Bill Commons

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-LEGISLATURE OF NEBRASKA
-ONE HUNDRED NINTH LEGISLATURE
-FIRST SESSION
-LEGISLATIVE BILL 295
+AMENDMENTS TO LB295
-Introduced by Nebraska Retirement Systems Committee: Ballard, 21,
-Chairperson; Clements, 2; Hardin, 48; Juarez, 5;
-Sorrentino, 39.
-Read first time January 15, 2025
-Committee: Nebraska Retirement Systems
-A BILL FOR AN ACT relating to relating to retirement; to amend sections1
-23-2320, 42-1102, 79-902, 79-904.01, 79-915, 79-956, 79-978,2
-79-9,103, 79-9,106, 79-9,117, 79-9,118, 81-2014, 81-2016, 81-2017,3
-84-1301, 84-1307, 84-1322, 84-1502, 84-1504, and 84-1511, Reissue4
-Revised Statutes of Nebraska, and sections 23-2301, 23-2306, 24-701,5
-and 24-703.01, Revised Statutes Cumulative Supplement, 2024; to6
-redefine terms and change provisions relating to termination,7
-documents used to demonstrate United States citizenship or lawful8
-presence in the United States, repayment of gross distributions or9
-benefits, cost-of-living adjustments, deadlines for filing forms10
-relating to survivorship annuities, and employee leave for11
-preretirement planning programs under the County Employees12
-Retirement Act, the Judges Retirement Act, the School Employees13
-Retirement Act, the Class V School Employees Retirement Act, the14
-Nebraska State Patrol Retirement Act, and the State Employees15
-Retirement Act; to change a definition in the Spousal Pension Rights16
-Act; to restate legislative intent under the Nebraska State Patrol17
-Retirement Act; to change provisions relating to calling meetings of18
-the Public Employees Retirement Board and paying per diems and19
-expenses for members of the Public Employees Retirement Board; to20
-change provisions relating to demonstrating United States21
-citizenship or lawful presence in the United States for22
+Introduced by Ballard, 21.
+1. On page 37, line 5, strike "one hundred twenty", show as1
+stricken, and insert " two hundred seventy". 2
+2. On page 51, line 3, strike "creditable", show as stricken, and3
+insert " membership". 4
+AM18
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-participation in a deferred compensation plan; to harmonize1
-provisions; and to repeal the original sections.2
-Be it enacted by the people of the State of Nebraska,3
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-Section 1. Section 23-2301, Revised Statutes Cumulative Supplement,1
-2024, is amended to read: 2
-23-2301 For purposes of the County Employees Retirement Act, unless3
-the context otherwise requires: 4
-(1)(a) Actuarial equivalent means the equality in value of the5
-aggregate amounts expected to be received under different forms of an6
-annuity payment. 7
-(b) For a member hired prior to January 1, 2018, the mortality8
-assumption used for purposes of converting the member cash balance9
-account shall be the 1994 Group Annuity Mortality Table using a unisex10
-rate that is fifty percent male and fifty percent female. For purposes of11
-converting the member cash balance account attributable to contributions12
-made prior to January 1, 1984, that were transferred pursuant to the act,13
-the 1994 Group Annuity Mortality Table for males shall be used.14
-(c) For a member hired on or after January 1, 2018, or rehired on or15
-after January 1, 2018, after termination of employment and being paid a16
-retirement benefit or taking a refund of contributions, the mortality17
-assumption used for purposes of converting the member cash balance18
-account shall be a unisex mortality table that is recommended by the19
-actuary and approved by the board following an actuarial experience20
-study, a benefit adequacy study, or a plan valuation. The mortality table21
-and actuarial factors in effect on the member's retirement date will be22
-used to calculate the actuarial equivalency of any retirement benefit;23
-(2) Annuity means equal monthly payments provided by the retirement24
-system to a member or beneficiary under forms determined by the board25
-beginning the first day of the month after an annuity election is26
-received in the office of the Nebraska Public Employees Retirement27
-Systems or the first day of the month after the employee's termination of28
-employment, whichever is later. The last payment shall be at the end of29
-the calendar month in which the member dies or in accordance with the30
-payment option chosen by the member; 31
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-(3) Annuity start date means the date upon which a member's annuity1
-is first effective and shall be the first day of the month following the2
-member's termination or following the date the application is received by3
-the board, whichever is later; 4
-(4) Cash balance benefit means a member's retirement benefit that is5
-equal to an amount based on annual employee contribution credits plus6
-interest credits and, if vested, employer contribution credits plus7
-interest credits and dividend amounts credited in accordance with8
-subdivision (4)(c) of section 23-2317; 9
-(5)(a) Compensation means gross wages or salaries payable to the10
-member for personal services performed during the plan year. Compensation11
-does not include insurance premiums converted into cash payments,12
-reimbursement for expenses incurred, fringe benefits, per diems, or13
-bonuses for services not actually rendered, including, but not limited14
-to, early retirement inducements, cash awards, and severance pay, except15
-for retroactive salary payments paid pursuant to court order,16
-arbitration, or litigation and grievance settlements. Compensation17
-includes overtime pay, member retirement contributions, and amounts18
-contributed by the member to plans under sections 125, 403(b), and 457 of19
-the Internal Revenue Code or any other section of the code which defers20
-or excludes such amounts from income. 21
-(b) Compensation in excess of the limitations set forth in section22
-401(a)(17) of the Internal Revenue Code shall be disregarded. For an23
-employee who was a member of the retirement system before the first plan24
-year beginning after December 31, 1995, the limitation on compensation25
-shall not be less than the amount which was allowed to be taken into26
-account under the retirement system as in effect on July 1, 1993;27
-(6) Date of adoption of the retirement system by each county means28
-the first day of the month next following the date of approval of the29
-retirement system by the county board or January 1, 1987, whichever is30
-earlier; 31
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-(7) Date of disability means the date on which a member is1
-determined by the board to be disabled; 2
-(8) Defined contribution benefit means a member's retirement benefit3
-from a money purchase plan in which member benefits equal annual4
-contributions and earnings pursuant to section 23-2309 and, if vested,5
-employer contributions and earnings pursuant to section 23-2310;6
-(9) Disability means an inability to engage in any substantially7
-gainful activity by reason of any medically determinable physical or8
-mental impairment which was initially diagnosed or became disabling while9
-the member was an active participant in the plan and which can be10
-expected to result in death or be of a long-continued and indefinite11
-duration; 12
-(10) Employee means all persons or officers who are employed by a13
-county of the State of Nebraska on a permanent basis, persons or officers14
-employed by or serving in a municipal county formed by at least one15
-county participating in the retirement system, persons employed as16
-provided in section 2-1608, all elected officers of a county, and such17
-other persons or officers as are classified from time to time as18
-permanent employees by the county board of the county by which they are19
-employed, except that employee does not include judges, employees or20
-officers of any county having a population in excess of two hundred fifty21
-thousand inhabitants as determined by the most recent federal decennial22
-census, or, except as provided in section 23-2306, persons making23
-contributions to the School Employees Retirement System of the State of24
-Nebraska; 25
-(11) Employee contribution credit means an amount equal to the26
-member contribution amount required by section 23-2307;27
-(12) Employer contribution credit means an amount equal to the28
-employer contribution amount required by section 23-2308;29
-(13) Final account value means the value of a member's account on30
-the date the account is either distributed to the member or used to31
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-purchase an annuity from the plan, which date shall occur as soon as1
-administratively practicable after receipt of a valid application for2
-benefits, but no sooner than forty-five days after the member's3
-termination; 4
-(14) Five-year break in service means a period of five consecutive5
-one-year breaks in service; 6
-(15) Full-time employee means an employee who is employed to work7
-one-half or more of the regularly scheduled hours during each pay period;8
-(16) Future service means service following the date of adoption of9
-the retirement system; 10
-(17) Guaranteed investment contract means an investment contract or11
-account offering a return of principal invested plus interest at a12
-specified rate. For investments made after July 19, 1996, guaranteed13
-investment contract does not include direct obligations of the United14
-States or its instrumentalities, bonds, participation certificates or15
-other obligations of the Federal National Mortgage Association, the16
-Federal Home Loan Mortgage Corporation, or the Government National17
-Mortgage Association, or collateralized mortgage obligations and other18
-derivative securities. This subdivision shall not be construed to require19
-the liquidation of investment contracts or accounts entered into prior to20
-July 19, 1996; 21
-(18) Hire date or date of hire means the first day of compensated22
-service subject to retirement contributions; 23
-(19) Interest credit rate means the greater of (a) five percent or24
-(b) the applicable federal mid-term rate, as published by the Internal25
-Revenue Service as of the first day of the calendar quarter for which26
-interest credits are credited, plus one and one-half percent, such rate27
-to be compounded annually; 28
-(20) Interest credits means the amounts credited to the employee29
-cash balance account and the employer cash balance account at the end of30
-each day. Such interest credit for each account shall be determined by31
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-applying the daily portion of the interest credit rate to the account1
-balance at the end of the previous day. Such interest credits shall2
-continue to be credited to the employee cash balance account and the3
-employer cash balance account after a member ceases to be an employee,4
-except that no such credit shall be made with respect to the employee5
-cash balance account and the employer cash balance account for any day6
-beginning on or after the member's date of final account value. If7
-benefits payable to the member's surviving spouse or beneficiary are8
-delayed after the member's death, interest credits shall continue to be9
-credited to the employee cash balance account and the employer cash10
-balance account until such surviving spouse or beneficiary commences11
-receipt of a distribution from the plan; 12
-(21) Member cash balance account means an account equal to the sum13
-of the employee cash balance account and, if vested, the employer cash14
-balance account and dividend amounts credited in accordance with15
-subdivision (4)(c) of section 23-2317; 16
-(22) One-year break in service means a plan year during which the17
-member has not completed more than five hundred hours of service;18
-(23) Participation means qualifying for and making the required19
-deposits to the retirement system during the course of a plan year;20
-(24) Part-time employee means an employee who is employed to work21
-less than one-half of the regularly scheduled hours during each pay22
-period; 23
-(25) Plan year means the twelve-month period beginning on January 124
-and ending on December 31; 25
-(26) Prior service means service prior to the date of adoption of26
-the retirement system; 27
-(27) Regular interest means the rate of interest earned each28
-calendar year as determined by the retirement board in conformity with29
-actual and expected earnings on the investments through December 31,30
-1985; 31
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-(28) Required beginning date means, for purposes of the deferral of1
-distributions and the commencement of mandatory distributions pursuant to2
-section 401(a)(9) of the Internal Revenue Code and the regulations issued3
-thereunder, April 1 of the year following the calendar year in which a4
-member: 5
-(a)(i) Terminated employment with all employers participating in the6
-plan; and 7
-(ii)(A) Attained at least seventy and one-half years of age for a8
-member who attained seventy and one-half years of age on or before9
-December 31, 2019; 10
-(B) Attained at least seventy-two years of age for a member who11
-attained seventy and one-half years of age on or after January 1, 2020,12
-and prior to January 1, 2023; 13
-(C) Attained at least seventy-three years of age for a member who14
-attained seventy-two years of age after December 31, 2022, and seventy-15
-three years of age prior to January 1, 2033; or 16
-(D) Attained at least seventy-five years of age for a member who17
-attained seventy-four years of age after December 31, 2032; or18
-(b)(i) Terminated employment with all employers participating in the19
-plan; and 20
-(ii) Otherwise reached the date specified by section 401(a)(9) of21
-the Internal Revenue Code and the regulations issued thereunder;22
-(29) Required contribution means the deduction to be made from the23
-compensation of employees as provided in the act; 24
-(30) Retirement means qualifying for and accepting the retirement25
-benefit granted under the act after terminating employment;26
-(31) Retirement application means the form approved and provided by27
-the retirement system for acceptance of a member's request for either28
-regular or disability retirement; 29
-(32) Retirement board or board means the Public Employees Retirement30
-Board; 31
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-(33) Retirement date means (a) the first day of the month following1
-the date upon which a member's request for retirement is received on a2
-retirement application if the member is eligible for retirement and has3
-terminated employment or (b) the first day of the month following4
-termination of employment if the member is eligible for retirement and5
-has filed an application but has not yet terminated employment;6
-(34) Retirement system means the Retirement System for Nebraska7
-Counties; 8
-(35) Service means the actual total length of employment as an9
-employee and is not deemed to be interrupted by (a) temporary or seasonal10
-suspension of service that does not terminate the employee's employment,11
-(b) leave of absence authorized by the employer for a period not12
-exceeding twelve months, (c) leave of absence because of disability, or13
-(d) military service, when properly authorized by the retirement board.14
-Service does not include any period of disability for which disability15
-retirement benefits are received under section 23-2315;16
-(36) Surviving spouse means (a) the spouse married to the member on17
-the date of the member's death or (b) the spouse or former spouse of the18
-member if survivorship rights are provided under a qualified domestic19
-relations order filed with the board pursuant to the Spousal Pension20
-Rights Act. The spouse or former spouse shall supersede the spouse21
-married to the member on the date of the member's death as provided under22
-a qualified domestic relations order. If the benefits payable to the23
-spouse or former spouse under a qualified domestic relations order are24
-less than the value of benefits entitled to the surviving spouse, the25
-spouse married to the member on the date of the member's death shall be26
-the surviving spouse for the balance of the benefits;27
-(37)(a) (37) Termination of employment occurs on the date on which a28
-county which is a member of the retirement system determines that its29
-employer-employee relationship with an employee is dissolved. The county30
-shall notify the board of the date on which such a termination has31
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-occurred. 1
-(b) Termination of employment does not occur if an employee whose2
-employer-employee relationship with a county is dissolved enters into an3
-employer-employee relationship with the same or another county which4
-participates in the Retirement System for Nebraska Counties and there are5
-less than one hundred twenty days between the date when the employee's6
-employer-employee relationship ceased with the county and the date when7
-the employer-employee relationship commenced with the same or another8
-county which qualifies the employee for participation in the plan.9
-(c) It is the responsibility of the employer that is involved in the10
-termination of employment to notify the board of such change in11
-employment and provide the board with such information as the board deems12
-necessary. 13
-(d) If the board determines that termination of employment has not14
-occurred and a retirement benefit has been paid to a member of the15
-retirement system pursuant to section 23-2319, the board shall require16
-the member who has received such benefit to repay the benefit to the17
-retirement system unless the board determines that all or any portion of18
-such benefit was the result of an inadvertent overpayment; and19
-(38) Vesting credit means credit for years, or a fraction of a year,20
-of participation in another Nebraska governmental plan for purposes of21
-determining vesting of the employer account. 22
-Sec. 2. Section 23-2306, Revised Statutes Cumulative Supplement,23
-2024, is amended to read: 24
-23-2306 (1) The membership of the retirement system shall be25
-composed of all persons who are or were employed by member counties and26
-who maintain an account balance with the retirement system.27
-(2) The following employees of member counties are authorized to28
-participate in the retirement system: (a) All permanent full-time29
-employees who have attained the age of eighteen years shall begin30
-participation in the retirement system upon employment and full-time31
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-elected officials shall begin participation in the retirement system upon1
-taking office, (b) all permanent part-time employees who have attained2
-the age of eighteen years may exercise the option to begin participation3
-in the retirement system within the first thirty days of employment, and4
-(c) all part-time elected officials may exercise the option to begin5
-participation in the retirement system within thirty days after taking6
-office. An employee who exercises the option to begin participation in7
-the retirement system shall remain in the system until termination or8
-retirement, regardless of any change of status as a permanent or9
-temporary employee. 10
-(3) No employee of a member county shall be authorized to11
-participate in the retirement system provided for in the County Employees12
-Retirement Act unless the employee is a United States citizen or is13
-lawfully present in the United States. The employing member county and14
-the employee shall maintain at least one of the following documents ,15
-which shall be unexpired , if applicable to the particular document or16
-which has an expiration date that has been extended by the United States17
-Department of Homeland Security or the United States Citizenship and18
-Immigration Services so that such document is still valid , to demonstrate19
-United States citizenship or lawful presence in the United States as of20
-the employee's date of hire and produce any such document so maintained21
-upon request of the retirement board or the Nebraska Public Employees22
-Retirement Systems: 23
-(a) A state-issued driver's license; 24
-(b) A state-issued identification card; 25
-(c) A state-issued motor vehicle learner's permit;26
-(d) (c) A certified copy of a birth certificate or delayed birth27
-certificate issued in any state, territory, or possession of the United28
-States; 29
-(e) (d) A Consular Report of Birth Abroad issued by the United30
-States Department of State; 31
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-(f) (e) A United States passport; 1
-(g) (f) A foreign passport with a United States visa;2
-(h) (g) A United States Certificate of Naturalization;3
-(i) (h) A United States Certificate of Citizenship;4
-(j) (i) A tribal certificate of Native American blood or similar5
-document; 6
-(k) (j) A United States Citizenship and Immigration Services7
-Employment Authorization Document, Form I-766; 8
-(l) (k) A United States Citizenship and Immigration Services9
-Permanent Resident Card, Form I-551; or 10
-(m) (l) Any other document issued by the United States Department of11
-Homeland Security or the United States Citizenship and Immigration12
-Services granting employment authorization in the United States and13
-approved by the retirement board. 14
-(4)(a) The board may determine that a governmental entity currently15
-participating in the retirement system no longer qualifies, in whole or16
-in part, under section 414(d) of the Internal Revenue Code as a17
-participating employer in a governmental plan. 18
-(b)(i) To aid governmental entities in their business decisionmaking19
-process, any governmental entity currently participating in the20
-retirement system contemplating a business transaction that may result in21
-such entity no longer qualifying, in whole or in part, under section22
-414(d) of the Internal Revenue Code may notify the board in writing as23
-soon as reasonably practicable, but no later than one hundred eighty days24
-before the transaction is to occur. 25
-(ii) The board when timely notified shall, as soon as is reasonably26
-practicable, obtain from its contracted actuary the cost of any actuarial27
-study necessary to determine the potential funding obligation. The board28
-shall notify the entity of such cost. 29
-(iii) If such entity pays the board's contracted actuary pursuant to30
-subdivision (4)(c)(vi) of this section for any actuarial study necessary31
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-to determine the potential funding obligation, the board shall, as soon1
-as reasonably practicable following its receipt of the actuarial study,2
-(A) determine whether the entity's contemplated business transaction will3
-cause the entity to no longer qualify under section 414(d) of the4
-Internal Revenue Code, (B) determine whether the contemplated business5
-transaction constitutes a plan termination by the entity, (C) determine6
-the potential funding obligation, (D) determine the administrative costs7
-that will be incurred by the board or the Nebraska Public Employees8
-Retirement Systems in connection with the entity's removal from the9
-retirement system, and (E) notify the entity of such determinations.10
-(iv) Failure to timely notify the board pursuant to subdivision (4)11
-(b)(i) of this section may result in the entity being treated as though12
-the board made a decision pursuant to subdivision (4)(a) of this section.13
-(c) If the board makes a determination pursuant to subdivision (4)14
-(a) of this section, or if the entity engages in the contemplated15
-business transaction reviewed under subdivision (4)(b) of this section16
-that results in the entity no longer qualifying under section 414(d) of17
-the Internal Revenue Code: 18
-(i) The board shall notify the entity that it no longer qualifies19
-under section 414(d) of the Internal Revenue Code within ten business20
-days after the determination; 21
-(ii) The affected plan members shall be immediately considered fully22
-vested; 23
-(iii) The affected plan members shall become inactive within ninety24
-days after the board's determination; 25
-(iv) The entity shall pay to the County Employees Retirement Fund an26
-amount equal to any funding obligation; 27
-(v) The entity shall pay to the County Employees Cash Balance28
-Retirement Expense Fund an amount equal to any administrative costs29
-incurred by the board or the Nebraska Public Employees Retirement Systems30
-in connection with the entity's removal from the retirement system; and31
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-(vi) The entity shall pay directly to the board's contracted actuary1
-an amount equal to the cost of any actuarial study necessary to aid the2
-board in determining the amount of such funding obligation, if not3
-previously paid. 4
-(d) For purposes of this subsection: 5
-(i) Business transaction means a merger; consolidation; sale of6
-assets, equipment, or facilities; termination of a division, department,7
-section, or subgroup of the entity; or any other business transaction8
-that results in termination of some or all of the entity's workforce; and9
-(ii) Funding obligation means the financial liability of the10
-retirement system to provide benefits for the affected plan members11
-incurred by the retirement system due to the entity's business12
-transaction calculated using the methodology and assumptions recommended13
-by the board's contracted actuary and approved by the board. The14
-methodology and assumptions used must be structured in a way that ensures15
-the entity is financially liable for all the costs of the entity's16
-business transaction, and the retirement system is not financially liable17
-for any of the cost of the entity's business transaction.18
-(e) The board may adopt and promulgate rules and regulations to19
-carry out this subsection including, but not limited to, the methods of20
-notifying the board of pending business transactions, the acceptable21
-methods of payment, and the timing of such payment.22
-(5) Within the first one hundred eighty days of employment, a full-23
-time employee may apply to the board for vesting credit for years of24
-participation in another Nebraska governmental plan, as defined by25
-section 414(d) of the Internal Revenue Code. During the years of26
-participation in the other Nebraska governmental plan, the employee must27
-have been a full-time employee, as defined in the Nebraska governmental28
-plan in which the credit was earned. The board may adopt and promulgate29
-rules and regulations governing the assessment and granting of vesting30
-credit. 31
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-(6) Any employee who qualifies for membership in the retirement1
-system pursuant to this section may not be disqualified from membership2
-in the retirement system solely because such employee also maintains3
-separate employment which qualifies the employee for membership in4
-another public retirement system, nor may membership in this retirement5
-system disqualify such an employee from membership in another public6
-retirement system solely by reason of separate employment which qualifies7
-such employee for membership in this retirement system.8
-(7) A full-time or part-time employee of a city, village, or9
-township who becomes a county employee pursuant to a merger of services10
-shall receive vesting credit for his or her years of participation in a11
-Nebraska governmental plan, as defined by section 414(d) of the Internal12
-Revenue Code, of the city, village, or township. 13
-(8) A full-time or part-time employee of a city, village, fire14
-protection district, or township who becomes a municipal county employee15
-shall receive credit for his or her years of employment with the city,16
-village, fire protection district, or township for purposes of the17
-vesting provisions of this section. 18
-(9) A full-time or part-time employee of the state who becomes a19
-county employee pursuant to transfer of assessment function to a county20
-shall not be deemed to have experienced a termination of employment and21
-shall receive vesting credit for his or her years of participation in the22
-State Employees Retirement System of the State of Nebraska.23
-(10) Counties shall ensure that employees authorized to participate24
-in the retirement system pursuant to this section shall enroll and make25
-required contributions to the retirement system immediately upon becoming26
-an employee. Information necessary to determine membership in the27
-retirement system shall be provided by the employer.28
-Sec. 3. Section 23-2320, Reissue Revised Statutes of Nebraska, is29
-amended to read: 30
-23-2320 (1) Prior to January 1, 2020, except as otherwise provided31
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-in this section, a member of the retirement system who has a five-year1
-break in service shall upon reemployment be considered a new employee2
-with respect to the County Employees Retirement Act and shall not receive3
-credit for service prior to his or her reemployment date.4
-(2)(a) A member who ceases to be an employee before becoming5
-eligible for retirement under section 23-2315 and again becomes a6
-permanent full-time or permanent part-time county employee prior to7
-having a five-year break in service shall immediately be reenrolled in8
-the retirement system and resume making contributions. For purposes of9
-vesting employer contributions made prior to and after the reentry into10
-the retirement system under subsection (3) of section 23-2319, years of11
-participation include years of participation prior to such employee's12
-original termination. For a member who is not vested and has received a13
-termination benefit pursuant to section 23-2319, the years of14
-participation prior to such employee's original termination shall be15
-limited in a ratio equal to the amount that the member repays divided by16
-the termination benefit withdrawn pursuant to section 23-2319.17
-(b) The reemployed member may repay the value of, or a portion of18
-the value of, the termination benefit withdrawn pursuant to section19
-23-2319. A reemployed member who elects to repay all or a portion of the20
-value of the termination benefit withdrawn pursuant to section 23-231921
-shall repay the actual earnings on such value. Repayment of the22
-termination benefit shall commence within three years of reemployment and23
-shall be completed within five years of reemployment or prior to24
-termination of employment, whichever occurs first, through (i) direct25
-payments to the retirement system, (ii) installment payments made26
-pursuant to a binding irrevocable payroll deduction authorization made by27
-the member, (iii) an eligible rollover distribution as provided under the28
-Internal Revenue Code, or (iv) a direct rollover distribution made in29
-accordance with section 401(a)(31) of the Internal Revenue Code.30
-(c) The value of the member's forfeited employer account or employer31
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-cash balance account, as of the date of forfeiture, shall be restored in1
-a ratio equal to the amount of the benefit that the member has repaid2
-divided by the termination benefit received. The employer account or3
-employer cash balance account shall be restored first out of the current4
-forfeiture amounts and then by additional employer contributions.5
-(3) For a member who retired pursuant to section 23-2315 and becomes6
-a permanent full-time employee or permanent part-time employee with a7
-county under the County Employees Retirement Act more than one hundred8
-twenty days after his or her retirement date, the member shall continue9
-receiving retirement benefits. Such a retired member or a retired member10
-who received a lump-sum distribution of his or her benefit shall be11
-considered a new employee as of the date of reemployment and shall not12
-receive credit for any service prior to the member's retirement for13
-purposes of the act. 14
-(4) A member who is reinstated as an employee pursuant to a15
-grievance or appeal of his or her termination by the county shall be a16
-member upon reemployment and shall not be considered to have a break in17
-service for such period of time that the grievance or appeal was pending.18
-(5) Beginning January 1, 2020, if a contributing member of the19
-retirement system ceases to be an employee and returns to service in any20
-capacity with any county under the County Employees Retirement Act prior21
-to having a one-hundred-twenty-day break in service, the member:22
-(a) Shall not be deemed to have had a bona fide separation of23
-service; 24
-(b) Shall be immediately reenrolled in: 25
-(i) The defined contribution benefit if the member was contributing26
-to the defined contribution benefit prior to ceasing employment; or27
-(ii) The cash balance benefit in which the member was participating28
-prior to ceasing employment if the member was contributing to the cash29
-balance benefit prior to ceasing employment; 30
-(c) Shall immediately resume making contributions;31
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-(d) Shall make up any missed contributions based upon services1
-rendered and compensation received; 2
-(e) Shall have all distributions from the retirement system3
-canceled; and 4
-(f) Shall repay the gross distributions from the retirement system5
-unless the board determines that all or any portion of such gross6
-distributions were the result of an inadvertent overpayment.7
-(6)(a) Beginning January 1, 2020, if a contributing member of the8
-retirement system ceases to be an employee and returns to permanent full-9
-time or permanent part-time service in any capacity with any county under10
-the County Employees Retirement Act after having a one-hundred-twenty-day11
-break in service, the member: 12
-(i) Shall be immediately reenrolled in: 13
-(A) The defined contribution benefit if the member was contributing14
-to the defined contribution benefit prior to ceasing employment; or15
-(B) The cash balance benefit in which the member was participating16
-prior to ceasing employment if the member was contributing to the cash17
-balance benefit prior to ceasing employment; 18
-(ii) Shall immediately resume making contributions;19
-(iii) Shall continue receiving any annuity elected after the member20
-ceased employment and before the member was reemployed; and21
-(iv) Shall be prohibited from taking any distributions from the22
-retirement system until the employee again terminates employment with any23
-and all counties under the County Employees Retirement Act.24
-(b) For the purposes of vesting employer contributions made prior to25
-and after reentry into the retirement system, the member's years of26
-participation prior to the date the member originally ceased employment27
-and the years of participation after the member is reenrolled in the28
-retirement system shall be included as years of participation, except29
-that if the member is not vested on the date the member originally ceased30
-employment and has taken a distribution, the years of participation prior31
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-to the date the member originally ceased employment shall be limited in a1
-ratio equal to the value of the distribution that the member repays2
-divided by the total value of the distribution taken as described in3
-subdivision (6)(c) of this section. 4
-(c) A reemployed member may repay all or a portion of the value of a5
-distribution except for an annuity elected after the member ceased6
-employment and before the member was reemployed. Repayment of such a7
-distribution shall commence within three years after reemployment and8
-shall be completed within five years after reemployment or prior to the9
-member again ceasing employment, whichever occurs first, through (i)10
-direct payments to the retirement system, (ii) installment payments made11
-pursuant to a binding irrevocable payroll deduction authorization made by12
-the member, (iii) an eligible rollover distribution as provided under the13
-Internal Revenue Code, or (iv) a direct rollover distribution made in14
-accordance with section 401(a)(31) of the Internal Revenue Code. If the15
-member fails to repay all of the value of such a distribution prior to16
-the member again ceasing employment, the member shall be forever barred17
-from repaying the value of such a distribution taken between the periods18
-of employment. The value of the member's forfeited employer account or19
-employer cash balance account, as of the date of forfeiture, shall be20
-restored in a ratio equal to the amount of the distribution repaid by the21
-member divided by the amount of the distribution taken. The employer22
-account or employer cash balance account shall be restored first out of23
-the current forfeiture amounts and then by additional employer24
-contributions. 25
-Sec. 4. Section 24-701, Revised Statutes Cumulative Supplement,26
-2024, is amended to read: 27
-24-701 For purposes of the Judges Retirement Act, unless the context28
-otherwise requires: 29
-(1)(a) Actuarial equivalence means the equality in value of the30
-aggregate amounts expected to be received under different forms of31
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-payment. 1
-(b) For a judge hired prior to July 1, 2017, the determinations are2
-to be based on the 1994 Group Annuity Mortality Table reflecting sex-3
-distinct factors blended using seventy-five percent of the male table and4
-twenty-five percent of the female table. An interest rate of eight5
-percent per annum shall be reflected in making these determinations.6
-(c) For a judge hired on or after July 1, 2017, or rehired on or7
-after July 1, 2017, after termination of employment and being paid a8
-retirement benefit, the determinations shall be based on a unisex9
-mortality table and an interest rate specified by the board. Both the10
-mortality table and the interest rate shall be recommended by the actuary11
-and approved by the board following an actuarial experience study, a12
-benefit adequacy study, or a plan valuation. The mortality table,13
-interest rate, and actuarial factors in effect on the judge's retirement14
-date will be used to calculate actuarial equivalency of any retirement15
-benefit. Such interest rate may be, but is not required to be, equal to16
-the assumed rate of return; 17
-(2) Beneficiary means a person so designated by a judge in the last18
-designation of beneficiary on file with the board or, if no designated19
-person survives or if no designation is on file, the estate of such20
-judge; 21
-(3) Board means the Public Employees Retirement Board;22
-(4)(a) Compensation means the statutory salary of a judge or the23
-salary being received by such judge pursuant to law. Compensation does24
-not include compensation for unused sick leave or unused vacation leave25
-converted to cash payments, insurance premiums converted into cash26
-payments, reimbursement for expenses incurred, fringe benefits, per27
-diems, or bonuses for services not actually rendered, including, but not28
-limited to, early retirement inducements, cash awards, and severance pay,29
-except for retroactive salary payments paid pursuant to court order,30
-arbitration, or litigation and grievance settlements. Compensation31
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-includes overtime pay, member retirement contributions, and amounts1
-contributed by the member to plans under sections 125 and 457 of the2
-Internal Revenue Code as defined in section 49-801.01 or any other3
-section of the code which defers or excludes such amounts from income.4
-(b) Compensation in excess of the limitations set forth in section5
-401(a)(17) of the Internal Revenue Code as defined in section 49-801.016
-shall be disregarded. For an employee who was a member of the retirement7
-system before the first plan year beginning after December 31, 1995, the8
-limitation on compensation shall not be less than the amount which was9
-allowed to be taken into account under the retirement system as in effect10
-on July 1, 1993; 11
-(5) Creditable service means the total number of years served as a12
-judge, including prior service, military service, and current service,13
-computed to the nearest one-twelfth year. For current service prior to14
-the time that the member has contributed the required percentage of15
-salary until the maximum benefit as limited by section 24-710 has been16
-earned, creditable service does not include current service for which17
-member contributions are not made or are withdrawn and not repaid;18
-(6) Current benefit means the initial benefit increased by all19
-adjustments made pursuant to the Judges Retirement Act;20
-(7)(a) Current service means the period of service (i) any judge of21
-the Supreme Court or judge of the district court serves in such capacity22
-from and after January 3, 1957, (ii)(A) any judge of the Nebraska23
-Workmen's Compensation Court served in such capacity from and after24
-September 20, 1957, and prior to July 17, 1986, and (B) any judge of the25
-Nebraska Workers' Compensation Court serves in such capacity on and after26
-July 17, 1986, (iii) any county judge serves in such capacity from and27
-after January 5, 1961, (iv) any judge of a separate juvenile court serves28
-in such capacity, (v) any judge of the municipal court served in such29
-capacity subsequent to October 23, 1967, and prior to July 1, 1985, (vi)30
-any judge of the county court or associate county judge serves in such31
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-capacity subsequent to January 4, 1973, (vii) any clerk magistrate, who1
-was an associate county judge and a member of the fund at the time of2
-appointment as a clerk magistrate, serves in such capacity from and after3
-July 1, 1986, and (viii) any judge of the Court of Appeals serves in such4
-capacity on or after September 6, 1991. 5
-(b) Current service shall not be deemed to be interrupted by (i)6
-temporary or seasonal suspension of service that does not terminate the7
-employee's employment, (ii) leave of absence authorized by the employer8
-for a period not exceeding twelve months, (iii) leave of absence because9
-of disability, or (iv) military service, when properly authorized by the10
-board. Current service does not include any period of disability for11
-which disability retirement benefits are received under section 24-709;12
-(8) Final average compensation for a judge who becomes a member13
-prior to July 1, 2015, means the average monthly compensation for the14
-three twelve-month periods of service as a judge in which compensation15
-was the greatest or, in the event of a judge serving less than three16
-twelve-month periods, the average monthly compensation for such judge's17
-period of service. Final average compensation for a judge who becomes a18
-member on and after July 1, 2015, means the average monthly compensation19
-for the five twelve-month periods of service as a judge in which20
-compensation was the greatest or, in the event of a judge serving less21
-than five twelve-month periods, the average monthly compensation for such22
-judge's period of service; 23
-(9) Fund means the Nebraska Retirement Fund for Judges;24
-(10) Future member means a judge who first served as a judge on or25
-after December 25, 1969, or means a judge who first served as a judge26
-prior to December 25, 1969, who elects to become a future member on or27
-before June 30, 1970, as provided in section 24-710.01;28
-(11) Hire date or date of hire means the first day of compensated29
-service subject to retirement contributions; 30
-(12) Initial benefit means the retirement benefit calculated at the31
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-time of retirement; 1
-(13) Judge means and includes (a) all duly elected or appointed2
-Chief Justices or judges of the Supreme Court and judges of the district3
-courts of Nebraska who serve in such capacity on and after January 3,4
-1957, (b)(i) all duly appointed judges of the Nebraska Workmen's5
-Compensation Court who served in such capacity on and after September 20,6
-1957, and prior to July 17, 1986, and (ii) judges of the Nebraska7
-Workers' Compensation Court who serve in such capacity on and after July8
-17, 1986, (c) judges of separate juvenile courts, (d) judges of the9
-county courts of the respective counties who serve in such capacity on10
-and after January 5, 1961, (e) judges of the county court and clerk11
-magistrates who were associate county judges and members of the fund at12
-the time of their appointment as clerk magistrates, (f) judges of13
-municipal courts established by Chapter 26, article 1, who served in such14
-capacity on and after October 23, 1967, and prior to July 1, 1985, and15
-(g) judges of the Court of Appeals; 16
-(14) Member means a judge eligible to participate in the retirement17
-system established under the Judges Retirement Act;18
-(15) Normal form annuity means a series of equal monthly payments19
-payable at the end of each calendar month during the life of a retired20
-judge as provided in sections 24-707 and 24-710, except as provided in21
-section 42-1107. The first payment shall include all amounts accrued22
-since the effective date of the award of the annuity. The last payment23
-shall be at the end of the calendar month in which such judge dies. If at24
-the time of death the amount of annuity payments such judge has received25
-is less than contributions to the fund made by such judge, plus regular26
-interest, the difference shall be paid to the beneficiary or estate;27
-(16) Normal retirement date means the first day of the month28
-following attainment of age sixty-five; 29
-(17) Original member means a judge who first served as a judge prior30
-to December 25, 1969, who does not elect to become a future member31
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-pursuant to section 24-710.01, and who was retired on or before December1
-31, 1992; 2
-(18) Plan year means the twelve-month period beginning on July 1 and3
-ending on June 30 of the following year; 4
-(19) Prior service means all the periods of time any person has5
-served as a (a) judge of the Supreme Court or judge of the district court6
-prior to January 3, 1957, (b) judge of the county court prior to January7
-5, 1961, (c) judge of the Nebraska Workmen's Compensation Court prior to8
-September 20, 1957, (d) judge of the separate juvenile court, or (e)9
-judge of the municipal court prior to October 23, 1967;10
-(20) Regular interest means interest fixed at a rate equal to the11
-daily treasury yield curve for one-year treasury securities, as published12
-by the Secretary of the Treasury of the United States, that applies on13
-July 1 of each year, which may be credited monthly, quarterly,14
-semiannually, or annually as the board may direct;15
-(21) Required beginning date means, for purposes of the deferral of16
-distributions and the commencement of mandatory distributions pursuant to17
-section 401(a)(9) of the Internal Revenue Code and the regulations issued18
-thereunder, April 1 of the year following the calendar year in which a19
-member: 20
-(a)(i) Terminated employment with the State of Nebraska; and21
-(ii)(A) Attained at least seventy and one-half years of age for a22
-member who attained seventy and one-half years of age on or before23
-December 31, 2019; 24
-(B) Attained at least seventy-two years of age for a member who25
-attained seventy and one-half years of age on or after January 1, 2020,26
-and prior to January 1, 2023; 27
-(C) Attained at least seventy-three years of age for a member who28
-attained seventy-two years of age after December 31, 2022, and seventy-29
-three years of age prior to January 1, 2033; or 30
-(D) Attained at least seventy-five years of age for a member who31
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-attained seventy-four years of age after December 31, 2032; or1
-(b)(i) Terminated employment with the State of Nebraska; and2
-(ii) Otherwise reached the date specified by section 401(a)(9) of3
-the Internal Revenue Code and the regulations issued thereunder;4
-(22) Retirement application means the form approved and provided by5
-the retirement system for acceptance of a member's request for either6
-regular or disability retirement; 7
-(23) Retirement date means (a) the first day of the month following8
-the date upon which a member's request for retirement is received on a9
-retirement application if the member is eligible for retirement and has10
-terminated employment or (b) the first day of the month following11
-termination of employment if the member is eligible for retirement and12
-has filed an application but has not yet terminated employment;13
-(24) Retirement system or system means the Nebraska Judges14
-Retirement System as provided in the Judges Retirement Act;15
-(25) Surviving spouse means (a) the spouse married to the member on16
-the date of the member's death or (b) the spouse or former spouse of the17
-member if survivorship rights are provided under a qualified domestic18
-relations order filed with the board pursuant to the Spousal Pension19
-Rights Act. The spouse or former spouse shall supersede the spouse20
-married to the member on the date of the member's death as provided under21
-a qualified domestic relations order. If the benefits payable to the22
-spouse or former spouse under the qualified domestic relations order are23
-less than the value of benefits entitled to the surviving spouse, the24
-spouse married to the member on the date of the member's death shall be25
-the surviving spouse for the balance of the benefits; and26
-(26)(a) (26) Termination of employment occurs on the date on which27
-the State Court Administrator's office determines that the judge's28
-employer-employee relationship with the State of Nebraska is dissolved.29
-The State Court Administrator's office shall notify the board of the date30
-on which such a termination has occurred. 31
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-(b) Termination of employment does not include ceasing employment as1
-a judge if the judge returns to regular employment as a judge or is2
-employed on a regular basis by another agency of the State of Nebraska3
-and there are less than one hundred twenty days between the date when the4
-judge's employer-employee relationship ceased and the date when the5
-employer-employee relationship recommences. 6
-(c) It is the responsibility of the employer that is involved in the7
-termination of employment to notify the board of such change in8
-employment and provide the board with such information as the board deems9
-necessary. 10
-(d) If the board determines that termination of employment has not11
-occurred and a retirement benefit has been paid to a member of the12
-retirement system pursuant to section 24-710, the board shall require the13
-member who has received such benefit to repay the benefit to the14
-retirement system unless the board determines that all or any portion of15
-such benefit was the result of an inadvertent overpayment.16
-Sec. 5. Section 24-703.01, Revised Statutes Cumulative Supplement,17
-2024, is amended to read: 18
-24-703.01 No judge shall be authorized to participate in the19
-retirement system provided for in the Judges Retirement Act unless the20
-judge is a United States citizen or is lawfully present in the United21
-States. The court and the judge shall maintain at least one of the22
-following documents , which shall be unexpired , if applicable to the23
-particular document or which has an expiration date that has been24
-extended by the United States Department of Homeland Security or the25
-United States Citizenship and Immigration Services so that such document26
-is still valid, to demonstrate United States citizenship or lawful27
-presence in the United States as of the judge's date of hire and produce28
-any such document so maintained upon request of the board or the Nebraska29
-Public Employees Retirement Systems: 30
-(1) A state-issued driver's license; 31
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-(2) A state-issued identification card; 1
-(3) A state-issued motor vehicle learner's permit;2
-(4) (3) A certified copy of a birth certificate or delayed birth3
-certificate issued in any state, territory, or possession of the United4
-States; 5
-(5) (4) A Consular Report of Birth Abroad issued by the United6
-States Department of State; 7
-(6) (5) A United States passport; 8
-(7) (6) A foreign passport with a United States visa;9
-(8) (7) A United States Certificate of Naturalization;10
-(9) (8) A United States Certificate of Citizenship;11
-(10) (9) A tribal certificate of Native American blood or similar12
-document; 13
-(11) (10) A United States Citizenship and Immigration Services14
-Employment Authorization Document, Form I-766; 15
-(12) (11) A United States Citizenship and Immigration Services16
-Permanent Resident Card, Form I-551; or 17
-(13) (12) Any other document issued by the United States Department18
-of Homeland Security or the United States Citizenship and Immigration19
-Services granting employment authorization in the United States and20
-approved by the board. 21
-Sec. 6. Section 42-1102, Reissue Revised Statutes of Nebraska, is22
-amended to read: 23
-42-1102 For purposes of the Spousal Pension Rights Act:24
-(1) Alternate payee means a spouse, former spouse, child, or other25
-dependent of a member who is recognized by a domestic relations order as26
-having a right to receive all or a portion of the benefits payable by a27
-statewide public retirement system with respect to such member;28
-(2) Benefit means an annuity, a pension, a retirement allowance, a29
-withdrawal of accumulated contributions, or an optional benefit accrued30
-or accruing to a member under a statewide public retirement system;31
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-(3) Domestic relations order means a judgment, decree, or order,1
-including approval of a property settlement agreement, which relates to2
-the provision of child support, alimony payments, maintenance support, or3
-marital property rights to a spouse, former spouse, child, or other4
-dependent of a member and is made pursuant to a state domestic relations5
-law of this state or another state; 6
-(4) Earliest retirement date means the earlier of (a) the date on7
-which the member is entitled to a distribution under the system or (b)8
-the later of (i) the date that the member attains fifty years of age or9
-(ii) the earliest date that the member could receive benefits under the10
-system if the member separated from service; 11
-(5) Qualified domestic relations order means a domestic relations12
-order which creates or recognizes the existence of an alternate payee's13
-right, or assigns to an alternate payee the right, to receive all or a14
-portion of the benefits payable with respect to a member under a15
-statewide public retirement system, which directs the system to disburse16
-benefits to the alternate payee, and which meets the requirements of17
-section 42-1103; 18
-(6) Segregated amounts means the amounts which would have been19
-payable to the alternative payee during the period of time that the20
-qualified status of an order is being determined. Such amounts shall21
-equal the amounts payable for such period if the order had been22
-determined to be a qualified domestic relations order; and23
-(7) Statewide public retirement system means the Retirement System24
-for Nebraska Counties, the Nebraska Judges Retirement System as provided25
-in the Judges Retirement Act, the School Employees Retirement System of26
-the State of Nebraska, any Class V school employees retirement system,27
-the Nebraska State Patrol Retirement System, and the State Employees28
-Retirement System of the State of Nebraska. 29
-Sec. 7. Section 79-902, Reissue Revised Statutes of Nebraska, is30
-amended to read: 31
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-79-902 For purposes of the School Employees Retirement Act, unless1
-the context otherwise requires: 2
-(1) Accumulated contributions means the sum of all amounts deducted3
-from the compensation of a member and credited to his or her individual4
-account in the School Retirement Fund together with regular interest5
-thereon, compounded monthly, quarterly, semiannually, or annually;6
-(2)(a) Actuarial equivalent means the equality in value of the7
-aggregate amounts expected to be received under different forms of8
-payment. 9
-(b) For a school employee hired before July 1, 2017, the10
-determinations shall be based on the 1994 Group Annuity Mortality Table11
-reflecting sex-distinct factors blended using twenty-five percent of the12
-male table and seventy-five percent of the female table. An interest rate13
-of eight percent per annum shall be reflected in making these14
-determinations except when a lump-sum settlement is made to an estate.15
-(c) For a school employee hired on or after July 1, 2017, or rehired16
-on or after July 1, 2017, after termination of employment and being paid17
-a retirement benefit or taking a refund of contributions, the18
-determinations shall be based on a unisex mortality table and an interest19
-rate specified by the board. Both the mortality table and the interest20
-rate shall be recommended by the actuary and approved by the retirement21
-board following an actuarial experience study, a benefit adequacy study,22
-or a plan valuation. The mortality table, interest rate, and actuarial23
-factors in effect on the school employee's retirement date will be used24
-to calculate actuarial equivalency of any retirement benefit. Such25
-interest rate may be, but is not required to be, equal to the assumed26
-rate. 27
-(d) If the lump-sum settlement is made to an estate, the interest28
-rate will be determined by the AAA-rated segment of the Bloomberg29
-Barclays Long U.S. Corporate Bond Index as of the prior June 30, rounded30
-to the next lower quarter percent. If the AAA-rated segment of the31
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-Bloomberg Barclays Long U.S. Corporate Bond Index is discontinued or1
-replaced, a substitute index shall be selected by the board which shall2
-be a reasonably representative index; 3
-(3) Beneficiary means any person in receipt of a school retirement4
-allowance or other benefit provided by the act; 5
-(4)(a) Compensation means gross wages or salaries payable to the6
-member for personal services performed during the plan year and includes7
-(i) overtime pay, (ii) member retirement contributions, (iii) retroactive8
-salary payments paid pursuant to court order, arbitration, or litigation9
-and grievance settlements, and (iv) amounts contributed by the member to10
-plans under sections 125, 403(b), and 457 of the Internal Revenue Code as11
-defined in section 49-801.01 or any other section of the code which12
-defers or excludes such amounts from income , and (v) leave of absence13
-pay. 14
-(b) Compensation does not include (i) fraudulently obtained amounts15
-as determined by the retirement board, (ii) amounts for accrued unused16
-sick leave or accrued unused vacation leave converted to cash payments,17
-(iii) insurance premiums converted into cash payments, (iv) reimbursement18
-for expenses incurred, (v) fringe benefits, (vi) per diems paid as19
-expenses, (vii) bonuses for services not actually rendered, (viii) early20
-retirement inducements, (ix) cash awards, (x) severance pay, or (xi)21
-employer contributions made for the purposes of separation payments made22
-at retirement. 23
-(c) Compensation in excess of the limitations set forth in section24
-401(a)(17) of the Internal Revenue Code as defined in section 49-801.0125
-shall be disregarded. For an employee who was a member of the retirement26
-system before the first plan year beginning after December 31, 1995, the27
-limitation on compensation shall not be less than the amount which was28
-allowed to be taken into account under the retirement system as in effect29
-on July 1, 1993; 30
-(5) County school official means (a) until July 1, 2000, the county31
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-superintendent or district superintendent and any person serving in his1
-or her office who is required by law to have a teacher's certificate and2
-(b) on or after July 1, 2000, the county superintendent, county school3
-administrator, or district superintendent and any person serving in his4
-or her office who is required by law to have a teacher's certificate;5
-(6)(a) Creditable service means prior service for which credit is6
-granted under sections 79-926 to 79-929, service credit purchased under7
-sections 79-933.03 to 79-933.06 and 79-933.08, and all service rendered8
-while a contributing member of the retirement system; and9
-(b) Creditable service includes working days, sick days, vacation10
-days, holidays, and any other leave days for which the employee is paid11
-regular wages as part of the employee's agreement with the employer.12
-Creditable service does not include lump-sum payments to the employee13
-upon termination or retirement in lieu of accrued benefits for such days,14
-eligibility and vesting credit, service years for which member15
-contributions are withdrawn and not repaid by the member, service16
-rendered for which the retirement board determines that the member was17
-paid less in compensation than the minimum wage as provided in the Wage18
-and Hour Act, service which the board determines was rendered with the19
-intent to defraud the retirement system, or service provided to an20
-employer in a retirement system established pursuant to the Class V21
-School Employees Retirement Act; 22
-(7) Current benefit means the initial benefit increased by all23
-adjustments made pursuant to the School Employees Retirement Act;24
-(8) Disability means an inability to engage in any substantially25
-gainful activity by reason of any medically determinable physical or26
-mental impairment which was initially diagnosed or became disabling while27
-the member was an active participant in the plan and which can be28
-expected to result in death or be of a long-continued and indefinite29
-duration; 30
-(9) Disability retirement allowance means the annuity paid to a31
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-person upon retirement for disability under section 79-952;1
-(10) Disability retirement date means the first day of the month2
-following the date upon which a member's request for disability3
-retirement is received on a retirement application provided by the4
-retirement system if the member has terminated employment in the school5
-system and has complied with sections 79-951 to 79-954 as such sections6
-refer to disability retirement; 7
-(11) Early retirement inducement means, but is not limited to:8
-(a) A benefit, bonus, or payment to a member in exchange for an9
-agreement by the member to terminate from employment;10
-(b) A benefit, bonus, or payment paid to a member in addition to the11
-member's retirement benefit; 12
-(c) Lump-sum or installment cash payments, except payments for13
-accrued unused leave converted to cash payments; 14
-(d) An additional salary or wage component of any kind that is being15
-paid as an incentive to leave employment and not for personal services16
-performed for which creditable service is granted;17
-(e) Partial or full employer payment of a member's health, dental,18
-life, or long-term disability insurance benefits or cash in lieu of such19
-insurance benefits that extend beyond the member's termination of20
-employment and contract of employment dates. This subdivision does not21
-apply to any period during which the member is contributing to the22
-retirement system and being awarded creditable service; and23
-(f) Any other form of separation payments made by an employer to a24
-member at termination, including, but not limited to, purchasing25
-retirement annuity contracts for the member pursuant to section 79-514,26
-depositing money for the member in an account established under section27
-403(b) of the Internal Revenue Code except for payments for accrued28
-unused leave, or purchasing service credit for the member pursuant to29
-section 79-933.08; 30
-(12) Eligibility and vesting credit means credit for years, or a31
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-fraction of a year, of participation in a Nebraska government plan for1
-purposes of determining eligibility for benefits under the School2
-Employees Retirement Act. Such credit shall not be included as years of3
-creditable service in the benefit calculation; 4
-(13) Emeritus member means a person (a) who has entered retirement5
-under the act, including those persons who have retired since July 1,6
-1945, under any other regularly established retirement or pension system7
-as contemplated by section 79-916, (b) who has thereafter been reemployed8
-in any capacity by a public school, a Class V school district, or a9
-school under the control and management of the Board of Trustees of the10
-Nebraska State Colleges, the Board of Regents of the University of11
-Nebraska, or a community college board of governors or has become a state12
-school official or county school official subsequent to such retirement,13
-and (c) who has applied to the board for emeritus membership in the14
-retirement system. The school district or agency shall certify to the15
-retirement board on forms prescribed by the retirement board that the16
-annuitant was reemployed, rendered a service, and was paid by the17
-district or agency for such services; 18
-(14) Employer means the State of Nebraska or any subdivision thereof19
-or agency of the state or subdivision authorized by law to hire school20
-employees or to pay their compensation; 21
-(15)(a) Final average compensation means: 22
-(i) Except as provided in subdivision (ii) of this subdivision:23
-(A) The sum of the member's total compensation during the three24
-twelve-month periods of service as a school employee in which such25
-compensation was the greatest divided by thirty-six; or26
-(B) If a member has such compensation for less than thirty-six27
-months, the sum of the member's total compensation in all months divided28
-by the total number of months of his or her creditable service therefor;29
-and 30
-(ii) For an employee who became a member on or after July 1, 2013:31
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-(A) The sum of the member's total compensation during the five1
-twelve-month periods of service as a school employee in which such2
-compensation was the greatest divided by sixty; or 3
-(B) If a member has such compensation for less than sixty months,4
-the sum of the member's total compensation in all months divided by the5
-total number of months of his or her creditable service therefor.6
-(b) Payments under the Retirement Incentive Plan pursuant to section7
-79-855 and Staff Development Assistance pursuant to section 79-856 shall8
-not be included in the determination of final average compensation;9
-(16) Fiscal year means any year beginning July 1 and ending June 3010
-next following; 11
-(17) Hire date or date of hire means the first day of compensated12
-service subject to retirement contributions; 13
-(18) Initial benefit means the retirement benefit calculated at the14
-time of retirement; 15
-(19) Member means any person who has an account in the School16
-Retirement Fund; 17
-(20) Participation means qualifying for and making required deposits18
-to the retirement system during the course of a plan year;19
-(21) Plan year means the twelve-month period beginning on July 1 and20
-ending on June 30 of the following year; 21
-(22) Prior service means service rendered as a school employee in22
-the public schools of the State of Nebraska prior to July 1, 1945;23
-(23) Public school means any and all schools offering instruction in24
-elementary or high school grades, as defined in section 79-101, which25
-schools are supported by public funds and are wholly under the control26
-and management of the State of Nebraska or any subdivision thereof,27
-including (a) schools or other entities established, maintained, and28
-controlled by the school boards of local school districts, except Class V29
-school districts, (b) any educational service unit, and (c) any other30
-educational institution wholly supported by public funds, except schools31
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-under the control and management of the Board of Trustees of the Nebraska1
-State Colleges, the Board of Regents of the University of Nebraska, or2
-the community college boards of governors for any community college3
-areas; 4
-(24) Regular employee means an employee hired by a public school or5
-under contract in a regular full-time or part-time position who works a6
-full-time or part-time schedule on an ongoing basis for twenty or more7
-hours per week. An employee hired as described in this subdivision to8
-provide service for less than twenty hours per week but who provides9
-service for an average of twenty hours or more per week in each calendar10
-month of any three calendar months of a plan year shall, beginning with11
-the next full payroll period, commence contributions and shall be deemed12
-a regular employee for all future employment with the same employer . The13
-twenty-hour-per-week threshold shall be calculated by dividing the total14
-number of hours of service provided for the same employer in a calendar15
-month by the total number of calendar days in the month, and multiplying16
-such number by seven; 17
-(25) Regular interest means interest fixed at a rate equal to the18
-daily treasury yield curve for one-year treasury securities, as published19
-by the Secretary of the Treasury of the United States, that applies on20
-July 1 of each year, which may be credited monthly, quarterly,21
-semiannually, or annually as the board may direct;22
-(26) Relinquished creditable service means, with respect to a member23
-who has withdrawn his or her accumulated contributions under section24
-79-955, the total amount of creditable service which such member has25
-given up as a result of his or her election not to remain a member of the26
-retirement system; 27
-(27) Required beginning date means, for purposes of the deferral of28
-distributions and the commencement of mandatory distributions pursuant to29
-section 401(a)(9) of the Internal Revenue Code and the regulations issued30
-thereunder, April 1 of the year following the calendar year in which a31
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-member: 1
-(a)(i) Terminated employment with all employers participating in the2
-plan; and 3
-(ii)(A) Attained at least seventy and one-half years of age for a4
-member who attained seventy and one-half years of age on or before5
-December 31, 2019; 6
-(B) Attained at least seventy-two years of age for a member who7
-attained seventy and one-half years of age on or after January 1, 2020,8
-and prior to January 1, 2023; 9
-(C) Attained at least seventy-three years of age for a member who10
-attained seventy-two years of age after December 31, 2022, and seventy-11
-three years of age prior to January 1, 2033; or 12
-(D) Attained at least seventy-five years of age for a member who13
-attained seventy-four years of age after December 31, 2032; or14
-(b)(i) Terminated employment with all employers participating in the15
-plan; and 16
-(ii) Otherwise reached the date specified by section 401(a)(9) of17
-the Internal Revenue Code and the regulations issued thereunder;18
-(28) Required deposit means the deduction from a member's19
-compensation as provided for in section 79-958 which shall be deposited20
-in the School Retirement Fund; 21
-(29) Retirement means qualifying for and accepting a school or22
-disability retirement allowance granted under the School Employees23
-Retirement Act; 24
-(30) Retirement application means the form approved and provided by25
-the retirement system for acceptance of a member's request for either26
-regular or disability retirement; 27
-(31) Retirement board or board means the Public Employees Retirement28
-Board; 29
-(32) Retirement date means (a) if the member has terminated30
-employment, the first day of the month following the date upon which a31
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-member's request for retirement is received on a retirement application1
-provided by the retirement system or (b) if the member has filed a2
-retirement application but has not yet terminated employment, the first3
-day of the month following the date on which the member terminates4
-employment. An application may be filed no more than one hundred twenty5
-days prior to the effective date of the member's initial benefit;6
-(33) Retirement system means the School Employees Retirement System7
-of the State of Nebraska; 8
-(34) Savings annuity means payments for life, made in equal monthly9
-payments, derived from the accumulated contributions of a member;10
-(35) School employee means a contributing member who earns service11
-credit pursuant to section 79-927. For purposes of this section,12
-contributing member means the following persons who receive compensation13
-from a public school: (a) Regular employees; (b) regular employees having14
-retired pursuant to the School Employees Retirement Act who subsequently15
-provide compensated service on a regular basis in any capacity; and (c)16
-regular employees hired by a public school on an ongoing basis to assume17
-the duties of other regular employees who are temporarily absent.18
-Substitute employees, temporary employees, and employees who have not19
-attained the age of eighteen years shall not be considered school20
-employees; 21
-(36) School retirement allowance means the total of the savings22
-annuity and the service annuity or formula annuity paid a person who has23
-retired under sections 79-931 to 79-935. The monthly payments shall be24
-payable at the end of each calendar month during the life of a retired25
-member. The first payment shall include all amounts accrued since the26
-effective date of the award of annuity. The last payment shall be at the27
-end of the calendar month in which such member dies or in accordance with28
-the payment option chosen by the member; 29
-(37) School year means one fiscal year which includes not less than30
-one thousand instructional hours or, in the case of service in the State31
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-of Nebraska prior to July 1, 1945, not less than seventy-five percent of1
-the then legal school year; 2
-(38) Service means employment as a school employee and shall not be3
-deemed interrupted by (a) termination at the end of the school year of4
-the contract of employment of an employee in a public school if the5
-employee enters into a contract of employment in any public school,6
-except a school in a Class V school district, for the following school7
-year, (b) temporary or seasonal suspension of service that does not8
-terminate the employee's employment, (c) leave of absence authorized by9
-the employer for a period not exceeding twelve months, (d) leave of10
-absence because of disability, or (e) military service when properly11
-authorized by the retirement board. Service does not include any period12
-of disability for which disability retirement benefits are received under13
-sections 79-951 to 79-953; 14
-(39) Service annuity means payments for life, made in equal monthly15
-installments, derived from appropriations made by the State of Nebraska16
-to the retirement system; 17
-(40) State deposit means the deposit by the state in the retirement18
-system on behalf of any member; 19
-(41) State school official means the Commissioner of Education and20
-his or her professional staff who are required by law or by the State21
-Department of Education to hold a certificate as such term is defined in22
-section 79-807; 23
-(42) Substitute employee means a person hired by a public school as24
-a temporary employee to assume the duties of regular employees due to a25
-temporary absence of any regular employees. Substitute employee does not26
-mean a person hired as a regular employee on an ongoing basis to assume27
-the duties of other regular employees who are temporarily absent;28
-(43) Surviving spouse means (a) the spouse married to the member on29
-the date of the member's death or (b) the spouse or former spouse of the30
-member if survivorship rights are provided under a qualified domestic31
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-relations order filed with the board pursuant to the Spousal Pension1
-Rights Act. The spouse or former spouse shall supersede the spouse2
-married to the member on the date of the member's death as provided under3
-a qualified domestic relations order. If the benefits payable to the4
-spouse or former spouse under a qualified domestic relations order are5
-less than the value of benefits entitled to the surviving spouse, the6
-spouse married to the member on the date of the member's death shall be7
-the surviving spouse for the balance of the benefits;8
-(44) Temporary employee means an employee hired by a public school9
-who is not a regular employee and who is hired to provide service for a10
-limited period of time to accomplish a specific purpose or task. When11
-such specific purpose or task is complete, the employment of such12
-temporary employee shall terminate and in no case shall the temporary13
-employment period exceed one year in duration; 14
-(45)(a) Termination of employment or termination occurs on the date15
-the member experiences a bona fide separation from service with the16
-member's employer. The date of the separation is the end of the member's17
-contractual agreement or, if there is no contract or only partial18
-fulfillment of a contract, as determined by the employer.19
-(b) A member shall not be deemed to have incurred a termination of20
-employment if the board determines based on the facts and circumstances21
-that: 22
-(i) A claimed termination was not a bona fide separation from23
-service with the member's employer; 24
-(ii) A member was compensated for a full contractual period when the25
-member stopped working prior to the end date of the contract; or26
-(iii) A member prearranged a return to work that violates the27
-provisions of the School Employees Retirement Act.28
-(c) A member who experiences a separation from service must comply29
-with the return-to-work provisions of section 79-930 if the member is30
-subsequently employed by an employer participating in the retirement31
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-system. 1
-(d) Nothing in this subdivision precludes an employer from adopting2
-a policy which limits or denies employees who have experienced a3
-separation from service with the employer from working as a volunteer or4
-substitute employee within one hundred eighty days after the employee5
-experiences such separation from service; and 6
-(46) Voluntary service or volunteer means providing bona fide unpaid7
-service to any employer. 8
-Sec. 8. Section 79-904.01, Reissue Revised Statutes of Nebraska, is9
-amended to read: 10
-79-904.01 (1)(a) If the board determines that the retirement system11
-has previously received contributions or distributed benefits which for12
-any reason are not in accordance with the statutory provisions of the13
-School Employees Retirement Act, the board may refund contributions,14
-require additional contributions, adjust benefits, or require repayment15
-of benefits paid. In the event of an overpayment of a benefit, the board16
-may, in addition to other remedies, offset future benefit payments by the17
-amount of the prior overpayment, together with regular interest thereon.18
-In the event of a material underpayment of a benefit, the board shall19
-immediately make payment equal to the deficit amount plus regular20
-interest. 21
-(b) The board shall have the power, through the director of the22
-Nebraska Public Employees Retirement Systems or the director's designee,23
-to make a thorough investigation of any overpayment of a benefit, when in24
-the judgment of the retirement system such investigation is necessary,25
-including, but not limited to, circumstances in which benefit payments26
-are made after the death of a member or beneficiary and the retirement27
-system is not made aware of such member's or beneficiary's death. In28
-connection with any such investigation, the board, through the director29
-or the director's designee, shall have the power to compel the attendance30
-of witnesses and the production of books, papers, records, and documents,31
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-whether in hardcopy, electronic form, or otherwise, and issue subpoenas1
-for such purposes. Such subpoenas shall be served in the same manner and2
-have the same effect as subpoenas from district courts.3
-(2) If the board determines that termination of employment has not4
-occurred and a retirement benefit has been paid to a member of the5
-retirement system pursuant to section 79-933, such member shall repay the6
-benefit to the retirement system unless the board determines that all or7
-any portion of such benefit was the result of an inadvertent overpayment.8
-(3) The board may adopt and promulgate rules and regulations9
-implementing this section, which shall include, but not be limited to,10
-the following: (a) The procedures for refunding contributions, adjusting11
-future contributions or benefit payments, and requiring additional12
-contributions or repayment of benefits; (b) the process for a member,13
-member's beneficiary, employee, or employer to dispute an adjustment of14
-contributions or benefits; and (c) notice provided to all affected15
-persons. All notices shall be sent at the time of or prior to an16
-adjustment and shall describe the process for disputing an adjustment of17
-contributions or benefits. 18
-(4) The board shall not refund contributions made on compensation in19
-excess of the limitations imposed by subdivision (4) of section 79-902 or20
-subsection (9) of section 79-934. 21
-Sec. 9. Section 79-915, Reissue Revised Statutes of Nebraska, is22
-amended to read: 23
-79-915 (1) Persons residing outside of the United States and engaged24
-temporarily as school employees in the State of Nebraska shall not become25
-members of the retirement system. 26
-(2) No school employee shall be authorized to participate in the27
-retirement system provided for in the School Employees Retirement Act28
-unless the employee is a United States citizen or is lawfully present in29
-the United States. The employing public school and the school employee30
-shall maintain at least one of the following documents , which shall be31
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-unexpired , if applicable to the particular document or which has an1
-expiration date that has been extended by the United States Department of2
-Homeland Security or the United States Citizenship and Immigration3
-Services so that such document is still valid, to demonstrate United4
-States citizenship or lawful presence in the United States as of the5
-employee's date of hire and produce any such document so maintained upon6
-request of the retirement board or the Nebraska Public Employees7
-Retirement Systems: 8
-(a) A state-issued driver's license; 9
-(b) A state-issued identification card; 10
-(c) A state-issued motor vehicle learner's permit;11
-(d) (c) A certified copy of a birth certificate or delayed birth12
-certificate issued in any state, territory, or possession of the United13
-States; 14
-(e) (d) A Consular Report of Birth Abroad issued by the United15
-States Department of State; 16
-(f) (e) A United States passport; 17
-(g) (f) A foreign passport with a United States visa;18
-(h) (g) A United States Certificate of Naturalization;19
-(i) (h) A United States Certificate of Citizenship;20
-(j) (i) A tribal certificate of Native American blood or similar21
-document; 22
-(k) (j) A United States Citizenship and Immigration Services23
-Employment Authorization Document, Form I-766; 24
-(l) (k) A United States Citizenship and Immigration Services25
-Permanent Resident Card, Form I-551; or 26
-(m) (l) Any other document issued by the United States Department of27
-Homeland Security or the United States Citizenship and Immigration28
-Services granting employment authorization in the United States and29
-approved by the retirement board. 30
-(3)(a) The board may determine that a governmental entity currently31
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-participating in the retirement system no longer qualifies, in whole or1
-in part, under section 414(d) of the Internal Revenue Code as a2
-participating employer in a governmental plan. 3
-(b)(i) To aid governmental entities in their business decisionmaking4
-process, any governmental entity currently participating in the5
-retirement system contemplating a business transaction that may result in6
-such entity no longer qualifying, in whole or in part, under section7
-414(d) of the Internal Revenue Code may notify the board in writing as8
-soon as reasonably practicable, but no later than one hundred eighty days9
-before the transaction is to occur. 10
-(ii) The board when timely notified shall, as soon as is reasonably11
-practicable, obtain from its contracted actuary the cost of any actuarial12
-study necessary to determine the potential funding obligation. The board13
-will notify the entity of such cost. 14
-(iii) If such entity pays the board's contracted actuary pursuant to15
-subdivision (3)(c)(vi) of this section for any actuarial study necessary16
-to determine the potential funding obligation, the board shall, as soon17
-as reasonably practicable following its receipt of the actuarial study,18
-(A) determine whether the entity's contemplated business transaction will19
-cause the entity to no longer qualify under section 414(d) of the20
-Internal Revenue Code, (B) determine whether the contemplated business21
-transaction constitutes a plan termination by the entity, (C) determine22
-the potential funding obligation, (D) determine the administrative costs23
-that will be incurred by the board or the Nebraska Public Employees24
-Retirement Systems in connection with the entity's removal from the25
-retirement system, and (E) notify the entity of such determinations.26
-(iv) Failure to timely notify the board pursuant to subdivision (3)27
-(b)(i) of this section may result in the entity being treated as though28
-the board made a decision pursuant to subdivision (3)(a) of this section.29
-(c) If the board makes a determination pursuant to subdivision (3)30
-(a) of this section, or if the entity engages in the contemplated31
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-business transaction reviewed under subdivision (3)(b) of this section1
-that results in the entity no longer qualifying under section 414(d) of2
-the Internal Revenue Code: 3
-(i) The board shall notify the entity that it no longer qualifies4
-under section 414(d) of the Internal Revenue Code within ten business5
-days after the determination; 6
-(ii) The affected plan members shall be immediately considered fully7
-vested; 8
-(iii) The affected plan members shall become inactive within ninety9
-days after the board's determination; 10
-(iv) The entity shall pay to the School Retirement Fund an amount11
-equal to any funding obligation; 12
-(v) The entity shall pay to the Expense Fund an amount equal to any13
-administrative costs incurred by the board or the Nebraska Public14
-Employees Retirement Systems in connection with the entity's removal from15
-the retirement system; and 16
-(vi) The entity shall pay directly to the board's contracted actuary17
-an amount equal to the cost of any actuarial study necessary to aid the18
-board in determining the amount of such funding obligation, if not19
-previously paid. 20
-(d) For purposes of this subsection: 21
-(i) Business transaction means a merger; consolidation; sale of22
-assets, equipment, or facilities; termination of a division, department,23
-section, or subgroup of the entity; or any other business transaction24
-that results in termination of some or all of the entity's workforce; and25
-(ii) Funding obligation means the financial liability of the26
-retirement system to provide benefits for the affected plan members27
-incurred by the retirement system due to the entity's business28
-transaction calculated using the methodology and assumptions recommended29
-by the board's contracted actuary and approved by the board. The30
-methodology and assumptions used must be structured in a way that ensures31
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-the entity is financially liable for all the costs of the entity's1
-business transaction, and the retirement system is not financially liable2
-for any of the cost of the entity's business transaction.3
-(e) The board may adopt and promulgate rules and regulations to4
-carry out this subsection including, but not limited to, the methods of5
-notifying the board of pending business transactions, the acceptable6
-methods of payment, and the timing of such payment.7
-Sec. 10. Section 79-956, Reissue Revised Statutes of Nebraska, is8
-amended to read: 9
-79-956 (1)(a) Except as provided in section 42-1107, if a member10
-dies before the member's retirement date, the member's accumulated11
-contributions shall be paid pursuant to section 79-969.12
-(b) Except for payment to an alternative payee pursuant to a13
-qualified domestic relations order, if no legal representative or14
-beneficiary applies for such accumulated contributions, the contributions15
-shall be distributed in accordance with the Uniform Disposition of16
-Unclaimed Property Act. 17
-(2) When the deceased member has twenty years or more of creditable18
-service regardless of age or dies on or after his or her sixty-fifth19
-birthday and leaves a surviving spouse who has been designated by the20
-member as the sole surviving primary beneficiary, on forms provided by21
-the board, as of the date of the member's death, such beneficiary may22
-elect, within twelve months after the death of the member, to receive (a)23
-a refund of the member's contribution account balance, including24
-interest, plus an additional one hundred one percent of the member's25
-contribution account balance, including interest, or (b) an annuity which26
-shall be equal to the amount that would have accrued to the member had he27
-or she elected to have the retirement annuity paid as a one-hundred-28
-percent joint and survivor annuity payable as long as either the member29
-or the member's spouse should survive and had the member retired (i) on30
-the date of death if his or her age at death is sixty-five years or more31
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-or (ii) at age sixty-five years if his or her age at death is less than1
-sixty-five years. 2
-(3) When the deceased member who was a school employee on or after3
-May 1, 2001, has not less than five years of creditable service and less4
-than twenty years of creditable service and dies before his or her sixty-5
-fifth birthday and leaves a surviving spouse who has been designated in6
-writing as beneficiary and who, as of the date of the member's death, is7
-the sole surviving primary beneficiary, such beneficiary may elect,8
-within twelve months after the death of the member, to receive (a) a9
-refund of the member's contribution account balance with interest plus an10
-additional one hundred one percent of the member's contribution account11
-balance with interest or (b) an annuity payable monthly for the surviving12
-spouse's lifetime which shall be equal to the benefit amount that had13
-accrued to the member at the date of the member's death, commencing when14
-the member would have reached age sixty, or the member's age at death if15
-greater, reduced by three percent for each year payments commence before16
-the member would have reached age sixty-five, and adjusted for payment in17
-the form of a one-hundred-percent joint and survivor annuity.18
-(4)(a) If the requirements of subsection (2) or (3) of this section19
-are not met, a lump sum equal to all contributions to the fund made by20
-such member plus regular interest shall be paid pursuant to section21
-79-969. Lump sum payments to multiple individuals made under this22
-section, when appropriate, may be made independently of each other.23
-(b) An application for benefits under subsection (2) or (3) of this24
-section shall be deemed to have been timely filed if the application is25
-received by the retirement system within twelve months after the date of26
-the death of the member. 27
-(5) Benefits to which a surviving spouse, beneficiary, or estate of28
-a member shall be entitled pursuant to this section shall commence29
-immediately upon the death of such member. 30
-(6) A lump-sum death benefit paid to the member's beneficiary, other31
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-than the member's estate, that is an eligible distribution may be1
-distributed in the form of a direct transfer to a retirement plan2
-eligible to receive such transfer under the provisions of the Internal3
-Revenue Code. 4
-(7) For any member whose death occurs on or after January 1, 2007,5
-while performing qualified military service as defined in section 414(u)6
-of the Internal Revenue Code, the member's beneficiary shall be entitled7
-to any additional death benefit that would have been provided, other than8
-the accrual of any benefit relating to the period of qualified military9
-service. The additional death benefit shall be determined as if the10
-member had returned to employment with the employer and such employment11
-had terminated on the date of the member's death. 12
-Sec. 11. Section 79-978, Reissue Revised Statutes of Nebraska, is13
-amended to read: 14
-79-978 For purposes of the Class V School Employees Retirement Act,15
-unless the context otherwise requires: 16
-(1) Accumulated contributions means the sum of amounts contributed17
-by a member of the system together with regular interest credited18
-thereon; 19
-(2) Actuarial equivalent means the equality in value of the20
-retirement allowance for early retirement or the retirement allowance for21
-an optional form of annuity, or both, with the normal form of the annuity22
-to be paid, as determined by the application of the appropriate actuarial23
-table, except that use of such actuarial tables shall not effect a24
-reduction in benefits accrued prior to September 1, 1985, as determined25
-by the actuarial tables in use prior to such date;26
-(3) Actuarial tables means: 27
-(a) For determining the actuarial equivalent of any annuities other28
-than joint and survivorship annuities: 29
-(i) For members hired before July 1, 2018, a unisex mortality table30
-using twenty-five percent of the male mortality and seventy-five percent31
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-of the female mortality from the 1994 Group Annuity Mortality Table with1
-a One Year Setback and using an interest rate of eight percent compounded2
-annually; and 3
-(ii) For members hired on or after July 1, 2018, or rehired on or4
-after July 1, 2018, after termination of employment and being paid a5
-retirement benefit, the determinations shall be based on a unisex6
-mortality table and an interest rate specified by (A) the board until7
-September 1, 2024, or (B) the retirement board beginning on September 1,8
-2024. Both the mortality table and the interest rate shall be recommended9
-by the actuary retained pursuant to section 79-984 following an actuarial10
-experience study, a benefit adequacy study, or a plan valuation. The11
-mortality table, interest rate, and actuarial factors in effect on the12
-member's retirement date shall be used to calculate the actuarial13
-equivalency of any retirement benefit. Such interest rate may be, but is14
-not required to be, equal to the assumed rate; and15
-(b) For joint and survivorship annuities: 16
-(i) For members hired before July 1, 2018, a unisex retiree17
-mortality table using sixty-five percent of the male mortality and18
-thirty-five percent of the female mortality from the 1994 Group Annuity19
-Mortality Table with a One Year Setback and using an interest rate of20
-eight percent compounded annually and a unisex joint annuitant mortality21
-table using thirty-five percent of the male mortality and sixty-five22
-percent of the female mortality from the 1994 Group Annuity Mortality23
-Table with a One Year Setback and using an interest rate of eight percent24
-compounded annually; and 25
-(ii) For members hired on or after July 1, 2018, or rehired on or26
-after July 1, 2018, after termination of employment and being paid a27
-retirement benefit, the determinations shall be based on a unisex28
-mortality table and an interest rate specified by (A) the board until29
-September 1, 2024, or (B) the retirement board beginning on September 1,30
-2024. Both the mortality table and the interest rate shall be recommended31
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-by the actuary retained pursuant to section 79-984 following an actuarial1
-experience study, a benefit adequacy study, or a plan valuation. The2
-mortality table, interest rate, and actuarial factors in effect on the3
-member's retirement date shall be used to calculate the actuarial4
-equivalency of any retirement benefit. Such interest rate may be, but is5
-not required to be, equal to the assumed rate; 6
-(4) Administrator of the retirement system or administrator means7
-(a) until September 1, 2024, the person administering the retirement8
-system who is appointed by the board or (b) beginning on September 1,9
-2024, the director appointed by the retirement board pursuant to section10
-84-1503; 11
-(5) Annuitant means any member receiving an allowance;12
-(6) Annuity means annual payments, for both prior service and13
-membership service, for life as provided in the Class V School Employees14
-Retirement Act; 15
-(7) Audit year means the period beginning January 1 in any year and16
-ending on December 31 of that same year, which is the period of time used17
-in the preparation of (a) the annual actuarial analysis and valuation and18
-(b) a financial audit of the retirement system, including the investments19
-of the retirement system; 20
-(8) Beneficiary means any person entitled to receive or receiving a21
-benefit by reason of the death of a member; 22
-(9) Board means the board of trustees until July 1, 2021, and the23
-board of education beginning July 1, 2021, and until September 1, 2024;24
-(10) Board of education means the board or boards of education of a25
-school district or districts; 26
-(11) Board of trustees means: 27
-(a) Until September 1, 2024, the entity established pursuant to28
-section 79-980; and 29
-(b) Beginning September 1, 2024, the board of education shall be30
-deemed to be the successor in interest for all liability associated with31
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-the actions or inactions of the entity identified under subdivision (11)1
-(a) of this section and as specified in the Class V School Employees2
-Retirement Act; 3
-(12)(a) Compensation means gross wages or salaries payable to the4
-member during a fiscal year and includes (i) overtime pay, (ii) member5
-contributions to the retirement system that are picked up under section6
-414(h) of the Internal Revenue Code, as defined in section 49-801.01,7
-(iii) retroactive salary payments paid pursuant to court order,8
-arbitration, or litigation and grievance settlements, and (iv) amounts9
-contributed by the member to plans under sections 125, 403(b), and 457 of10
-the Internal Revenue Code, as defined in section 49-801.01, or any other11
-section of the code which defers or excludes such amounts from income.12
-(b) Compensation does not include (i) fraudulently obtained amounts13
-as determined by the board, (ii) amounts for accrued unused sick leave or14
-accrued unused vacation leave converted to cash payments, (iii) insurance15
-premiums converted into cash payments, (iv) reimbursement for expenses16
-incurred, (v) fringe benefits, (vi) per diems paid as expenses, (vii)17
-bonuses for services not actually rendered, (viii) early retirement18
-inducements, (ix) cash awards, (x) severance pay, or (xi) employer19
-contributions made for the purposes of separation payments made at20
-retirement and early retirement inducements. 21
-(c) Compensation in excess of the limitations set forth in section22
-401(a)(17) of the Internal Revenue Code, as defined in section 49-801.01,23
-shall be disregarded; 24
-(13) Council means the Nebraska Investment Council created and25
-acting pursuant to section 72-1237; 26
-(14) Creditable service means the sum of the membership service and27
-the prior service, measured in one-tenth-year increments;28
-(15) Early retirement date means, for members hired prior to July 1,29
-2016, who have attained age fifty-five, that month and year selected by a30
-member having at least ten years of membership creditable service which31
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-includes a minimum of five years of membership service. Early retirement1
-date means, for members hired on or after July 1, 2016, that month and2
-year selected by a member having at least five years of creditable3
-service and who has attained age sixty; 4
-(16) Early retirement inducement means, but is not limited to:5
-(a) A benefit, bonus, or payment to a member by an employer in6
-exchange for an agreement by the member to retire with a reduced7
-retirement benefit; 8
-(b) A benefit, bonus, or payment paid to a member by an employer in9
-addition to the member's retirement benefit; 10
-(c) Lump-sum or installment cash payments by an employer, except11
-payments for accrued unused leave converted to cash payments;12
-(d) An additional salary or wage component of any kind that is being13
-paid by an employer as an incentive to leave employment and not for14
-personal services performed for which creditable service is granted;15
-(e) Partial or full employer payment of a member's health, dental,16
-life, or long-term disability insurance benefits or cash in lieu of such17
-insurance benefits that extend beyond the member's termination of18
-employment and contract of employment dates. This subdivision does not19
-apply to any period during which the member is contributing to the20
-retirement system and being awarded creditable service; and21
-(f) Any other form of separation payments made by an employer to a22
-member at termination, including, but not limited to, purchasing23
-retirement contracts for the member pursuant to section 79-514, or24
-depositing money for the member in an account established under section25
-403(b) of the Internal Revenue Code except for payments for accrued26
-unused leave; 27
-(17) Employee means the following enumerated persons receiving28
-compensation from the school district: (a) Teachers, other than29
-substitutes, employed on a written contract basis; (b) administrators30
-employed on a written contract, agreement, or document basis; and (c)31
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-regular employees; 1
-(18) Employer means a school district participating in a retirement2
-system established pursuant to the Class V School Employees Retirement3
-Act; 4
-(19) Fiscal year means the period beginning September 1 in any year5
-and ending on August 31 of the next succeeding year;6
-(20) Hire date or date of hire means the first day of compensated7
-service subject to retirement contributions; 8
-(21) Interest means, for the purchase of service credit, the9
-purchase of prior service credit, restored refunds, and delayed payments,10
-the investment return assumption used in the most recent actuarial11
-valuation; 12
-(22) Member means any employee included in the membership of the13
-retirement system or any former employee who has made contributions to14
-the system and has not received a refund; 15
-(23) Membership service means service on or after September 1, 1951,16
-as an employee of the school district and a member of the system for17
-which compensation is paid by the school district. Credit for more than18
-one year of membership service shall not be allowed for service rendered19
-in any fiscal year. Beginning September 1, 2005, a member shall be20
-credited with a year of membership service for each fiscal year in which21
-the member performs one thousand or more hours of compensated service as22
-an employee of the school district. For an employee who becomes a member23
-prior to July 1, 2018, an hour of compensated service shall include any24
-hour for which the member is compensated by the school district during25
-periods when no service is performed due to vacation or approved leave.26
-For an employee who becomes a member on or after July 1, 2018, an hour of27
-compensated service shall include any hour for which the member is28
-compensated by the school district during periods when no service is29
-performed due to used accrued sick days, used accrued vacation days,30
-federal and state holidays, and jury duty leave for which the member is31
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-paid full compensation by an employer. If a member performs less than one1
-thousand hours of compensated service during a fiscal year, one-tenth of2
-a year of membership service shall be credited for each one hundred hours3
-of compensated service by the member in such fiscal year. In determining4
-a member's total membership service, all periods of membership service,5
-including fractional years of membership service in one-tenth-year6
-increments, shall be aggregated; 7
-(24) Military service means service in the uniformed services as8
-defined in 38 U.S.C. 4301 et seq., as such provision existed on March 27,9
-1997; 10
-(25) Normal retirement date means the end of the month during which11
-the member attains age sixty-five and has completed at least five years12
-of membership service; 13
-(26) Participation means qualifying for and making required deposits14
-to the retirement system during the course of a fiscal year;15
-(27) Primary beneficiary means the person or persons entitled to16
-receive or receiving a benefit by reason of the death of a member;17
-(28) Prior service means service rendered prior to September 1,18
-1951, for which credit is allowed under section 79-999, service rendered19
-by retired employees receiving benefits under preexisting systems, and20
-service for which credit is allowed under sections 79-990, 79-991,21
-79-994, 79-995, and 79-997; 22
-(29)(a) Regular employee means a person hired on a full-time basis,23
-which basis shall contemplate a work week of not less than thirty hours,24
-and who is not (i) a teacher employed on a written contract basis or (ii)25
-an administrator employed on a written contract, agreement, or document26
-basis. 27
-(b) Effective September 1, 2021, a person hired by an employer or28
-under contract to provide service for less than thirty hours per week but29
-who provides service for an average of thirty hours or more per week in30
-each calendar month of any three calendar months of a fiscal year shall,31
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-beginning with the next full payroll period : , 1
-(i) Commence commence contributions ; and shall be2
-(ii) Be deemed a regular employee; and 3
-(iii) Remain a deemed regular employee regardless of hours worked4
-thereafter; 5
-(30) Regular interest means interest (a) on the total contributions6
-of the member prior to the close of the last preceding fiscal year, (b)7
-compounded annually, and (c)(i) beginning September 1, 2016, at a rate8
-equal to the daily treasury yield curve for one-year treasury securities,9
-as published by the Secretary of the Treasury of the United States, that10
-applies on September 1 of each year and (ii) prior to September 1, 2016,11
-at rates to be determined annually by the board, which shall have the12
-sole, absolute, and final discretionary authority to make such13
-determination, except that the rate for any given year in no event shall14
-exceed the actual percentage of net earnings of the system during the15
-last preceding fiscal year; 16
-(31) Retirement allowance means the total annual retirement benefit17
-payable to a member for service or disability; 18
-(32) Retirement application means beginning on and after September19
-1, 2024, the form approved and provided by the retirement system for20
-acceptance of a member's request for either regular or disability21
-retirement; 22
-(33) Retirement board means the Public Employees Retirement Board23
-created and acting pursuant to section 84-1501; 24
-(34) Retirement date means the date of retirement of a member for25
-service or disability as fixed by (a) the board for retirements occurring26
-prior to September 1, 2024, or (b) the retirement board for retirements27
-occurring on or after September 1, 2024; 28
-(35) Retirement system or system means the School Employees'29
-Retirement System of (corporate name of the school district as described30
-in section 79-405) as provided for by the act; 31
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-(36) School district means an employer participating in a retirement1
-system established pursuant to the Class V School Employees Retirement2
-Act; 3
-(37) Secondary beneficiary means the person or persons entitled to4
-receive or receiving a benefit by reason of the death of all primary5
-beneficiaries prior to the death of the member. If no primary beneficiary6
-survives the member, secondary beneficiaries shall be treated in the same7
-manner as primary beneficiaries; 8
-(38) Solvency means the rate of all contributions required pursuant9
-to the Class V School Employees Retirement Act is equal to or greater10
-than the actuarially required contribution rate as annotated in the most11
-recent valuation report prepared by the actuary retained for the12
-retirement system as provided in section 79-984; 13
-(39) State investment officer means the person appointed by the14
-council pursuant to section 72-1240 and acting pursuant to the Nebraska15
-State Funds Investment Act; 16
-(40) Substitute employee means a person hired by an employer as a17
-temporary employee to assume the duties of an employee due to a temporary18
-absence of any employee. Substitute employee does not mean a person hired19
-as an employee on an ongoing basis to assume the duties of other20
-employees who are temporarily absent; 21
-(41) Temporary employee means a person hired by an employer who is22
-not an employee and who is hired to provide service for a limited period23
-of time to accomplish a specific purpose or task. When such specific24
-purpose or task is complete, the employment of such temporary employee25
-shall terminate and in no case shall the temporary employment period26
-exceed one year in duration; 27
-(42)(a) Termination of employment or termination occurs on the date28
-the member experiences a bona fide separation from service of employment29
-with the member's employer, the date of which separation is the last day30
-of service under the member's contractual agreement or, if there is no31
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-contract or only partial fulfillment of a contract, as determined by an1
-employer. A member who experiences a separation from service shall comply2
-with the return-to-work provisions of section 79-992 if the member3
-returns to work for an employer. 4
-(b) A member shall not be deemed to have incurred a termination of5
-employment if the board determines that, based on the facts and6
-circumstances, (i) a claimed termination of employment was not a bona7
-fide separation from service with the employer; (ii) a member was8
-compensated for a full contractual period when the member stopped working9
-prior to the end date of the member's employment as determined by the10
-member's contract or labor agreement; or (iii) a member prearranged a11
-return to work that violates the Class V School Employees Retirement Act.12
-(c) Nothing in this subdivision (42) precludes an employer from13
-adopting a policy which limits or denies employees who have experienced a14
-separation from service from working as a volunteer or substitute15
-employee within one hundred eighty days after the employee experiences a16
-separation from service; 17
-(43) Transfer of management means the transition and transfer of the18
-general management, administration, and operation of the retirement19
-system from the board of trustees, board of education, and school20
-district to the retirement board as described in the Class V School21
-Employees Retirement Act. Transfer of management does not include:22
-(a) Transfer of the school district's funding obligations described23
-in the Class V School Employees Retirement Act or assumption of financial24
-liability for such funding obligations by (i) the State of Nebraska, (ii)25
-the retirement board, (iii) the Nebraska Public Employees Retirement26
-Systems, (iv) any other state entity with duties related to27
-administration of the retirement system, or (v) the council for its28
-investment duties regarding the assets of the retirement system; or29
-(b) Merger or consolidation of any Class V school employees30
-retirement system established under the Class V School Employees31
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-Retirement Act with the School Employees Retirement System of the State1
-of Nebraska or any other retirement system administered by the retirement2
-board; 3
-(44) Trustee means a trustee provided for in section 79-980; and4
-(45) Voluntary service or volunteer means providing bona fide unpaid5
-service to an employer. 6
-Sec. 12. Section 79-9,103, Reissue Revised Statutes of Nebraska, is7
-amended to read: 8
-79-9,103 (1) Any annuity paid on or after September 1, 1983, to a9
-member who retired prior to February 21, 1982, pursuant to the Class V10
-School Employees Retirement Act, or to such member's beneficiary, or to a11
-person who retired under the provisions of the retirement system12
-established by statute for employees of Class V school districts in13
-effect prior to September 1, 1951, or to such person's beneficiary, shall14
-be adjusted by the increase in the cost of living or wage levels between15
-the effective date of retirement and June 30, 1983, except that such16
-increase shall not exceed the sum of one dollar and fifty cents per month17
-for each year of creditable service and one dollar per month for each18
-completed year of retirement as measured from the effective date of19
-retirement to June 30, 1983. No separate adjustment in such annuity shall20
-be made as a result of the changes made in section 79-9,113 pursuant to21
-Laws 1983, LB 488. If a joint and survivor annuity was elected, the22
-increase shall be actuarially adjusted so that the joint and survivor23
-annuity remains the actuarial equivalent of the life annuity otherwise24
-payable. 25
-(2) In addition to the cost-of-living adjustment provided in26
-subsection (1) of this section, any annuity paid on or after September 1,27
-1986, pursuant to the act or pursuant to the provisions of the retirement28
-system established by statute for employees of Class V school districts29
-in effect prior to September 1, 1951, and on which the first payment was30
-dated on or before September 1, 1985, shall be adjusted by the increase31
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-in the cost of living or wage levels between the effective date of1
-retirement and June 30, 1986, except that such increase shall not exceed2
-(a) three and one-half percent for annuities first paid on or after3
-September 1, 1984, (b) seven percent for annuities first paid on or after4
-September 1, 1983, but before September 1, 1984, or (c) ten and one-half5
-percent for all other annuities. 6
-(3) In addition to the cost-of-living adjustments provided in7
-subsections (1) and (2) of this section, any annuity paid on or after8
-September 1, 1989, pursuant to the act or pursuant to the provisions of9
-the retirement system established by statute for employees of Class V10
-school districts in effect prior to September 1, 1951, and on which the11
-first payment was dated on or before September 1, 1988, shall be adjusted12
-by the increase in the cost of living or wage levels between the13
-effective date of retirement and June 30, 1989, except that such increase14
-shall not exceed (a) three percent for annuities first paid on or after15
-September 1, 1987, (b) six percent for annuities first paid on or after16
-September 1, 1986, but before September 1, 1987, or (c) nine percent for17
-all other annuities. 18
-(4) In addition to the cost-of-living adjustments provided in19
-subsections (1), (2), and (3) of this section, any annuity paid on or20
-after September 1, 1992, pursuant to the act or pursuant to the21
-provisions of the retirement system established by statute for employees22
-of Class V school districts in effect prior to September 1, 1951, and on23
-which the first payment was dated on or before October 1, 1991, shall be24
-adjusted by the increase in the cost of living or wage levels between the25
-effective date of retirement and June 30, 1992, except that such increase26
-shall not exceed (a) three percent for annuities first paid after October27
-1, 1990, (b) six percent for annuities first paid after October 1, 1989,28
-but on or before October 1, 1990, or (c) nine percent for all other29
-annuities. 30
-(5) In addition to the cost-of-living adjustments provided in31
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-subsections (1), (2), (3), and (4) of this section, any annuity paid on1
-or after September 1, 1995, pursuant to the act or pursuant to the2
-provisions of the retirement system established by statute for employees3
-of Class V school districts in effect prior to September 1, 1951, and on4
-which the first payment was dated on or before October 1, 1994, shall be5
-adjusted by the increase in the cost of living or wage levels between the6
-effective date of retirement and June 30, 1995, except that such increase7
-shall not exceed (a) three percent for annuities first paid after October8
-1, 1993, (b) six percent for annuities first paid after October 1, 1992,9
-but on or before October 1, 1993, or (c) nine percent for all other10
-annuities. 11
-(6) In addition to the cost-of-living adjustments provided in12
-subsections (1), (2), (3), (4), and (5) of this section, any annuity paid13
-pursuant to the act or pursuant to the provisions of the retirement14
-system established by statute for employees of Class V school districts15
-in effect prior to September 1, 1951, and on which the first payment was16
-dated on or before October 1, 1994, shall be subject to adjustment to17
-equal the greater of (a) the annuity payable to the member or beneficiary18
-as adjusted, if applicable, under the provisions of subsection (1), (2),19
-(3), (4), or (5) of this section or (b) ninety percent of the annuity20
-which results when the original annuity that was paid to the member or21
-beneficiary (before any cost-of-living adjustments under this section),22
-is adjusted by the increase in the cost of living or wage levels between23
-the commencement date of the annuity and June 30, 1995.24
-(7) In addition to the cost-of-living adjustments provided in25
-subsections (1), (2), (3), (4), (5), and (6) of this section, any annuity26
-paid on or after September 1, 1998, pursuant to the act or pursuant to27
-the provisions of the retirement system established by statute for28
-employees of Class V school districts in effect prior to September 1,29
-1951, and on which the first payment was dated on or before October 3,30
-1997, shall be adjusted by the increase in the cost of living or wage31
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-levels between the effective date of retirement and June 30, 1998, except1
-that such increase shall not exceed (a) three percent for annuities first2
-paid after October 1, 1996, (b) six percent for annuities first paid3
-after October 1, 1995, but on or before October 1, 1996, or (c) nine4
-percent for all other annuities. 5
-(8) Beginning January 1, 2000, and on January 1 of every year6
-thereafter, for employees of Class V school districts who were members7
-prior to July 1, 2013, a cost-of-living adjustment shall be made for any8
-formula annuity being paid pursuant to the act, or pursuant to the9
-provisions of the retirement system established by statute for employees10
-of Class V school districts in effect prior to September 1, 1951, and on11
-which the first payment was dated on or before October 3 preceding such12
-January 1 adjustment date. The cost-of-living adjustment for any such13
-annuity shall be the lesser of (a) one and one-half percent or (b) the14
-increase in the consumer price index from the date such annuity first15
-became payable through the August 31 preceding the January 1 adjustment16
-date as reduced by the aggregate cost-of-living adjustments previously17
-made to the annuity pursuant to this section. 18
-(9) Beginning January 1, 2014, and on January 1 of every year19
-thereafter, for employees of Class V school districts who became members20
-on or after July 1, 2013, a cost-of-living adjustment shall be made for21
-any formula annuity being paid pursuant to the act and on which the first22
-payment was dated on or before October 3 preceding such January 123
-adjustment date. The cost-of-living adjustment for any such annuity shall24
-be the lesser of (a) one percent or (b) the increase in the consumer25
-price index from the date such annuity first became payable through the26
-August 31 preceding the January 1 adjustment date as reduced by the27
-aggregate cost-of-living adjustments previously made to the annuity28
-pursuant to this section. 29
-(10) Beginning September 1, 1999, the actuary shall make an annual30
-valuation of the assets and liabilities of the system. If the annual31
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-valuation made by the actuary, as approved by the board of trustees,1
-indicates that the system has sufficient actuarial surplus to provide for2
-a cost-of-living adjustment in addition to the adjustment made pursuant3
-to subsection (8) or (9) of this section, the board of trustees may, in4
-its discretion, declare by resolution that each annuity being paid5
-pursuant to the act, or pursuant to the provisions of the retirement6
-system established by statute for employees of Class V school districts7
-in effect prior to September 1, 1951, and on which the first payment was8
-dated on or before October 3 of the year such resolution is adopted,9
-shall be increased beginning as of the January 1 following the date of10
-the board of trustees' resolution by such percentage as may be declared11
-by the board of trustees, except that such increase for any such annuity12
-shall not exceed the increase in the consumer price index from the date13
-such annuity first became payable through the applicable valuation date14
-as reduced by the aggregate cost-of-living adjustments previously made to15
-the annuity pursuant to this section. 16
-(11) Except for the adjustments pursuant to subsection (13) of this17
-section, the consumer price index to be used for determining any cost-of-18
-living adjustment under this section shall be the Consumer Price Index -19
-All Urban Consumers, as published by the Bureau of Labor Statistics of20
-the United States Department of Labor. If this consumer price index is21
-discontinued or replaced, a substitute index published by the United22
-States Department of Labor shall be selected by the board if before23
-September 1, 2024, or by the retirement board if on or after September 1,24
-2024. Any substitute index selected shall be a reasonable representative25
-measurement of the cost of living for retired employees. An annuity as26
-increased by any cost-of-living adjustment made under this section shall27
-be considered the base annuity amount for the purpose of future28
-adjustments pursuant to this section. In no event shall any cost-of-29
-living adjustment be deemed to affect or increase the amount of the base30
-retirement annuity of a member as determined under section 79-999 or31
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-79-9,100. 1
-(12) Any decision or determination by the board or retirement board,2
-as applicable, (a) to declare or not declare a cost-of-living adjustment,3
-(b) as to whether the annual valuation indicates a sufficient actuarial4
-surplus to provide for a cost-of-living adjustment, or (c) pursuant to5
-the selection of a substitute index shall be made in the sole, absolute,6
-and final discretion of the board or retirement board, as applicable, and7
-shall not be subject to challenge by any member or beneficiary. In no8
-event shall the Legislature be constrained or limited in amending the9
-system or increasing the benefits of members under the system, nor shall10
-the board or retirement board, as applicable, be constrained from11
-supporting any such change to the system, notwithstanding the effect of12
-any such change upon the actuarial surplus of the system and the ability13
-of the board or retirement board, as applicable, to declare future cost-14
-of-living adjustments. 15
-(13) The Legislature finds and declares that there exists in this16
-state a pressing need to attract and retain qualified and dedicated17
-public school employees and that one of the factors prospective public18
-school employees consider when seeking or continuing public school19
-employment is the retirement system and benefits the employment provides.20
-The Legislature further finds that over the past decades, as reflected by21
-the Medical Price Index published by the United States Department of22
-Labor, the cost of medical care, including the cost of medications and23
-insurance coverages, has increased at a rate in excess of that by which24
-the Consumer Price Index - All Urban Consumers has increased. The25
-Legislature further finds and declares that there accordingly exists a26
-need to adjust the amount of retirement benefits paid to retired public27
-school employees in order to assist them in meeting the increased cost of28
-medical care. Therefor, in addition to the cost-of-living adjustments29
-provided in subsections (1) through (12) of this section, commencing on30
-October 3, 2001, and on October 3 of every year thereafter, a medical31
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-cost-of-living adjustment shall be paid to any annuitant who became a1
-member prior to July 1, 2016, and has been paid an annuity from the2
-retirement system for at least ten years through the October 3 adjustment3
-date. The cost-of-living adjustment shall be paid in the form of a4
-supplemental annuity providing monthly payments equal to the amount which5
-results when (a) the fraction, not to exceed one, that results when the6
-annuitant's years of creditable service at his or her retirement date is7
-divided by twenty, is multiplied by (b) the product of ten dollars times8
-the number of years, including attained one-half years, that such9
-annuitant has received annuity payments from the retirement system10
-through the October 3 adjustment date. The supplemental annuity being11
-paid to an annuitant shall increase by ten dollars on October 3 of each12
-subsequent year to reflect the additional year of annuity payments to the13
-annuitant until the total amount of the supplemental annuity is two14
-hundred fifty dollars. In no event shall the medical cost-of-living15
-adjustment for any annuitant pursuant to this subsection result in the16
-payment of a supplemental annuity exceeding two hundred fifty dollars per17
-month. The supplemental annuity paid to an annuitant pursuant to this18
-subsection shall cease at the death of the annuitant regardless of the19
-form of retirement annuity being paid to the annuitant at the time of his20
-or her death. 21
-Sec. 13. Section 79-9,106, Reissue Revised Statutes of Nebraska, is22
-amended to read: 23
-79-9,106 (1) Upon the death of a member who has not yet retired and24
-who has twenty years or more of creditable service, the member's primary25
-beneficiary, as designated by the member in writing on forms provided by26
-the system, shall receive a survivorship annuity in accordance with27
-subdivision (1) of section 79-9,101 if the primary beneficiary is (a) the28
-member's spouse or (b) one other designated beneficiary whose attained29
-age in the calendar year of the member's death is no more than ten years30
-less than the attained age of the member in such calendar year. The31
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-amount of such actuarially equivalent annuity shall be calculated using1
-the attained ages of the member and the beneficiary and be based on the2
-annuity earned to the date of the member's death without reduction due to3
-any early commencement of benefits. If Within sixty days from the date of4
-the member's death, if the member has not previously filed with the5
-administrator of the retirement system a form requiring that only the6
-survivorship annuity be paid, the beneficiary may request to receive in a7
-lump sum an amount equal to the member's accumulated contributions. If8
-prior to the member's death, the member files with the administrator of9
-the retirement system a form requiring that the beneficiary receive a10
-lump-sum settlement in lieu of the survivorship annuity, the beneficiary11
-shall receive, in lieu of the survivorship annuity, a lump-sum settlement12
-in an amount equal to the member's accumulated contributions13
-notwithstanding any other provision of this section.14
-(2) Upon the death of a member who has not yet retired and who has15
-less than twenty years of creditable service or upon the death of a16
-member who has not yet retired and who has twenty years or more of17
-creditable service but whose beneficiary does not meet the criteria in18
-subsection (1) of this section, a lump sum in an amount equal to the19
-member's accumulated contributions shall be paid pursuant to section20
-79-9,119. 21
-(3) A lump-sum death benefit paid pursuant to subsection (1) or (2)22
-of this section, other than the member's estate, that is an eligible23
-distribution may be distributed in the form of a direct transfer to a24
-retirement plan eligible to receive such transfer under the provisions of25
-the Internal Revenue Code. 26
-(4) For any member whose death occurs on or after January 1, 2007,27
-while performing qualified military service as defined in section 414(u)28
-of the Internal Revenue Code, the member's beneficiary shall be entitled29
-to any additional death benefit that would have been provided, other than30
-the accrual of any benefit relating to the period of qualified military31
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-service. The additional death benefit shall be determined as if the1
-member had returned to employment with the school district and such2
-employment had terminated on the date of the member's death.3
-Sec. 14. Section 79-9,117, Reissue Revised Statutes of Nebraska, is4
-amended to read: 5
-79-9,117 (1)(a) Until September 1, 2024, the board of trustees shall6
-establish a comprehensive preretirement planning program for school7
-employees who are members of the retirement system. The program shall8
-provide information and advice regarding the many changes members face9
-upon retirement, including, but not limited to, changes in physical and10
-mental health, housing, family life, leisure activity, and retirement11
-income. 12
-(b) Beginning September 1, 2024, the retirement board shall13
-establish sessions as provided in section 84-1511 for school employees14
-who are members of the retirement system. 15
-(2) The preretirement planning program shall be available to all16
-members. 17
-(3) The preretirement planning program shall include information on18
-the federal and state income tax consequences of the various annuity or19
-retirement benefit options available to the member, information on social20
-security benefits, information on various local, state, and federal21
-government programs and programs in the private sector designed to assist22
-elderly persons, and information and advice the board of trustees or23
-retirement board, as applicable, deems valuable in assisting members in24
-the transition from public employment to retirement.25
-(4) The board of trustees or retirement board, as applicable, shall26
-work with any governmental agency, including political subdivisions or27
-bodies whose services or expertise may enhance the development or28
-implementation of the preretirement planning program.29
-(5) The costs of the preretirement planning program shall be charged30
-back to the retirement system. 31
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-(6) An employer shall provide each member leave with pay to attend1
-up to two preretirement planning programs or the equivalent of up to2
-sixteen hours of preretirement planning programs. For purposes of this3
-subsection, leave with pay means a day off paid by an employer and does4
-not mean vacation, sick, personal, or compensatory time. A member may5
-choose to attend a program more than twice, but such leave shall be at6
-the expense of the member and shall be at the discretion of the employer.7
-A member shall not be entitled to attend more than one preretirement8
-planning program per fiscal year prior to actual election of retirement.9
-(7) A nominal registration fee may be charged to each person10
-attending a preretirement planning program to cover the costs for meals,11
-meeting rooms, or other expenses incurred under such program.12
-Sec. 15. Section 79-9,118, Reissue Revised Statutes of Nebraska, is13
-amended to read: 14
-79-9,118 No employee shall be authorized to participate in the15
-retirement system unless the employee is a United States citizen or is16
-lawfully present in the United States. The employing public school and17
-the school employee shall maintain at least one of the following18
-documents, which shall be unexpired , if applicable to the particular19
-document or which has an expiration date that has been extended by the20
-United States Department of Homeland Security or the United States21
-Citizenship and Immigration Services so that such document is still22
-valid, to demonstrate United States citizenship or lawful presence in the23
-United States as of the employee's date of hire, and, beginning September24
-1, 2024, produce any such document so maintained upon request of the25
-retirement board or the Nebraska Public Employees Retirement Systems:26
-(1) A state-issued driver's license; 27
-(2) A state-issued identification card; 28
-(3) A state-issued motor vehicle learner's permit;29
-(4) (3) A certified copy of a birth certificate or delayed birth30
-certificate issued in any state, territory, or possession of the United31
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-States; 1
-(5) (4) A Consular Report of Birth Abroad issued by the United2
-States Department of State; 3
-(6) (5) A United States passport; 4
-(7) (6) A foreign passport with a United States visa;5
-(8) (7) A United States Certificate of Naturalization;6
-(9) (8) A United States Certificate of Citizenship;7
-(10) (9) A tribal certificate of Native American blood or similar8
-document; 9
-(11) (10) A United States Citizenship and Immigration Services10
-Employment Authorization Document, Form I-766; 11
-(12) (11) A United States Citizenship and Immigration Services12
-Permanent Resident Card, Form I-551; or 13
-(13) (12) Any other document issued by the United States Department14
-of Homeland Security or the United States Citizenship and Immigration15
-Services granting employment authorization in the United States and16
-approved (a) until September 1, 2024, by the board of trustees and (b)17
-beginning September 1, 2024, by the retirement board.18
-Sec. 16. Section 81-2014, Reissue Revised Statutes of Nebraska, is19
-amended to read: 20
-81-2014 For purposes of the Nebraska State Patrol Retirement Act:21
-(1)(a) Actuarial equivalent means the equality in value of the22
-aggregate amounts expected to be received under different forms of23
-payment or to be received at an earlier retirement age than the normal24
-retirement age. 25
-(b) For an officer hired before July 1, 2017, the determinations26
-shall be based on the 1994 Group Annuity Mortality Table reflecting sex-27
-distinct factors blended using seventy-five percent of the male table and28
-twenty-five percent of the female table. An interest rate of eight29
-percent per annum shall be reflected in making the determinations until30
-such percent is amended by the Legislature. 31
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-(c) For an officer hired on or after July 1, 2017, or rehired on or1
-after July 1, 2017, after termination of employment and being paid a2
-retirement benefit or taking a refund of contributions, the3
-determinations shall be based on a unisex mortality table and an interest4
-rate specified by the board. Both the mortality table and the interest5
-rate shall be recommended by the actuary and approved by the board6
-following an actuarial experience study, a benefit adequacy study, or a7
-plan valuation. The mortality table, interest rate, and actuarial factors8
-in effect on the officer's retirement date will be used to calculate9
-actuarial equivalency of any retirement benefit. Such interest rate may10
-be, but is not required to be, equal to the assumed rate of return;11
-(2) Board means the Public Employees Retirement Board;12
-(3)(a)(i) Compensation means gross wages or salaries payable to the13
-member for personal services performed during the plan year. Compensation14
-does not include insurance premiums converted into cash payments,15
-reimbursement for expenses incurred, fringe benefits, per diems, or16
-bonuses for services not actually rendered, including, but not limited17
-to, early retirement inducements, cash awards, and severance pay, except18
-for retroactive salary payments paid pursuant to court order,19
-arbitration, or litigation and grievance settlements. Compensation20
-includes overtime pay, member retirement contributions, and amounts21
-contributed by the member to plans under sections 125 and 457 of the22
-Internal Revenue Code as defined in section 49-801.01 or any other23
-section of the code which defers or excludes such amounts from income.24
-(ii) For any officer employed on or prior to January 4, 1979,25
-compensation includes compensation for unused sick leave or unused26
-vacation leave converted to cash payments. 27
-(iii) For any officer employed after January 4, 1979, and prior to28
-July 1, 2016, compensation does not include compensation for unused sick29
-leave or unused vacation leave converted to cash payments and includes30
-compensation for unused holiday compensatory time and unused compensatory31
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-time converted to cash payments. 1
-(iv) For any officer employed on or after July 1, 2016, compensation2
-does not include compensation for unused sick leave, unused vacation3
-leave, unused holiday compensatory time, unused compensatory time, or any4
-other type of unused leave, compensatory time, or similar benefits,5
-converted to cash payments. 6
-(b) Compensation in excess of the limitations set forth in section7
-401(a)(17) of the Internal Revenue Code as defined in section 49-801.018
-shall be disregarded. For an employee who was a member of the retirement9
-system before the first plan year beginning after December 31, 1995, the10
-limitation on compensation shall not be less than the amount which was11
-allowed to be taken into account under the retirement system as in effect12
-on July 1, 1993; 13
-(4) Creditable service means service granted pursuant to section14
-81-2034 and all service rendered while a contributing member of the15
-retirement system. Creditable service includes working days, sick days,16
-vacation days, holidays, and any other leave days for which the officer17
-is paid regular wages except as specifically provided in the Nebraska18
-State Patrol Retirement Act. Creditable service does not include19
-eligibility and vesting credit nor service years for which member20
-contributions are withdrawn and not repaid; 21
-(5) Current benefit means the initial benefit increased by all22
-adjustments made pursuant to the Nebraska State Patrol Retirement Act;23
-(6) DROP means the deferred retirement option plan as provided in24
-section 81-2041; 25
-(7) DROP account means an individual DROP participant's defined26
-contribution account under section 414(k) of the Internal Revenue Code;27
-(8) DROP period means the amount of time the member elects to28
-participate in DROP which shall be for a period not to exceed five years29
-from and after the date of the member's DROP election;30
-(9) Eligibility and vesting credit means credit for years, or a31
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-fraction of a year, of participation in a Nebraska government plan for1
-purposes of determining eligibility for benefits under the Nebraska State2
-Patrol Retirement Act. Such credit shall be used toward the vesting3
-percentage pursuant to subsection (2) of section 81-2031 but shall not be4
-included as years of service in the benefit calculation;5
-(10) Hire date or date of hire means the first day of compensated6
-service subject to retirement contributions; 7
-(11) Initial benefit means the retirement benefit calculated at the8
-time of retirement; 9
-(12) Officer means law enforcement officer as defined in section10
-81-1401 and as provided for in sections 81-2001 to 81-2009, but does not11
-include a noncertified conditional officer as defined in section 81-1401;12
-(13) Plan year means the twelve-month period beginning on July 1 and13
-ending on June 30 of the following year; 14
-(14) Regular interest means interest fixed at a rate equal to the15
-daily treasury yield curve for one-year treasury securities, as published16
-by the Secretary of the Treasury of the United States, that applies on17
-July 1 of each year, which may be credited monthly, quarterly,18
-semiannually, or annually as the board may direct;19
-(15) Required beginning date means, for purposes of the deferral of20
-distributions and the commencement of mandatory distributions pursuant to21
-section 401(a)(9) of the Internal Revenue Code and the regulations issued22
-thereunder, April 1 of the year following the calendar year in which a23
-member: 24
-(a)(i) Terminated employment with the State of Nebraska; and25
-(ii)(A) Attained at least seventy and one-half years of age for a26
-member who attained seventy and one-half years of age on or before27
-December 31, 2019; 28
-(B) Attained at least seventy-two years of age for a member who29
-attained seventy and one-half years of age on or after January 1, 2020,30
-and prior to January 1, 2023; 31
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-(C) Attained at least seventy-three years of age for a member who1
-attained seventy-two years of age after December 31, 2022, and seventy-2
-three years of age prior to January 1, 2033; or 3
-(D) Attained at least seventy-five years of age for a member who4
-attained seventy-four years of age after December 31, 2032; or5
-(b)(i) Terminated employment with the State of Nebraska; and6
-(ii) Otherwise reached the date specified by section 401(a)(9) of7
-the Internal Revenue Code and the regulations issued thereunder;8
-(16) Retirement application means the form approved and provided by9
-the retirement system for acceptance of a member's request for either10
-regular or disability retirement; 11
-(17) Retirement date means (a) the first day of the month following12
-the date upon which a member's request for retirement is received on a13
-retirement application if the member is eligible for retirement and has14
-terminated employment or (b) the first day of the month following15
-termination of employment if the member is eligible for retirement and16
-has filed an application but has not yet terminated employment;17
-(18) Retirement system or system means the Nebraska State Patrol18
-Retirement System as provided in the act; 19
-(19) Service means employment as a member of the Nebraska State20
-Patrol and shall not be deemed to be interrupted by (a) temporary or21
-seasonal suspension of service that does not terminate the employee's22
-employment, (b) leave of absence authorized by the employer for a period23
-not exceeding twelve months, (c) leave of absence because of disability,24
-or (d) military service, when properly authorized by the board. Service25
-does not include any period of disability for which disability retirement26
-benefits are received under subsection (1) of section 81-2025;27
-(20) Surviving spouse means (a) the spouse married to the member on28
-the date of the member's death if married for at least one year prior to29
-death or if married on the date of the member's retirement or (b) the30
-spouse or former spouse of the member if survivorship rights are provided31
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-under a qualified domestic relations order filed with the board pursuant1
-to the Spousal Pension Rights Act. The spouse or former spouse shall2
-supersede the spouse married to the member on the date of the member's3
-death as provided under a qualified domestic relations order. If the4
-benefits payable to the spouse or former spouse under a qualified5
-domestic relations order are less than the value of benefits entitled to6
-the surviving spouse, the spouse married to the member on the date of the7
-member's death shall be the surviving spouse for the balance of the8
-benefits; and 9
-(21)(a) (21) Termination of employment occurs on the date on which10
-the Nebraska State Patrol determines that the officer's employer-employee11
-relationship with the patrol is dissolved. The Nebraska State Patrol12
-shall notify the board of the date on which such a termination has13
-occurred. 14
-(b) Termination of employment does not include ceasing employment15
-with the Nebraska State Patrol if the officer returns to regular16
-employment with the Nebraska State Patrol or another agency of the State17
-of Nebraska and there are less than one hundred twenty days between the18
-date when the employee's employer-employee relationship ceased and the19
-date when the employer-employee relationship commenced with the Nebraska20
-State Patrol or another state agency. Termination of employment does not21
-occur upon an officer's participation in DROP pursuant to section22
-81-2041. 23
-(c) It is the responsibility of the employer that is involved in the24
-termination of employment to notify the board of such change in25
-employment and provide the board with such information as the board deems26
-necessary. 27
-(d) If the board determines that termination of employment has not28
-occurred and a retirement benefit has been paid to a member of the29
-retirement system pursuant to section 81-2026, the board shall require30
-the member who has received such benefit to repay the benefit to the31
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-retirement system unless the board determines that all or any portion of1
-such benefit was the result of an inadvertent overpayment.2
-Sec. 17. Section 81-2016, Reissue Revised Statutes of Nebraska, is3
-amended to read: 4
-81-2016 (1) Every member of the Nebraska State Patrol who was5
-employed by the State of Nebraska as such, on September 7, 1947, and6
-every person employed as a member of such patrol thereafter, shall be a7
-member of the system, except for those members of the Nebraska State8
-Patrol who elected pursuant to section 60-1304 to remain members of the9
-State Employees Retirement System of the State of Nebraska.10
-(2) No employee shall be authorized to participate in the retirement11
-system provided for in the Nebraska State Patrol Retirement Act unless12
-the employee is a United States citizen or is lawfully present in the13
-United States. The employing state agency and the employee shall maintain14
-at least one of the following documents , which shall be unexpired , if15
-applicable to the particular document or which has an expiration date16
-that has been extended by the United States Department of Homeland17
-Security or the United States Citizenship and Immigration Services so18
-that such document is still valid, to demonstrate United States19
-citizenship or lawful presence in the United States as of the employee's20
-date of hire and produce any such document so maintained upon request of21
-the board or the Nebraska Public Employees Retirement Systems:22
-(a) A state-issued driver's license; 23
-(b) A state-issued identification card; 24
-(c) A state-issued motor vehicle learner's permit;25
-(d) (c) A certified copy of a birth certificate or delayed birth26
-certificate issued in any state, territory, or possession of the United27
-States; 28
-(e) (d) A Consular Report of Birth Abroad issued by the United29
-States Department of State; 30
-(f) (e) A United States passport; 31
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-(g) (f) A foreign passport with a United States visa;1
-(h) (g) A United States Certificate of Naturalization;2
-(i) (h) A United States Certificate of Citizenship;3
-(j) (i) A tribal certificate of Native American blood or similar4
-document; 5
-(k) (j) A United States Citizenship and Immigration Services6
-Employment Authorization Document, Form I-766; 7
-(l) (k) A United States Citizenship and Immigration Services8
-Permanent Resident Card, Form I-551; or 9
-(m) (l) Any other document issued by the United States Department of10
-Homeland Security or the United States Citizenship and Immigration11
-Services granting employment authorization in the United States and12
-approved by the board. 13
-(3) Within the first one hundred eighty days of employment, a member14
-may apply to the board for eligibility and vesting credit for years of15
-participation in another Nebraska governmental plan, as defined by16
-section 414(d) of the Internal Revenue Code. During the years of17
-participation in the other Nebraska governmental plan, the employee must18
-have been a full-time employee, as defined in the Nebraska governmental19
-plan in which the credit was earned. 20
-(4) Any officer who qualifies for membership pursuant to subsection21
-(1) of this section may not be disqualified from membership in the22
-retirement system solely because such officer also maintains separate23
-employment which qualifies the officer for membership in another public24
-retirement system, nor may membership in this retirement system25
-disqualify such an officer from membership in another public retirement26
-system solely by reason of separate employment which qualifies such27
-officer for membership in this retirement system. 28
-(5) Information necessary to determine membership shall be provided29
-by the Nebraska State Patrol. 30
-(6) The board may adopt and promulgate rules and regulations31
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-governing the assessment and granting of eligibility and vesting credit.1
-Sec. 18. Section 81-2017, Reissue Revised Statutes of Nebraska, is2
-amended to read: 3
-81-2017 (1)(a)(i) Commencing July 1, 2010, and until July 1, 2011,4
-each officer while in the service of the Nebraska State Patrol shall pay5
-or have paid on such officer's behalf a sum equal to sixteen percent of6
-such officer's monthly compensation. 7
-(ii) Commencing July 1, 2011, and until July 1, 2013, each officer8
-while in the service of the Nebraska State Patrol shall pay or have paid9
-on such officer's behalf a sum equal to nineteen percent of such10
-officer's monthly compensation. 11
-(iii)(A) Commencing July 1, 2013, and until July 1, 2024, each12
-officer who commenced service prior to July 1, 2016, while in the service13
-of the Nebraska State Patrol shall pay or have paid on such officer's14
-behalf a sum equal to sixteen percent of such officer's monthly15
-compensation. 16
-(B) Until July 1, 2024, each officer who commenced service on or17
-after July 1, 2016, while in the service of the Nebraska State Patrol18
-shall pay or have paid on such officer's behalf a sum equal to seventeen19
-percent of such officer's monthly compensation. 20
-(iv) Commencing July 1, 2024, each officer while in the service of21
-the Nebraska State Patrol shall pay or have paid on such officer's behalf22
-a sum equal to ten percent of such officer's monthly compensation.23
-(b) Such amounts shall be deducted monthly by the Director of24
-Administrative Services who shall draw a warrant monthly in the amount of25
-the total deductions from the compensation of members of the Nebraska26
-State Patrol in accordance with subsection (4) of this section, and the27
-State Treasurer shall credit the amount of such warrant to the State28
-Patrol Retirement Fund. The director shall cause a detailed report of all29
-monthly deductions to be made each month to the board.30
-(2) In addition: 31
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-(a)(i) Commencing July 1, 2010, and until July 1, 2011, there shall1
-be assessed against the appropriation of the Nebraska State Patrol a sum2
-equal to the amount of sixteen percent of each officer's monthly3
-compensation, which shall be credited to the State Patrol Retirement4
-Fund. 5
-(ii) Commencing July 1, 2011, and until July 1, 2013, there shall be6
-assessed against the appropriation of the Nebraska State Patrol a sum7
-equal to the amount of nineteen percent of each officer's monthly8
-compensation, which shall be credited to the State Patrol Retirement9
-Fund. 10
-(iii)(A) Commencing July 1, 2013, and until July 1, 2024, for each11
-officer who commenced service prior to July 1, 2016, there shall be12
-assessed against the appropriation of the Nebraska State Patrol a sum13
-equal to the amount of sixteen percent of each officer's monthly14
-compensation, which shall be credited to the State Patrol Retirement15
-Fund. 16
-(B) Commencing July 1, 2016, and until July 1, 2024, for each17
-officer who commenced service on or after July 1, 2016, there shall be18
-assessed against the appropriation of the Nebraska State Patrol a sum19
-equal to the amount of seventeen percent of each officer's monthly20
-compensation, which shall be credited to the State Patrol Retirement21
-Fund. 22
-(iv) Commencing July 1, 2024, there shall be assessed against the23
-appropriation of the Nebraska State Patrol a sum equal to the amount of24
-twenty-four percent of each officer's monthly compensation, which shall25
-be credited to the State Patrol Retirement Fund. 26
-(b) This assessment constitutes an employer match and shall be27
-contingent upon the officer making such officer's contributions to the28
-retirement system. 29
-(3)(a) Prior to July 1, 2021: 30
-(i) Beginning July 1, 2002, and each fiscal year thereafter, the31
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-board shall cause an annual actuarial valuation to be performed that will1
-value the plan assets for the year and ascertain the contributions2
-required for such fiscal year. The actuary for the board shall perform an3
-actuarial valuation of the system on the basis of actuarial assumptions4
-recommended by the actuary, approved by the board, and kept on file with5
-the board using the entry age actuarial cost method. Under this method,6
-the actuarially required funding rate is equal to the normal cost rate,7
-plus the contribution rate necessary to amortize the unfunded actuarial8
-accrued liability on a level percentage of salary basis. The normal cost9
-under this method shall be determined for each individual member on a10
-level percentage of salary basis. The normal cost amount is then summed11
-for all members; 12
-(ii) Beginning July 1, 2006, any existing unfunded liabilities shall13
-be reinitialized and amortized over a thirty-year period, and during each14
-subsequent actuarial valuation through June 30, 2021, changes in the15
-unfunded actuarial accrued liability due to changes in benefits,16
-actuarial assumptions, the asset valuation method, or actuarial gains or17
-losses shall be measured and amortized over a thirty-year period18
-beginning on the valuation date of such change; 19
-(iii) If the unfunded actuarial accrued liability under the entry20
-age actuarial cost method is zero or less than zero on an actuarial21
-valuation date, then all prior unfunded actuarial accrued liabilities22
-shall be considered fully funded and the unfunded actuarial accrued23
-liability shall be reinitialized and amortized over a thirty-year period24
-as of the actuarial valuation date; and 25
-(iv) If the actuarially required contribution rate exceeds the rate26
-of all contributions required pursuant to the Nebraska State Patrol27
-Retirement Act, there shall be a supplemental appropriation sufficient to28
-pay for the differences between the actuarially required contribution29
-rate and the rate of all contributions required pursuant to the act.30
-(b) Beginning July 1, 2021, and each fiscal year thereafter:31
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-(i) The board shall cause an annual actuarial valuation to be1
-performed that will value the plan assets for the year and ascertain the2
-contributions required for such fiscal year. The actuary for the board3
-shall perform an actuarial valuation of the system on the basis of4
-actuarial assumptions recommended by the actuary, approved by the board,5
-and kept on file with the board using the entry age actuarial cost6
-method. Under such method, the actuarially required funding rate is equal7
-to the normal cost rate, plus the contribution rate necessary to amortize8
-the unfunded actuarial accrued liability on a level percentage of salary9
-basis. The normal cost under such method shall be determined for each10
-individual member on a level percentage of salary basis. The normal cost11
-amount is then summed for all members; 12
-(ii) Any changes in the unfunded actuarial accrued liability due to13
-changes in benefits, actuarial assumptions, the asset valuation method,14
-or actuarial gains or losses shall be measured and amortized over a15
-twenty-five-year period beginning on the valuation date of such change;16
-(iii) If the unfunded actuarial accrued liability under the entry17
-age actuarial cost method is zero or less than zero on an actuarial18
-valuation date, then all prior unfunded actuarial accrued liabilities19
-shall be considered fully funded and the unfunded actuarial accrued20
-liability shall be reinitialized and amortized over a twenty-five-year21
-period as of the actuarial valuation date; and 22
-(iv) If the actuarially required contribution rate exceeds the rate23
-of all contributions required pursuant to the Nebraska State Patrol24
-Retirement Act, it is the intent of the Legislature that there shall be a25
-supplemental appropriation sufficient to pay for the differences between26
-the actuarially required contribution rate and the rate of all27
-contributions required pursuant to the act. 28
-(c) Upon the recommendation of the actuary to the board, and after29
-the board notifies the Nebraska Retirement Systems Committee of the30
-Legislature, the board may combine or offset certain amortization bases31
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-to reduce future volatility of the actuarial contribution rate. Such1
-notification to the committee shall be in writing and include, at a2
-minimum, the actuary's projection of the contributions to fund the plan3
-if the combination or offset were not implemented, the actuary's4
-projection of the contributions to fund the plan if the combination or5
-offset were implemented, and the actuary's explanation of why the6
-combination or offset is in the best interests of the plan at the7
-proposed time. 8
-(4) The state shall pick up the member contributions required by9
-this section for all compensation paid on or after January 1, 1985, and10
-the contributions so picked up shall be treated as employer contributions11
-pursuant to section 414(h)(2) of the Internal Revenue Code in determining12
-federal tax treatment under the code and shall not be included as gross13
-income of the member until such time as they are distributed or made14
-available. The contributions, although designated as member15
-contributions, shall be paid by the state in lieu of member16
-contributions. The state shall pay these member contributions from the17
-same source of funds which is used in paying earnings to the member. The18
-state shall pick up these contributions by a compensation deduction19
-through a reduction in the cash compensation of the member. Member20
-contributions picked up shall be treated for all purposes of the Nebraska21
-State Patrol Retirement Act in the same manner and to the extent as22
-member contributions made prior to the date picked up.23
-Sec. 19. Section 84-1301, Reissue Revised Statutes of Nebraska, is24
-amended to read: 25
-84-1301 For purposes of the State Employees Retirement Act, unless26
-the context otherwise requires: 27
-(1)(a) Actuarial equivalent means the equality in value of the28
-aggregate amounts expected to be received under different forms of an29
-annuity payment. 30
-(b) For an employee hired prior to January 1, 2018, the mortality31
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-assumption used for purposes of converting the member cash balance1
-account shall be the 1994 Group Annuity Mortality Table using a unisex2
-rate that is fifty percent male and fifty percent female. For purposes of3
-converting the member cash balance account attributable to contributions4
-made prior to January 1, 1984, that were transferred pursuant to the act,5
-the 1994 Group Annuity Mortality Table for males shall be used.6
-(c) For an employee hired on or after January 1, 2018, or rehired on7
-or after January 1, 2018, after termination of employment and being paid8
-a retirement benefit or taking a refund of contributions, the mortality9
-assumption used for purposes of converting the member cash balance10
-account shall be a unisex mortality table that is recommended by the11
-actuary and approved by the board following an actuarial experience12
-study, a benefit adequacy study, or a plan valuation. The mortality table13
-and actuarial factors in effect on the member's retirement date will be14
-used to calculate the actuarial equivalency of any retirement benefit;15
-(2) Annuity means equal monthly payments provided by the retirement16
-system to a member or beneficiary under forms determined by the board17
-beginning the first day of the month after an annuity election is18
-received in the office of the Nebraska Public Employees Retirement19
-Systems or the first day of the month after the employee's termination of20
-employment, whichever is later. The last payment shall be at the end of21
-the calendar month in which the member dies or in accordance with the22
-payment option chosen by the member; 23
-(3) Annuity start date means the date upon which a member's annuity24
-is first effective and shall be the first day of the month following the25
-member's termination or following the date the application is received by26
-the board, whichever is later; 27
-(4) Cash balance benefit means a member's retirement benefit that is28
-equal to an amount based on annual employee contribution credits plus29
-interest credits and, if vested, employer contribution credits plus30
-interest credits and dividend amounts credited in accordance with31
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-subdivision (4)(c) of section 84-1319; 1
-(5)(a) Compensation means gross wages or salaries payable to the2
-member for personal services performed during the plan year. Compensation3
-does not include insurance premiums converted into cash payments,4
-reimbursement for expenses incurred, fringe benefits, per diems, or5
-bonuses for services not actually rendered, including, but not limited6
-to, early retirement inducements, cash awards, and severance pay, except7
-for retroactive salary payments paid pursuant to court order,8
-arbitration, or litigation and grievance settlements. Compensation9
-includes overtime pay, member retirement contributions, and amounts10
-contributed by the member to plans under sections 125, 403(b), and 457 of11
-the Internal Revenue Code or any other section of the code which defers12
-or excludes such amounts from income. 13
-(b) Compensation in excess of the limitations set forth in section14
-401(a)(17) of the Internal Revenue Code shall be disregarded. For an15
-employee who was a member of the retirement system before the first plan16
-year beginning after December 31, 1995, the limitation on compensation17
-shall not be less than the amount which was allowed to be taken into18
-account under the retirement system as in effect on July 1, 1993;19
-(6) Date of disability means the date on which a member is20
-determined to be disabled by the board; 21
-(7) Defined contribution benefit means a member's retirement benefit22
-from a money purchase plan in which member benefits equal annual23
-contributions and earnings pursuant to section 84-1310 and, if vested,24
-employer contributions and earnings pursuant to section 84-1311;25
-(8) Disability means an inability to engage in any substantially26
-gainful activity by reason of any medically determinable physical or27
-mental impairment which was initially diagnosed or became disabling while28
-the member was an active participant in the plan and which can be29
-expected to result in death or to be of long-continued and indefinite30
-duration; 31
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-(9) Employee means any person or officer employed by the State of1
-Nebraska whose compensation is paid out of state funds or funds2
-controlled or administered by a state department through any of its3
-executive or administrative officers when acting exclusively in their4
-respective official, executive, or administrative capacities and any5
-employee of the State Board of Agriculture who is a member of the state6
-retirement system on July 1, 1982. Employee does not include (a) judges7
-as defined in section 24-701, (b) members of the Nebraska State Patrol,8
-except for those members of the Nebraska State Patrol who elected9
-pursuant to section 60-1304 to remain members of the State Employees10
-Retirement System of the State of Nebraska, (c) employees of the11
-University of Nebraska, (d) employees of the state colleges, (e)12
-employees of community colleges, (f) employees of the Department of Labor13
-employed prior to July 1, 1984, and paid from funds provided pursuant to14
-Title III of the federal Social Security Act or funds from other federal15
-sources, except that if the contributory retirement plan or contract let16
-pursuant to section 48-609, as such section existed prior to January 1,17
-2018, is terminated, such employees shall become employees for purposes18
-of the State Employees Retirement Act on the first day of the first pay19
-period following the termination of such contributory retirement plan or20
-contract, (g) employees of the State Board of Agriculture who are not21
-members of the state retirement system on July 1, 1982, (h) the Nebraska22
-National Guard air and army technicians, (i) persons who are required to23
-participate in the School Employees Retirement System of the State of24
-Nebraska pursuant to section 79-920, except that those persons so25
-required and actively contributing to the State Employees Retirement26
-System of the State of Nebraska as of March 4, 2022, shall continue as27
-members of the State Employees Retirement System of the State of28
-Nebraska, or (j) employees of the Coordinating Commission for29
-Postsecondary Education who are eligible for and have elected to become30
-members of a qualified retirement program approved by the commission31
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-which is commensurate with retirement programs at the University of1
-Nebraska. Any individual appointed by the Governor may elect not to2
-become a member of the State Employees Retirement System of the State of3
-Nebraska; 4
-(10) Employee contribution credit means an amount equal to the5
-member contribution amount required by section 84-1308;6
-(11) Employer contribution credit means an amount equal to the7
-employer contribution amount required by section 84-1309;8
-(12) Final account value means the value of a member's account on9
-the date the account is either distributed to the member or used to10
-purchase an annuity from the plan, which date shall occur as soon as11
-administratively practicable after receipt of a valid application for12
-benefits, but no sooner than forty-five days after the member's13
-termination; 14
-(13) Five-year break in service means five consecutive one-year15
-breaks in service; 16
-(14) Full-time employee means an employee who is employed to work17
-one-half or more of the regularly scheduled hours during each pay period;18
-(15) Fund means the State Employees Retirement Fund created by19
-section 84-1309; 20
-(16) Guaranteed investment contract means an investment contract or21
-account offering a return of principal invested plus interest at a22
-specified rate. For investments made after July 19, 1996, guaranteed23
-investment contract does not include direct obligations of the United24
-States or its instrumentalities, bonds, participation certificates or25
-other obligations of the Federal National Mortgage Association, the26
-Federal Home Loan Mortgage Corporation, or the Government National27
-Mortgage Association, or collateralized mortgage obligations and other28
-derivative securities. This subdivision shall not be construed to require29
-the liquidation of investment contracts or accounts entered into prior to30
-July 19, 1996; 31
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-(17) Hire date or date of hire means the first day of compensated1
-service subject to retirement contributions; 2
-(18) Interest credit rate means the greater of (a) five percent or3
-(b) the applicable federal mid-term rate, as published by the Internal4
-Revenue Service as of the first day of the calendar quarter for which5
-interest credits are credited, plus one and one-half percent, such rate6
-to be compounded annually; 7
-(19) Interest credits means the amounts credited to the employee8
-cash balance account and the employer cash balance account at the end of9
-each day. Such interest credit for each account shall be determined by10
-applying the daily portion of the interest credit rate to the account11
-balance at the end of the previous day. Such interest credits shall12
-continue to be credited to the employee cash balance account and the13
-employer cash balance account after a member ceases to be an employee,14
-except that no such credit shall be made with respect to the employee15
-cash balance account and the employer cash balance account for any day16
-beginning on or after the member's date of final account value. If17
-benefits payable to the member's surviving spouse or beneficiary are18
-delayed after the member's death, interest credits shall continue to be19
-credited to the employee cash balance account and the employer cash20
-balance account until such surviving spouse or beneficiary commences21
-receipt of a distribution from the plan; 22
-(20) Member cash balance account means an account equal to the sum23
-of the employee cash balance account and, if vested, the employer cash24
-balance account and dividend amounts credited in accordance with25
-subdivision (4)(c) of section 84-1319; 26
-(21) One-year break in service means a plan year during which the27
-member has not completed more than five hundred hours of service;28
-(22) Participation means qualifying for and making the required29
-deposits to the retirement system during the course of a plan year;30
-(23) Part-time employee means an employee who is employed to work31
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-less than one-half of the regularly scheduled hours during each pay1
-period; 2
-(24) Plan year means the twelve-month period beginning on January 13
-and ending on December 31; 4
-(25) Prior service means service before January 1, 1964;5
-(26) Regular interest means the rate of interest earned each6
-calendar year commencing January 1, 1975, as determined by the retirement7
-board in conformity with actual and expected earnings on the investments8
-through December 31, 1984; 9
-(27) Required beginning date means, for purposes of the deferral of10
-distributions and the commencement of mandatory distributions pursuant to11
-section 401(a)(9) of the Internal Revenue Code and the regulations issued12
-thereunder, April 1 of the year following the calendar year in which a13
-member: 14
-(a)(i) Terminated employment with the State of Nebraska; and15
-(ii)(A) Attained at least seventy and one-half years of age for a16
-member who attained seventy and one-half years of age on or before17
-December 31, 2019; 18
-(B) Attained at least seventy-two years of age for a member who19
-attained seventy and one-half years of age on or after January 1, 2020,20
-and prior to January 1, 2023; 21
-(C) Attained at least seventy-three years of age for a member who22
-attained seventy-two years of age after December 31, 2022, and seventy-23
-three years of age prior to January 1, 2033; or 24
-(D) Attained at least seventy-five years of age for a member who25
-attained seventy-four years of age after December 31, 2032; or26
-(b)(i) Terminated employment with the State of Nebraska; and27
-(ii) Otherwise reached the date specified by section 401(a)(9) of28
-the Internal Revenue Code and the regulations issued thereunder;29
-(28) Required contribution means the deduction to be made from the30
-compensation of employees as provided in section 84-1308;31
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-(29) Retirement means qualifying for and accepting the retirement1
-benefit granted under the State Employees Retirement Act after2
-terminating employment; 3
-(30) Retirement application means the form approved and provided by4
-the retirement system for acceptance of a member's request for either5
-regular or disability retirement; 6
-(31) Retirement board or board means the Public Employees Retirement7
-Board; 8
-(32) Retirement date means (a) the first day of the month following9
-the date upon which a member's request for retirement is received on a10
-retirement application if the member is eligible for retirement and has11
-terminated employment or (b) the first day of the month following12
-termination of employment if the member is eligible for retirement and13
-has filed an application but has not yet terminated employment;14
-(33) Retirement system means the State Employees Retirement System15
-of the State of Nebraska; 16
-(34) Service means the actual total length of employment as an17
-employee and shall not be deemed to be interrupted by (a) temporary or18
-seasonal suspension of service that does not terminate the employee's19
-employment, (b) leave of absence authorized by the employer for a period20
-not exceeding twelve months, (c) leave of absence because of disability,21
-or (d) military service, when properly authorized by the retirement22
-board. Service does not include any period of disability for which23
-disability retirement benefits are received under section 84-1317;24
-(35) State department means any department, bureau, commission, or25
-other division of state government not otherwise specifically defined or26
-exempted in the act, the employees and officers of which are not already27
-covered by a retirement plan; 28
-(36) Surviving spouse means (a) the spouse married to the member on29
-the date of the member's death or (b) the spouse or former spouse of the30
-member if survivorship rights are provided under a qualified domestic31
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-relations order filed with the board pursuant to the Spousal Pension1
-Rights Act. The spouse or former spouse shall supersede the spouse2
-married to the member on the date of the member's death as provided under3
-a qualified domestic relations order. If the benefits payable to the4
-spouse or former spouse under a qualified domestic relations order are5
-less than the value of benefits entitled to the surviving spouse, the6
-spouse married to the member on the date of the member's death shall be7
-the surviving spouse for the balance of the benefits;8
-(37)(a) (37) Termination of employment occurs on the date on which9
-the agency which employs the member determines that the member's10
-employer-employee relationship with the State of Nebraska is dissolved.11
-The agency which employs the member shall notify the board of the date on12
-which such a termination has occurred. 13
-(b) Termination of employment does not occur if an employee whose14
-employer-employee relationship with the State of Nebraska is dissolved15
-enters into an employer-employee relationship with the same or another16
-agency of the State of Nebraska and there are less than one hundred17
-twenty days between the date when the employee's employer-employee18
-relationship ceased with the state and the date when the employer-19
-employee relationship commenced with the same or another agency.20
-(c) It is the responsibility of the employer that is involved in the21
-termination of employment to notify the board of such change in22
-employment and provide the board with such information as the board deems23
-necessary. 24
-(d) If the board determines that termination of employment has not25
-occurred and a retirement benefit has been paid to a member of the26
-retirement system pursuant to section 84-1321, the board shall require27
-the member who has received such benefit to repay the benefit to the28
-retirement system unless the board determines that all or any portion of29
-such benefit was the result of an inadvertent overpayment; and30
-(38) Vesting credit means credit for years, or a fraction of a year,31
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-of participation in another Nebraska governmental plan for purposes of1
-determining vesting of the employer account. 2
-Sec. 20. Section 84-1307, Reissue Revised Statutes of Nebraska, is3
-amended to read: 4
-84-1307 (1) The membership of the retirement system shall be5
-composed of all persons who are or were employed by the State of Nebraska6
-and who maintain an account balance with the retirement system.7
-(2) The following employees of the State of Nebraska are authorized8
-to participate in the retirement system: (a) All permanent full-time9
-employees who have attained the age of eighteen years shall begin10
-participation in the retirement system upon employment; and (b) all11
-permanent part-time employees who have attained the age of eighteen years12
-may exercise the option to begin participation in the retirement system13
-within the first thirty days of employment. An employee who exercises the14
-option to begin participation in the retirement system pursuant to this15
-section shall remain in the retirement system until his or her16
-termination of employment or retirement, regardless of any change of17
-status as a permanent or temporary employee. 18
-(3) No employee shall be authorized to participate in the retirement19
-system provided for in the State Employees Retirement Act unless the20
-employee is a United States citizen or is lawfully present in the United21
-States. The employing state agency and the employee shall maintain at22
-least one of the following documents , which shall be unexpired , if23
-applicable to the particular document or which has an expiration date24
-that has been extended by the United States Department of Homeland25
-Security or the United States Citizenship and Immigration Services so26
-that such document is still valid, to demonstrate United States27
-citizenship or lawful presence in the United States as of the employee's28
-date of hire and produce any such document so maintained upon request of29
-the retirement board or the Nebraska Public Employees Retirement Systems:30
-(a) A state-issued driver's license; 31
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-(b) A state-issued identification card; 1
-(c) A state-issued motor vehicle learner's permit;2
-(d) (c) A certified copy of a birth certificate or delayed birth3
-certificate issued in any state, territory, or possession of the United4
-States; 5
-(e) (d) A Consular Report of Birth Abroad issued by the United6
-States Department of State; 7
-(f) (e) A United States passport; 8
-(g) (f) A foreign passport with a United States visa;9
-(h) (g) A United States Certificate of Naturalization;10
-(i) (h) A United States Certificate of Citizenship;11
-(j) (i) A tribal certificate of Native American blood or similar12
-document; 13
-(k) (j) A United States Citizenship and Immigration Services14
-Employment Authorization Document, Form I-766; 15
-(l) (k) A United States Citizenship and Immigration Services16
-Permanent Resident Card, Form I-551; or 17
-(m) (l) Any other document issued by the United States Department of18
-Homeland Security or the United States Citizenship and Immigration19
-Services granting employment authorization in the United States and20
-approved by the retirement board. 21
-(4) For purposes of this section, (a) permanent full-time employees22
-includes employees of the Legislature or Legislative Council who work23
-one-half or more of the regularly scheduled hours during each pay period24
-of the legislative session and (b) permanent part-time employees includes25
-employees of the Legislature or Legislative Council who work less than26
-one-half of the regularly scheduled hours during each pay period of the27
-legislative session. 28
-(5)(a) Within the first one hundred eighty days of employment, a29
-full-time employee may apply to the board for vesting credit for years of30
-participation in another Nebraska governmental plan, as defined by31
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-section 414(d) of the Internal Revenue Code. During the years of1
-participation in the other Nebraska governmental plan, the employee must2
-have been a full-time employee, as defined in the Nebraska governmental3
-plan in which the credit was earned. The board may adopt and promulgate4
-rules and regulations governing the assessment and granting of vesting5
-credit. 6
-(b) If the contributory retirement plan or contract let pursuant to7
-section 48-609, as such section existed prior to January 1, 2018, is8
-terminated, employees of the Department of Labor who are active9
-participants in such contributory retirement plan or contract on the date10
-of termination of such plan or contract shall be granted vesting credit11
-for their years of participation in such plan or contract.12
-(6) Any employee who qualifies for membership in the retirement13
-system pursuant to this section may not be disqualified for membership in14
-the retirement system solely because such employee also maintains15
-separate employment which qualifies the employee for membership in16
-another public retirement system, nor may membership in this retirement17
-system disqualify such an employee from membership in another public18
-retirement system solely by reason of separate employment which qualifies19
-such employee for membership in this retirement system.20
-(7) State agencies shall ensure that employees authorized to21
-participate in the retirement system pursuant to this section shall22
-enroll and make required contributions to the retirement system23
-immediately upon becoming an employee. Information necessary to determine24
-membership in the retirement system shall be provided by the employer.25
-Sec. 21. Section 84-1322, Reissue Revised Statutes of Nebraska, is26
-amended to read: 27
-84-1322 (1) Prior to January 1, 2020, except as otherwise provided28
-in this section, a member of the retirement system who has a five-year29
-break in service shall upon reemployment be considered a new employee30
-with respect to the State Employees Retirement Act and shall not receive31
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-credit for service prior to his or her reemployment date.1
-(2)(a) A member who ceases to be an employee before becoming2
-eligible for retirement under section 84-1317 and again becomes a3
-permanent full-time or permanent part-time state employee prior to having4
-a five-year break in service shall immediately be reenrolled in the5
-retirement system and resume making contributions. For purposes of6
-vesting employer contributions made prior to and after reentry into the7
-retirement system under subsection (3) of section 84-1321, years of8
-participation include years of participation prior to such employee's9
-original termination. For a member who is not vested and has received a10
-termination benefit pursuant to section 84-1321, the years of11
-participation prior to such employee's original termination shall be12
-limited in a ratio equal to the amount that the member repays divided by13
-the termination benefit withdrawn pursuant to section 84-1321. This14
-subsection shall apply whether or not the person was a state employee on15
-April 20, 1986, or July 17, 1986. 16
-(b) The reemployed member may repay the value of, or a portion of17
-the value of, the termination benefit withdrawn pursuant to section18
-84-1321. A reemployed member who elects to repay all or a portion of the19
-value of the termination benefit withdrawn pursuant to section 84-132120
-shall repay the actual earnings on such value. Repayment of the21
-termination benefit shall commence within three years after reemployment22
-and shall be completed within five years after reemployment or prior to23
-termination of employment, whichever occurs first, through (i) direct24
-payments to the retirement system, (ii) installment payments made25
-pursuant to a binding irrevocable payroll deduction authorization made by26
-the member, (iii) an eligible rollover distribution as provided under the27
-Internal Revenue Code, or (iv) a direct rollover distribution made in28
-accordance with section 401(a)(31) of the Internal Revenue Code.29
-(c) The value of the member's forfeited employer account or employer30
-cash balance account, as of the date of forfeiture, shall be restored in31
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-a ratio equal to the amount of the benefit that the member has repaid1
-divided by the termination benefit received. The employer account or2
-employer cash balance account shall be restored first out of the current3
-forfeiture amounts and then by additional employer contributions.4
-(3) For a member who retired pursuant to section 84-1317 and becomes5
-a permanent full-time employee or permanent part-time employee with the6
-state more than one hundred twenty days after his or her retirement date,7
-the member shall continue receiving retirement benefits. Such a retired8
-member or a retired member who received a lump-sum distribution of his or9
-her benefit shall be considered a new employee as of the date of10
-reemployment and shall not receive credit for any service prior to the11
-member's retirement for purposes of the act. 12
-(4) A member who is reinstated as an employee pursuant to a13
-grievance or appeal of his or her termination by the state shall be a14
-member upon reemployment and shall not be considered to have a break in15
-service for such period of time that the grievance or appeal was pending.16
-(5) Beginning January 1, 2020, if a contributing member of the17
-retirement system ceases to be an employee and returns to service in any18
-capacity with the state prior to having a one-hundred-twenty-day break in19
-service, the member: 20
-(a) Shall not be deemed to have had a bona fide separation of21
-service; 22
-(b) Shall be immediately reenrolled in: 23
-(i) The defined contribution benefit if the member was contributing24
-to the defined contribution benefit prior to ceasing employment; or25
-(ii) The cash balance benefit in which the member was participating26
-prior to ceasing employment if the member was contributing to the cash27
-balance benefit prior to ceasing employment; 28
-(c) Shall immediately resume making contributions;29
-(d) Shall make up any missed contributions based upon services30
-rendered and compensation received; 31
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-(e) Shall have all distributions from the retirement system1
-canceled; and 2
-(f) Shall repay the gross distributions from the retirement system3
-unless the board determines that all or any portion of such gross4
-distributions were the result of an inadvertent overpayment.5
-(6)(a) Beginning January 1, 2020, if a contributing member of the6
-retirement system ceases to be an employee and returns to permanent full-7
-time or permanent part-time service in any capacity with the state after8
-having a one-hundred-twenty-day break in service, the member:9
-(i) Shall be immediately reenrolled in: 10
-(A) The defined contribution benefit if the member was contributing11
-to the defined contribution benefit prior to ceasing employment; or12
-(B) The cash balance benefit in which the member was participating13
-prior to ceasing employment if the member was contributing to the cash14
-balance benefit prior to ceasing employment; 15
-(ii) Shall immediately resume making contributions;16
-(iii) Shall continue receiving any annuity elected after the member17
-ceased employment and before the member was reemployed; and18
-(iv) Shall be prohibited from taking any distributions from the19
-retirement system until the employee again terminates employment with the20
-state. 21
-(b) For the purposes of vesting employer contributions made prior to22
-and after reentry into the retirement system, the member's years of23
-participation prior to the date the member originally ceased employment24
-and the years of participation after the member is reenrolled in the25
-retirement system shall be included as years of participation, except26
-that if the member is not vested on the date the member originally ceased27
-employment and has taken a distribution, the years of participation prior28
-to the date the member originally ceased employment shall be limited in a29
-ratio equal to the value of the distribution that the member repays30
-divided by the total value of the distribution taken as described in31
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-subdivision (6)(c) of this section. 1
-(c) A reemployed member may repay all or a portion of the value of a2
-distribution except for an annuity elected after the member ceased3
-employment and before the member was reemployed. Repayment of such a4
-distribution shall commence within three years after reemployment and5
-shall be completed within five years after reemployment or prior to the6
-member again ceasing employment, whichever occurs first, through (i)7
-direct payments to the retirement system, (ii) installment payments made8
-pursuant to a binding irrevocable payroll deduction authorization made by9
-the member, (iii) an eligible rollover distribution as provided under the10
-Internal Revenue Code, or (iv) a direct rollover distribution made in11
-accordance with section 401(a)(31) of the Internal Revenue Code. If the12
-member fails to repay all of the value of such a distribution prior to13
-the member again ceasing employment, the member shall be forever barred14
-from repaying the value of such a distribution taken between the periods15
-of employment. The value of the member's forfeited employer account or16
-employer cash balance account, as of the date of forfeiture, shall be17
-restored in a ratio equal to the amount of the distribution repaid by the18
-member divided by the amount of the distribution taken. The employer19
-account or employer cash balance account shall be restored first out of20
-the current forfeiture amounts and then by additional employer21
-contributions. 22
-Sec. 22. Section 84-1502, Reissue Revised Statutes of Nebraska, is23
-amended to read: 24
-84-1502 (1) Within thirty days after its appointment, the Public25
-Employees Retirement Board shall meet and select a chairperson and26
-secretary. Thereafter, the chairperson and the secretary shall be elected27
-in January of each year. 28
-(2) The board shall meet upon call of the chairperson , upon the call29
-of the vice-chairperson, or upon the request of three members of the30
-board filed with the board office. Meetings of the board shall be held in31
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-this state and may be held by telecommunication equipment if the1
-requirements of the Open Meetings Act are met. 2
-(3) The members of the board, except the state investment officer,3
-shall be paid seventy-five dollars per diem for attendance at any meeting4
-of the board or for any travel to or from any meeting of the board if5
-such travel occurs on a different day than a board meeting. All , and all6
-members shall be reimbursed for expenses incurred in connection with the7
-performance of their duties as board members , including mileage, as8
-provided in sections 81-1174 to 81-1177. 9
-Sec. 23. Section 84-1504, Reissue Revised Statutes of Nebraska, is10
-amended to read: 11
-84-1504 (1) The Public Employees Retirement Board, on behalf of the12
-state, may contract with any individual to defer a portion of such13
-individual's compensation or with the Legislative Council to defer any14
-other amount that the Legislative Council agrees to credit to an15
-individual's account pursuant to section 457 of the Internal Revenue16
-Code. 17
-(2) The compensation to be deferred at the election of the18
-individual and any other amount credited on behalf of such individual by19
-the Legislative Council shall not exceed the total compensation to be20
-received by the individual from the employer or exceed the limits21
-established by the Internal Revenue Code for such a plan.22
-(3) The deferred compensation program shall serve in addition to but23
-not be a part of any existing retirement or pension system provided for24
-state or county employees or any other benefit program.25
-(4) Any compensation deferred at the election of the individual26
-under such a deferred compensation plan shall continue to be included as27
-regular compensation for the purpose of computing the retirement,28
-pension, or social security contributions made or benefits earned by any29
-employee. 30
-(5) Any sum so deferred shall not be included in the computation of31
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-any federal or state taxes withheld on behalf of any such individual.1
-(6) The state, the board, the state investment officer, the agency,2
-or the county shall not be responsible for any investment results entered3
-into by the individual in the deferred compensation agreement.4
-(7) Nothing in this section shall in any way limit, restrict, alter,5
-amend, invalidate, or nullify any deferred compensation plan previously6
-instituted by any instrumentality or agency of the State of Nebraska, and7
-any such plan is hereby authorized and approved. 8
-(8) No employee of the state or any political subdivision of the9
-state shall be authorized to participate in a deferred compensation plan10
-unless the employee is a United States citizen or is lawfully present in11
-the United States. The employing state agency or political subdivision of12
-the State of Nebraska and the employee shall maintain at least one of the13
-following documents , which shall be unexpired , if applicable to the14
-particular document or which has an expiration date that has been15
-extended by the United States Department of Homeland Security or the16
-United States Citizenship and Immigration Services so that such document17
-is still valid, to demonstrate United States citizenship or lawful18
-presence in the United States as of the employee's date of hire and19
-produce any such document so maintained upon request of the Public20
-Employees Retirement Board or the Nebraska Public Employees Retirement21
-Systems: 22
-(a) A state-issued driver's license; 23
-(b) A state-issued identification card; 24
-(c) A state-issued motor vehicle learner's permit;25
-(d) (c) A certified copy of a birth certificate or delayed birth26
-certificate issued in any state, territory, or possession of the United27
-States; 28
-(e) (d) A Consular Report of Birth Abroad issued by the United29
-States Department of State; 30
-(f) (e) A United States passport; 31
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-(g) (f) A foreign passport with a United States visa;1
-(h) (g) A United States Certificate of Naturalization;2
-(i) (h) A United States Certificate of Citizenship;3
-(j) (i) A tribal certificate of Native American blood or similar4
-document; 5
-(k) (j) A United States Citizenship and Immigration Services6
-Employment Authorization Document, Form I-766; 7
-(l) (k) A United States Citizenship and Immigration Services8
-Permanent Resident Card, Form I-551; or 9
-(m) (l) Any other document issued by the United States Department of10
-Homeland Security or the United States Citizenship and Immigration11
-Services granting employment authorization in the United States and12
-approved by the Public Employees Retirement Board.13
-(9) For purposes of this section, individual means (a) any state14
-employee, whether employed on a permanent or temporary basis, full-time15
-or part-time, (b) a person under contract providing services to the state16
-who is not employed by the University of Nebraska or any of the state17
-colleges or community colleges and who has entered into a contract with18
-the state to have compensation deferred prior to August 28, 1999, and (c)19
-any county employee designated as a permanent part-time or full-time20
-employee or elected official whose employer does not offer a deferred21
-compensation plan and who has entered into an agreement pursuant to22
-section 48-1401. 23
-Sec. 24. Section 84-1511, Reissue Revised Statutes of Nebraska, is24
-amended to read: 25
-84-1511 (1) For purposes of this section: 26
-(a) Leave with pay means time off paid by the employer and does not27
-mean vacation, sick, personal, or compensatory time; and28
-(b) Session means an in-person training or live-broadcast webinar29
-but does not include information that can be accessed at any time via30
-electronic means unless the information accessed via electronic means31
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-is: . 1
-(i) In connection with any retirement-planning session provided by2
-the Public Employees Retirement Board; 3
-(ii) No longer than four hours; and 4
-(iii) Accessed by the member within forty-eight hours after such5
-information was made available by the Public Employees Retirement Board.6
-(2)(a) The Public Employees Retirement Board shall provide sessions7
-for state patrol officers, state employees, judges, county employees, and8
-school employees who are members of the retirement systems established9
-pursuant to the County Employees Retirement Act, the Judges Retirement10
-Act, the School Employees Retirement Act, the Nebraska State Patrol11
-Retirement Act, and the State Employees Retirement Act. The sessions12
-shall provide information and advice regarding the many changes members13
-face upon retirement, including, but not limited to, changes in physical14
-and mental health, housing, family life, leisure activity, and retirement15
-income. 16
-(b) The sessions shall be available to any member who has satisfied17
-the vesting requirements under the retirement system in which the member18
-participates. 19
-(c) The sessions shall include information on the federal and state20
-income tax consequences of the various annuity or retirement benefit21
-options available to retirement system members, information on social22
-security benefits, information on various local, state, and federal23
-government programs and programs in the private sector designed to assist24
-elderly persons, and information and advice the board deems valuable in25
-assisting retirement system members in the transition from public26
-employment to retirement. 27
-(d) Beginning September 1, 2024, as provided pursuant to section28
-79-9,117, the board shall also provide the sessions described in this29
-subsection to school employees who are members of any retirement system30
-established pursuant to the Class V School Employees Retirement Act.31
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-(3) The board shall work with the Department of Health and Human1
-Services, the personnel division of the Department of Administrative2
-Services, employee groups, and any other governmental agency, including3
-political subdivisions or bodies whose services or expertise may enhance4
-the development or implementation of the sessions. 5
-(4)(a)(i) Each employer participating in the Retirement System for6
-Nebraska Counties or the State Employees Retirement System of the State7
-of Nebraska shall provide each member leave with pay to attend up to8
-three days of sessions or up to twenty-four hours of sessions.9
-(ii) Each employer participating in the Nebraska Judges Retirement10
-System, the School Employees Retirement System of the State of Nebraska,11
-or the Nebraska State Patrol Retirement System shall provide each member12
-leave with pay to attend up to two days of sessions or up to sixteen13
-hours of sessions. 14
-(b) Leave authorized pursuant to subdivision (4)(a) of this section15
-may only be used to attend sessions that occur during the employee's16
-normal work day. 17
-(c) A member may choose to attend more sessions than the leave18
-authorized pursuant to subdivision (4)(a) of this section, but leave to19
-attend such additional sessions shall be at the expense of the member and20
-shall be at the discretion of the employer. 21
-(5) Funding to cover the expenses of a session shall be charged back22
-to the retirement fund of each plan for which sessions are provided23
-pursuant to subsection (2) of this section on a pro rata share based on24
-the number of members in each plan, except that a nominal registration25
-fee may be charged to each person attending an in-person training session26
-to cover the costs for meals, meeting rooms, or other expenses incurred27
-that are incident to an in-person training session.28
-Sec. 25. (1)(a) Except as otherwise provided in this section, no29
-person or entity shall include any name, logo, symbol, or similar name,30
-logo, or symbol of any of the following in a written solicitation for any31
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-financial product or service directed to a member of any Nebraska state1
-public retirement system without the consent of the Public Employees2
-Retirement Board: 3
-(i) The Public Employees Retirement Board; 4
-(ii) The Nebraska Public Employees Retirement Systems;5
-(iii) The School Employees Retirement System of the State of6
-Nebraska; 7
-(iv) Any retirement system for a Class V school;8
-(v) The Retirement System for Nebraska Counties;9
-(vi) The State Employees Retirement System; 10
-(vii) The Nebraska Judges Retirement System; or11
-(viii) The Nebraska State Patrol Retirement System.12
-(b) Any written solicitation for any financial product or service13
-directed to a member of any Nebraska state public retirement system shall14
-clearly and conspicuously state that the person or entity is not15
-sponsored by or affiliated with the Public Employees Retirement Board,16
-the Nebraska Public Employees Retirement Systems, or any retirement17
-system specified in subdivisions (1)(a)(iii) through (viii) of this18
-section. Any such statement shall be in close proximity to and in larger19
-font size than the first use and any prominent uses of the name, logo, or20
-symbol in the written solicitation, including on an envelope or through21
-an envelope window containing the written solicitation.22
-(2) No person or entity shall use the name of the Public Employees23
-Retirement Board, the Nebraska Public Employees Retirement Systems, any24
-retirement system specified in subdivisions (1)(a)(iii) through (viii) of25
-this section, or any name similar to the Public Employees Retirement26
-Board, the Nebraska Public Employees Retirement Systems, or any27
-retirement system specified in subdivisions (1)(a)(iii) through (viii) of28
-this section, in any written solicitation for any financial product or29
-service directed to any member of any Nebraska state public retirement30
-system if such use could cause a reasonable person to be confused,31
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-mistaken, or deceived initially or otherwise as to either of the1
-following: 2
-(a) Any sponsorship, affiliation, connection, or association with3
-the person who or entity that initiated or sent the written solicitation4
-and the Public Employees Retirement Board, the Nebraska Public Employees5
-Retirement Systems, or any retirement system specified in subdivisions6
-(1)(a)(iii) through (viii) of this section; 7
-(b) Any approval or endorsement of the person who or entity that8
-initiated or sent the written solicitation by the Public Employees9
-Retirement Board, the Nebraska Public Employees Retirement Systems, or10
-any retirement system specified in subdivisions (1)(a)(iii) through11
-(viii) of this section; or 12
-(c) Any approval or endorsement of any product or service provided13
-or offered by the person who or entity that initiated or sent the written14
-solicitation by the Public Employees Retirement Board, the Nebraska15
-Public Employees Retirement Systems, or any retirement system specified16
-in subdivisions (1)(a)(iii) through (viii) of this section.17
-Sec. 26. Original sections 23-2320, 42-1102, 79-902, 79-904.01,18
-79-915, 79-956, 79-978, 79-9,103, 79-9,106, 79-9,117, 79-9,118, 81-2014,19
-81-2016, 81-2017, 84-1301, 84-1307, 84-1322, 84-1502, 84-1504, and20
-84-1511, Reissue Revised Statutes of Nebraska, and sections 23-2301,21
-23-2306, 24-701, and 24-703.01, Revised Statutes Cumulative Supplement,22
-2024, are repealed. 23
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