Waltham Retirement Board Supplemental Regulations

March 26, 2013 Calculation of Creditable Service for Members who Purchase Past Service Rendered

Any individual who is an active member of the Waltham Retirement System as of the effective date of this regulation may purchase past service rendered as a part-time, provisional, temporary, temporary provisional, seasonal or intermittent employee of the City of Waltham, Waltham School Department and/or Waltham Housing Authority, provided that the member remits to the Waltham Retirement Board the appropriate amount of contributions that would have been withheld, together with buyback interest, had he or she been a member of the System at the time the service was rendered.  It shall be the responsibility of the member to obtain, and provide to the Board, verification of this past service rendered, including but not limited to payroll records indicating the amount of compensation received and amount of hours worked.  In the event that any or all of such original documentation is unavailable, the Board may exercise its discretion pursuant to M.G.L. c. 32, § 20(5)(c)(1), on a case by case basis, to accept alternative documentation to verify said service and compensation.

For members who purchase such service rendered as a part-time, provisional, temporary, temporary provisional, seasonal or intermittent employee creditable service shall be calculated based on 170 hours of compensated employment being the equivalent of one (1) month of creditable service.  Members shall be credited with full months and full years of past service rendered and purchased.  Members shall not receive more than one (1) year credit in any calendar year.

November 15, 2012 Positions now qualified for Group 2

The Board acknowledges and recognizes that the positions of Senior Fire Alarm Operator, Fire Alarm Operator, Emergency Telecommunication Dispatcher and Emergency Telecommunication Supervisor all perform the essential duties of Fire Alarm and Police Signal Operators and as such shall be placed in Group 2 pursuant to M.G.L. c. 32, § 3(2)(g).

August 22, 2003

Buy-back

REGULATION ON THE CALCULATION OF CREDITABLE SERVICE FOR MEMBERS WHO PURCHASE PAST SERVICE RENDERED

Any individual who is an active member of the Waltham Retirement System as of 8/22/03 may purchase any past service rendered as a part-time, provisional, temporary, temporary provisional, seasonal or intermittent employee in the City of Waltham, Waltham School Department and/or Waltham Housing Authority, provided that the member remits to the Waltham Retirement Board the appropriate amount of contributions that would have been withheld, together with regular interest, had he or she been a member of the System at the time the service was rendered. It shall be the sole responsibility of the member to obtain, and provide to the Board, verification of this past service rendered, including but not limited to payroll records indicating the amount of compensation received and amount of hours worked. In the event that any or all of such original documentation is unavailable, the Board may exercise its discretion pursuant to M.G.L. c. 32, § 20(5)(c)(1), on a case by case basis, to accept alternative documentation to verify said service and compensation.

August 22, 2003

Buy-back

For members who purchase such past service rendered as a part-time, provisional, temporary, temporary provision, seasonal or intermittent employee creditable service shall be calculated based on 1040 hours of compensated employment in the aggregate being the equivalent of one (1) year of creditable service. Members shall be credited with full months and full years of past service rendered and purchased.

August 22, 2003

Creditable Service

CREDITABLE SERVICE REGULATION

Members of the Waltham Retirement System shall receive creditable service in the following manner:

  • For a member in service who is employed in a full-time capacity while an employee in the City of Waltham, he/she will receive one year of creditable service for each full calendar year in which the employee is receiving regular compensation for said service.
  • For a member in service who is employed in a part-time capacity throughout his/her entire career while an employee in the City of Waltham, he/she will receive one year of creditable service for each full calendar in which the employee is receiving regular compensation for said service.
  • For a member in service who has been employed in both a full-time and part-time capacity while an employee in the City of Waltham, the member will receive full-time credit for full-time service, and prorated credit for part-time service based on the full-time equivalency for the position.

  • For a member who is employed in a part-time capacity throughout his/her entire career while an employee in the City of Waltham, but who either purchases past refunded service, or has transferred into the Waltham Retirement System service, rendered in a full-time capacity, the member's part-time service shall be prorated based on the full-time equivalency of the position.

  • In the case of School Department or City employees whose full-time employment requires them to work from on or about September 1 to on or about June 30, said employees shall receive one of creditable service for each full month the employee is receiving regular compensation, with 10 months being the equivalent of one year of creditable service.

August 22, 2003

Membership

MEMBERSHIP REGULATION

Any individual who is permanently employed twenty (20) hours or more for the City of Waltham, the Waltham School Department or the Waltham Housing Authority shall become a member of the Waltham Retirement System.

March 10, 1997

Buy backs

A member may not purchase periods of prior non-membership service in the City of Waltham pursuant to G.L. c. 32, s 4(2)(c), if the member had social security deductions for the period in question. This rule is effective December 18, 1996.

May 17, 1996

Forms

Approval for continued use of the Waltham Retirement Board’s Beneficiary Blank or Change of Beneficiary Blank.

March 27, 1995

Membership

Acceptation into the Retirement System the job title of “Substitute Service Clerk”, which is a full time ten-month position in the School Department.

April 30, 1990

Election Rules

Approval of the use of a 60-day notice retirement and 35 day nomination period for use in the 1990 Retirement Board election.

April 27, 1989

Membership

Individuals employed as School Traffic Supervisors, School Physicians and School Dentists of the City of Waltham shall not be eligible for membership in the Waltham Retirement System.  This regulation shall take effect March 29, 1989, and shall not apply to those individuals whose membership was accepted prior to March 29, 1989.

January 3, 1989

Creditable Service

School Traffic Supervisors: Individuals employed as School Traffic Supervisors in the Police Department of the City of Waltham, shall be granted creditable service equal to twelve (12) months for each year of employment if and only if their employment equals that of the total number of hours prescribed by the City of Waltham for that job title or position.  Such individual, if at any time, accepts employment in another department of any political subdivision of the Commonwealth of Massachusetts shall be granted a maximum of six (6) months for each year of employment as a School Traffic Supervisor.

December 21, 1984

Rules & Regulations

  • Any member who desires to establish credit for part-time employment before becoming a member must petition the Board for such credit.  All credit must be equivalent to one half of the full-time permanent job classification regular hours or days for which the member was employed part-time;

  • Any member who desires to retire under section 56-60 of c. 32 of  the M.G.L., must have payroll data evidence to support and verify that such member and public employment prior to July 1, 1939;

  • Purchases of unused sick leave; Excess over 200 days while still employed - Buy-back is not subject to retirement deductions or treatment as regular compensation

  • Part-time employees excluded from membership by Board vote: Library pages, recreation department seasonal employees (become eligible after six (6) months); summer playground personnel; winter skating personnel; cemetery department - temporary, seasonal help.  Most summer workers become eligible after six (6) months.  School transportation, nurses, school cafeteria employees who do not work at least 3 1/2 hours per school day regularly.   Library department employees classified as library associates, library department part-time custodians.  Members of Boards and commissions paid on a per meeting basis.

  • Exceptions:  Women School Traffic Supervisors

  • Part-time positions which can pay an annul rate of compensation, clerk recreation department, Board of Assessors (2 Part Time Employees), Cafeteria workers who work regularly at least 3 1/2 hours per school day.

  • The Retirement Board will allow the following types of employed persons to buy back their time:

  • Said employees shall include but not be limited to part-time permanent with least twenty (20) hours per week, full-time temporary laborers-full-time intermittent. (AMENDED MARCH 10, 1997).