Pennsylvania Code
Title 22 - EDUCATION
Part XIII - Public School Employes' Retirement Board
Chapter 213 - CONTRIBUTIONS AND BENEFITS
GENERAL PROVISIONS
Section 213.1 - Mandatory and optional membership
Universal Citation: 22 PA Code ยง 213.1
Current through Register Vol. 54, No. 44, November 2, 2024
(a) Membership shall be mandatory, as of the effective date of school employment, for all school employees, except the following categories:
(1) An officer or
employee, who is a member of the State Employees' Retirement System under any
of the categories enumerated under section 8301(a)(1) of the Retirement Code
(relating to mandatory and optional membership); or an officer or employee who
is a member of an employer approved retirement program as provided under
subsection (b).
(2) A person
employed on a per diem or hourly basis for less than 80 full-day sessions or
500 hours in a fiscal year. In all cases, a school district shall report to the
Board whether a school employee annually qualifies under this section based on
the service rendered during a school year. A per diem or hourly school employee
employed for less than the minimum eligibility requirements established in this
paragraph will not be eligible for membership for that fiscal year period, but
shall, if the employee exceeds the minimums stated in this paragraph, be a
mandatory member for that fiscal year period only.
(3) Employees in Federal programs shall
conform with the following:
(i) A school
employee who has joined the System and is employed by a governmental entity in
a wholly or partly-funded Federal program, during the period December 22, 1965,
and prior to July 1, 1975, may continue membership in the program for
continuous service rendered after July 1, 1975, and until termination of
service.
(ii) From and after July
1, 1975, an employee entering school service shall be required to join the
System until termination of service, although the program in which he is
employed is financed, in whole or in part, by the Federal government.
(b) Under section 8301(a)(1) of the Retirement Code, certain school employees may elect not to join the System in favor of an optional alternate retirement program approved by the employer.
(1) Every employee who is
eligible for membership in the optional alternate retirement program shall make
the election within 30 days of the first date of active employment. Employees
not exercising the option to join the optional alternate retirement program
shall be deemed to have chosen to commence active membership in the System,
unless they have elected membership in the State Employees' Retirement
System.
(2) When an eligible
employee has elected to participate in the optional alternate retirement
program in accordance with paragraph (2) of former §
215.36, as it existed on April 15,
2005, or paragraph (4) of former § 215.36, as it existed on April 15, 2005, or
elects to participate in the optional alternate retirement program in
accordance with paragraph (1), the election is final and binding so long as the
employee remains eligible to remain in the optional alternate retirement
program. When an employee later is employed in a capacity which does not
qualify for membership in the optional alternate retirement program, the
employee shall, upon meeting the qualifications for membership in the system,
either make contributions to the fund or reinstate the former credited service
for which contributions had been withdrawn. Remittance of contributions or
reinstatement of former credited service shall be made in accordance with
sections 8303(c) and 8323(a) of the Retirement Code (relating to eligibility
points for retention and reinstatement of service credits; and member
contributions for creditable school service). Service, salary or other
compensation paid to an employee while a member of the optional alternate
retirement program will not be credited toward membership in, or retirement
benefit from, this System.
(c) Retirement Code reference: Section 8301 of the Retirement Code.
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