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 to reflect its progression from the House to the Senate floor, updating the sponsor list to include additional Senators and refining the definitions of 'Nonfiscal retirement bill' and 'one-time increase in retirement benefits' to clarify funding thresholds and eligibility criteria.

Scope change

The bill's scope remains focused on the Teachers' Retirement System, but the Senate amendments added specific Senators to the sponsor list and clarified the financial thresholds for one-time benefit increases.

ELIGIBILITY

The list of bill sponsors was updated to include Senators Burns and Stewart, and the text was reorganized to reflect the Senate floor version.

DEFINITION

The definition of 'Nonfiscal retirement bill' was restructured to more clearly list the specific conditions under which a bill is considered nonfiscal, including impacts on actuarial accrued liability and normal costs.

The criteria for 'one-time increase in retirement benefits' were expanded to include three distinct funding scenarios with specific dollar amounts ($1,000, $1,200, and $1,400) and corresponding funded ratio requirements (60-80%, 80-100%, and over 100%).

HB2288 (3-24-26) (FRIX) FA3.PDF → Floor (House) · 3 edits

MINOR

The document was converted from a Senate draft to the House Floor version, updating the header information and bill history. The most significant substantive change is the addition of detailed definitions for key terms like 'Amendment,' 'RB number,' and 'Nonfiscal retirement bill.' These new definitions establish strict criteria for what types of bills are considered 'nonfiscal,' specifically limiting one-time benefit increases to a maximum of $1,200 and requiring specific funded ratio thresholds. This change clarifies the legal boundaries for future legislative actions affecting the Teachers' Retirement System.

Scope change

The bill's scope was expanded by introducing new definitions that categorize specific types of retirement bills and amendments, particularly regarding one-time benefit increases and service purchases.

DEFINITION

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

REQUIREMENT

Defined 'Nonfiscal retirement bill' to include specific conditions for one-time benefit increases, limiting them to the lesser of 2% of the benefit or $1,200, and requiring the retirement system's funded ratio to be between 60% and 80%.

TECHNICAL

Updated document headers to reflect the House Floor version (RBH No. 13294) and removed Senate-specific disposition notes.

House Committee Substitute → HB2288 (3-17-26) (FRIX) FA1.PDF · 1 edit

MINOR

The bill text was updated to reflect a Senate chamber disposition and a floor amendment that changes the effective year of the legislation from 2025 to 2026. This adjustment updates specific dates within the bill to align with the new legislative session timeline.

Scope change

The bill's scope remains focused on the Teachers' Retirement System and postretirement employment, but the applicability dates have been shifted forward by one year.

TIMELINE

The effective year for the legislation was changed from 2025 to 2026 in three specific locations on Page 13.

Proposed Policy Committee Substitute 1 → House Committee Substitute · 4 edits

MODERATE

The bill was converted from a 'Proposed Policy Committee Substitute' to a 'House Committee Substitute,' indicating it has been revised by the House Committee. The most significant substantive change is the replacement of the original text, which imposed strict earnings limits and forfeiture of retirement benefits for retired teachers working in public schools, with new definitions and provisions. While the full new text is cut off in the provided snippet, the changes redefine key terms like 'Amendment' and 'Nonfiscal amendment' and alter the rules regarding when retired members can work without losing their pension benefits.

Scope change

The scope of the bill remains focused on the Teachers' Retirement System of Oklahoma and postretirement employment, but the specific rules governing earnings limits and benefit reductions have been fundamentally rewritten.

DEFINITION

Added new definitions for 'Amendment,' 'RB number,' 'Legislative Actuary,' 'Nonfiscal amendment,' and 'Nonfiscal retirement bill' to clarify how retirement bills are processed and what fiscal impacts trigger specific rules.

ELIGIBILITY

Removed the original strict eligibility rules that prohibited retired members from being employed by public schools for 60 days after retirement and imposed a $30,000 or 50% salary cap on earnings.

Added new provisions allowing retired members to receive earnings without a reduction in retirement benefits, replacing the previous forfeiture rules.

TIMELINE

Removed specific temporary exceptions for reemployment of retired classroom teachers that were in effect between 2017 and 2021.

Proposed Committee Substitute (full committee) 1 → Proposed Policy Committee Substitute 1 · 5 edits

MODERATE

The bill was reclassified from an 'Oversight' to a 'Policy' substitute, indicating a shift in legislative focus from monitoring to establishing new rules. The core substantive change involves removing references to the Teachers' Retirement System (62 O.S.) and replacing them with provisions specifically governing the Oklahoma Teachers' Retirement System's postretirement employment rules under 70 O.S. The text includes significant deletions of the original actuarial definitions and specific reemployment exceptions for teachers who retired in 2017 and 2020, while inserting new limitations on earnings for retired members working in public schools.

Scope change

The bill's scope shifted from a general oversight of the Teachers' Retirement System to a specific policy amendment regarding postretirement employment limits under 70 O.S. 17-116.10. The applicability was narrowed by removing broad definitions related to the Oklahoma Pension Actuarial Analysis Act and specific reemployment clauses for certain veteran teachers.

SCOPE

The bill title and header were changed from 'Proposed Oversight Committee Substitute' to 'Proposed Policy Committee Substitute', altering the legislative classification.

DEFINITION

All definitions related to the 'Oklahoma Pension Actuarial Analysis Act' and specific terms like 'Amendment', 'RB number', and 'Legislative Actuary' were deleted.

ELIGIBILITY

Specific provisions allowing certain teachers who retired in 2017 and 2020 to be reemployed without earnings limitations were removed.

REQUIREMENT

The bill was amended to reference 70 O.S. 17-116.10 instead of 62 O.S. 3103, focusing the legal authority on postretirement employment rules rather than general actuarial analysis.

New text was inserted to establish specific earnings limits for retired members working in public schools, including a $30,000 cap or 50% of final average salary for those under 62.

Enrolled (final version) → Proposed Committee Substitute (full committee) 1 · 3 edits

MINOR

The bill text was completely replaced with a new version submitted by the Oversight Committee. While the substantive policy language regarding retirement definitions and benefit limits remains largely the same, the document now includes a header indicating it is a 'Proposed Oversight Committee Substitute' rather than the final enrolled version. Additionally, a specific date reference was updated from the 2025 supplement to the 2024 supplement in the citation of the original act.

Scope change

The bill's scope and applicability remain unchanged as the core text was retained, but the document type changed from a final enrolled bill to a committee substitute.

TECHNICAL

The document header was changed from 'Enrolled House Bill' to 'Proposed Oversight Committee Substitute', indicating the bill is still under review and not yet final.

A citation date was updated from '62 O.S. Supp. 2025' to '62 O.S. Supp. 2024' in the description of the amended statute.

New administrative headers and committee amendment signatures were added to the top of the document.

Engrossed → Enrolled (final version) · 3 edits · Apr 28, 2026

MINOR

The bill was finalized from its Engrossed version to the Enrolled version, which includes minor technical updates such as adding new sponsors to the legislative record and correcting a reference year from 2024 to 2025 in the act's description. No substantive policy changes, funding adjustments, or eligibility criteria were altered during this finalization process.

TECHNICAL

Updated the bill's description to reference the 2025 Supplemental Statutes instead of 2024, reflecting the current legislative session.

Added names of additional House and Senate sponsors to the bill's header.

Changed the document title from 'ENGROSSED HOUSE' to 'ENROLLED HOUSE' to indicate the bill has passed all legislative stages.

Amended And Engrossed → Engrossed · 3 edits · Apr 27, 2026

MINOR

The Senate amended the bill to extend a specific deadline from 60 days to six months and updated several statutory references from the year 2025 to 2026. These changes adjust the timeline for implementation and ensure the legislation aligns with the correct fiscal year.

Scope change

The bill's scope remains focused on the Teachers' Retirement System, but the operational timeline and referenced dates have been extended.

TIMELINE

Extended a procedural deadline from sixty (60) calendar days to six (6) months.

Updated the effective year for certain provisions from 2025 to 2026.

TECHNICAL

Corrected formatting inconsistencies in the bill text, including author lists and page headers.

Introduced → Amended And Engrossed · 3 edits · Apr 27, 2026

MINOR

The bill was amended to change the waiting period before a retired teacher can return to work from 60 days to six months, and to update several statutory references from 2025 to 2026. The Senate also added new coauthors and clarified the bill's title to include the Teachers' Retirement System of Oklahoma.

Scope change

The bill now explicitly names the Teachers' Retirement System of Oklahoma in its title and scope, whereas the original version referred generally to public retirement systems.

ELIGIBILITY

The waiting period between retirement and returning to work was extended from sixty (60) calendar days to six (6) months.

TIMELINE

Multiple references to the year 2025 were changed to 2026 to align with the new legislative session dates.

TECHNICAL

New coauthors were added to the House and Senate lists, and the bill title was expanded to specifically mention the Teachers' Retirement System of Oklahoma.

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

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