Employment after Retirement Fact Sheet

Employer Restrictions under 40 ILCS 5/15-139.5

Employer Return-to-Work Restrictions

Public Act 97-0968 provides that a SURS-covered employer is to make a contribution to SURS if it employs an "affected annuitant" on or after August 1, 2013. The contribution will be equal to the affected annuitant's annualized retirement annuity payable on the day in which the employer has employed the affected annuitant.

Once an affected annuitant, the annuitant remains an affected annuitant unless he or she suspends the pension and returns to active service. Upon resuming retirement the annuitant returns to affected annuitant status.

Explanation of Affected Annuitant

An employed annuitant would become an affected annuitant on the first day of an academic year following the academic year in which the annuitant initially meets both of the following conditions:

1.Works more than 18 paid weeks that occur after August 1, 2013. This condition is cumulative over a lifetime and not particular to any single academic year; and

2.Receives compensation during an academic year beginning after August 1, 2013, that is greater than 40 percent of the highest annual rate of earnings earned prior to retirement

This legislation operates independently of the SURS return-to-work restrictions under 40 ILCS 5/15-139 and only applies to a SURS-covered employer that employs a SURS annuitant.

There is no additional contribution requirement or employment limitation for an annuitant who becomes an affected annuitant.

SURS-Covered Employers

Black Hawk College

Board of Examiners

Carl Sandburg College

Chicago State University

City Colleges of Chicago

College of DuPage

College of Lake County

Danville Area Community College

Eastern Illinois University

Elgin Community College

SURS-Covered Employers (cont'd)

Governors State University

Heartland Community College

Illinois Board of Higher Education

Illinois Central College

Illinois Community College Board

Illinois Community College Trustees Association

Illinois Eastern Community College

Illinois Mathematics & Science Academy

Illinois State University

Illinois Valley Community College

John A. Logan College

John Wood Community College

Joliet Junior College

Kankakee Community College

Kaskaskia College

Kishwaukee College

Lake Land College

Lewis & Clark Community College

Lincoln Land Community College

McHenry College

Moraine Valley Community College

Morton College

Northeastern Illinois University

Northern Illinois University

Northern Illinois University Foundation

Oakton Community College

Parkland College

Prairie State College

Rend Lake College

Richland Community College

Rock Valley College

Sauk Valley College

Shawnee College

South Suburban College

Southeastern Illinois College

Southern Illinois Collegiate Common Market

Southern Illinois University-Carbondale

Southern Illinois University School of Medicine

Southern Illinois University-Edwardsville

Southern Illinois University Foundation-Edwardsville

Southwestern Illinois College

Spoon River College

State Universities Civil Service System

State Universities Retirement System

Triton College

University of Illinois Alumni Association

University of Illinois-Chicago

University of Illinois Foundation

University of Illinois-Springfield

University of Illinois-Urbana

Waubonsee Community College

Western Illinois University

William Rainey Harper College

Rev. 05.20.13