Tex.
Gov't Code Section 824.602
Exceptions
(a)
Subject to Section 825.506 (Plan Qualification), the retirement system may not, under Section 824.601 (Loss of Monthly Benefits), withhold a monthly benefit payment if the retiree is employed in a Texas public educational institution:(1)
as a substitute only with pay not more than the daily rate of substitute pay established by the employer and, if the retiree is a disability retiree, the employment has not exceeded a total of 90 days in the school year;(2)
in a position, other than as a substitute, on no more than a one-half time basis for the month;(3)
in one or more positions on as much as a full-time basis, if the retiree has been separated from service with all Texas public educational institutions for at least 12 full consecutive months after the retiree’s effective date of retirement;(4)
in a position, other than as a substitute, on no more than a one-half time basis for no more than 90 days in the school year, if the retiree is a disability retiree; or(5)
as a tutor under Section 33.913 (Tutoring Program), Education Code.(b)
Working any portion of a day counts as working a full day for the purposes of Subsection (a)(1) or (a)(4).(c)
Repealed by Acts 2011, 82nd Leg., R.S., Ch. 928, Sec. 5, eff. June 17, 2011.(d)
Repealed by Acts 2011, 82nd Leg., R.S., Ch. 928, Sec. 5, eff. June 17, 2011.(e)
Except as provided by Subsections (n) and (o), the exception provided by Subsection (a) does not apply to a retiree working as a substitute under Subsection (a)(1) who also works in another position described by Subsection (a) in the same month.(f)
The retirement system shall include any employment during the school year, including any employment that relied on the exemption provided by Subsection (a)(1) or (a)(4), in determining whether and when a disability retiree has exceeded 90 days of employment in the school year.(g)
The exceptions provided by Subsections (a)(2) and (a)(3) do not apply to disability retirees. The retirement system nevertheless may not withhold a monthly benefit payment under Section 824.601 (Loss of Monthly Benefits) if:(1)
a disability retiree is employed in a Texas public educational institution in a position, other than as a substitute, for a period not to exceed three consecutive months;(2)
the work occurs in a period, designated by the disability retiree, of no more than three consecutive months;(3)
the disability retiree executes on a form and at a time prescribed by the retirement system a written election to have this exception apply on a one-time trial basis in determining whether benefits are to be suspended for the months of employment after retirement and in determining whether a disability retiree is no longer mentally or physically incapacitated for the performance of duty; and(4)
the disability retiree has not previously elected to avoid loss of monthly benefits under this subsection.(h)
A disability retiree is not entitled to service credit for service during a trial period under Subsection (g) if the retiree is restored to active service.(i)
Section 824.005 (Revocation of Retirement)(b), concerning revocation of retirement on certain reemployment, applies to employment described in Subsection (a) or (g).(j)
The board of trustees shall adopt rules governing the employment of a substitute and defining “one-half time basis.”(k)
The actuary designated by the board of trustees shall, in investigating the experience of the members of the system, note any significant increase in early age retirements and determine the extent to which any increase has been caused by the exception to loss of benefits for employment after retirement provided by Subsection (a)(3). If the actuary certifies in writing to the retirement system that sound actuarial funding of the retirement system’s benefits is endangered by continuation of this exception, the board of trustees may determine that no further elections of the exception will be accepted from retirees, other than from those who have previously relied on the exception in retiring under this subtitle. A retiree may be considered to have relied on this exception only if retirement occurred on or after May 31, 1985, but before the date the board of trustees acknowledges receipt of such certification and if the retiree has first elected to receive benefits under the exception not later than two years after the retiree’s effective date of retirement.(l)
This subchapter does not apply to payments under Section 824.804 (Benefits Under Plan)(b).(m)
Repealed by Acts 2011, 82nd Leg., R.S., Ch. 928, Sec. 5, eff. June 17, 2011.(n)
The exception provided by Subsection (a) applies to a retiree employed in positions under Subsections (a)(1) and (a)(2) in the same month only if the total number of days that the retiree works in those positions in that month do not exceed the number of days per month for work on a one-half-time basis.(o)
The exception provided by Subsection (a) applies to a disability retiree employed in positions under Subsections (a)(1) and (a)(4) in the same month only if the total number of days that the disability retiree works in those positions in that month do not exceed the number of days per month for work on a one-half-time basis.(p)
Repealed by Acts 2011, 82nd Leg., R.S., Ch. 928, Sec. 5, eff. June 17, 2011.(q)
Repealed by Acts 2011, 82nd Leg., R.S., Ch. 928, Sec. 5, eff. June 17, 2011.(1)
is in addition to the normal staffing level at the Texas public educational institution;(2)
is funded wholly by federal funds provided under federal law enacted for the purpose of providing relief related to the coronavirus disease (COVID-19) pandemic, including the Coronavirus Aid, Relief, and Economic Security (CARES) Act (15 U.S.C. Section 9001 et seq.), Coronavirus Response and Relief Supplemental Appropriations Act, 2021 (Div. M, Pub. L. No. 116-260), or American Rescue Plan Act of 2021 (Pub. L. No. 117-2); and(3)
ends on or before December 31, 2024.(b)
The exception provided by this section:(1)
is in addition to the exceptions otherwise provided by Sections 824.601 (Loss of Monthly Benefits) and 824.602 (Exceptions); and(2)
does not apply to disability retirees.(c)
This section expires February 1, 2025.
Source:
Section 824.602 — Exceptions, https://statutes.capitol.texas.gov/Docs/GV/htm/GV.824.htm#824.602 (accessed Jun. 5, 2024).
