HB 2288: Teachers' Retirement System; postretirement employment; earning limitations; retired member; earnings without reduction in retirement benefits; effective date; emergency. - Oklahoma

Floor (House) → Floor (Senate) · 3 edits

MINOR

The bill was amended during its passage from the House to the Senate, primarily adding new sponsors to the Senate and reformatting the document header and title. The substantive content of the bill regarding retirement system definitions and actuarial rules appears unchanged in this diff, though the formatting was significantly altered to reflect Senate floor version conventions.

TECHNICAL

Document header changed from 'HOUSE OF REPRESENTATIVES' to 'SENATE FLOOR VERSION' with updated date and amendment status.

Bill sponsors list was updated to include additional Senate sponsors (Burns and Stewart) alongside existing House and Senate sponsors.

Page numbering and formatting were restructured to match Senate floor version conventions, though the actual legislative text content remains substantively the same.

House Committee Substitute → Floor (House) · 3 edits

MINOR

The bill text was reformatted from a House Committee Substitute version to a Floor version, adding Senate sponsors (Frix) and updating page headers. The substantive legislative content regarding the Teachers' Retirement System remains unchanged.

TECHNICAL

Added Senate sponsor 'Frix of the Senate' to the list of bill sponsors, indicating the bill has been amended by the Senate.

Updated page headers from 'RBH No. 13294' to 'HB2288 HFLR' to reflect the Floor version status.

Changed the document title from 'HOUSE OF REPRESENTATIVES - FLOOR VERSION' to 'COMMITTEE SUBSTITUTE' while maintaining the same legislative content.

Proposed Policy Committee Substitute 1 → House Committee Substitute · 5 edits

MODERATE

The bill was revised from a Proposed Policy Committee Substitute to a House Committee Substitute, updating the official bill number and formatting while maintaining the core policy of allowing retired teachers to work without benefit reductions under specific conditions. The substantive policy language regarding earnings limits, eligibility criteria, and actuarial provisions remains largely unchanged, with the primary differences being administrative formatting and committee markup conventions.

Scope change

The bill's substantive scope and applicability remain unchanged; only the committee markup format and bill number were updated from Proposed Policy Committee Substitute to House Committee Substitute.

TECHNICAL

Updated bill number from RBH No. 12453 to RBH No. 13294 to reflect the new House Committee Substitute version

Changed committee designation from 'Proposed Policy Committee Substitute' to 'Committee Substitute' for the House Committee

Updated amendment submission attribution from Kyle Hilbert to reflect the new committee substitute format

Reorganized and reformatted the statutory text to conform to House Committee Substitute markup standards while preserving the original policy provisions

DEFINITION

Added new definitions for 'Amendment', 'RB number', 'Legislative Actuary', 'Nonfiscal amendment', and 'Nonfiscal retirement bill' to clarify legislative terminology

Proposed Committee Substitute (full committee) 1 → Proposed Policy Committee Substitute 1 · 4 edits

MODERATE

The bill was revised from a 'Proposed Oversight Committee Substitute' to a 'Proposed Policy Committee Substitute', removing references to the Teachers' Retirement System (62 O.S. 3103) and focusing exclusively on postretirement employment rules for public school teachers under 70 O.S. 17-116.10. The changes eliminate the complex one-time benefit increase provisions and reemployment exceptions for teachers who retired before 2021, simplifying the earnings limitations for retired members.

Scope change

The bill's scope was narrowed from a broad pension oversight measure to a specific policy change regarding postretirement employment earnings limits for public school teachers.

SCOPE

Removed all amendments to the Teachers' Retirement System (62 O.S. 3103), which previously governed general pension legislation and actuarial analysis.

ELIGIBILITY

Eliminated special reemployment provisions that allowed certain teachers who retired before 2021 to return to work without earnings limits for up to three years.

REQUIREMENT

Simplified the earnings limitation rules to apply uniformly to all retired members, removing the distinction between those under 62 and those 62 or older.

TECHNICAL

Changed the bill title from 'Proposed Oversight Committee Substitute' to 'Proposed Policy Committee Substitute' and updated associated reference numbers.

Engrossed → Proposed Committee Substitute (full committee) 1 · 4 edits

MODERATE

The bill was amended from its Engrossed version to a Proposed Oversight Committee Substitute version. The committee made substantive changes to the bill text, including modifying the title and reorganizing the content structure. The changes appear to be primarily technical and formatting adjustments rather than substantive policy changes to the core provisions.

Scope change

The bill's scope and applicability remain unchanged; the committee substitute maintains the same substantive provisions as the original engrossed version.

TECHNICAL

The bill title was modified to conform to committee amendments, changing from 'ENGROSSED HOUSE BILL' to 'PROPOSED OVERSIGHT COMMITTEE SUBSTITUTE'.

Document header information was updated, including changing the bill number reference from RBH No. 13294 to RBH No. 13047 and updating the date to 3/3/2025.

The amendment process documentation was added, including committee adoption fields and reading clerk signature lines.

Page numbering and reference numbers were updated throughout the document to reflect the new committee substitute version.

Introduced → Engrossed · 6 edits · Mar 13, 2025

MODERATE

This bill was significantly revised from its introduced version to an engrossed version, expanding its scope from only public retirement systems to specifically include the Teachers' Retirement System of Oklahoma. The bill now includes new definitions for legislative terms and modifies earning limitations for retirees returning to work, with provisions for contingent effective dates based on actuarial approval outcomes.

Scope change

The bill's scope was expanded from a general public retirement system amendment to specifically target the Teachers' Retirement System of Oklahoma, adding detailed definitions and actuarial considerations that were not present in the original version.

SCOPE

Changed the bill's title and scope from a general public retirement system amendment to specifically address the Teachers' Retirement System of Oklahoma and the Oklahoma Pension Actuarial Analysis Act.

DEFINITION

Added new definitions for 'Amendment', 'RB number', 'Legislative Actuary', 'Nonfiscal amendment', and 'Nonfiscal retirement bill' to clarify legislative procedures and fiscal impacts.

TIMELINE

Modified the effective date provisions to include contingent effective dates based on the outcome of actuarial approval, adding flexibility to implementation timing.

REQUIREMENT

Added detailed requirements for benefit increases, including funded ratio thresholds (60% to 100%) and specific dollar amounts for one-time benefit increases based on system funding levels.

ELIGIBILITY

Modified postretirement employment eligibility provisions to include specific conditions for retirees returning to work, with earnings limits tied to Social Security Administration allowances and final average salary.

TECHNICAL

Changed document formatting from 'Introduced' to 'Engrossed' version, updating bill numbers and page references to reflect legislative processing status.

Teachers' Retirement System; postretirement employment; earning limitations; retired member; earnings without reduction in retirement benefits; effective date; emergency.

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