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