Resolution of complex retirement issue in employees’ favor
3:55 PM - March 10, 2010
The Union was notified in December 2009 that 15 of its members
were no longer eligible to participate in a 403(B) retirement
plan due to eligibility changes by the IRS (Internal Revenue
Service).
The Union met with DPA (Department of Personnel Administration)
and the SCO (State Controllers’ Office) in March. During the
meeting it became clear that there were some errors in the
interpretation of what was a qualified educational facility. As a
result, employees at Pine Grove and Ventura youth camps were
reinstated into the program. All employees who were deemed
ineligibility have been allowed to maintain their accounts at the
levels when they became ineligible.
For more information, contact Neal Johnson, who was a member of
the bargaining team at this table. He can be reached
at Neal.Johnson@CalRecycle.ca.gov.