Amendment ASA1-AB916

LRBs0369/1

RAC:kjf:ph

2009 - 2010 LEGISLATURE

ASSEMBLY SUBSTITUTE AMENDMENT 1, TO 2009 ASSEMBLY BILL 916

March 31, 2010 - Offered by Representative Mason.

AB916-ASA1,1,4 An Act to amend 40.07 (1); and to create 20.515 (1) (g), 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 and making an appropriation.

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

AB916-ASA1, s. 1 Section 1. 20.515 (1) (g) of the statutes is created to read:

AB916-ASA1,1,10 20.515 (1) (g) Fees paid by retiree and affiliated organizations. All moneys received from organizations and affiliated entities under s. 40.03 (2) (im) to reimburse the department of employee trust funds for costs incurred in deducting and remitting voluntary payments and in mailing printed information and membership materials under s. 40.03 (2) (im).

AB916-ASA1, s. 2 Section 2. 40.03 (2) (im) of the statutes is created to read:

AB916-ASA1,2,21 40.03 (2) (im) Shall permit an annuitant, beginning on July 1, 2011, who is a member of a retiree organization that is affiliated with an employee organization or who is a member of a retiree organization that represents annuitants 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 incurred by the department in deducting and remitting voluntary payments and in 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-ASA1, s. 3 Section 3. 40.07 (1) of the statutes is amended to read:

AB916-ASA1,2,25 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-ASA1, s. 4 Section 4. 40.08 (1j) of the statutes is created to read:

AB916-ASA1,3,9 40.08 (1j) Voluntary payments to employee or retiree organizations and affiliated entities. Notwithstanding sub. (1), beginning on July 1, 2011, 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). The board and any member or agent thereof and the department and any employee or agent thereof are immune from civil liability for any act or omission while performing official duties relating to withholding any voluntary payments pursuant to s. 40.03 (2) (im) and this subsection.

AB916-ASA1,3,10 (End)