Correction of Administrative Errors; Court Orders and Legal Processes Affecting Thrift Savings Plan Accounts, 78093-78095 [2011-32301]
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78093
Rules and Regulations
Federal Register
Vol. 76, No. 242
Friday, December 16, 2011
This section of the FEDERAL REGISTER
contains regulatory documents having general
applicability and legal effect, most of which
are keyed to and codified in the Code of
Federal Regulations, which is published under
50 titles pursuant to 44 U.S.C. 1510.
The Code of Federal Regulations is sold by
the Superintendent of Documents. Prices of
new books are listed in the first FEDERAL
REGISTER issue of each week.
FEDERAL RETIREMENT THRIFT
INVESTMENT BOARD
• Hand Delivery/Courier: The address
for sending comments by hand delivery
or courier is the same as that for
submitting comments by mail.
• Facsimile: Comments may be
submitted by facsimile at (202) 942–
1676.
The most helpful comments explain
the reason for any recommended change
and include data, information, and the
authority that supports the
recommended change.
Back Pay Awards and Other
Retroactive Pay Adjustments
Retirement Benefits Court Order
Payments to Attorneys
Section 1653.5 of the Agency’s
regulations (5 CFR 1653.5) contains the
Agency’s procedures for making
retirement benefits court order
payments. Paragraph (g) of section
1653.5 provides that the TSP will honor
an order that awards multiple payees. It
further provides that if the order does
not specify an order of precedence for
the payments, the TSP will pay a
current or former spouse first, a
dependent second, and an attorney
third.
However, in 2004 the Agency
amended Part 1653 to remove language
that permitted an attorney to receive a
payment pursuant to a retirement
benefits court order. See 69 FR 18294
(April 7, 2004). The Agency determined
that ‘‘the security of a participant’s
immediate family is better preserved by
conforming the TSP to the private sector
practice of limiting court order payees
to the participant’s immediate family
members, not by making tax-deferred
retirement savings available for the
payment of legal fees.’’ Id. Accordingly,
this interim final rule removes the
residual reference to attorneys in section
1653.5(g). It also amends an incorrect
citation in paragraph (a) of section
1653.11.
Section 1605.13 of the Agency’s
regulations (5 CFR 1605.13) governs a
participant’s options for electing
makeup contributions when he or she
receives a back pay award or other
retroactive pay adjustment. Paragraph
(a) of section 1605.13 governs situations
in which a participant was separated
from Government service and
subsequently reinstated. This interim
final rule clarifies that paragraph (a) of
section 1605.13 also governs situations
in which an individual was not
appointed to a position that is covered
by FERS, CSRS, or an equivalent system
under which TSP participation is
authorized and was subsequently
appointed to such position.
This rule also changes each
occurrence of the term ‘‘Government
employment’’ in section 1605.13 to the
term ‘‘Government service.’’ This
revision is non-substantive. It is
intended to make the terminology in
section 1605.13 consistent with the
terminology in section 1690.1 of the
Agency’s regulations.
Calculating Earnings on Court-Ordered
Amounts
Section 1653.4 of the Agency’s
regulations (5 CFR 1653.4) provides that
a payee’s entitlement under a retirement
benefits court order will be credited
with TSP investment earnings only if
the court order expressly provides for
earnings. Paragraphs (b) and (c) of
section 1653.4 provide the date on
which a payee’s court-ordered award
amount is calculated. If the court order
awards a percentage or fraction of an
account as of a specific date, the payee’s
entitlement is calculated based on the
account balance as of that date. 5 CFR
1653.4(b). If the court order awards a
percentage or fraction of an account but
does not contain a specific date as of
which to apply that percentage or
fraction, the payee’s entitlement is
calculated based on the account balance
as of the effective date of the court
order. 5 CFR 1653.4(c).
Subparagraph (f)(3) of section 1653.4
describes how the TSP credits a payee’s
entitlement with investment earnings
FOR FURTHER INFORMATION CONTACT:
Laurissa Stokes at (202) 942–1645.
5 CFR Parts 1605 and 1653
The
Agency administers the Thrift Savings
Plan (TSP), which was established by
the Federal Employees’ Retirement
System Act of 1986 (FERSA), Public
Law 99–335, 100 Stat. 514. The TSP
provisions of FERSA are codified, as
amended, largely at 5 U.S.C. 8351 and
8401–79. The TSP is a tax-deferred
retirement savings plan for Federal
civilian employees and members of the
uniformed services. The TSP is similar
to cash or deferred arrangements
established for private-sector employees
under section 401(k) of the Internal
Revenue Code (26 U.S.C. 401(k)).
SUPPLEMENTARY INFORMATION:
Correction of Administrative Errors;
Court Orders and Legal Processes
Affecting Thrift Savings Plan Accounts
Federal Retirement Thrift
Investment Board
ACTION: Interim final rule with request
for comments.
AGENCY:
The Federal Retirement Thrift
Investment Board (Agency) is issuing an
interim final rule to amend its
regulations governing back pay awards
and retirement benefits court orders.
This rule clarifies that the regulations
governing a participant’s options for
electing makeup contributions when he
or she receives a back pay award or
other retroactive pay adjustment apply
when the back pay award or other
retroactive pay adjustment is for a
period during which the participant was
not appointed to a position that is
covered by FERS, CSRS, or an
equivalent system under which TSP
participation is authorized.
This rule also clarifies that an
attorney is not a permissible payee for
a retirement benefits court order or legal
process affecting the Thrift Savings Plan
and ensures that the date used to
compute earnings on a court-ordered
distribution amount is the same as the
date used to compute the payee’s
entitlement.
DATES: This interim final rule is
effective December 16, 2011. Comments
should be received on or before January
17, 2012.
ADDRESSES: You may submit comments
using one of the following methods:
• Mail: Office of General Counsel,
Attn: Thomas Emswiler, Federal
Retirement Thrift Investment Board,
1250 H Street NW., Washington, DC
20005.
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78094
Federal Register / Vol. 76, No. 242 / Friday, December 16, 2011 / Rules and Regulations
when a court order awards earnings. If
the court order does not specify an
annual percentage rate or a per diem
dollar amount to be added to the payee’s
entitlement, the TSP must calculate the
earnings amount to be awarded by: (i)
Determining the payee’s award amount
(e.g., the percentage or fraction of the
participant’s account); (ii) Determining,
based on the participant’s investment
allocation as of the effective date of the
court order, the number and
composition of shares that the courtordered award amount would have
purchased as of the effective date; and
(iii) Multiplying the price per share as
of the payment date by that number and
composition of shares. 5 CFR
1653.4(f)(3).
Determining the number and
composition of shares as of the effective
date of the court order, and not a later
date, protects the payee from investment
decisions made by the participant after
the effective date of the court order.
However, it fails to protect the payee
from investment decisions made by the
participant when the date used to
calculate the payee’s entitlement under
section 1653.4(b) is earlier than the
effective date of the court order. When
the date used to calculate the payee’s
entitlement under section 1653.4(b) is
earlier than the effective date of the
court order, the current regulatory
language appears to permit the TSP
record keeper to either (1) reject the
court order because it purports to
require the TSP to calculate earnings in
a manner that is inconsistent with its
regulations, or (2) calculate the payee’s
entitlement amount using the date
specified in the court order and
calculate the amount of any earnings on
that entitlement using the later effective
date of the court order. The latter
approach would result in a period of
time between the date specified in the
court order and the effective date of the
court order during which the payee’s
entitlement may be affected by
investment decisions made by the
participant. This interim final rule
remedies this shortcoming by replacing
the references in 5 CFR 1653.4(f)(3)(ii)
to ‘‘the effective date of the court order’’
with ‘‘the date used to calculate the
entitlement.’’ It also amends section
1653.2(b) to provide that a retirement
benefits court order is not qualifying if
it requires the TSP to calculate the
payee’s entitlement or earnings in a
manner that is inconsistent with section
1653.4.
This interim final rule ensures that
the date used to compute earnings on a
court-ordered distribution amount will
always be the same as the date used to
compute the payee’s entitlement. It also
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makes it clear that a court order that
provides otherwise will be rejected as a
non-qualifying court order.
Interim Final Rule and Request for
Comments
Under section 553(b) of the
Administrative Procedure Act (APA)
(5 U.S.C. 551 et seq.) a general notice of
proposed rulemaking is not required
when an agency, for good cause, finds
that notice and public comment thereon
are impracticable, unnecessary, or
contrary to the public interest. The
Agency has determined that the
revisions to sections 1605.13, regarding
back pay awards, and 1653.4, regarding
payments to attorneys, do not require
prior notice and public comment
because they merely clarify currently
existing rules.
The Agency receives many retirement
benefits court orders that award
earnings to the payee as of a specified
date which is earlier than the effective
date of the court order. Under the
Agency’s regulations as they are
currently written, it is unclear to the
public whether the Agency will reject
those court orders because they are nonqualifying, process them pursuant to the
language of the court order, or process
them by calculating earnings as of the
effective date of the court order.
Immediate guidance on this matter is
necessary to ensure that individuals
who draft retirement benefits court
orders can do so without uncertainty
regarding the consequences of the court
order’s language.
The Agency encourages public
comments on this interim final rule. The
Agency will consider post-effective
public comments, will modify the rule
in light of those comments, and will
then adopt a final rule.
Regulatory Flexibility Act
I certify that this regulation will not
have a significant economic impact on
a substantial number of small entities.
This regulation will affect Federal
employees and members of the
uniformed services who participate in
the Thrift Savings Plan, which is a
Federal defined contribution retirement
savings plan created under the Federal
Employees’ Retirement System Act of
1986 (FERSA), Public Law 99–335, 100
Stat. 514, and which is administered by
the Agency. It will also affect
individuals who receive a back pay
award or other retroactive pay
adjustment in connection with a Federal
agency’s failure to appoint that
individual to a position that is covered
by FERS, CSRS, or an equivalent system
under which TSP participation is
authorized. It will also affect spouses,
PO 00000
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former spouses, children, or dependents
of TSP participants who become
entitled to a portion of the participant’s
account pursuant to a qualifying
retirement benefits court order.
Paperwork Reduction Act
I certify that these regulations do not
require additional reporting under the
criteria of the Paperwork Reduction Act.
Unfunded Mandates Reform Act of
1995
Pursuant to the Unfunded Mandates
Reform Act of 1995, 2 U.S.C. 602, 632,
653, 1501–1571, the effects of this
regulation on state, local, and tribal
governments and the private sector have
been assessed. This regulation will not
compel the expenditure in any one year
of $100 million or more by state, local,
and tribal governments, in the aggregate,
or by the private sector. Therefore, a
statement under § 1532 is not required.
Submission to Congress and the
General Accounting Office
Pursuant to 5 U.S.C. 810(a)(1)(A), the
Agency submitted a report containing
this rule and other required information
to the U.S. Senate, the U.S. House of
Representatives, and the Comptroller
General of the United States before
publication of this rule in the Federal
Register. This rule is not a major rule as
defined at 5 U.S.C. 804(2).
List of Subjects
5 CFR Part 1605
Claims, Government employees,
Pensions, Retirement.
5 CFR Part 1653
Alimony, Child support, Claims,
Government employees, Pensions,
Retirement.
Gregory T. Long,
Executive Director, Federal Retirement Thrift
Investment Board.
For the reasons stated in the
preamble, the Agency amends 5 CFR
chapter VI as follows:
PART 1605—CORRECTION OF
ADMINISTRATIVE ERRORS
1. Revise the authority citation for part
1605 to read as follows:
■
Authority: 5 U.S.C. 8351, 8432a, and
8474(b)(5) and (c)(1). Subpart B also issued
under section 1043(b) of Public Law 104–
106, 110 Stat. 186 and sec. 7202(m)(2) of
Public Law 101–508, 104 Stat. 1388.
2. Amend § 1605.13 by revising
paragraphs (a) introductory text, (a)(1)
and (2), (b) introductory text, and the
first sentence of paragraph (d) to read as
follows:
■
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Federal Register / Vol. 76, No. 242 / Friday, December 16, 2011 / Rules and Regulations
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§ 1605.13 Back pay awards and other
retroactive pay adjustments.
(a) Participant not employed. The
following rules apply to participants
who receive a back pay award or other
retroactive pay adjustment for a period
during which the participant was
separated from Government service or
was not appointed to a position that is
covered by FERS, CSRS, or an
equivalent system under which TSP
participation is authorized:
(1) If the participant is reinstated or
retroactively appointed to a position
that is covered by FERS, CSRS, or an
equivalent system under which TSP
participation is authorized, immediately
upon reinstatement or retroactive
appointment the employing agency
must give the participant the
opportunity to submit a contribution
election to make current contributions.
The contribution election will be
effective as soon as administratively
feasible, but no later than the first day
of the first full pay period after it is
received.
(2) The employing agency must give
a reinstated or retroactively appointed
participant the following options for
electing makeup contributions:
(i) The reinstated or retroactively
appointed participant may submit a new
contribution election for purposes of
makeup contributions if he or she
would have been eligible to make such
an election but for the erroneous
separation or erroneous failure to
appoint; or
(ii) If a reinstated participant had a
contribution election on file when he or
she separated, the contribution election
the participant had on file when he or
she separated may be reinstated for
purposes of makeup contributions.
*
*
*
*
*
(b) Participant employed. The
following rules apply to participants
who receive a back pay award or other
retroactive pay adjustment for a period
during which the participant was
employed in a position that is covered
by FERS, CSRS, or an equivalent system
under which TSP participation is
authorized:
*
*
*
*
*
(d) Prior withdrawal of TSP account.
If a participant has withdrawn his or her
TSP account other than by purchasing
an annuity, and the separation from
Government service upon which the
withdrawal was based is reversed,
resulting in reinstatement of the
participant without a break in service,
the participant will have the option to
restore the amount withdrawn to his or
her TSP account.* * *
*
*
*
*
*
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78095
PART 1653—COURT ORDERS AND
LEGAL PROCESSES AFFECTING
THRIFT SAVINGS PLAN ACCOUNTS
DEPARTMENT OF AGRICULTURE
3. The authority citation for part 1653
continues to read as follows:
7 CFR Parts 210, 215, 220, 235 and 245
Authority: 5 U.S.C. 8435, 8436(b), 8437(e),
8439(a)(3), 8467, 8474(b)(5) and 8474(c)(1).
[FNS–2007–0023]
■
4. Amend § 1653.2 by adding
paragraph (b)(6) to read as follows:
■
§ 1653.2 Qualifying retirement benefits
court orders.
*
*
*
*
*
(b) * * *
(6) An order that requires the TSP to
calculate the payee’s entitlement or
earnings in a manner that is inconsistent
with § 1653.4 of this part.
5. Amend § 1653.4 by revising
paragraph (f)(3)(ii) to read as follows:
■
§ 1653.4
Calculating entitlements.
*
*
*
*
*
(f) * * *
(3) * * *
(ii) Determining, based on the
participant’s investment allocation as of
the date used to calculate the
entitlement, the number and
composition of shares that the payee’s
award amount would have purchased as
of the date used to calculate the
entitlement.
*
*
*
*
*
6. Amend § 1653.5 by revising
paragraph (g)(2) to read as follows:
■
§ 1653.5
Payment.
*
*
*
*
*
(g) * * *
(2) If the order does not specify an
order of precedence for the payments,
the TSP will pay a current or former
spouse first and a dependent second.
*
*
*
*
*
7. Amend 1653.11 by revising
paragraph (a) to read as follows:
■
§ 1653.11
Definitions.
(a) Definitions generally applicable to
the Thrift Savings Plan are set forth at
5 CFR 1690.1.
*
*
*
*
*
[FR Doc. 2011–32301 Filed 12–15–11; 8:45 am]
BILLING CODE 6760–01–P
PO 00000
Food and Nutrition Service
RIN 0584–AD54
Applying for Free and Reduced Price
Meals in the National School Lunch
Program and School Breakfast
Program and for Benefits in the
Special Milk Program, and Technical
Amendments
Food and Nutrition Service,
USDA.
ACTION: Final rule; Correction.
AGENCY:
The Department of
Agriculture, Food and Nutrition Service
published a final rule in the Federal
Register on October 28, 2011 (76 FR
66849), concerning changes to eligibility
determinations for free and reduced
price school meals to implement
nondiscretionary provisions of the Child
Nutrition and WIC Reauthorization Act
of 2004. It also finalized the changes set
forth in the interim rule published on
November 13, 2007 (72 CFR 63785).
This document corrects an amendment
to provide additional amendatory
language for text that was set out in 7
CFR 245.6(c)(3)(ii). All other
information remained unchanged.
DATES: Effective Date: This rule is
effective December 16, 2011.
FOR FURTHER INFORMATION CONTACT: Julie
Brewer, Chief, Policy and Program
Development Branch, Child Nutrition
Division, Food and Nutrition Service
(FNS) at (703) 305–2590.
SUPPLEMENTARY INFORMATION:
SUMMARY:
List of Subjects 7 CFR Part 245
Civil rights, Food assistance
programs, Grant programs—education,
Grant programs—health, Infants and
children, Milk, Reporting and
recordkeeping requirements, School
breakfast and lunch programs.
Accordingly, the final rule published
at 76 FR 66849 on October 28, 2011 is
corrected as follows:
PART 245—DETERMINING
ELIGIBILITY FOR FREE AND
REDUCED PRICE MEALS AND FREE
MILK IN SCHOOLS
1. The authority citation for Part 245
continues to read as follows:
■
Authority: 42 U.S.C. 1752, 1758, 1759a,
1772, 1773, and 1779.
2. In § 245.6, redesignate paragraph
(c)(3)(ii) as (c)(3)(iii) and add a new
paragraph (c)(3)(ii) to read as follows:
■
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Agencies
[Federal Register Volume 76, Number 242 (Friday, December 16, 2011)]
[Rules and Regulations]
[Pages 78093-78095]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-32301]
========================================================================
Rules and Regulations
Federal Register
________________________________________________________________________
This section of the FEDERAL REGISTER contains regulatory documents
having general applicability and legal effect, most of which are keyed
to and codified in the Code of Federal Regulations, which is published
under 50 titles pursuant to 44 U.S.C. 1510.
The Code of Federal Regulations is sold by the Superintendent of Documents.
Prices of new books are listed in the first FEDERAL REGISTER issue of each
week.
========================================================================
Federal Register / Vol. 76, No. 242 / Friday, December 16, 2011 /
Rules and Regulations
[[Page 78093]]
FEDERAL RETIREMENT THRIFT INVESTMENT BOARD
5 CFR Parts 1605 and 1653
Correction of Administrative Errors; Court Orders and Legal
Processes Affecting Thrift Savings Plan Accounts
AGENCY: Federal Retirement Thrift Investment Board
ACTION: Interim final rule with request for comments.
-----------------------------------------------------------------------
SUMMARY: The Federal Retirement Thrift Investment Board (Agency) is
issuing an interim final rule to amend its regulations governing back
pay awards and retirement benefits court orders. This rule clarifies
that the regulations governing a participant's options for electing
makeup contributions when he or she receives a back pay award or other
retroactive pay adjustment apply when the back pay award or other
retroactive pay adjustment is for a period during which the participant
was not appointed to a position that is covered by FERS, CSRS, or an
equivalent system under which TSP participation is authorized.
This rule also clarifies that an attorney is not a permissible
payee for a retirement benefits court order or legal process affecting
the Thrift Savings Plan and ensures that the date used to compute
earnings on a court-ordered distribution amount is the same as the date
used to compute the payee's entitlement.
DATES: This interim final rule is effective December 16, 2011. Comments
should be received on or before January 17, 2012.
ADDRESSES: You may submit comments using one of the following methods:
Mail: Office of General Counsel, Attn: Thomas Emswiler,
Federal Retirement Thrift Investment Board, 1250 H Street NW.,
Washington, DC 20005.
Hand Delivery/Courier: The address for sending comments by
hand delivery or courier is the same as that for submitting comments by
mail.
Facsimile: Comments may be submitted by facsimile at (202)
942-1676.
The most helpful comments explain the reason for any recommended
change and include data, information, and the authority that supports
the recommended change.
FOR FURTHER INFORMATION CONTACT: Laurissa Stokes at (202) 942-1645.
SUPPLEMENTARY INFORMATION: The Agency administers the Thrift Savings
Plan (TSP), which was established by the Federal Employees' Retirement
System Act of 1986 (FERSA), Public Law 99-335, 100 Stat. 514. The TSP
provisions of FERSA are codified, as amended, largely at 5 U.S.C. 8351
and 8401-79. The TSP is a tax-deferred retirement savings plan for
Federal civilian employees and members of the uniformed services. The
TSP is similar to cash or deferred arrangements established for
private-sector employees under section 401(k) of the Internal Revenue
Code (26 U.S.C. 401(k)).
Back Pay Awards and Other Retroactive Pay Adjustments
Section 1605.13 of the Agency's regulations (5 CFR 1605.13) governs
a participant's options for electing makeup contributions when he or
she receives a back pay award or other retroactive pay adjustment.
Paragraph (a) of section 1605.13 governs situations in which a
participant was separated from Government service and subsequently
reinstated. This interim final rule clarifies that paragraph (a) of
section 1605.13 also governs situations in which an individual was not
appointed to a position that is covered by FERS, CSRS, or an equivalent
system under which TSP participation is authorized and was subsequently
appointed to such position.
This rule also changes each occurrence of the term ``Government
employment'' in section 1605.13 to the term ``Government service.''
This revision is non-substantive. It is intended to make the
terminology in section 1605.13 consistent with the terminology in
section 1690.1 of the Agency's regulations.
Retirement Benefits Court Order Payments to Attorneys
Section 1653.5 of the Agency's regulations (5 CFR 1653.5) contains
the Agency's procedures for making retirement benefits court order
payments. Paragraph (g) of section 1653.5 provides that the TSP will
honor an order that awards multiple payees. It further provides that if
the order does not specify an order of precedence for the payments, the
TSP will pay a current or former spouse first, a dependent second, and
an attorney third.
However, in 2004 the Agency amended Part 1653 to remove language
that permitted an attorney to receive a payment pursuant to a
retirement benefits court order. See 69 FR 18294 (April 7, 2004). The
Agency determined that ``the security of a participant's immediate
family is better preserved by conforming the TSP to the private sector
practice of limiting court order payees to the participant's immediate
family members, not by making tax-deferred retirement savings available
for the payment of legal fees.'' Id. Accordingly, this interim final
rule removes the residual reference to attorneys in section 1653.5(g).
It also amends an incorrect citation in paragraph (a) of section
1653.11.
Calculating Earnings on Court-Ordered Amounts
Section 1653.4 of the Agency's regulations (5 CFR 1653.4) provides
that a payee's entitlement under a retirement benefits court order will
be credited with TSP investment earnings only if the court order
expressly provides for earnings. Paragraphs (b) and (c) of section
1653.4 provide the date on which a payee's court-ordered award amount
is calculated. If the court order awards a percentage or fraction of an
account as of a specific date, the payee's entitlement is calculated
based on the account balance as of that date. 5 CFR 1653.4(b). If the
court order awards a percentage or fraction of an account but does not
contain a specific date as of which to apply that percentage or
fraction, the payee's entitlement is calculated based on the account
balance as of the effective date of the court order. 5 CFR 1653.4(c).
Subparagraph (f)(3) of section 1653.4 describes how the TSP credits
a payee's entitlement with investment earnings
[[Page 78094]]
when a court order awards earnings. If the court order does not specify
an annual percentage rate or a per diem dollar amount to be added to
the payee's entitlement, the TSP must calculate the earnings amount to
be awarded by: (i) Determining the payee's award amount (e.g., the
percentage or fraction of the participant's account); (ii) Determining,
based on the participant's investment allocation as of the effective
date of the court order, the number and composition of shares that the
court-ordered award amount would have purchased as of the effective
date; and (iii) Multiplying the price per share as of the payment date
by that number and composition of shares. 5 CFR 1653.4(f)(3).
Determining the number and composition of shares as of the
effective date of the court order, and not a later date, protects the
payee from investment decisions made by the participant after the
effective date of the court order. However, it fails to protect the
payee from investment decisions made by the participant when the date
used to calculate the payee's entitlement under section 1653.4(b) is
earlier than the effective date of the court order. When the date used
to calculate the payee's entitlement under section 1653.4(b) is earlier
than the effective date of the court order, the current regulatory
language appears to permit the TSP record keeper to either (1) reject
the court order because it purports to require the TSP to calculate
earnings in a manner that is inconsistent with its regulations, or (2)
calculate the payee's entitlement amount using the date specified in
the court order and calculate the amount of any earnings on that
entitlement using the later effective date of the court order. The
latter approach would result in a period of time between the date
specified in the court order and the effective date of the court order
during which the payee's entitlement may be affected by investment
decisions made by the participant. This interim final rule remedies
this shortcoming by replacing the references in 5 CFR 1653.4(f)(3)(ii)
to ``the effective date of the court order'' with ``the date used to
calculate the entitlement.'' It also amends section 1653.2(b) to
provide that a retirement benefits court order is not qualifying if it
requires the TSP to calculate the payee's entitlement or earnings in a
manner that is inconsistent with section 1653.4.
This interim final rule ensures that the date used to compute
earnings on a court-ordered distribution amount will always be the same
as the date used to compute the payee's entitlement. It also makes it
clear that a court order that provides otherwise will be rejected as a
non-qualifying court order.
Interim Final Rule and Request for Comments
Under section 553(b) of the Administrative Procedure Act (APA) (5
U.S.C. 551 et seq.) a general notice of proposed rulemaking is not
required when an agency, for good cause, finds that notice and public
comment thereon are impracticable, unnecessary, or contrary to the
public interest. The Agency has determined that the revisions to
sections 1605.13, regarding back pay awards, and 1653.4, regarding
payments to attorneys, do not require prior notice and public comment
because they merely clarify currently existing rules.
The Agency receives many retirement benefits court orders that
award earnings to the payee as of a specified date which is earlier
than the effective date of the court order. Under the Agency's
regulations as they are currently written, it is unclear to the public
whether the Agency will reject those court orders because they are non-
qualifying, process them pursuant to the language of the court order,
or process them by calculating earnings as of the effective date of the
court order. Immediate guidance on this matter is necessary to ensure
that individuals who draft retirement benefits court orders can do so
without uncertainty regarding the consequences of the court order's
language.
The Agency encourages public comments on this interim final rule.
The Agency will consider post-effective public comments, will modify
the rule in light of those comments, and will then adopt a final rule.
Regulatory Flexibility Act
I certify that this regulation will not have a significant economic
impact on a substantial number of small entities. This regulation will
affect Federal employees and members of the uniformed services who
participate in the Thrift Savings Plan, which is a Federal defined
contribution retirement savings plan created under the Federal
Employees' Retirement System Act of 1986 (FERSA), Public Law 99-335,
100 Stat. 514, and which is administered by the Agency. It will also
affect individuals who receive a back pay award or other retroactive
pay adjustment in connection with a Federal agency's failure to appoint
that individual to a position that is covered by FERS, CSRS, or an
equivalent system under which TSP participation is authorized. It will
also affect spouses, former spouses, children, or dependents of TSP
participants who become entitled to a portion of the participant's
account pursuant to a qualifying retirement benefits court order.
Paperwork Reduction Act
I certify that these regulations do not require additional
reporting under the criteria of the Paperwork Reduction Act.
Unfunded Mandates Reform Act of 1995
Pursuant to the Unfunded Mandates Reform Act of 1995, 2 U.S.C. 602,
632, 653, 1501-1571, the effects of this regulation on state, local,
and tribal governments and the private sector have been assessed. This
regulation will not compel the expenditure in any one year of $100
million or more by state, local, and tribal governments, in the
aggregate, or by the private sector. Therefore, a statement under Sec.
1532 is not required.
Submission to Congress and the General Accounting Office
Pursuant to 5 U.S.C. 810(a)(1)(A), the Agency submitted a report
containing this rule and other required information to the U.S. Senate,
the U.S. House of Representatives, and the Comptroller General of the
United States before publication of this rule in the Federal Register.
This rule is not a major rule as defined at 5 U.S.C. 804(2).
List of Subjects
5 CFR Part 1605
Claims, Government employees, Pensions, Retirement.
5 CFR Part 1653
Alimony, Child support, Claims, Government employees, Pensions,
Retirement.
Gregory T. Long,
Executive Director, Federal Retirement Thrift Investment Board.
For the reasons stated in the preamble, the Agency amends 5 CFR
chapter VI as follows:
PART 1605--CORRECTION OF ADMINISTRATIVE ERRORS
0
1. Revise the authority citation for part 1605 to read as follows:
Authority: 5 U.S.C. 8351, 8432a, and 8474(b)(5) and (c)(1).
Subpart B also issued under section 1043(b) of Public Law 104-106,
110 Stat. 186 and sec. 7202(m)(2) of Public Law 101-508, 104 Stat.
1388.
0
2. Amend Sec. 1605.13 by revising paragraphs (a) introductory text,
(a)(1) and (2), (b) introductory text, and the first sentence of
paragraph (d) to read as follows:
[[Page 78095]]
Sec. 1605.13 Back pay awards and other retroactive pay adjustments.
(a) Participant not employed. The following rules apply to
participants who receive a back pay award or other retroactive pay
adjustment for a period during which the participant was separated from
Government service or was not appointed to a position that is covered
by FERS, CSRS, or an equivalent system under which TSP participation is
authorized:
(1) If the participant is reinstated or retroactively appointed to
a position that is covered by FERS, CSRS, or an equivalent system under
which TSP participation is authorized, immediately upon reinstatement
or retroactive appointment the employing agency must give the
participant the opportunity to submit a contribution election to make
current contributions. The contribution election will be effective as
soon as administratively feasible, but no later than the first day of
the first full pay period after it is received.
(2) The employing agency must give a reinstated or retroactively
appointed participant the following options for electing makeup
contributions:
(i) The reinstated or retroactively appointed participant may
submit a new contribution election for purposes of makeup contributions
if he or she would have been eligible to make such an election but for
the erroneous separation or erroneous failure to appoint; or
(ii) If a reinstated participant had a contribution election on
file when he or she separated, the contribution election the
participant had on file when he or she separated may be reinstated for
purposes of makeup contributions.
* * * * *
(b) Participant employed. The following rules apply to participants
who receive a back pay award or other retroactive pay adjustment for a
period during which the participant was employed in a position that is
covered by FERS, CSRS, or an equivalent system under which TSP
participation is authorized:
* * * * *
(d) Prior withdrawal of TSP account. If a participant has withdrawn
his or her TSP account other than by purchasing an annuity, and the
separation from Government service upon which the withdrawal was based
is reversed, resulting in reinstatement of the participant without a
break in service, the participant will have the option to restore the
amount withdrawn to his or her TSP account.* * *
* * * * *
PART 1653--COURT ORDERS AND LEGAL PROCESSES AFFECTING THRIFT
SAVINGS PLAN ACCOUNTS
0
3. The authority citation for part 1653 continues to read as follows:
Authority: 5 U.S.C. 8435, 8436(b), 8437(e), 8439(a)(3), 8467,
8474(b)(5) and 8474(c)(1).
0
4. Amend Sec. 1653.2 by adding paragraph (b)(6) to read as follows:
Sec. 1653.2 Qualifying retirement benefits court orders.
* * * * *
(b) * * *
(6) An order that requires the TSP to calculate the payee's
entitlement or earnings in a manner that is inconsistent with Sec.
1653.4 of this part.
0
5. Amend Sec. 1653.4 by revising paragraph (f)(3)(ii) to read as
follows:
Sec. 1653.4 Calculating entitlements.
* * * * *
(f) * * *
(3) * * *
(ii) Determining, based on the participant's investment allocation
as of the date used to calculate the entitlement, the number and
composition of shares that the payee's award amount would have
purchased as of the date used to calculate the entitlement.
* * * * *
0
6. Amend Sec. 1653.5 by revising paragraph (g)(2) to read as follows:
Sec. 1653.5 Payment.
* * * * *
(g) * * *
(2) If the order does not specify an order of precedence for the
payments, the TSP will pay a current or former spouse first and a
dependent second.
* * * * *
0
7. Amend 1653.11 by revising paragraph (a) to read as follows:
Sec. 1653.11 Definitions.
(a) Definitions generally applicable to the Thrift Savings Plan are
set forth at 5 CFR 1690.1.
* * * * *
[FR Doc. 2011-32301 Filed 12-15-11; 8:45 am]
BILLING CODE 6760-01-P