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S7822Senate2017-2018 SessionSame asA10617

Grant Amendola Tier II Status

Official title

“Authorizes George Amendola Tier II status in the New York state and local employees' retirement system”

Sponsor Robert OrttSD-62Affects Finance
Status
In Senate Committee
Civil Service And Pensions
Impact
2/10
Minimal
Passage
0%

Bill progress

Step 2 of 7

In committee · Civil Service And Pensions

What's happening

This bill allows George A. Amendola to retroactively receive Tier II retirement status, with recalculated benefits, at the Niagara Falls school district’s expense.

Why it matters

  1. Sets a precedent for individual exceptions to retirement system rules. , potentially opening the door for similar requests by others who may have missed more favorable retirement tiers due to administrative errors.

  2. Financial impact falls directly on the local school district. , not the state or retirement system, meaning Niagara Falls school district taxpayers ultimately bear the cost of the retroactive benefit upgrade.

  3. Highlights the importance of accurate and timely retirement enrollment. , as the bill acknowledges the missed opportunity was not due to the employee’s own negligence, underscoring systemic or employer-related administrative responsibility.

  4. Does not refund previous employee contributions. , meaning George Amendola’s earlier payments remain with the retirement system, even as his benefits increase—avoiding a direct windfall but still providing a substantial benefit recalculation.

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Who cares

  • George A. Amendola

    He would receive Tier II status and recalculated retirement benefits if he files a written request with the state comptroller within one year of the bill’s effective date, but would receive no refund of contributions.

  • Niagara Falls school district

    The district would bear all past service costs associated with the change, estimated in the fiscal note at approximately $25,700 as a one-time payment.

  • State comptroller and New York State and Local Employees’ Retirement System

    They would implement Amendola’s membership date change to September 20, 1974, and recalculate and pay his retirement benefits accordingly.

Headline styles

Grant Amendola Tier II Status

Plain English, a few words. Used as the page title.

Sponsors

Primary sponsor
Robert Ortt

Senator · Senate District 62

Chair, Mental Health And Developmental Disabilities

No co-sponsors yet.

History

  1. Referred to civil service and pensions

Companion bill

The same bill in the other chamber. A bill becomes law when one version passes both houses and the governor signs it, so either number can carry it.

A10617Assembly

Restore Tier II for Amendola

In Assembly Committee · Governmental Employees · Sponsor Angelo J. Morinello

Impact 2 · Minimal0% to pass

Full text

2 pagesUnderlined is new[Struck] is removedOfficial text on nysenate.gov ↗

STATE OF NEW YORK

7822

IN SENATE

February 28, 2018

Introduced by Sen. ORTT -- read twice and ordered printed, and when printed to be committed to the Committee on Civil Service and Pensions

AN ACT to authorize George A. Amendola Tier II status in the New York state and local employees' retirement system

The People of the State of New York, represented in Senate and Assembly, do enact as follows:

Section 1. Notwithstanding any other provision of law, George A. Amendola, who was first eligible to join the public retirement system as of September 20, 1974 and who was employed by the Niagara Falls school district from September 20, 1974 to June 2, 1978 and who for reasons not ascribable to his own negligence was not afforded the opportunity to join the New York state and local employees' retirement system with Tier II status, shall be deemed to have become a member of the New York state and local employees' retirement system as of September 20, 1974; and shall have Tier II status, if, no later than one year after the effective date of this act he shall file a written request with the state comptroller; and upon receipt of such application, the comptroller shall recalculate George Amendola's retirement benefits and thereafter pay such benefits accordingly as if he shall have been deemed to have joined such retirement system on September 20, 1974.

§ 2. No contributions made to the New York state and local employees' retirement system shall be returned or refunded to George A. Amendola pursuant to this act.

§ 3. All past service costs associated with the implementation of this act shall be borne by the Niagara Falls school district.

§ 4. This act shall take effect immediately.

FISCAL NOTE.--Pursuant to Legislative Law, Section 50:

This bill will grant Tier 2 status to George A. Amendola, a retired

Tier 4 member of the New York State and Local Employees' Retirement

System, by changing his date of membership to September 20, 1974, his

first date of employment with the Niagara Falls school district. The

retirement benefit will be recalculated and payment will be made retro-

active to his date of retirement. There will be no refund of member

contributions.

EXPLANATION--Matter in italics (underscored) is new; matter in brackets

[ ] is old law to be omitted.

LBD14790-03-8

S. 7822 2

If this legislation is enacted during the 2018 legislative session,

there will be an immediate past service cost of approximately $25,700

which will be borne by the Niagara Falls school district as a one-time

payment. This cost is based on the assumption that payment will be made

on February 1, 2019.

Summary of relevant resources:

The membership data used in measuring the impact of the proposed

change was the same as that used in the March 31, 2017 actuarial valu-

ation. Distributions and other statistics can be found in the 2017

Report of the Actuary and the 2017 Comprehensive Annual Financial

Report.

The actuarial assumptions and methods used are described in the 2015,

2016, and 2017 Annual Report to the Comptroller on Actuarial Assump-

tions, and the Codes Rules and Regulations of the State of New York:

Audit and Control.

The Market Assets and GASB Disclosures are found in the March 31, 2017

New York State and Local Retirement System Financial Statements and

Supplementary Information.

I am a member of the American Academy of Actuaries and meet the Quali-

fication Standards to render the actuarial opinion contained herein.

This estimate, dated February 27, 2018, and intended for use only

during the 2018 Legislative Session, is Fiscal Note No. 2018-63,

prepared by the Actuary for the New York State and Local Retirement

System.

Reflowed for reading: line numbers and page breaks removed. Cite the official text.

Sponsor's memo

Title of bill

An act to authorize George A. Amendola Tier II status in the New York state and local employees' retirement system

Purpose

This legislation provides George Amendola Tier II Status as of September 20, 1974

Summary of provisions

Section 1 allows George Amendola to join ERS as of September 20, 1974 who through no fault of his own was not enrolled in the retirement system.

Section 2 states that there are no contributions to be returned to George Amendola.

Section 3 states cost will be borne by the Niagara Falls School District.

Section 4 is the effective date.

Justification

Through no fault of his own George Amendola was not enrolled in the retirement system when first eligible on September 20, 1974. This legis- lation seeks to fix this inequity.

Legislative history

New Bill.

Fiscal implications

Immediate past service cost of $25,700

Effective date

This act shall take effect immediately.

Summaries, headlines and scores are AI-generated from the official bill text. How we score bills. Source: NYS Open Legislation.