senate Bill S5565A

2013-2014 Legislative Session

Grants retroactive tier IV membership in the New York state and local employees' retirement system to Jill Alix, Chris Karwiel, Jessica Strizzi and Taryn Ward

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Archive: Last Bill Status - Vetoed by Governor


  • Introduced
  • In Committee
  • On Floor Calendar
    • Passed Senate
    • Passed Assembly
  • Delivered to Governor
  • Vetoed by Governor

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Actions

view actions (16)
Assembly Actions - Lowercase
Senate Actions - UPPERCASE
Sep 27, 2013 vetoed memo.231
Sep 17, 2013 delivered to governor
Jun 18, 2013 returned to senate
passed assembly
home rule request
ordered to third reading rules cal.361
substituted for a7459a
Jun 13, 2013 referred to ways and means
delivered to assembly
passed senate
home rule request
Jun 12, 2013 ordered to third reading cal.1368
committee discharged and committed to rules
Jun 06, 2013 print number 5565a
amend and recommit to civil service and pensions
May 21, 2013 referred to civil service and pensions

Votes

view votes

Jun 17, 2013 - Rules committee Vote

S5565A
20
0
committee
20
Aye
0
Nay
4
Aye with Reservations
0
Absent
1
Excused
0
Abstained
show Rules committee vote details

Jun 12, 2013 - Rules committee Vote

S5565A
20
0
committee
20
Aye
0
Nay
4
Aye with Reservations
0
Absent
1
Excused
0
Abstained
show Rules committee vote details

Bill Amendments

Original
A (Active)
Original
A (Active)

S5565 - Bill Details

See Assembly Version of this Bill:
A7459A
Law Section:
Retirement

S5565 - Bill Texts

view summary

Grants retroactive tier IV membership in the New York state and local employees' retirement system to Jill Alix, Chris Karwiel, Jessica Strizzi and Taryn Ward.

view sponsor memo
BILL NUMBER:S5565

TITLE OF BILL: An act granting retroactive tier IV membership in the
New York state and local employees' retirement system to Jill Alix,
Chris Karwiel, Jessica Strizzi and Taryn Ward

PURPOSE OR GENERAL IDEA OF BILL: The purpose of this bill is to
authorize Jill Alix, Chris Karwiel, Jessica Strizzi and Taryn Ward
retroactive tier membership in Tier IV by changing their dates of
membership in the System to be the dates they first were employed by
the village of Green Island.

SUMMARY OF SPECIFIC PROVISIONS: Section one of this bill deems Jill
Alix a member of the retirement system as of the date of her
employment and membership application, on July 20, 2008, by the
village of Green Island.

Section two of this bill deems Chris Karwiel a member of the
retirement system as of the date of his employment, on July 19 2002,
by the village of Green Island.

Section three of this bill deems Jessica Strizzi a member of the
retirement system as of the date of her employment and membership
application, on July 28, 2007 by the village of Green Island.

Section four of this bill deems Taryn Ward a member of the retirement
system as of the date of her employment, on May 27, 2008, by the
village of Green Island.

Section five provides that all past service costs will be borne by the
village of Green Island.

Section six provides for an immediate effective date.

JUSTIFICATION: Jill Alix, Chris Karwiel, Jessica Strizzi and Taryn
Ward should be reinstated into Tier IV based upon their dates of
employment by the village of Green Island. For reasons not ascribable
to their own negligence and due to an administrative error, their
applications were not processed in the usual manner therefore
incorrectly placing them in Tier V.

PRIOR LEGISLATIVE HISTORY: New bill

FISCAL IMPLICATIONS: There is an immediate past service cost of
approximately $2,000 which will be borne by the village of Green
Island.

EFFECTIVE DATE: Effective immediately

view full text
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                    S T A T E   O F   N E W   Y O R K
________________________________________________________________________

    S. 5565                                                  A. 7459

                       2013-2014 Regular Sessions

                      S E N A T E - A S S E M B L Y

                              May 21, 2013
                               ___________

IN SENATE -- Introduced by Sen. BRESLIN -- read twice and ordered print-
  ed, and when printed to be committed to the Committee on Civil Service
  and Pensions

IN ASSEMBLY -- Introduced by M. of A. McDONALD -- read once and referred
  to the Committee on Governmental Employees

AN ACT granting retroactive tier IV membership in the New York state and
  local employees' retirement system to Jill Alix, Chris Karwiel, Jessi-
  ca Strizzi and Taryn Ward

  THE  PEOPLE OF THE STATE OF NEW YORK, REPRESENTED IN SENATE AND ASSEM-
BLY, DO ENACT AS FOLLOWS:

  Section 1. Notwithstanding any other provision of law,  Jill  Alix,  a
member of the New York state and local employees' retirement system, who
was  employed  on  June  20,  2008,  by the village of Green Island as a
recreation director, and  who  filed  membership  applications  in  such
system  on  June 20, 2008 which should have given her Tier IV status but
for reasons not ascribable to her own negligence and due to an  adminis-
trative error, the application was not processed in the usual manner and
therefore  not  processed until December 17, 2012, may be deemed to have
become a member of the New York state and  local  employees'  retirement
system on June 20, 2008.
  S  2.  Notwithstanding  any  other  provision of law, Chris Karwiel, a
member of the New York state and local employees' retirement system, who
was employed on July 19, 2002, by the  village  of  Green  Island  as  a
recreation  assistant  and  office  assistant,  and who filed membership
applications in such system on September  13,  2011  which  should  have
given  her  Tier  IV  status  but  for reasons not ascribable to her own
negligence and due to an administrative error, the application  was  not
processed  in the usual manner and therefore not processed until Septem-
ber 13, 2011, may be deemed to have become a  member  of  the  New  York
state and local employees' retirement system on July 19, 2002.

 EXPLANATION--Matter in ITALICS (underscored) is new; matter in brackets
                      [ ] is old law to be omitted.
                                                           LBD10734-02-3

S. 5565                             2                            A. 7459

  S  3.  Notwithstanding  any other provision of law, Jessica Strizzi, a
member of the New York state and local employees' retirement system, who
was employed on June 28, 2007, by the  village  of  Green  Island  as  a
recreation  assistant,  and  who  filed  membership applications in such
system  on  June 28, 2007 which should have given her Tier IV status but
for reasons not ascribable to her own negligence and due to an  adminis-
trative error, the application was not processed in the usual manner and
therefore not processed until July 9, 2012, may be deemed to have become
a member of the New York state and local employees' retirement system on
June 28, 2007.
  S  4. Notwithstanding any other provision of law, Taryn Ward, a member
of the New York state and local employees' retirement  system,  who  was
employed  on  May  27, 2008, by the village of Green Island as an office
assistant and member of the park staff, and who filed membership  appli-
cations in such system on July 19, 2012 which should have given her Tier
IV  status  but for reasons not ascribable to her own negligence and due
to an administrative error, the application was  not  processed  in  the
usual  manner  and  therefore  not processed until July 19, 2012, may be
deemed to have become a member of the New York state and  local  employ-
ees' retirement system on May 27, 2008.
  S 5. Any past service costs incurred in implementing the provisions of
this act shall be borne by the village of Green Island.
  S 6. This act shall take effect immediately.
  FISCAL NOTE--Pursuant to Legislative Law, Section 50:
  This  bill  will  deem  Jill Alix, Chris Karwiel, Jessica Strizzi, and
Taryn Ward, employees of the Village of Green Island, to become  Tier  4
members  of the New York State and Local Employees' Retirement System by
changing their dates of membership in the System to be  the  dates  they
first were employed by the Village of Green Island.
  If  this bill is enacted, we anticipate that there will be an increase
in the annual contributions of the Village of Green Island  of  4.1%  of
the  annual salary of Chris Karwiel (currently a tier 5 member) and 9.5%
of the salaries of Jill Alix, Jessica Strizzi, and Taryn Ward (currently
tier 6 members) for the fiscal year ending March 31, 2014.
  In addition to the annual contributions discussed above, there will be
an immediate past service cost of approximately $2,000  which  would  be
borne  by  the Village of Green Island as a one-time payment. This esti-
mate is based on the assumption that payment will be made on February 1,
2014.
  Summary of relevant resources:
  Data: March 31, 2012 Actuarial Year End  File  with  distributions  of
membership  and  other  statistics  displayed  in the 2012 Report of the
Actuary and 2012 Comprehensive Annual Financial Report.
  Assumptions and Methods: 2010, 2011 and  2012  Annual  Report  to  the
Comptroller on Actuarial Assumptions, Codes Rules and Regulations of the
State of New York: Audit and Control.
  Market  Assets and GASB Disclosures: March 31, 2012 New York State and
Local Retirement System Financial Statements and Supplementary  Informa-
tion.
  Valuations  of Benefit Liabilities and Actuarial Assets: summarized in
the 2012 Actuarial Valuations report.
  I am a member of the American Academy of Actuaries and meet the Quali-
fication Standards to render the actuarial opinion contained herein.
  This estimate, dated May 14, 2013 and intended for use only during the
2013 Legislative Session, is Fiscal Note No. 2013-137, prepared  by  the
Actuary for the New York State and Local Employees' Retirement System.

S5565A (ACTIVE) - Bill Details

See Assembly Version of this Bill:
A7459A
Law Section:
Retirement

S5565A (ACTIVE) - Bill Texts

view summary

Grants retroactive tier IV membership in the New York state and local employees' retirement system to Jill Alix, Chris Karwiel, Jessica Strizzi and Taryn Ward.

view sponsor memo
BILL NUMBER:S5565A

TITLE OF BILL: An act granting retroactive tier IV membership in the
New York state and local employees' retirement system to Jill Alix,
Chris Karwiel, Jessica Strizzi and Taryn Ward

PURPOSE OR GENERAL IDEA OF BILL: The purpose of this bill is to
authorize Jill Alix, Chris Karwiel, Jessica Strizzi and Taryn Ward
retroactive tier membership in Tier IV by changing their dates of
membership in the System to be the dates they first were employed by
the village of Green Island.

SUMMARY OF SPECIFIC PROVISIONS: Section one of this bill deems Jill
Alix a member of the retirement system as of the date of her
employment and membership application, on July 20, 2008, by the
village of Green Island, if on or before December 31, 2013 she shall
file an application therefore with the state comptroller. Upon the
receipt of such an application, Jill Alix shall be granted Tier IV
status in the New York state local employees' retirement system and be
made eligible for all the rights and benefits thereof.

Section two of this bill deems Chris Karwiel a member of the
retirement system as of the date of his employment, on July 19 2002,
by the village of Green Island, if on or before December 31, 2013 he
shall file an application therefore with the state comptroller. Upon
the receipt of such an application, Chris Karwiel shall be granted
Tier IV status in the New York state local employees' retirement
system and be made eligible for all the rights and benefits thereof.

Section three of this bill deems Jessica Strizzi a member of the
retirement system as of the date of her employment and membership
application, on July 28, 2007 by the village of Green Island, if on or
before December 31, 2013 she shall file an application therefore with
the state comptroller. Upon the receipt of such an application,
Jessica Strizzi shall be granted Tier IV status in the New York state
local employees' retirement system and be made eligible for all the
rights and benefits thereof.

Section four of this bill deems Taryn Ward a member of the retirement
system as of the date of her employment, on May 27, 2008, by the
village of Green Island, if on or before December 31, 2013 she shall
file an application therefore with the state comptroller. Upon the
receipt of such an application, Taryn Ward shall be granted Tier IV
status in the New York state local employees' retirement system and be
made eligible for all the rights and benefits thereof.

Section five provides that all past service costs will be borne by the
village of Green Island.

Section six provides for an immediate effective date.

JUSTIFICATION: Jill Alix, Chris Karwiel, Jessica Strizzi and Taryn
Ward should be reinstated into Tier IV based upon their dates of
employment by the village of Green Island. For reasons not ascribable
to their own negligence and due to an administrative error, their
applications were not processed in the usual manner therefore
incorrectly placing them in Tier V.


PRIOR LEGISLATIVE HISTORY: New bill

FISCAL IMPLICATIONS: There is an immediate past service cost of
approximately $2,000 which will be borne by the village of Green
Island.

EFFECTIVE DATE: Effective immediately

view full text
download pdf
                    S T A T E   O F   N E W   Y O R K
________________________________________________________________________

    S. 5565--A                                            A. 7459--A

                       2013-2014 Regular Sessions

                      S E N A T E - A S S E M B L Y

                              May 21, 2013
                               ___________

IN SENATE -- Introduced by Sen. BRESLIN -- read twice and ordered print-
  ed, and when printed to be committed to the Committee on Civil Service
  and  Pensions -- committee discharged, bill amended, ordered reprinted
  as amended and recommitted to said committee

IN ASSEMBLY -- Introduced by M. of A. McDONALD -- read once and referred
  to the Committee on Governmental Employees  --  committee  discharged,
  bill  amended,  ordered  reprinted  as amended and recommitted to said
  committee

AN ACT granting retroactive tier IV membership in the New York state and
  local employees' retirement system to Jill Alix, Chris Karwiel, Jessi-
  ca Strizzi and Taryn Ward

  THE PEOPLE OF THE STATE OF NEW YORK, REPRESENTED IN SENATE AND  ASSEM-
BLY, DO ENACT AS FOLLOWS:

  Section  1.  Notwithstanding  any other provision of law, Jill Alix, a
member of the New York state and local employees' retirement system, who
was employed on June 20, 2008, by the  village  of  Green  Island  as  a
recreation  director,  and  who  filed  membership  applications in such
system on June 20, 2008 which should have given her Tier IV  status  but
for  reasons not ascribable to her own negligence and due to an adminis-
trative error, the application was not processed in the usual manner and
therefore not processed until December 17, 2012, may be deemed  to  have
become  a  member  of the New York state and local employees' retirement
system on June 20, 2008, if on or before December  31,  2013  she  shall
file  an  application  therefor  with  the state comptroller.   Upon the
receipt of such application, Jill Alix shall be granted Tier  IV  status
in  the  New  York  state  and local employees' retirement system and be
eligible for all the rights and benefits thereof. No contributions  made
to  the  New  York  state and local employees' retirement system by Jill
Alix shall be returned to her pursuant to this act.

 EXPLANATION--Matter in ITALICS (underscored) is new; matter in brackets
                      [ ] is old law to be omitted.
                                                           LBD10734-04-3

S. 5565--A                          2                         A. 7459--A

  S 2. Notwithstanding any other provision  of  law,  Chris  Karwiel,  a
member of the New York state and local employees' retirement system, who
was  employed  on  July  19,  2002,  by the village of Green Island as a
recreation assistant and office  assistant,  and  who  filed  membership
applications  in  such  system  on  September 13, 2011 which should have
given her Tier IV status but for  reasons  not  ascribable  to  her  own
negligence  and  due to an administrative error, the application was not
processed in the usual manner and therefore not processed until  Septem-
ber  13,  2011,  may  be  deemed to have become a member of the New York
state and local employees' retirement system on July 19, 2002, if on  or
before December 31, 2013 she shall file an application therefor with the
state  comptroller.  Upon the receipt of such application, Chris Karwiel
shall be granted Tier IV status in the New York state and local  employ-
ees'  retirement  system and be eligible for all the rights and benefits
thereof. No contributions made to the New York state and  local  employ-
ees'  retirement system by Chris Karwiel shall be returned to her pursu-
ant to this act.
  S 3. Notwithstanding any other provision of law,  Jessica  Strizzi,  a
member of the New York state and local employees' retirement system, who
was  employed  on  June  28,  2007,  by the village of Green Island as a
recreation assistant, and who  filed  membership  applications  in  such
system  on  June 28, 2007 which should have given her Tier IV status but
for reasons not ascribable to her own negligence and due to an  adminis-
trative error, the application was not processed in the usual manner and
therefore not processed until July 9, 2012, may be deemed to have become
a member of the New York state and local employees' retirement system on
June  28,  2007,  if  on  or  before December 31, 2013 she shall file an
application therefor with the state comptroller.  Upon  the  receipt  of
such application, Jessica Strizzi shall be granted Tier IV status in the
New  York  state  and local employees' retirement system and be eligible
for all the rights and benefits thereof. No contributions  made  to  the
New York state and local employees' retirement system by Jessica Strizzi
shall be returned to her pursuant to this act.
  S  4. Notwithstanding any other provision of law, Taryn Ward, a member
of the New York state and local employees' retirement  system,  who  was
employed  on  May  27, 2008, by the village of Green Island as an office
assistant and member of the park staff, and who filed membership  appli-
cations in such system on July 19, 2012 which should have given her Tier
IV  status  but for reasons not ascribable to her own negligence and due
to an administrative error, the application was  not  processed  in  the
usual  manner  and  therefore  not processed until July 19, 2012, may be
deemed to have become a member of the New York state and  local  employ-
ees'  retirement  system  on  May 27, 2008, if on or before December 31,
2013 she shall file an application therefor with the state  comptroller.
Upon  the  receipt of such application, Taryn Ward shall be granted Tier
IV status in the New York state and local employees'  retirement  system
and  be  eligible  for  all the rights and benefits thereof. No contrib-
utions made to the New York state and local employees' retirement system
by Taryn Ward shall be returned to her pursuant to this act.
  S 5. Any past service costs incurred in implementing the provisions of
this act shall be borne by the village of Green Island.
  S 6. This act shall take effect immediately.
  FISCAL NOTE--Pursuant to Legislative Law, Section 50:
  This bill will deem Jill Alix, Chris  Karwiel,  Jessica  Strizzi,  and
Taryn  Ward,  employees of the Village of Green Island, to become Tier 4
members of the New York State and Local Employees' Retirement System  by

S. 5565--A                          3                         A. 7459--A

changing  their  dates  of membership in the System to be the dates they
first were employed by the Village of Green Island.
  If  this bill is enacted, we anticipate that there will be an increase
in the annual contributions of the Village of Green Island  of  4.1%  of
the  annual salary of Chris Karwiel (currently a tier 5 member) and 9.5%
of the salaries of Jill Alix, Jessica Strizzi, and Taryn Ward (currently
tier 6 members) for the fiscal year ending March 31, 2014.
  In addition to the annual contributions discussed above, there will be
an immediate past service cost of approximately $2,000  which  would  be
borne  by  the Village of Green Island as a one-time payment. This esti-
mate is based on the assumption that payment will be made on February 1,
2014.
  Summary of relevant resources:
  Data: March 31, 2012 Actuarial Year End  File  with  distributions  of
membership  and  other  statistics  displayed  in the 2012 Report of the
Actuary and 2012 Comprehensive Annual Financial Report.
  Assumptions and Methods: 2010, 2011 and  2012  Annual  Report  to  the
Comptroller on Actuarial Assumptions, Codes Rules and Regulations of the
State of New York: Audit and Control.
  Market  Assets and GASB Disclosures: March 31, 2012 New York State and
Local Retirement System Financial Statements and Supplementary  Informa-
tion.
  Valuations  of Benefit Liabilities and Actuarial Assets: summarized in
the 2012 Actuarial Valuations report.
  I am a member of the American Academy of Actuaries and meet the Quali-
fication Standards to render the actuarial opinion contained herein.
  This estimate, dated May 14, 2013 and intended for use only during the
2013 Legislative Session, is Fiscal Note No. 2013-137, prepared  by  the
Actuary for the New York State and Local Employees' Retirement System.

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