UC RETIREMENT PLAN DOCUMENT - UPTE-CWA

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University of California Retirement Plan 3.02 Classes of Members .............................................................................. 36 3.03 Members with Coordinated Benefits ...................................................... 36 3.04 Members with Noncoordinated Benefits ................................................ 37 3.05 Members with Tier Two Benefits............................................................ 37 3.06 Members with Safety Benefits................................................................ 37 3.07 Termination of Active Membership......................................................... 38 3.08 Inactive Membership .............................................................................. 38 ARTICLE 4 CONTRIBUTIONS .................................................................................................. 39 4.01 University Contributions ......................................................................... 39 4.02 Member Contributions for Members with Coordinated Benefits............. 39 4.03 Member Contributions for Members with Noncoordinated Benefits....... 39 4.04 Member Contributions for Members with Tier Two Benefits .................. 40 4.05 Member Contributions for Members with Safety Benefits ...................... 40 4.06 Crediting of Member Contributions ........................................................ 40 4.07 Cessation of Member Contributions....................................................... 41 4.08 Rules Applicable Upon a Break in Service............................................. 41 ARTICLE 5 BENEFIT PROVISIONS FOR MEMBERS WITH COORDINATED BENEFITS................ 44 5.01 Scope ..................................................................................................... 44 5.02 Effective Date......................................................................................... 44 5.03 Eligibility ................................................................................................. 44 5.04 Service Credit......................................................................................... 44 5.05 Early Retirement .................................................................................... 54 5.06 Basic Retirement Income ....................................................................... 55 5.07 Social Security Supplement ................................................................... 57 5.08 Retirement Income Offset ...................................................................... 57 5.09 Section 415 Maximum Benefit ............................................................... 59 5.10 Strict Full Time Salary Plan.................................................................... 60 5.11 Adjustment to Highest Average Plan Compensation ............................. 60 5.12 Payment Options.................................................................................... 61 5.13 Minimum Distribution Rule ..................................................................... 63 5.14 Reappointment After Retirement............................................................ 63 5.15 Reinstatement Provisions ...................................................................... 63 September 2004 4
University of California Retirement Plan 5.16 Preretirement Survivor Income .............................................................. 65 5.17 Postretirement Survivor Continuance .................................................... 67 5.18 Lump Sum Payments Upon Death......................................................... 68 5.19 Disability Income .................................................................................... 69 5.20 Benefit Guarantees ................................................................................ 75 ARTICLE 6 BENEFIT PROVISIONS FOR MEMBERS WITH NONCOORDINATED BENEFITS......... 77 6.01 Scope ..................................................................................................... 77 6.02 Effective Date......................................................................................... 77 6.03 Eligibility ................................................................................................. 77 6.04 Service Credit......................................................................................... 77 6.05 Early Retirement .................................................................................... 87 6.06 Basic Retirement Income ....................................................................... 87 6.07 Retirement Income Offset ...................................................................... 89 6.08 Section 415 Maximum Benefit ............................................................... 90 6.09 Strict Full Time Salary Plan.................................................................... 91 6.10 Adjustment to Highest Average Plan Compensation ............................. 91 6.11 Payment Options.................................................................................... 92 6.12 Minimum Distribution Rule ..................................................................... 94 6.13 Reappointment After Retirement............................................................ 94 6.14 Reinstatement Provisions ...................................................................... 94 6.15 Preretirement Survivor Income .............................................................. 96 6.16 Postretirement Survivor Continuance .................................................... 98 6.17 Lump Sum Payments Upon Death......................................................... 99 6.18 Disability Income .................................................................................. 100 ARTICLE 7 BENEFIT PROVISIONS FOR MEMBERS WITH TIER TWO BENEFITS ..................... 107 7.01 Scope ................................................................................................... 107 7.02 Effective Date....................................................................................... 107 7.03 Eligibility ............................................................................................... 107 7.04 Tier Two Participation .......................................................................... 107 7.05 Service Credit....................................................................................... 109 7.06 Early Retirement .................................................................................. 119 7.07 Basic Retirement Income ..................................................................... 119 September 2004 5
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Phased Retirement Appendix A Cashou
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Phased Retirement Appendix A period
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Phased Retirement Appendix A retire
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Phased Retirement Appendix A furthe
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Phased Retirement Appendix A assist
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Voluntary Early Retirement Incentiv
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UCSF Stanford Health Care-Staff Pen
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UCSF Stanford Health Care-Staff Pen
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Supplemental Allocation of Service
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Academic Supplemental Allocation of
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UCSF Stanford Health Care Retiremen
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UCSF Stanford Health Care Retiremen
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