SamCERA - 1937 Act Cross Reference

 

San Mateo County Employees’ Retirement Association
Cross Reference Table

County Employees’ Retirement Law Sections operative in San Mateo County,

Regulations of the Board of Retirement and

Board of Supervisors’ implementing County Ordinances & Resolutions

Table of Contents

Section 1

Benefits

 

 

 

 

Benefit

 

 

 

 

          Eligibility

 

 

 

 

          Payments

 

 

 

 

          Benefits (in general)

 

 

 

 

          Beneficiary Change

 

 

 

 

          Domestic Partners

 

 

 

 

          Spouse’s Signature

 

 

 

 

          Survivors

 

 

 

 

COLA

 

 

 

 

Compensation

 

 

 

 

Contributions

          Safety

 

 

 

 

          Refund

 

 

 

 

Dissolution, Marriage

 

 

 

 

Elected Officials

 

 

 

 

Membership

 

 

 

 

          Probation

 

 

 

 

          Safety

 

 

 

 

Military

 

 

 

 

Post-Retirement

 

 

 

 

Purchase

 

 

 

 

Reciprocity

 

 

 

 

Re-deposits

 

 

 

 

Retirement

 

 

 

 

          Deferred

 

 

 

 

          Disability

 

 

 

 

          Service

 

 

 

 

          Options

 

 

 

 

          Safety

 

 

 

 

San Mateo Military

 

 

 

 

San Mateo Plan 3

 

 

 

 

San Mateo Probation

 

 

 

 

Service Credit

 

 

 

Section 2

Management

 

 

 

 

Actuarial

 

 

 

 

Board

 

 

 

 

          Conflict

 

 

 

 

          Counsel

 

 

 

 

          Dispute

 

 

 

 

          Regulations

 

 

 

 

          Staff

 

 

 

 

Compliance with IRC§415

 

 

 

 

Coordinated Benefits

 

 

 

 

Defined Contributions Plans

 

 

 

 

District

 

 

 

 

External Controls

 

 

 

 

Finance

 

 

 

 

General Provisions

 

 

 

 

Interest

 

 

 

 

Investments

 

 

 

 

Litigation, Recovery

 

 

 

 

Prior System

 

 

 

 

Records

 

 

 

 

San Mateo Options

 

 

 

Section 3

Definitions

 

 

 

Section 4

Optional Provisions not exercised

 

 

As of 8/6/2003

 

Key Word

Subject of Section of the 1937 Act

Section #

CEO Directives

Authority

'37 Act Article

Alphabetical

Subjects within Key Word sorted by Section #

 

 

 

 

SECTION 1

BENEFITS

GC§

 

 

 

 

 

 

 

 

 

Benefit Eligibility

Meeting minimum requirements ex purchases & leaves

31480.

6.6.1.4

RES 22296 /

16712

1-General

Benefit

Payment Un-assignable except as noted

31452.

5.5.1.3

’37 Act

1-General

Payments

Payment Deductions

31452.5

2.3.5/5.5.1.4

’37 Act

1-General

 

Payment Direct Deposit

31452.6

2.3.5 / 6.4.5

’37 Act

1-General

 

Payment Replacement

31452.65

2.3.5 / 6.4.6

RES 35058

1-General

 

Payment (Last) to designated beneficiary

31452.7

6.6.4.7

’37 Act

1-General

 

Payment for partial month authorized

31600.

7.2.2/8.3.7.2

'37 Act

5-Financial

Benefits

Effect of Changes in '37 Act is prospective only

31481.

 

'37 Act

1-General

In general

Concurrent participation in Deferred Comp plan is o.k.

31482.

 

'37 Act

1-General

 

Termination of Optional Provisions (San Mateo County)

31484.5

 

'37 Act

1-General

 

Board may determine service & age

31531.

5.5.5

'37 Act

3-Board

 

Compliance with IRC§415 benefit limits mandatory

31538.

5.5.2.5

'37 Act

3-Board

 

Medicare Part-B Excess Earnings

31592.4

RES 979811

RES 61970

5-Financial

Benefits, Beneficiary Change

Beneficiary, Authority for Change of

31782.

6.6.4.4

'37 Act

12-Death

Benefits, Domestic Partners'

Domestic Partner County-option Survivor Benefits (not yet implemented)

31780.2

Not Implemented

San Mateo County Option

12-Death

Benefits, Spouse's Signature

Spouse's signature required, with specific exceptions

31760.3

6.4.4 / 6.6.4.7

RES 60227

11-Options

Benefits,

Payment to Spouse as Undesignated Beneficiary

31458.2

6.6.4.5

’37 Act

1-General

Survivors

Rights of spouse or children, death prior to election

31765.

6.6.4.3

'37 Act

11-Options

 

Rights of spouse or children, death prior to election

31765.1

Same

'37 Act

11-Options

 

Authority for paying Death Benefits

31780.

5.4 / 6.6.4.2

'37 Act

12-Death

 

Marital status of child, eligibility for Death Benefits

31780.1

Same

'37 Act

12-Death

 

Death Benefit = Memb.Contr. + 1 mo FAC / year up to 6

31781.

Same

'37 Act

12-Death

 

Eligibility of surviving spouse or children to elect Article 11 optional allowance

31781.1

Same

'37 Act

12-Death

 

Deferred Death Benefits

31781.2

Same

'37 Act