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O-429-81 ORDINANCE No. 429-81 AN ORDINANCE AMENDING ORDINANCE ESTABLISHING MIAMI SHORES VILLAGE PENSION FUND; CHANGING DEFINITION OF "AVERAGE FINAL COMPENSATION" ; AUTHORIZING EARLIER RETIREMENT; INCREASING BENEFITS FOR EMPLOYEES WORKING BEYOND RETIREMENT AGE; RE- DUCING MINIMUM VESTING PERIOD TO TEN YEARS; PROVIDING EFFECTIVE DATE. BE IT ORDAINED BY MIAMI SHORES VILLAGE: Section 1. That the fifth paragraph of Section 17-19 of Article II of the Code of ordinances, Miami Shores Village, comprises the definition of AVERAGE FINAL COMPENSATION as follows: "AVERAGE FINAL COMPENSATION: "Average final compensation" means the average highest annual compensation of a member for any sixty (60) consecutive calendar months while a member is contributing within the last one hundred twenty (120) calendar months while a member is contributing, immediately preceding actual termination of service. " Section 2. That the fifth paragraph of said Section 17-19, being the definition of "average final compensation", is hereby amended to read as follows: "AVERAGE FINAL COMPENSATION: Average final compensation means the average highest annual compensation of a member for any thirty-six (36) consecutive calendar months while a member is contributing within the last one hundred twenty (120) calendar months while a member is contributing, as determined immediately preceding actual termination of service." Section 3. The last sentence of sub-section 17-24 (e) of Article II of the Code of ordinances, Miami Shores' Village, reads as follows: " (e) The individual accounts in the special fund for police officers and firemen as of December 31, 1969, shall no longer be augmented, reassigned, or charged for expenses. All disbursements from said special fund shall be made in accordance with subsection (d) of this section. All further monies received from the state from the receipts of premiums on casualty and fire insurance written in the village will hereafter go into the regular pension trust fund for the exclusive benefit of police officers and firemen who are members of the Miami Shores Pension Plan by making available and earlier retirement benefit at age fifty-eight (58) ." Section 4. That the last sentence of sub-section 17-24 (e) of Article II of the Code of ordinances, Miami Shores Village, is hereby amended to read as follows: " (e) . . . All further monies received from the state from the receipts of premiums on casualty and fire insur- ance written in the Village will hereafter go into the regular pension trust fund for the exclusive benefit of police officers and firemen who are members of the Miami Shores Pension Plan for the purpose of providing benefits from the plan in addition to those available to general employees." Section 5. Sub-sections 17-31 (a) (b) (c) (e) of Article II of the Code of ordinances, Miami Shores Village, read as follows: " (a) Service Retirement Allowance: Any police officer and fireman upon withdrawal from service upon or after the attainment of the age of fifty-eight (58) , and any general employee upon withdrawal from service upon or after the attainment of age sixty-two (62) , shall become entitled to receive a service retirement annuity in an amount provided under subsection (c) hereunder. In the event that an employee of the Village has been classified as a police officer or fireman for part of his employment with the Village and a general employee for another part of his employment with the Village, his age for entitlement to receive a service retirement annuity will be adjusted upon his date of change in classification in the following manner: (1) If the employee was classified immediately prior to the current date of change as a police officer or fireman and changes classification to a general employee, his adjusted age of entitled ment to receive a service retire- ment annuity will be ( (l) + (2) + (3) 4 (4) , where : (1) is fifty-eight (58) multiplied by years and fractions of creditable service accrued to date of current change of classification while classified as a police officer or fireman, (2) is sixty-two (62) multiplied by years and fractions of creditable service accrued to date of current change of classification while classified as a general employee, (3) is sixty-two (62) multiplied by the number of years and fractions from the date of change until the date the employee would attain the age of sixty-two (62) , and (4) is the number of years and fractions of creditable service the employee has accrued at his current date of change plus the number of years and fractions from the date of current change until the date the employee would attain the age of sixty-two (62) . (2) If the employee was classified immediately prior to the current date of change as a general employee and changes classification to a police officer or fireman, his adjusted age of entitled to receive a service retire- ment annuity will be ( (l) + (2) + (3) ) -A.- (4) , where: (1) is sixty-two (62) multiplied by years and fractions of creditable service accrued to date of current change of classification while classified as a- general employee, (2) is fifty-eight (58) multiplied by years and fractions of creditable service accrued to date of current change of classification while classified as a police officer or fireman, (3) is fifty-eight (58) multiplied by the number of years and fractions from the date of current change until the - 2 - date the employee would attain the age of fifty-eight (58) , and (4) is the number of years and fractions of creditable service the employee has accrued at his current date of change plus the number of years and fractions from the date of current change until the date the employee would attain the age of fifty-eight (58) . " " (b) Any member who shall have completed at least fifteen (15) years of creditable service may withdraw from service at the age of fifty-five (55) or over and shall thereupon become entitled to receive a service retirement annuity which is actuarially reduced to reflect receipt of his annuity prior to age fifty-eight (58) if he is a police officer or fireman, prior to age sixty-two (62) if he is a general employee, or prior to his adjusted retirement age as defined in subswtion 17-31 (a) hereof, if he has been both a police officer or fireman and a general employee. However, at his option, such a member shall become entitled to the service retirement annuity without actuarial reduction, the payment of which, however, is to be deferred until his attainment of age fifty- eight (58) if he is a police officer or a fireman, age sixty- two (62) if he is a general employee, or at his adjusted retirement age as defined in subsection 17-31 (a) hereof, if he has been both a police officer or fireman and a general employee. " " (c) The amount of monthly retirement annuity to which as member shall be entitled, shall be equal to two (2) per cent of the monthly average final compensation multiplied by the number of years of creditable service, not to exceed thirty (30) years of service. " " (e) Any employee who has thirty (30) years of membership service and who is permitted to remain inthe service of the Village after his normal retirement date at age fifty-eight (58) for a police officer or a fireman, age sixty-two (62) for a general employee, or adjusted retirement age (as defined in subsection 17-31 (a) hereof) for an employee who has been both a police officer or fireman and a general employee, may remain in service for periods of one year each. No contributions are to be made by such employee and no further annuity credits shall accrue to him and his annuity shall be fixed as of age fifty-eight (58) for a police officer and a fireman, age sixty-two (62) for a general employee, and an adjusted retirement age as defined in subsection 17-31 (a) hereof, for an employee who has been both a police officer or a fireman who has to his credit less than thirty (30) years of membership service at age fifty-eight (58) years, a general employee who has to his credit less than thirty (30) years of membership service at age sixty-two (62) years, or an employee who has been both a police officer or fireman and a general employee who has to his credit less than thirty (30) years of membership service at his adjusted retirement age, as defined in subsection 17-31 (a) hereof, shall be allowed to contribute to the plan until the completion of thirty (30) years of membership service and have his service retirement annuity based upon his total creditable service (but not more than thirty (30) years) and average final compensation at his termination of service. " - 3 Section 6. Sub-sections 17-31 (a) (b) (c) (e) of Article II of the Code of Ordinances, Miami Shores Village, are hereby amended to read as follows: (a) Any police officer and fireman upon withdrawal from service upon or after the completion of twenty-five (25) years of creditable service, and any general employee upon withdrawal from service upon or after the attainment of age sixty-two (62) , shall become entitled to receive a service retirement annuity in an amount provided under subsection (c) hereunder. In the event that an employee of the Village has been classified as a police officer or fireman for part of his employment with the Village and a general employee for another part of his employment with the Village, his age for entitlement to receive a service retirement annuity will be adjusted upon his date of change in classification in the following manner: (1) If the employee was classified immediately prior to the current date of change as a police officer or fireman and changes classification to a general employee, his adjusted age of entitlement to receive a service retirement annuity will be ( (l) + (2) + (3) ) (4) , where: (1) is the age of the member as of the date on on which such member would have completed twenty- five (25) years of creditable service assuming continued full-time service with the Village multiplied by years and fractions of creditable service accrued to date of current change of classification while classified as a police officer or fireman, (2) is sixty-two (62) multiplied by years and fractions of creditable service accrued to date of current change of classification while classified as a general employee, (3) is sixty-two (62) multiplied by the number of years and fractions from the date of change until the date the employee would attain the age of sixty-two (62) , and (4) is the number of years and fractions of creditable service the employee has accrued at his current date of change plus the number of years and fractions from the date of current change until the date the employee will attain the age of sixty- two (62) . (2) If the employee was classified immediately prior to the current date of change as a general employee and changes classification to a police officer or fireman, his adjusted age of entitlement to receive a service retirement annuity will be ( (l) + (2) + (3) ) 4 (4) , where: - 4 (1) is sixty-two (62) multiplied by years and fractions of creditable service accrued to date of current change of classification while classified as a general employee, (2) is the age of the member as of the date such member would have completed twenty-five (25) years of creditable service assuming continued full-time service with the Village multiplied by years and fractions of creditable service accrued to date of current change of classification while classified as a police officer or fireman, (3) is the age of the member as of the date such member would have completed twenty-five (25) years of creditable service assuming continued full-time service with the Village multiplied by the number of years and fractions from the date of current change until the date the employee would have completed twenty-five (25) years of creditable service assum- ing continued full-time service with the Village, and (4) is the number of years and fractions of credit- able service the employee has accured at his current date of change plus the number of years and fractions from the date of current change until the date the employee would have completed twenty-five (25) years of creditable service assuming continued full- time service with the Village. (b) Any member who shall have completed at least fifteen (15) years of creditable service may withdraw from service at the age of fifty-five (55) or over and shall thereupon become entitled to receive a service retirement annuity which is actuarially reduced to reflect receipt of his annuity prior to the age the member would have completed twenty-five (25) years of creditable service assuming continued full-time service with the Village if he is a police officer or fireman, prior to age sixty-two (62) if he is a general employee, or prior to his adjusted retirement age as defined in subsection 17-31 (a) hereof, if he has been both a police officer or fireman and a general employee. However, at his option, such member shall become entitled to the service retirement annuity without actuarial reduction, the payment of which, however, is to be deferred until the date as of which the member would have completed twenty-five (25) years of creditable service assuming continued full-time service with the Village if he is a police officer or a fireman, or the attainment of age sixty-two (62) if he is a general employee, or at his adjusted retirement age as defined in subsection 17-31 (a) hereof, if he has been both a police officer or fireman and a general employee. (c) (1) The amount of monthly retiremen annuity to which a general employee member shall be entitled shall be equal to two percent (20%) of the monthly average final compensation multiplied by the number of years of creditable service, not to exceed thirty (30) years of service. - 5 - (c) (2) The amount of monthly retirement annuity to which a police officer or fireman shall be entitled shall be equal to two percent (20%) of the monthly average final compensation multiplied by the number of years of creditable service up to twenty-five (25) years, plus two and one-half percent (2Vo) of the monthly average final compensation multiplied by the number of years of creditable service over twenty-five years (25) , but not to exceed a total of thirty (30) years of creditable service. (e) (1) Any general employee who has thirty (30) years of membership service and who is permitted to remain in the service of the Village after his normal retirement date at age sixty-two (62) or an adjusted retirement age (as defined in subsection 17-31 (a) hereof) for an employee who has been a police officer or fireman and changed to a general employee, may remain in service for periods of one (l) year each. No contributions are to be made by such general employee and no further annuity credits shall accrue to him and his annuity shall be fixed as of age sixty-two (62) or his adjusted retirement age as defined in subsection 17-31 (a) hereof. A general employee who has to his credit less than thirty (30) years of membership service at age sixty-two (62) years or at his adjusted retirement age, as defined in subsection 17-31 (a) hereof, shall be allowed to contribute to the plan until the completion of thirty (30) years of member- ship service and have his service retirement annuity based upon his total creditable service (but not more than thirty (30) years) and average final compensation as determined on the earlier of his date of retirement or upon the completion of thirty (30) years of membership service. (2) Any police officer or fireman may remain in the service of the Village until such employee has completed thirty (30) years of membership service, provided the employee makes contributions to the plan during such period. The employee may remain in the service of the Village after the completion of thirty (30) years of membership service provided such employee continues to make contributions to the plan, however, such employee will not accrue creditable service after he has completed thirty (30) years. Upon retirement, the benefit payable to the police officer or fireman will be based on his creditable service as of his date of retirement, but not more than thirty (30) years and his monthly final average compensa- tion as of his actual retirement date. Section 7. Sub-section 17-35 of Article II of the Code of ordinances, Miami Shores Village reads as follows: "Each village employee who is a member of the plan shall contribute six (61%) per cent of earnable compensation. Such contribution by any member shall cease upon the normal retire- ment date of the member, or upon the completion of thirty (30) years of membership service, if later. This contribution shall be made in the form of a deduction from compensation and shall be made notwithstanding that the compensation paid in cash to such employee shall be reduced thereby below the minimum prescribed by law. Every employee who is a member of the plan shall be deemed to consent and agree to deductions made from his compensation and provided for in this plan, and - 6 - shall receipt in full for salary or compensation, and payment to said employee of compensation less said deduction shall constitute a full and complete discharge and acquittance of all claims and demands whatsoever for the services rendered by such employee during the period covered by such payment except as to the benefits provided for under this Ian. (Ord. No. 273, § 10, 10-16-56; Ord. No. 291, 4-7-A, Ord. No. 394, 9 12, 9-7-76) " Section B. Sub-section 17-35 of Article II of the Code of Ordinances, Miami Shores Village is hereby amended to read as follows: Each village employee who is a member of the plan shall con- tribute six (61Y.) per cent of earnable compensation. Such contribution by any general employee shall cease upon the normal retirement date of the member, or upon the comple- tion of thirty (30) years of membership service, if later. Such contribution for a police officer or fireman shall continue until his actual retirement date. This contribution shall be made in the form of a deduction from compensation and shall be made notwithstanding that the compensation paid in cash to such employee shall be reduced thereby below the minimum prescribed by law. Every employee who is a member of the plan shall be deemed to consent and agree to deduct- ions made from his compensation and provided for in this plan, and shall receipt in full for salary or compensation, and payment to said employee of compensation less said deduction shall constitute a full and complete discharge and acquittance of all claims and demands whatsoever for the services rendered by such employee during the period covered by such payment except as to the benefits provided for under this plan. Section 9. Sub-section 17-37 (a) of Article Ii of the Code of Ordinances, Miami Shores Village reads as follows: " (a) Members ahll, by virtue of the payment of the contribu- tions required to be paid to this plan, receive a vested interest in the accrued benefits earned by such members upon (1) completion of twenty (20) years of service or (2) reach- ing the age of sixty (60) with at least ten (10) years of credited service. if separated from service, members under (1) above shall be entitled to a service retirement annuity as provided under section 17-31 after attainment of age fifty-five (55) and members under (2) above shall be entitled to a service retirement annuity after attainment of normal retirement age, provided such members have not applied for and have not received a refund of their contributions to the plan. Each such member, in consideration of such vested inter- est, shall be deemed to have agreed to, and authorized the deductions from the payments of salary of all contributions payable to this plan in accordance with this plan. " Section 10. Sub-section 17-37 (a) of Article II of the Code of Ordinances, Miami Shores Village is hereby amended to read as follows: 7 (a) Members shall, by virtue of the payment of the contri- butions required to be paid to this plan, receive a vested interest in the accrued benefits earned by such members upon completion of ten (10) years of creditable service. If separated from service after ten (10) years of creditable ser- vice the member shall be entitled to a service retirement annuity after attainment of normal retirement age. If upon separation of service the member has completed at least fifteen (15) years of creditable service he shall be eligible to elect a service retirement annuity as provided under section 17-31 (b) after attainment of age fifty-five (55) in lieu of receipt at normal retirement age. These a-mounts will be payable provided such members have not applied for and have not received a refund of their contributions to the plan. Each such member, in consideration of such vested interest, shall be deemed to have agreed to, and authorized the deduct- ion from the payments of salary of all contributions payable to this plan in accordance with this plan. Section 11. This ordinance to become effective upon adoption. PASSED on first reading this 2nd day of Qune, 1981 PASSED AND ADOPTED this 16th- day of June. 1981. IfYOR ATTEST: VILLAGE CLERK 8