Ohio Administrative Code Search

...(A) A defined contribution program participant granted a monthly benefit from the member account upon attainment of a minimum age of fifty and termination of covered employment may elect a monthly benefit in accordance with the terms and conditions of the plan document under any of the plans of payment available for defined benefit members under the terms of rule 3307:1-5-02 of the Administrative ...

...(A) A defined contribution program participant granted a monthly benefit from the member account upon attainment of a minimum age of fifty and termination of covered employment may elect a monthly benefit in accordance with the terms and conditions of the plan document under any of the plans of payment available for defined benefit members under the terms of rule 3307:1-5-02 of the Administrative ...

...(A) A participant in the combined plan may apply for disability benefits specified by the plan document. (B) An application for a disability benefit under the combined plan and continuing eligibility for such a benefit shall be evaluated, reevaluated, and administered as specified by sections 3307.48, 3307.62, and 3307.631 of the Revised Code and Chapter 3307:1-7 of the Administrative Code. (C)...

...(A) In the event of the death of a combined plan participant prior to payment to the participant of both the defined benefit and defined contribution portions of the account, payment shall be made as permitted by this rule. (B) Dependent, service, or retirement based survivor benefits may be granted in accordance with sections 3307.501, 3307.66, and 3307.67 of the Revised Code and Chapter 3307:1-...

...(A) This rule amplifies and is in addition to the provisions 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 th...

...(A) The school employees retirement board authorizes its administrative staff to make determinations on member and benefit matters in accordance with Chapter 3309. of the Revised Code, this chapter, and policies of the retirement board. This authority includes, but is not limited to, membership, compensation, benefits, and employer reporting matters. Final determinations by the staff may be appeal...

...(A) For purposes 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 sect...

...(A) For purposes of this rule, "retirant" means a "SERS retirant" or "other system 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 acc...

...(A) For purposes of this rule, "retirant" means a "SERS retirant" or "other system 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 acc...

...(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...

...(A) For purposes of this rule, "benefit" refers to a payment from the accumulated contributions of the member or the employer, or both, under Chapter 3309. of the Revised Code and includes an account refund, pension, annuity, disability benefit, or survivor benefit. (B) Notwithstanding any provision in rules of school employees retirement system ("SERS") or Chapter 3309. of the Revised Code to ...

...(A) For purposes of this rule; (1) "Applicable age" is defined as the age of the member as provided in Internal Revenue Code (401)(a)(9)(C)(v), as amended. (2) "Benefit" refers to a payment from the accumulated contributions of the member or the employer, or both, under Chapter 3309. of the Revised Code and includes an account refund, pension, annuity, disability benefit, or survivor benefit. (B) Notwithstanding ...

...(A) For purposes of this rule, "benefit" refers to a payment from the accumulated contributions of the member or the employer, or both, under Chapter 3309. of the Revised Code and includes an account refund, pension, annuity, disability benefit, or survivor benefit. (B) Notwithstanding any provision in rules of school employees retirement system ("SERS") or Chapter 3309. of the Revised Code to ...

...(A) For purposes of this rule, "alternate payee" has 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 ...

...(A) A request for a determination as to whether an individual or a group of individuals are required to be members of the school employees retirement system may be initiated by an employer, an affected 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 determin...

...(A) A request for a determination as to whether an individual or a group of individuals are required to be members of the school employees retirement system may be initiated by an employer, an affected 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 determin...

...(A) Any contribution or contributions received for a particular month, beginning with September 1, 1937 and ending June 30, 1955, for credit to a member's savings account shall receive .125% of a year's service credit for that particular month, provided, that no more than one year of service credit shall be granted for all service rendered in any one fiscal year. (B) Any contribution or contributions received for a ...

...(A) For purposes of this rule: (1) "Employer" has the same meaning as in section 3309.01 of the Revised Code. (2) "Contribution report" means payroll data for each pay date that has been cleared of any errors or warnings. (3) "Surcharge" means the employer minimum compensation contribution amount determined pursuant to section 3309.491 of the Revised Code. (B) Payments due under section ...

...(A) For purposes of this rule: (1) "Employer" has the same meaning as in section 3309.01 of the Revised Code. (2) "Contribution report" means payroll data for each pay date that has been cleared of any errors or warnings. (3) "Surcharge" means the employer minimum compensation contribution amount determined pursuant to section 3309.491 of the Revised Code. (B) Payments due under section ...

...(A) For purposes of this rule: (1) "Employer" has the same meaning as in section 3309.01 of the Revised Code. (2) "Contribution report" means payroll data for each pay date that has been cleared of any errors or warnings. (3) "Surcharge" means the employer minimum compensation contribution amount determined pursuant to section 3309.491 of the Revised Code. (B) Payments due under section ...

...(A) For purposes of this rule, "age and service retirant" and "disability benefit recipient" have the same meaning as defined in rule 3309-1-35 of the Administrative Code, and "retirant" has the same meaning as defined in division (G) of section 3309.01 of the Revised Code. (B) For the purpose of qualifying for, or receiving, any benefit as a spouse under Chapter 3309. of the Revised Code, the member's or retirant's...

...(A) For purposes of this rule, "age and service retirant" and "disability benefit recipient" have the same meaning as defined in rule 3309-1-35 of the Administrative Code, and "retirant" has the same meaning as defined in division (G) of section 3309.01 of the Revised Code. (B) For the purpose of qualifying for, or receiving, any benefit as a spouse under Chapter 3309. of the Revised Code, the member's or retirant's...

...(A) For purposes of this rule: (1) "Final retirement allowance" means a monthly retirement allowance paid pursuant to section 3309.35, 3309.36 or 3309.46 of the Revised Code that the retirement system calculates after the employer certifies the final contributions and service credit made on behalf of the member. (2) "Estimated retirement allowance" means a monthly retirement allowance paid p...

...(A) This rule amplifies divisions (B), (C) and (D) of section 3309.44, section 3309.45, and section 3309.50 of the Revised Code. (B) An individual who does not survive a member or retiree by one hundred twenty hours will be deemed to have predeceased the member or retiree. (C) For purposes of division (B) of section 3309.44 of the Revised Code, when a surviving designated beneficiary dies more t...

...(A) This rule amplifies section 3309.35 of the Revised Code and applies to members who retire with an effective 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 meanings as in section 3309.35 of the Revised Code. (2) "Fiscal year" means, for the public employees retirement system, a calendar year and, for the s...