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2022-059 - Approving and Agreement Regarding Freeze of Fire Pension Fund & Authorizing the Mayor to Execute Same
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2022-059 - Approving and Agreement Regarding Freeze of Fire Pension Fund & Authorizing the Mayor to Execute Same
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8/10/2022 1:20:25 PM
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expressing the Firefighter's age based on <br /> completed calendar months as of the annuity <br /> starting date); or <br /> (B) the "Defined Benefit Dollar Limitation" (adjusted <br /> under Section 9.02.b(1) for years of participation <br /> less than ten (10), if required) multiplied by the <br /> ratio of the annual amount of the adjusted <br /> immediately commencing "Straight Life Annuity" <br /> under the Fund at the Firefighter's annuity starting <br /> date to the annual amount of the adjusted <br /> immediately commencing "Straight Life Annuity" <br /> under the Fund at age 65, both determined <br /> without applying the limitations of this Section. For <br /> this purpose, the adjusted immediately <br /> commencing "Straight Life Annuity" under the <br /> Fund at the Firefighter's annuity starting date is <br /> the annuai amount of such annuity payable to the <br /> Firefighter, computed disregarding the <br /> Firefighter's accruals after age 65 but including <br /> actuarial adjustments even if those actuarial <br /> adjustments are used to offset accruals; and the <br /> adjusted immediately commencing "Straight Life <br /> Annuity" under the Fund at age 65 is the annual <br /> amount of such annuity that would be payable <br /> under the Fund to a hypothetical Firefighter who is <br /> age 65 and has the same accrued benefit as the <br /> Firefighter. <br /> (iii) Notwithstanding the other requirements of this Section <br /> 9.02.b(2), no adjustment shall be made to the "Defined Benefit <br /> Dollar Limitation"to reflect the probability of a Firefighter's death <br /> between the annuity starting date and age 62, or between age <br /> 65 and the annuity starting date, as applicable, if benefits are <br /> not forfeited upon the death of the Firefighter prior to the annuity <br /> starting date. To the extent benefits are forfeited upon death <br /> before the annuity starting date, such an adjustment shall be <br /> made. For this purpose, no forfeiture shall be treated as <br /> occurring upon the Firefighter's death if the Fund does not charge <br /> Firefighters for providing a qualified preretirement survivor <br /> annuity, as defined in Code §417(c), upon the Firefighter's death. <br /> (3) Notwithstanding anything else in this Section to the contrary, the benefit <br /> otherwise payable to a Firefighter under this Fund shall be deemed not <br /> to exceed the "Defined Benefit Dollar Limitation" if: <br /> (i) the retirement benefits payable for a "Limitation Year" under any <br /> form of benefit with respect to such Firefighter under this Fund <br /> and under all other defined benefit plans (without regard to <br /> whether a plan has been terminated) ever maintained by the City <br /> do not exceed $10,000 multiplied by a fraction - (I) the <br /> numerator of which is the Firefighter's number of Years (or part <br /> thereof, but not less than one year) of Participation (not to <br /> exceed ten (10)) with the City, and (II) the denominator of which <br /> 18 <br />
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