ALVIN COMMUNITY COLLEGE
QUALIFICATION OF RETIREMENT PLAN ELIGIBILITY
Upon initial employment, public education employees in Texas working half-time or more in non-temporary positions are eligible
for participation in the Teacher Retirement System (TRS). Full-time faculty, librarians and certain professionals and
administrators may elect the Optional Retirement Program (ORP) in lieu of TRS. If applicable, the choice between the two
distinct plans is a one-time irrevocable decision.
Any employee working less than half-time is also required to participate in a retirement plan as a provision of the Omnibus
Budget Reconciliation Act of 1990 (OBRA '90). Alvin Community College has established the Part Time Retirement Plan to
satisfy this Federal Law. This is a 401(a) plan, and does not require an enrollment form. OBRA ’90 requires a minimum
contribution of 7.5% of the employee’s gross salary. However, the College will contribute 1.3% of the required amount, and the
employee contribution will be 6.2%; contributions are tax-deferred.
Alvin Community College does not participate in Social Security; however, the Medicare Tax portion of Social Security benefits is
a mandatory payroll deduction in accordance with the Consolidated Omnibus Budget Reconciliation Act of 1985.
PLEASE CHECK THE APPROPRIATE BOX AND PROVIDE ADDITIONAL INFORMATION WHERE REQUESTED.
I am currently employed full time in public education, and I am currently an active participant in the Teacher Retirement
System (TRS) at the following institution:
I am currently employed in a part time, benefits-eligible position in public education and I am currently an active
participant in the Teacher Retirement System (TRS) at the following institution:
I am retired and drawing annuity benefits from the Teacher Retirement System (TRS), and EXEMPT from the provisions
of the OBRA law and/or participation in any retirement plan.
Date of Retirement:
School District / College:
I understand that if my work at Alvin Community College exceeds half-time, this employment could jeopardize or impact
my TRS annuity.
I am a retiree from higher education under an Optional Retirement Plan (ORP), and EXEMPT from the provisions of
OBRA. I am eligible to receive an annuity or draw from my ORP account. I have not received a lump sum payout
distribution of my ORP account.
Date of Retirement:
School District / College:
I am drawing disability benefits from TRS or Social Security. (This provision does not qualify as EXEMPT)
I am drawing retirement benefits from Social Security. (This provision does not qualify as EXEMPT)
I do not fall under any of the provisions listed above. Therefore, I understand that I will be automatically enrolled in the
Alvin Community College Part Time Retirement Plan as required by the Omnibus Budget Reconciliation Act of 1990
(OBRA '90).
I certify that the designation above is, to the best of my knowledge, an accurate reflection of my retirement plan
qualification. (Keyed name and date accepted for electronic submission; signature is not required.)
EMPLOYEE NAME:
DATE:
E-MAIL ADDRESS:
(E-mail address required for receipt confirmation)
If your employment status changes at anytime, please notify the Human Resources Office to ensure enrollment in the appropriate retirement plan.
(R 10/01/14)