AB916: Bill Text

LRB-3078/1

RAC:kjf:rs

2009 - 2010 LEGISLATURE

2009 Assembly BILL 916

March 31, 2010 - Introduced by Representatives Mason, Pocan, Berceau, Van Akkeren, Jorgensen, Shilling, Sinicki, Danou, Benedict, Hixson, Roys, A. Williams, Kessler, Colon, Hebl, Pope-Roberts, Zigmunt, Molepske Jr., Toles, Parisi and Soletski, cosponsored by Senators Hansen, Coggs, Wirch, Kreitlow, Taylor, Lehman, Holperin, Miller, Erpenbach, Carpenter and Vinehout. Referred to Committee on Labor.

AB916,1,3 An Act to amend 40.07 (1); and to create 40.03 (2) (im) and 40.08 (1j) of the statutes; relating to: deduction of voluntary payments from retirement annuities under the Wisconsin Retirement System.

Analysis by the Legislative Reference Bureau

This bill permits an annuitant under the Wisconsin Retirement System, who is a member of a retiree organization that is affiliated with an employee organization, to have the Department of Employee Trust Funds (DETF) deduct from the annuitant's annuity monthly voluntary payments for either organization or an entity affiliated with either organization. Under the bill, the secretary of employee trust funds must establish a procedure for deducting monthly voluntary payments and for designating the organizations and affiliated entities eligible to receive the voluntary payments. The procedure must require that DETF, at the request of an organization or affiliated entity, mail to annuitants any printed information and membership materials for the organization or affiliated entity. The organization or affiliated entity must provide DETF the printed information and membership materials and DETF must identify to the organization or affiliated entity the total number of annuitants.

The bill also requires the secretary to charge organizations and affiliated entities that wish to receive monthly voluntary payments a fee to cover all costs for mailing the printed information and membership materials.

Finally, the bill provides that, when remitting deducted voluntary payments to an organization or affiliated entity, the secretary must, for each annuitant from whose annuity voluntary payments are deducted, provide the organization or affiliated entity with the annuitant's name, amount of the deduction, and a unique identifier.

Because this bill relates to public employee retirement or pensions, it may be referred to the Joint Survey Committee on Retirement Systems for a report to be printed as an appendix to the bill.

For further information see the state fiscal estimate, which will be printed as an appendix to this bill.

The people of the state of Wisconsin, represented in senate and assembly, do enact as follows:

AB916, s. 1 Section 1. 40.03 (2) (im) of the statutes is created to read:

AB916,3,2 40.03 (2) (im) Shall permit an annuitant who is a member of a retiree organization that is affiliated with an employee organization to have the department deduct from the annuitant's annuity monthly voluntary payments for the employee or retiree organization or any other entity affiliated with either organization. The secretary shall establish a procedure for deducting monthly voluntary payments and for designating the organizations and affiliated entities eligible to receive the voluntary payments. The procedure shall require that the department, at the request of an organization or affiliated entity, mail to annuitants any printed information and membership materials for the organization or affiliated entity. The organization or affiliated entity must provide the department the printed information and membership materials and the department must identify to the organization or affiliated entity the total number of annuitants. The secretary shall charge organizations and affiliated entities that wish to receive monthly voluntary payments a fee to cover all costs for mailing the printed information and membership materials. When remitting deducted voluntary payments to an employee or retiree organization or affiliated entity, the secretary shall, for each annuitant from whose annuity voluntary payments are deducted, provide the employee or retiree organization or affiliated entity with the annuitant's name, amount of the deduction, and a unique identifier.

AB916, s. 2 Section 2. 40.07 (1) of the statutes is amended to read:

AB916,3,6 40.07 (1) Notwithstanding any other statutory provision, individual personal information in the records of the department is not a public record and shall not be disclosed except as provided in this section and s. 40.03 (2) (im).

AB916, s. 3 Section 3. 40.08 (1j) of the statutes is created to read:

AB916,3,11 40.08 (1j) Voluntary payments to employee or retiree organizations and affiliated entities. Notwithstanding sub. (1), an annuitant may have the department deduct from his or her annuity monthly voluntary payments to an employee or retiree organization or affiliated entity under s. 40.03 (2) (im).

AB916,3,12 (End)