Ohio Administrative Code Search
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Rule 3307:1-13-03 | Reemployment subject to section 3307.353 of the Revised Code.
...ude in its certification that it has: (1) Given public notice in compliance with the requirements of section 3307.353 of the Revised Code not less than sixty days before employment as a reemployed superannuate is to begin that the individual is or will be retired and is seeking employment with the employer; and (2) Held a public meeting on the issue of the proposed employment between fifteen and thirty days before ... |
Rule 3307:1-14-01 | Intersystem transfers with non-uniform systems.
...date of retirement on or after February 1, 2013. (B) For the purpose of this rule: (1) "State retirement system" and "retention percentage" have the same meaning as in section 3307.57 of the Revised Code. (2) "Fiscal year" means, for the public employees retirement system, a calendar year and, for the school employees retirement system and state teachers retirement system, the twelve-month period beginning on July... |
Rule 3307:2-1-01 | Definitions.
... the Revised Code and Chapters 3307:2-1 to 3307:2-6 of the Administrative Code all definitions can be found in the plan document, which is the document or documents adopted by the retirement board to establish the defined contribution program or any of its constituent plans. |
Rule 3307:2-2-01 | Establishment of defined contribution program, including a defined contribution plan and combined plan.
... program. Pursuant to section 3307.81 of the Revised Code, the state teachers retirement board hereby establishes a defined contribution program effective July 1, 2001, consisting of such plans as the board may from time to time establish. The terms and conditions of each such plan shall be as specified by a plan document adopted by the board. The plan document may be amended from time to tim... |
Rule 3307:2-2-01 | Establishment of defined contribution program, including a defined contribution plan and combined plan.
... program. Pursuant to section 3307.81 of the Revised Code, the retirement board hereby establishes a defined contribution program effective July 1, 2001, consisting of such plans as the board may from time to time establish. The terms and conditions of each such plan shall be as specified by a plan document adopted by the board. The plan document may be amended from time to time without prior not... |
Rule 3307:2-3-01 | Initial election by new members.
...ative Code and the plan document: (1) "Teacher" shall be a contributing member of the retirement system employed in a position that meets the requirements set forth in division (B) of section 3307.01 of the Revised Code. (2) "New member" shall mean: (a) An individual who is employed for the first time as a teacher and who has never previously been a member of the retirement system; or ... |
Rule 3307:2-4-02 | Military service.
...e established pursuant to rule 3307:1-3-01 of the Administrative Code for purchases of military service under section 3307.752 of the Revised Code. (B) The retirement board shall specify the portion of contributions that would have been paid by the participant pursuant to section 3307.26 of the Revised Code, and interest thereon as directed by section 3307.752 of the Revised Code, to be credited ... |
Rule 3307:2-4-02 | Military service.
...e established pursuant to rule 3307:1-3-01 of the Administrative Code for purchases of military service under section 3307.752 of the Revised Code. (B) The retirement board shall specify the portion of contributions that would have been paid by the participant pursuant to section 3307.26 of the Revised Code, and interest thereon as directed by section 3307.752 of the Revised Code, to be credited ... |
Rule 3307:2-4-03 | Combined plan participant leaves of absence.
...a leave granted pursuant to section 3319.13 or 3319.131 of the Revised Code, or other reasons approved by the state teachers retirement board, from making regular retirement contributions. To facilitate crediting of such contributions, employer contributions and associated service credit, the following rule shall apply: (A) A participant in the combined plan may purchase credit for a period of leave ... |
Rule 3307:2-5-03 | Distributions from the combined plan.
... the plan document and this rule. (1) An application to withdraw the defined benefit portion of an account will not be accepted unless application is also made to withdraw the defined contribution portion. (2) Prior to attainment of age fifty: (a) A participant who has terminated covered employment may leave contributions on deposit in the plan or may apply for withdrawal, but is not el... |
Rule 3307:2-5-09 | Plans of payment for monthly benefit.
... members under the terms of rule 3307:1-5-02 of the Administrative Code and section 3307.60 of the Revised Code, except for a lump-sum payment made under division (B) of section 3307.60 of the Revised Code. A plan of payment selected may be changed or reselected only as therein provided. If the participant elects to annuitize such payment, no change may be made in the plan of payment selected fo... |
Rule 3307:2-5-09 | Plans of payment for monthly benefit.
... members under the terms of rule 3307:1-5-02 of the Administrative Code and section 3307.60 of the Revised Code, except for a lump-sum payment made under division (B) of section 3307.60 of the Revised Code. A plan of payment selected may be changed or reselected only as therein provided. If the participant elects to annuitize such payment, no change may be made in the plan of payment selected fo... |
Rule 3307:2-6-01 | Combined plan disability benefits.
...ctions 3307.48, 3307.62, and 3307.631 of the Revised Code and Chapter 3307:1-7 of the Administrative Code. (C) Neither service credit established under nor contributions to the public employees retirement system created by Chapter 145. of the Revised Code or the school employees retirement system created by Chapter 3309. of the Revised Code may be combined with credit or contributions to thi... |
Rule 3307:2-6-02 | Combined plan survivor benefits.
...nted in accordance with sections 3307.501, 3307.66, and 3307.67 of the Revised Code and Chapter 3307:1-8 of the Administrative Code to the qualified survivors of the deceased participant in lieu of payment pursuant to Chapter 3307:2-5 of the Administrative Code, calculated, paid and terminated as though all requirements of section 3307.66 of the Revised Code were applicable, except those set forth... |
Rule 3309-1-02 | Definition of compensation.
...isions of division (V) of section 3309.01 of the Revised Code. (B) Except as otherwise provided by division (V) of section 3309.01 of the Revised Code, the following payments made by an employer are not "compensation." (1) Payments made by the employer for accrued but unused compensatory time for overtime worked; (2) One-time and/or lump-sum payments made by the employer to an employee where such payments are not ... |
Rule 3309-1-03 | Staff authority and appeals.
.... (B) Except as provided in rules 3309-1-40 and 3309-1-41 of the Administrative Code, any affected person may appeal a final determination of the staff of the school employees retirement system as provided in this rule. (C) (1) A notice of appeal shall be submitted to the executive director in writing, and must be received by the retirement system no more than thirty days after the date of th... |
Rule 3309-1-06 | Ohio-qualified agents and investment managers.
... of division (A)(4) of section 3309.157 and section 3309.159 of the Revised Code, an investment manager may be designated as an "Ohio-qualified investment manager" if the investment manager and/or any parents, affiliates, or subsidiaries of the investment manager meets the requirements of divisions (A)(1) and (A)(2) of section 3309.159 of the Revised Code. (B) For purposes of sections 3309.157 an... |
Rule 3309-1-07 | Application for payment upon termination of employment.
... retirant" as defined in section 3309.341 of the Revised Code, or a member who retired under section 3309.343 of the Revised Code. (B) An application for payment of the accumulated contributions in a member's individual account pursuant to section 3309.42 of the Revised Code shall be signed by the member. If the account balance exceeds two hundred dollars, the member's signature must be notarized or ... |
Rule 3309-1-07 | Application for payment of accumulated contributions.
... retirant" as defined in section 3309.341 of the Revised Code, or a member who retired under section 3309.343 of the Revised Code. (B) An application for payment of the accumulated contributions in a member's individual account pursuant to section 3309.42 of the Revised Code shall be signed by the member. If the account balance exceeds five thousand dollars, the member's signature must be notarized o... |
Rule 3309-1-08 | Payment of benefits and allowances.
...(A) Effective July 1, 1953 all annuities, retirement allowances, and benefits provided by law and payable in monthly installments shall be due and payable in full on the first day of the month. (B) All annuities, retirement allowances, and benefits shall be paid on the first day of the month due. (C) The retirement system may suspend any annuity, retirement allowance or benefit under the followi... |
Rule 3309-1-09 | Federal taxation.
...e made in accordance with section 401(a)(9) of the Internal Revenue Code of 1986, 26 U.S.C. 401(a)(9), and the following: (1) The entire interest of a member shall be distributed to the member: (a) Not later than the required beginning date; or (b) Beginning not later than the required beginning date over the life of the member and a designated beneficiary within the meaning of section 401(a)(9... |
Rule 3309-1-09 | Federal taxation.
...on of the requirements of section 401(a)(9) of the Internal Revenue Code of 1986, 26 U.S.C. 401(a)(9), as applicable to a governmental plan within the meaning of section 414(d) of the Internal Revenue Code, 26 U.S.C. 414(d), and the following: (1) The entire interest of a member shall be distributed to the member: (a) Not later than the required beginning date; or (b) Beginning not later than the r... |
Rule 3309-1-10 | Mandatory direct deposit.
...the same meaning as defined in section 3105.80 of the Revised Code. (B) Except as provided in paragraph (C) of this rule, an individual whose retirement, benefit, or payment effective date is on or after January 1, 2013 and who receives an annuity, pension, allowance, monthly benefit, or monthly payment from the school employees retirement system shall be paid by direct deposit, which is an electronic fund transfer ... |
Rule 3309-1-11 | Membership determinations.
...individual, or the retirement system. (1) An employer or individual who has a question as to membership requirements shall request in writing a determination by the retirement system. Such determination shall be made as provided in rule 3309-1-03 of the Administrative Code. (2) When a membership determination has been initiated, the employer and any affected individual or individuals shall furni... |
Rule 3309-1-11 | Membership determinations.
...individual, or the retirement system. (1) An employer or individual who has a question as to membership requirements shall request in writing a determination by the retirement system. Such determination shall be made as provided in rule 3309-1-03 of the Administrative Code. (2) When a membership determination has been initiated, the employer and any affected individual or individuals shall furni... |