from mailings of informational materials arout non-profit organizations

2.43.308 mailing for nonprofit retiree organizations

2.43.309 acceptable materials -- non-profit mailing

2.43.310 right to be excluded -- nonprofit retiree organizations

2.43.401 authority to contract

2.43.402 membership cards

2.43.403 optional membership

2.43.404 required employer reports

2.43.405 membership

2.43.406 basic period of service

2.43.407 no duplication of service credit

2.43.408 calculation of service credit on or after termination of employment

2.43.409 improper credit

2.43.410 documentation of service

2.43.411 national guard membership -- application

2.43.412 national guard membership -- creditable service

2.43.413 national guard membership -- prior creditable service

2.43.414 national guard membership -- reporting

2.43.415 national guard membership -- termination and retirement

2.43.416 school term as service year

2.43.417 seasonal employees

2.43.418 retirement options for elected officials other than legislators

2.43.419 job sharing

2.43.420 purchase of refunded service or service from another mpera-administered retirement system

2.43.421 credit for service in the uniformed services

2.43.422 most recent service purchased first

2.43.423 documentation of amount of service eligible to be purchased

2.43.424 service credit for period(s) of absence due to illness or injury

2.43.425 incomplete payments

2.43.426 part-paid firefighters' service

2.43.427 reinstatement -- credit for lost time

2.43.428 acceptable documentation of public service employment

2.43.429 full salary credit for temporary work reductions

2.43.430 out-of-state or federal public service

2.43.431 sheriff's military buy-back

2.43.432 "one-for-five" additional service

2.43.433 purchase of full-time service or one-for-five service by part-time members

2.43.434 service credits for periods of compensated educational leave

2.43.435 purchase of retroactive service by fee basis officials

2.43.436 purchase of previous military service--modifications affecting actuarial cost

2.43.437 reserve military service

2.43.438 highway patrol officers' out-of-state law enforcement service

2.43.439 election by local governments to be subject to the retirement incentive program

2.43.440 service purchases by inactive vested members

2.43.441 purchase of service through direct trustee-to-trustee transfer of funds

2.43.442 eligible federal volunteer service

2.43.450 notice to potentially eligible employees

2.43.451 purchase of "one-for-five" service by employers for reduction in force employees

2.43.452 return to employment within same jurisdiction

2.43.453 information to be retained by employers

2.43.501 service retirement -- when effective

2.43.502 application process for disability benefits

2.43.503 application process for service retirement

2.43.504 acceptable proof of date of birth

2.43.505 involuntary retirement

2.43.506 return to covered employment by pers, srs, or furs retiree – report

2.43.507 election for coverage under nondiscriminatory pers disability provisions

2.43.508 periodic medical review of disability benefit recipients

2.43.509 periodic medical review of disability benefit recipients – initial notice to member

2.43.510 periodic review of medical evidence – notice of additional evidence required

2.43.511 failure to respond -- second notice

2.43.512 suspension of disability benefits -- notice

2.43.513 cancellation of disability benefits for refusal to comply -- notice

2.43.514 cancellation of disability benefits due to change of medical status

2.43.515 appeal of cancellation of benefits

2.43.520 election for guaranteed annual benefit adjustment coverage (gaba)

2.43.601 estimates of retirement benefits

2.43.602 payment of retirement benefits

2.43.603 refunds to members

2.43.604 death payments, survivor benefits, and optional retirement benefits

2.43.605 designation of beneficiary

2.43.606 conversion of optional retirement

2.43.607 payment to an estate

2.43.608 reduction in work force

2.43.609 post-retirement adjustment

2.43.610 minimum benefit adjustment for retirees with part-paid firefighter service

2.43.611 municipal police officers' minimum benefit adjustments

2.43.612 eligibility for annual benefit adjustment

2.43.613 calculation of annual benefit adjustment

2.43.614 annual certification of pension payments by local police and fire pension plans

2.43.615 family law orders -- contents and duration

2.43.616 family law orders -- approval and implementation

2.43.617 payment of estimated benefits

2.43.701 political subdivisions eligible for termination

2.43.702 initiation of proceeding

2.43.703 transmission of certified copy of resolution

2.43.704 authorization of referendum by governor

2.43.705 notice of referendum

2.43.706 proof of notice

2.43.707 eligibility to vote in referendum

2.43.708 certificate of results of referendum

2.43.709 notice of termination of coverage

2.43.710 withdrawal of notice of termination

2.43.711 definitions

2.43.712 required reports

2.43.713 coverage procedures for political subdivisions not under a retirement system

2.43.714 coverage procedures for political subdivisions under a retirement system

2.43.715 error discovered by social security administration

2.43.716 late filing penalties

2.43.801 basic unit of service

2.43.802 failure to file required reports

2.43.803 application for group insurance premium payments

2.43.804 payments to service providers for medical expenses resulting from duty-related injuries and illnesses

2.43.901 treating salary deferrals under a cafeteria plan as compensation - policy and objectives

2.43.902 treating salary deferrals under a cafeteria plan as compensation - applicability

2.43.905 treating salary deferrals under a cafeteria plan as compensation – background

2.43.909 procedures - compensation must be treated consistently

2.43.910 procedures - plans that offer a choice among nontaxable benefits only

2.43.911 procedures - bona fide cafeteria plans

2.43.914 implementation and compliance

2.43.1001 adoption of defined contribution plan document and trust agreement

2.43.1002 adoption of investment policy statement and stable value fund investment guidelines

2.43.1003 defined contribution retirement plan investment options

2.43.1004 defined contribution retirement plan default investment fund

2.43.1005 establishment of long-term disability trust fund

2.43.1010 election period

2.43.1011 retirement plan choice election form

2.43.1012 election eligibility and confirmation

2.43.1015 purchase of service not permitted by participant in defined contribution retirement plan

2.43.1017 family law orders, executions, and income-withholding orders and elections

2.43.1020 election for employees in optional pers membership positions

2.43.1023 membership in other title 19 retirement plans

2.43.1024 retirees not entitled to election

2.43.1025 montana university system employee elections

2.43.1030 transfer of defined benefit retirement plan funds to the defined contribution retirement plan

2.43.1031 timing of transfers to the defined contribution retirement plan

2.43.1032 crediting of individual accounts

2.43.1040 disability benefits for members of the defined contribution retirement plan

2.43.1045 distribution to participant

2.43.1046 distribution upon death of participant

2.43.1101 definitions

2.43.1104 drop application process

2.43.1105 drop period

2.43.1108 drop participation limits

2.43.1110 estimated monthly drop accrual

2.43.1111 interest paid to participants

2.43.1112 distribution of drop benefit

2.43.1113 distribution of drop benefit pursuant to family law order

2.43.1115 employment after the drop period

2.43.1118 guaranteed annual benefit adjustment increases for drop participants

2.43.1119 minimum benefit for drop participants

2.43.1210 detention officer membership in sheriffs' retirement system (srs)

2.43.1211 detention officer election to transfer to sheriffs' retirement system (srs)

2.43.1212 detention center reports from sheriffs

2.43.1301 retirement systems covered

2.43.1302 definitions

2.43.1306 actuarial rates and assumptions

2.43.1310 application of actuarial assumptions for determining gaba

2.43.1311 application of actuarial assumptions and process for determining actuarial equivalent factors

2.43.1312 application of actuarial assumptions for determining the amount of coal severance tax and interest income statutorily appropriated to the pers defined benefit plan trust fund

2.43.1401 model procedural rules

2.43.1402 applicability of rules

2.43.1405 request for release of information

2.43.1406 mailing for nonprofit retiree organizations

2.43.1407 acceptable materials -- nonprofit retiree organization mailing

2.43.1408 right to be excluded -- nonprofit retiree organizations

2.43.1501 review of administrative decision

2.43.1502 contested case procedures

2.43.1503 regulations applicable to contested cases

2.43.1701 family law orders -- general requirements

2.43.1702 family law orders for the pers defined contribution retirement plan

2.43.1703 family law orders – approval and implementation for the defined contribution retirement plan

2.43.1704 family law orders – contents and duration for defined benefit plans

2.43.1705 family law orders -- approval and implementation for defined benefit plans

2.43.1801 adoption of deferred compensation plan document and trust agreement

2.43.1802 adoption of investment policy statement and stable value fund investment guidelines

2.43.1803 deferred compensation plan investment options

2.43.1810 qualified domestic relations orders – general requirements

2.43.1811 qualified domestic relations orders – contents

2.43.1812 qualified domestic relations orders – approval and implementation

2.43.2101 membership

2.43.2102 optional membership

2.43.2104 membership cards

2.43.2105 basic period of service

2.43.2106 no duplication of service credit

2.43.2109 receipt of service credit on or after termination of employment

2.43.2110 calculation of highest average compensation with lump sum payments

2.43.2114 required employer reports

2.43.2115 correction of defined benefit retirement system reporting errors

2.43.2116 correction of defined contribution retirement plan reporting errors

2.43.2120 reinstatement -- credit for lost time

2.43.2201 treating salary deferrals under a cafeteria plan as compensation - policy and objectives

2.43.2202 treating salary deferrals under a cafeteria plan as compensation - applicability

2.43.2205 treating salary deferrals under a cafeteria plan as compensation – background

2.43.2209 procedures - compensation must be treated consistently

2.43.2210 procedures - plans that offer a choice among nontaxable benefits only

2.43.2211 procedures - bona fide cafeteria plans

2.43.2214 implementation and compliance

2.43.2301 process for purchasing service

2.43.2302 documentation of service

2.43.2303 documentation of amount of service eligible to be purchased

2.43.2304 purchase of service at actuarial cost

2.43.2308 most recent service purchased first

2.43.2309 service purchases by inactive vested members

2.43.2310 purchase of full-time service or one-for-five service by part-time members

2.43.2311 limitations on purchases of service

2.43.2312 purchase of service through direct trustee-to-trustee transfer of funds

2.43.2314 eligible federal volunteer service

2.43.2315 credit for service in the uniformed services

2.43.2316 reserve military service

2.43.2317 purchase of refunded service or service from another mpera-administered retirement system

2.43.2318 "one-for-five" additional service

2.43.2319 purchase of "one-for-five" service by employers for reduction in force employees

2.43.2323 service credit for period(s) of absence due to illness or injury

2.43.2324 guaranteed annual benefit adjustment coverage

2.43.2601 application process for service retirement

2.43.2602 application process for disability benefits

2.43.2603 acceptable proof of date of birth

2.43.2606 commencement of guaranteed annual benefit adjustment

2.43.2607 payment of estimated benefits

2.43.2608 return to covered employment by pers, srs, or furs retiree – report

2.43.2609 return to employment within same jurisdiction

2.43.2610 designation of beneficiary by retirees, alternate payees, and contingent annuitants

2.43.2611 return to covered employment by pers retiree – less than 90 days since termination of employment

2.43.2612 return to covered employment by pers retiree – earnings limitations

2.43.2701 periodic medical review of disability benefit recipients

2.43.2702 periodic medical review of disability benefit recipients – initial notice to member

2.43.2703 periodic review of medical evidence – notice of additional evidence required

2.43.2704 failure to respond -- second notice

2.43.2705 suspension of disability benefits -- notice

2.43.2706 cancellation of disability benefits for refusal to comply -- notice

2.43.2707 cancellation of disability benefits due to change of medical status

2.43.2711 appeal of cancellation of benefits

2.43.2901 refunds to members

2.43.2902 death payments, survivor benefits, and optional retirement benefits

2.43.2903 payment to an estate

2.43.3001 family law orders -- general requirements

2.43.3004 family law orders for the pers defined contribution retirement plan

2.43.3005 family law orders – approval and implementation for the defined contribution retirement plan

2.43.3008 family law orders – contents and duration for defined benefit plans

2.43.3009 family law orders -- approval and implementation for defined benefit plans

2.43.3401 retirement options for elected officials other than legislators

2.43.3402 retirement system membership options for legislators

2.43.3403 involuntary retirement

2.43.3415 credit for service in the uniformed services

2.43.3417 purchase of refunded service or service from another mpera-administered retirement system

2.43.3501 adoption of defined contribution plan document and trust agreement

2.43.3502 adoption of investment policy statement and fixed fund investment policy statement

2.43.3502 adoption of investment policy statement and stable value fund investment guidelines

2.43.3503 defined contribution retirement plan investment options

2.43.3504 defined contribution retirement plan default investment fund

2.43.3505 establishment of long-term disability trust fund

2.43.3506 adoption of state of montana public employees pooled trust

2.43.3510 election period

2.43.3511 retirement plan choice election form

2.43.3512 election eligibility and confirmation

2.43.3515 purchase of service not permitted by participant in defined contribution retirement plan

2.43.3517 family law orders, executions, and income-withholding orders and elections

2.43.3520 election for employees in optional pers membership positions

2.43.3523 membership in other title 19 retirement plans

2.43.3524 retirees not entitled to election

2.43.3525 montana university system employee elections

2.43.3531 timing of transfers to the defined contribution retirement plan

2.43.3532 crediting of individual accounts

2.43.3533 reallocation of certain pers employer contributions to dcrp member accounts

2.43.3540 disability benefits for members of the defined contribution retirement plan

2.43.3545 distribution to participant

2.43.3546 distribution upon death of participant

2.43.3601 allocation of additional employer contributions on behalf of montana university system employees in the optional retirement program

2.43.4003 highway patrol officers' minimum benefit adjustments

2.43.4006 definitions

2.43.4009 drop application process

2.43.4010 drop period

2.43.4013 drop participation limits

2.43.4015 estimated monthly drop accrual

2.43.4016 interest paid to participants

2.43.4017 distribution of drop benefit

2.43.4018 distribution of drop benefit pursuant to family law order

2.43.4020 employment after the drop period -- payments

2.43.4023 impact of uniformed service during drop period

2.43.4024 differential pay for military leave

2.43.4203 detention officer membership in sheriffs' retirement system (srs)

2.43.4204 detention officer election to transfer to sheriffs' retirement system (srs)

2.43.4207 detention center reports from sheriffs

2.43.4603 municipal police officers' minimum benefit adjustments

2.43.4606 definitions

2.43.4609 drop application process

2.43.4610 drop period

2.43.4613 drop participation limits

2.43.4615 estimated monthly drop accrual

2.43.4616 interest paid to participants

2.43.4617 distribution of drop benefit

2.43.4618 distribution of drop benefit pursuant to family law order

2.43.4620 employment after the drop period -- payments

2.43.4623 guaranteed annual benefit adjustment increases for drop participants

2.43.4624 minimum benefit for drop participants

2.43.4803 firefighters' minimum benefit adjustments

2.43.4807 part-paid firefighters' service

2.43.5001 basic unit of service

2.43.5002 failure to file required reports

2.43.5003 membership cards

2.43.5004 effective date for pension benefit adjustments

2.43.5005 application process for vfca disability benefits

2.43.5006 application for group insurance premium payments

2.43.5007 payments for medical expenses resulting from duty-related injuries and illnesses

2.43.5008 payments for funeral expenses resulting from duty-related death

2.43.5101 adoption of deferred compensation plan document and trust agreement

2.43.5102 adoption of investment policy statement and stable value fund investment guidelines

2.43.5102 adoption of investment policy statement and fixed fund investment policy statement

2.43.5103 deferred compensation plan investment options

2.43.5104 adoption of state of montana public employees pooled trust

2.43.5109 definitions

2.43.5110 qualified domestic relations orders – general requirements

2.43.5111 qualified domestic relations orders – contents

2.43.5112 qualified domestic relations orders – approval and implementation