1.Short title; table of
contents
(a)This Act may be cited
as the Federal Retirement Reform Act
of 2009
.
(b)The table of contents for this Act is as follows:
Sec. 1. Short title; table of contents.
Title I—THRIFT SAVINGS PLAN ENHANCEMENT
Sec. 101. Short title.
Sec. 102. Automatic enrollments.
Sec. 103. Qualified Roth contribution program.
Sec. 104. Authority to establish self-directed investment
window.
Sec. 105. Reporting requirements.
Sec. 106. Acknowledgement of risk.
Sec. 107. Credit for unused sick leave.
Title II—Computation of certain annuities based on part-time
service
Sec. 201. Computation of certain annuities based on part-time
service.
Sec. 202. Applicability.
Title III—Retirement Credit For Service of Certain Employees
Transferred From District of Columbia Service to Federal Service
Sec. 301. Short title.
Sec. 302. Retirement Credit For Service of Certain Employees
Transferred From District of Columbia Service to Federal Service.
Sec. 303. Qualifying District of Columbia Service
Defined.
Sec. 304. Certification of Service.
Title IV—Distributions From Governmental Retirement Plans For
Health and Long-Term Care Insurance
Sec. 401. Distributions from governmental retirement plans for
health and long-term care insurance for Federal annuitants and members and
former members of the Armed Forces of the United States.
<enum>I</enum><header>THRIFT SAVINGS
PLAN ENHANCEMENT</header>
<section id="H8976400313AC41098FF9184409C8FC3D" section-type="subsequent-section"><enum>101.</enum><header>Short
title</header><text display-inline="no-display-inline">This title may be cited
as the <quote><short-title>Thrift Savings Plan Enhancement
Act of 2009</short-title></quote>.</text>
</section><section id="H0C60C8FD88CD4085A38E25692023A700"><enum>102.</enum><header>Automatic
enrollments</header>
<subsection id="H6DE1B5553E084A8C9E3ECA473846F8F5"><enum>(a)</enum><header>In
general</header><text>Section 8432(b) of title 5, United States Code, is
amended by striking paragraphs (2) through (4) and inserting the
following:</text>
<quoted-block display-inline="no-display-inline" id="HBCE1374A0EDD42EF0074D6C7D184BA12" style="USC">
<paragraph id="H82684F45D49648608BF781F7093EDED5" indent="up1"><enum>(2)</enum><subparagraph commented="no" display-inline="yes-display-inline" id="H2D8EDBC2206043C8B0B89019CD7227AA"><enum>(A)</enum><text>The Board shall by
regulation provide for an eligible individual to be automatically enrolled to
make contributions under subsection (a) at the default percentage of basic
pay.</text>
</subparagraph><subparagraph id="HA063FE1F29214117B58E2F92F900FFE3" indent="up1"><enum>(B)</enum><text>For purposes of this paragraph, the
default percentage shall be equal to 3 percent or such other percentage, not
less than 2 percent nor more than 5 percent, as the Board may by regulation
prescribe.</text>
</subparagraph><subparagraph id="H66E88958B2FF4CC38F1F80FB23137B2E" indent="up1"><enum>(C)</enum><text>The regulations shall include
provisions under which any individual who would otherwise be automatically
enrolled in accordance with subparagraph (A) may—</text>
<clause id="HFC2F461677CD449DAC0459191C6DBA8C"><enum>(i)</enum><text>modify the percentage or amount to be
contributed pursuant to automatic enrollment, effective from the start of such
enrollment; or</text>
</clause><clause id="H59C11E5F578843F79FDC1EAE490759A5"><enum>(ii)</enum><text>decline automatic enrollment
altogether.</text>
</clause></subparagraph><subparagraph id="H606B71F5ABEB444FA5006E36751875FE" indent="up1"><enum>(D)</enum><text>For purposes of this paragraph, the
term <term>eligible individual</term> means any individual who, after any
regulations under subparagraph (A) first take effect, is appointed,
transferred, or reappointed to a position in which that individual is eligible
to contribute to the Thrift Savings Fund.</text>
</subparagraph><subparagraph commented="no" id="HE2E44099D48140ED9C99D6F2D3763F82" indent="up1"><enum>(E)</enum><text>Sections 8351(a)(1), 8440a(a)(1),
8440b(a)(1), 8440c(a)(1), 8440d(a)(1), and 8440e(a)(1) shall be applied in a
manner consistent with the purposes of this
paragraph.</text>
</subparagraph></paragraph><after-quoted-block>.
</after-quoted-block></quoted-block>
</subsection><subsection id="H015549D98FE84369BFBCCC3B7B4EFEE1"><enum>(b)</enum><header>Technical
amendment</header><text>Section 8432(b)(1) of title 5, United States Code, is
amended by striking the parenthetical matter in subparagraph (B).</text>
</subsection></section><section id="HEE394C0F1DD54F5E87EF26D0B4D41D50" section-type="subsequent-section"><enum>103.</enum><header>Qualified Roth
contribution program</header>
<subsection id="H7139C8A3F0A5429580F96102041FA3EB"><enum>(a)</enum><header>In
general</header><text display-inline="yes-display-inline">Subchapter III of
chapter 84 of title 5, United States Code, is amended by inserting after
section 8432c the following:</text>
<quoted-block display-inline="no-display-inline" id="H3D481E9870FD4DD19995475856C7C533" style="USC">
<section id="HF80F6996AC81419EB63D279C143EABB4"><enum>8432d.</enum><header>Qualified
Roth contribution program</header>
<subsection id="H0C97333A25914719A18246E4D2B62167"><enum>(a)</enum><header>Definitions</header><text>For
purposes of this section—</text>
<paragraph id="H5C1B1FF6EF364D3E8191DAACE8F3AD2C"><enum>(1)</enum><text display-inline="yes-display-inline">the term <term>qualified Roth contribution
program</term> means a program described in paragraph (1) of section 402A(b) of
the Internal Revenue Code of 1986 which meets the requirements of paragraph (2)
of such section; and</text>
</paragraph><paragraph id="H3112B9147DB94BE5BCF34B41E095C8FF"><enum>(2)</enum><text display-inline="yes-display-inline">the terms <term>designated Roth
contribution</term> and <term>elective deferral</term> have the meanings given
such terms in section 402A of the Internal Revenue Code of 1986.</text>
</paragraph></subsection><subsection id="HABBBF5B6B6714DA88C035E89C9B0BDC1"><enum>(b)</enum><header>Authority To
establish</header><text>The Board shall by regulation provide for the inclusion
in the Thrift Savings Plan of a qualified Roth contribution program, under such
terms and conditions as the Board may prescribe.</text>
</subsection><subsection id="H9FDC0202F64A47A691BF6F74529CA9F7"><enum>(c)</enum><header>Required
provisions</header><text>The regulations under subsection (b) shall
include—</text>
<paragraph id="H2F6F42CB95BA440A9BDDD4B6E5111282"><enum>(1)</enum><text>provisions under
which an election to make designated Roth contributions may be made—</text>
<subparagraph id="H0BDD5FBD69924FCFA4DFAE9397008F17"><enum>(A)</enum><text>by any individual
who is eligible to make contributions under section 8351, 8432(a), 8440a,
8440b, 8440c, 8440d, or 8440e; and</text>
</subparagraph><subparagraph id="H65F8F9AF7F6D4D87A5760060BD79EB9C"><enum>(B)</enum><text>by any individual,
not described in subparagraph (A), who is otherwise eligible to make elective
deferrals under the Thrift Savings Plan;</text>
</subparagraph></paragraph><paragraph id="HAD6C41F12EBA4B11B7FC3214BCA2212D"><enum>(2)</enum><text display-inline="yes-display-inline">any provisions which may, as a result of
enactment of this section, be necessary in order to clarify the meaning of any
reference to an <quote>account</quote> made in section 8432(f), 8433, 8434(d),
8435, 8437, or any other provision of law; and</text>
</paragraph><paragraph id="H6767E02F885E403E8F7CC9276DB947D2"><enum>(3)</enum><text display-inline="yes-display-inline">any other provisions which may be necessary
to carry out this
section.</text>
</paragraph></subsection></section><after-quoted-block>.</after-quoted-block></quoted-block>
</subsection><subsection id="HA3F9A7CCE28E4417A6D5BAB842969001"><enum>(b)</enum><header>Clerical
amendment</header><text>The analysis for chapter 84 of title 5, United States
Code, is amended by inserting after the item relating to section 8432c the
following:</text>
<quoted-block display-inline="no-display-inline" id="H538A0B6888154030ACC283F67C653297" style="USC">
<toc regeneration="no-regeneration">
<toc-entry level="section">8432d. Qualified Roth contribution
program.</toc-entry>
</toc>
<after-quoted-block>.</after-quoted-block></quoted-block>
</subsection></section><section commented="no" id="H84F12BB2C19448AB8487B3DD063EB01D"><enum>104.</enum><header>Authority to
establish self-directed investment window</header>
<subsection commented="no" id="H0979F0AD62C149D8901798659E8F5F43"><enum>(a)</enum><header>In
general</header><text display-inline="yes-display-inline">Section 8438(b)(1) of
title 5, United States Code, is amended—</text>
<paragraph commented="no" id="HFD87017919FB44C788B16F02195FDC7E"><enum>(1)</enum><text>in subparagraph
(D), by striking <quote>and</quote> at the end;</text>
</paragraph><paragraph commented="no" id="HB2F37012FC834EBAAF6611AC4555549F"><enum>(2)</enum><text>in subparagraph
(E), by striking the period and inserting <quote>; and</quote>; and</text>
</paragraph><paragraph commented="no" id="H7513A813C9BB4E6D80606B088B1EDE40"><enum>(3)</enum><text>by adding after
subparagraph (E) the following:</text>
<quoted-block display-inline="no-display-inline" id="H81618421BC30467B99ACF5182CA33300" style="USC">
<subparagraph commented="no" id="H56F09C8EBC574480B1664041ADA877DD"><enum>(F)</enum><text display-inline="yes-display-inline">a self-directed investment window, if the
Board authorizes such window under paragraph
(5).</text>
</subparagraph><after-quoted-block>.</after-quoted-block></quoted-block>
</paragraph></subsection><subsection commented="no" id="H915259B8B93A4FF4BACCD0E68F2924E9"><enum>(b)</enum><header>Requirements</header><text>Section
8438(b) of title 5, United States Code, is amended by adding at the end the
following:</text>
<quoted-block display-inline="no-display-inline" id="HAC558D8704CA4AFC9C592EFDCCF27793" style="USC">
<paragraph commented="no" id="HCDC265B90CC144209EE7E99BB85C4F00" indent="up1"><enum>(5)</enum><subparagraph commented="no" display-inline="yes-display-inline" id="HD3461F068F844DDF81B58C468813EC1"><enum>(A)</enum><text display-inline="yes-display-inline">The Board may authorize the addition of a
self-directed investment window under the Thrift Savings Plan if the Board
determines that such addition would be in the best interests of
participants.</text>
</subparagraph><subparagraph id="HB4141681668049BE87FA5110DEBFF300" indent="up1"><enum>(B)</enum><text>The self-directed investment window
shall be limited to—</text>
<clause id="HFA99B11CCD554FDB91877C703375BE63"><enum>(i)</enum><text>low-cost, passively-managed index
funds that offer diversification benefits; and</text>
</clause><clause id="H6F58725F99584F6D9899179577B523B4"><enum>(ii)</enum><text>other investment options, if the
Board determines the options to be appropriate retirement investment vehicles
for participants.</text>
</clause></subparagraph><subparagraph id="H2BA75620056144D6AF5FF000A6F96CF" indent="up1"><enum>(C)</enum><text>The Board shall ensure that any
administrative expenses related to use of the self-directed investment window
are borne solely by the participants who use such window.</text>
</subparagraph><subparagraph id="HC5CA298D744F4FCB95943800F1E2F385" indent="up1"><enum>(D)</enum><text>The Board may establish such other
terms and conditions for the self-directed investment window as the Board
considers appropriate to protect the interests of participants, including
requirements relating to risk disclosure.</text>
</subparagraph><subparagraph id="HE2801CB33D0142EBB59FFD0072229E4B" indent="up1"><enum>(E)</enum><text display-inline="yes-display-inline">The Board shall consult with the Employee
Thrift Advisory Council (established under section 8473) before establishing
any self-directed investment
window.</text>
</subparagraph></paragraph><after-quoted-block>.</after-quoted-block></quoted-block>
</subsection></section><section id="H46CF8BD87B5B4328A1E3428DF131873"><enum>105.</enum><header>Reporting
requirements</header>
<subsection id="H55F83989BB924286AE7020556B095E8D"><enum>(a)</enum><header>Annual
report</header><text display-inline="yes-display-inline">The Board shall, not
later than June 30 of each year, submit to Congress an annual report on the
operations of the Thrift Savings Plan. Such report shall include, for the prior
calendar year, information on the number of participants as of the last day of
such prior calendar year, the median balance in participants’ accounts as of
such last day, demographic information on participants, the percentage
allocation of amounts among investment funds or options, the status of the
development and implementation of the self-directed investment window, the
diversity demographics of any company, investment adviser, or other entity
retained to invest and manage the assets of the Thrift Savings Fund, and such
other information as the Board considers appropriate. A copy of each annual
report under this subsection shall be made available to the public through an
Internet website.</text>
</subsection><subsection id="HF569FBF42D77468FB300F19351A38E1E"><enum>(b)</enum><header>Reporting of
fees and other information</header>
<paragraph id="H275BD6C7BA8E4ED78F6256EEAAB06C52"><enum>(1)</enum><header>In
general</header><text>The Board shall include in the periodic statements
provided to participants under section 8439(c) the amount of the investment
management fees, administrative expenses, and any other fees or expenses paid
with respect to each investment fund and option under the Thrift Savings Plan.
Any such statement shall also provide a statement notifying participants as to
how they may access the annual report described in subsection (a), as well as
any other information concerning the Thrift Savings Plan that might be
useful.</text>
</paragraph><paragraph id="H13D2DBDD74914198AEA6BBC81C49A195"><enum>(2)</enum><header>Use of
estimates</header><text>For purposes of providing the information required
under this subsection, the Executive Director may provide a reasonable and
representative estimate of any fees or expenses described in paragraph (1) and
shall indicate any such estimate as being such an estimate. Any such estimate
shall be based on the previous year’s experience.</text>
</paragraph></subsection><subsection commented="no" id="HFE6BFDA223264AB2B018CD4289FBD8C0"><enum>(c)</enum><header>Definitions</header><text>For
purposes of this section—</text>
<paragraph commented="no" id="H47AEF9017E714925982500C723895640"><enum>(1)</enum><text>the term
<term>Board</term> has the meaning given such term by 8401(5) of title 5,
United States Code;</text>
</paragraph><paragraph commented="no" id="H288E6168DD244750942D5FF523DD19EE"><enum>(2)</enum><text>the term
<term>participant</term> has the meaning given such term by section 8471(3) of
title 5, United States Code; and</text>
</paragraph><paragraph commented="no" id="HAC7230FE76BB4D19BCD4128752D858C8"><enum>(3)</enum><text>the term
<term>account</term> means an account established under section 8439 of title
5, United States Code.</text>
</paragraph></subsection></section><section display-inline="no-display-inline" id="H8C7B18C37B464B7D82B2C418E20379B0" section-type="subsequent-section"><enum>106.</enum><header>Acknowledgement of
risk</header>
<subsection id="HB1D670C644A74988B0C466A2BA26CDF6"><enum>(a)</enum><header>In
general</header><text display-inline="yes-display-inline">Section 8439(d) of
title 5, United States Code, is amended—</text>
<paragraph id="HFEE9BDA862D04513B2969B97CB0004C0"><enum>(1)</enum><text>by striking the
matter after <quote>who elects to invest in</quote> and before <quote>shall
sign an acknowledgement</quote> and inserting <quote>any investment fund or
option under this chapter, other than the Government Securities Investment
Fund,</quote>; and</text>
</paragraph><paragraph id="H34F0C3183A1544B3875C1587BDB299E3"><enum>(2)</enum><text>by striking
<quote>either such Fund</quote> and inserting <quote>any such fund or
option</quote>.</text>
</paragraph></subsection><subsection display-inline="no-display-inline" id="H0B5791BB2513492893C45BA0FCFA3500"><enum>(b)</enum><header>Coordination
with provisions relating to investments in the absence of an
election</header><text>Subsection (d) of section 8439 of title 5, United States
Code (as amended by subsection (a)) is further amended—</text>
<paragraph id="H1FF4A4B2CA394AA7B98756827973A4FA"><enum>(1)</enum><text>by redesignating
subsection (d) as subsection (d)(1); and</text>
</paragraph><paragraph id="H66B6F09B8D8D48978B19FAC5326DF6E0"><enum>(2)</enum><text>by adding at the
end the following:</text>
<quoted-block display-inline="no-display-inline" id="HBF759AF7F0C74A25858190E410003420" style="USC">
<paragraph commented="no" id="H44C8BFD4837C41B7AC89443EEDA9DA5" indent="up1"><enum>(2)</enum><subparagraph commented="no" display-inline="yes-display-inline" id="H700110051E9F42D085395D2BC5F1C386"><enum>(A)</enum><text>In the case of an
investment made under section 8438(c)(2) in any fund or option to which
paragraph (1) would otherwise apply, the participant involved shall, for
purposes of this subsection, be deemed—</text>
<clause commented="no" id="H51A48ACC385145AAA50042F6675446EE" indent="up1"><enum>(i)</enum><text>to have elected to invest in such fund
or option; and</text>
</clause><clause commented="no" id="H826FD8A6F37742B195063E58DB4EBB8" indent="up1"><enum>(ii)</enum><text>to have executed the acknowledgement
required under paragraph (1).</text>
</clause></subparagraph><subparagraph id="H489444586D1242D4B43BCD551EBAA4C6" indent="up1"><enum>(B)</enum><clause commented="no" display-inline="yes-display-inline" id="HAEB132E1215F47098EED244288EE38B4"><enum>(i)</enum><text>The Executive Director
shall prescribe regulations under which written notice shall be provided to a
participant whenever an investment is made under section 8438(c)(2)(B) on
behalf of such participant in the absence of an affirmative election described
in section 8438(c)(1).</text>
</clause><clause id="HF6343918269C452780D05F76A30017FC" indent="up1"><enum>(ii)</enum><text>The regulations shall ensure that
any such notice shall be provided to the participant within 7 calendar days
after the effective date of the default election.</text>
</clause></subparagraph><subparagraph id="HDFE0EE46C0804F75884527E8B001C45" indent="up1"><enum>(C)</enum><text display-inline="yes-display-inline">For purposes of this paragraph, the term
<term>participant</term> has the meaning given such term by section
8471(3).</text>
</subparagraph></paragraph><after-quoted-block>.</after-quoted-block></quoted-block>
</paragraph></subsection><subsection commented="no" id="H1C5D77634EA14C829585CEE747E3C8A5"><enum>(c)</enum><header>Coordination
with provisions relating to fiduciary responsibilities, liabilities, and
penalties</header><text>Section 8477(e)(1)(C) of title 5, United States Code,
is amended—</text>
<paragraph id="HEE3091FDBEFD4D0BA77E54E8A9BC54B9"><enum>(1)</enum><text>by redesignating
subparagraph (C) as subparagraph (C)(i); and</text>
</paragraph><paragraph id="H7831C39A97034032A401D9ADA8846C4"><enum>(2)</enum><text>by
adding at the end the following:</text>
<quoted-block display-inline="no-display-inline" id="H887572F331EC464C9229CDD8B26F2872" style="USC">
<clause id="H2AA7E17C4F114695BAF3C6CA2B6051D6" indent="up3"><enum>(ii)</enum><text display-inline="yes-display-inline">A fiduciary shall not be liable under
subparagraph (A), and no civil action may be brought against a
fiduciary—</text>
<subclause id="HB8A9115679E7425081AC62641D2CB634"><enum>(I)</enum><text>for providing for the automatic
enrollment of a participant in accordance with section 8432(b)(2)(A);</text>
</subclause><subclause id="H2AB52F81A0BA42B1B818AB92A87804C5"><enum>(II)</enum><text>for enrolling a participant in a
default investment fund in accordance with section 8438(c)(2)(B); or</text>
</subclause><subclause id="H80A06DFE8075448AAA53D8329E1DE77D"><enum>(III)</enum><text>for allowing a participant to invest
through the self-directed investment window or for establishing restrictions
applicable to participants’ ability to invest through the self-directed
investment
window.</text>
</subclause></clause><after-quoted-block>.</after-quoted-block></quoted-block>
</paragraph></subsection></section><section id="HBB80FB40F9344D1EB02192B168ACE500"><enum>107.</enum><header>Credit for
unused sick leave</header>
<subsection id="H83D866CCC5E24C7CA7D62974B49F84EB"><enum>(a)</enum><header>In
general</header><text display-inline="yes-display-inline">Section 8415 of title
5, United States Code, is amended—</text>
<paragraph id="HCE5F57B9E14144769735703BF1DD0099"><enum>(1)</enum><text>by redesignating
the second subsection (k) and subsection (l) as subsections (l) and (m),
respectively; and</text>
</paragraph><paragraph id="HF42DBE8A8C0346EB814C3B7C007D8BBB"><enum>(2)</enum><text>in subsection (l)
(as so redesignated by paragraph (1))—</text>
<subparagraph id="HFA60DF44CDE84E54B3ED5C1C24384CF1"><enum>(A)</enum><text>by striking
<quote>(l) In computing</quote> and inserting <quote>(l)(1) In
computing</quote>; and</text>
</subparagraph><subparagraph id="H056F5C1FEDB74D0989D8B0AD40007667"><enum>(B)</enum><text>by adding at the
end the following:</text>
<quoted-block display-inline="no-display-inline" id="H42F3B8A4480648BBB9C3E8D3DF009E88" style="USC">
<paragraph id="HFAAA8D4DB3044560A8AAA641F62824ED" indent="up1"><enum>(2)</enum><text display-inline="yes-display-inline">Except as provided in paragraph (1), in
computing an annuity under this subchapter, the total service of an employee
who retires on an immediate annuity or who dies leaving a survivor or survivors
entitled to annuity includes the days of unused sick leave to his credit under
a formal leave system, except that these days will not be counted in
determining average pay or annuity eligibility under this subchapter. For
purposes of this subsection, in the case of any such employee who is excepted
from subchapter I of chapter 63 under section 6301(2)(x)–(xiii), the days of
unused sick leave to his credit include any unused sick leave standing to his
credit when he was excepted from such
subchapter.</text>
</paragraph><after-quoted-block>.</after-quoted-block></quoted-block>
</subparagraph></paragraph></subsection><subsection id="H1B5EF627F8FF43F980EAAA00E38D6DE8"><enum>(b)</enum><header>Exception from
deposit requirement</header><text>Section 8422(d)(2) of title 5, United States
Code, is amended by striking <quote>section 8415(k)</quote> and inserting
<quote>paragraph (1) or (2) of section 8415(l)</quote>.</text>
</subsection><subsection commented="no" id="HBED84543BCDB4418BDCF25FD1B7B056C"><enum>(c)</enum><header>Effective
date</header><text>The amendments made by this section shall apply with respect
to annuities computed based on separations occurring on or after the date of
enactment of this Act.</text>
</subsection></section><enum>II</enum><header>Computation of
certain annuities based on part-time service</header>
<section display-inline="no-display-inline" id="HC3ABB72BD334445E91C9BC5CE9BCD71" section-type="subsequent-section"><enum>201.</enum><header>Computation of
certain annuities based on part-time service</header><text display-inline="no-display-inline">Section 8339(p) of title 5, United States
Code, is amended by adding at the end the following:</text>
<quoted-block id="H221D4E6872F4442DB5C352C08FB7D777">
<paragraph id="H573C2F80642A4C0A87A0159DFCADD782" indent="up1"><enum>(3)</enum><text>In the administration of paragraph
(1)—</text>
<subparagraph id="HC2942F6A212C4866925CD669F199EB92"><enum>(A)</enum><text>subparagraph (A) of such paragraph
shall apply with respect to service performed before, on, or after April 7,
1986; and</text>
</subparagraph><subparagraph id="H02D6C0334A614B7CB7227B08CE13AE7"><enum>(B)</enum><text>subparagraph (B) of such
paragraph—</text>
<clause id="H2D1B43C16B25484F873B004064EC003C"><enum>(i)</enum><text>shall apply with respect to that
portion of any annuity which is attributable to service performed on or after
April 7, 1986; and</text>
</clause><clause id="HAD3FD5EB92FF4C32A3C94B00C4AAD0CF"><enum>(ii)</enum><text>shall not apply with respect to
that portion of any annuity which is attributable to service performed before
April 7,
1986.</text>
</clause></subparagraph></paragraph><after-quoted-block>.</after-quoted-block></quoted-block>
</section><section id="H40A0A1071A2041B89EEF5B72B1A20437"><enum>202.</enum><header>Applicability</header><text display-inline="no-display-inline">The amendment made by section 201 shall be
effective with respect to any annuity, entitlement to which is based on a
separation from service occurring on or after the date of enactment of this
Act.</text>
</section><enum>III</enum><header>Retirement
Credit For Service of Certain Employees Transferred From District of Columbia
Service to Federal Service</header>
<section display-inline="no-display-inline" id="H2758361F4FB247C5003D5ED439EF4900" section-type="subsequent-section"><enum>301.</enum><header>Short
title</header><text display-inline="no-display-inline">This Act may be cited as
the <quote><short-title>District of Columbia Court,
Offender Supervision, Parole, and Public Defender Employees Equity Act of
2009</short-title></quote>.</text>
</section><section id="H9FAD6BDED77C4216BA83AB48B78E1A3"><enum>302.</enum><header>Retirement
Credit For Service of Certain Employees Transferred From District of Columbia
Service to Federal Service</header>
<subsection id="H2C1005E23CC74839A4C28B74C7579600"><enum>(a)</enum><header>In
General</header><text display-inline="yes-display-inline">Any individual who is
treated as an employee of the Federal government for purposes of chapter 83 or
chapter 84 of title 5, United States Code, on or after the date of enactment of
this Act who performed qualifying District of Columbia service shall be
entitled to have such service included in calculating the individual’s
creditable service under sections 8332 or 8411 of title 5, United States Code,
but only for purposes of the following provisions of such title:</text>
<paragraph id="H0FC5FAA27DB046E5BCC1B9998606DF4F"><enum>(1)</enum><text>Sections 8333 and
8410 (relating to eligibility for annuity).</text>
</paragraph><paragraph id="H3BE7C71ED2FE401B9CC6F7BD3EDB00EE"><enum>(2)</enum><text>Sections 8336
(other than subsections (d), (h), and (p) thereof) and 8412 (relating to
immediate retirement).</text>
</paragraph><paragraph id="HBA930A29B00E484CA9912FBB5DD915C9"><enum>(3)</enum><text>Sections 8338 and
8413 (relating to deferred retirement).</text>
</paragraph><paragraph id="H62BAE457E15F47EBA92B1D419286102B"><enum>(4)</enum><text>Sections 8336(d),
8336(h), 8336(p), and 8414 (relating to early retirement).</text>
</paragraph><paragraph id="H2EE83391A83345CCBEB6FB00357FECC8"><enum>(5)</enum><text>Section 8341 and
subchapter IV of chapter 84 (relating to survivor annuities).</text>
</paragraph><paragraph id="H595909A01D504316923B9D3DE2F8C4AA"><enum>(6)</enum><text>Section 8337 and
subchapter V of chapter 84 (relating to disability benefits).</text>
</paragraph></subsection><subsection id="HFEE69359B8D04AAAA93483D1DA19CFD"><enum>(b)</enum><header>Treatment of
Detention Officer Service as Law Enforcement Officer Service</header><text>Any
portion of an individual’s qualifying District of Columbia service which
consisted of service as a detention officer under section 2604(2) of the
District of Columbia Government Comprehensive Merit Personnel Act of 1978 (sec.
1–626.04(2), D.C. Official Code) shall be treated as service as a law
enforcement officer under sections 8331(20) or 8401(17) of title 5, United
States Code, for purposes of applying subsection (a) with respect to the
individual.</text>
</subsection><subsection display-inline="no-display-inline" id="H0105C5154C6D43C4802FD700D6A837BB"><enum>(c)</enum><header>Service Not
Included in Computing Amount of Any Annuity</header><text>Qualifying District
of Columbia service shall not be taken into account for purposes of computing
the amount of any benefit payable out of the Civil Service Retirement and
Disability Fund.</text>
</subsection></section><section id="HE55EC2E637614B5A965EF8A22D3FDC1D"><enum>303.</enum><header>Qualifying
District of Columbia Service Defined</header><text display-inline="no-display-inline">In this title, <quote>qualifying District of
Columbia service</quote> means any of the following:</text>
<paragraph id="H103F76ACCC674548888197B5AA0988F1"><enum>(1)</enum><text>Service performed
by an individual as a nonjudicial employee of the District of Columbia
courts—</text>
<subparagraph id="H3AD4EFF044B64D10AD6CC9A100ACA536"><enum>(A)</enum><text>which was
performed prior to the effective date of the amendments made by section
11246(b) of the Balanced Budget Act of 1997; and</text>
</subparagraph><subparagraph id="H2750B21A0E12403F92646C51C04CB5F8"><enum>(B)</enum><text>for which the
individual did not ever receive credit under the provisions of subchapter III
of chapter 83 or chapter 84 of title 5, United States Code (other than by
virtue of section 8331(1)(iv) of such title).</text>
</subparagraph></paragraph><paragraph id="HFD9D09BB2B8A4963BA5BC6683F5C94C"><enum>(2)</enum><text>Service performed
by an individual as an employee of an entity of the District of Columbia
government whose functions were transferred to the Pretrial Services, Parole,
Adult Supervision, and Offender Supervision Trustee under section 11232 of the
Balanced Budget Act of 1997—</text>
<subparagraph id="H241F94678E6046FC8379110985E17737"><enum>(A)</enum><text>which was
performed prior to the effective date of the individual’s coverage as an
employee of the Federal Government under section 11232(f) of such Act;
and</text>
</subparagraph><subparagraph id="H2FECB50311BC49EF9906522183C04B2"><enum>(B)</enum><text display-inline="yes-display-inline">for which the individual did not ever
receive credit under the provisions of subchapter III of chapter 83 or chapter
84 of title 5, United States Code (other than by virtue of section 8331(1)(iv)
of such title).</text>
</subparagraph></paragraph><paragraph id="H9BFE6013FE7D4FF89BA9B2EB926DB837"><enum>(3)</enum><text>Service performed
by an individual as an employee of the District of Columbia Public Defender
Service—</text>
<subparagraph id="H012E2355F081485398213BE24220812"><enum>(A)</enum><text>which was performed
prior to the effective date of the amendments made by section 7(e) of the
District of Columbia Courts and Justice Technical Corrections Act of 1998;
and</text>
</subparagraph><subparagraph id="H4086842E98B74F7BBB271DA7344700E"><enum>(B)</enum><text display-inline="yes-display-inline">for which the individual did not ever
receive credit under the provisions of subchapter III of chapter 83 or chapter
84 of title 5, United States Code (other than by virtue of section 8331(1)(iv)
of such title).</text>
</subparagraph></paragraph><paragraph id="H91841BAE50AB4011B6ABA9D2E6F6E673"><enum>(4)</enum><text display-inline="yes-display-inline">In the case of an individual who was an
employee of the District of Columbia Department of Corrections who was
separated from service as a result of the closing of the Lorton Correctional
Complex and who was appointed to a position with the Bureau of Prisons, the
District of Columbia courts, the Pretrial Services, Parole, Adult Supervision,
and Offender Supervision Trustee, the United States Parole Commission, or the
District of Columbia Public Defender Service, service performed by the
individual as an employee of the District of Columbia Department of
Corrections—</text>
<subparagraph id="H182222D004684989AB36A9B00C70194"><enum>(A)</enum><text>which was performed
prior to the effective date of the individual’s coverage as an employee of the
Federal Government; and</text>
</subparagraph><subparagraph id="H5A4B422DA02D4003AABD07DF003BAB29"><enum>(B)</enum><text>for which the
individual did not ever receive credit under the provisions of subchapter III
of chapter 83 or chapter 84 of title 5, United States Code (other than by
virtue of section 8331(1)(iv) of such title).</text>
</subparagraph></paragraph></section><section id="HFAB034F52837439EB4A577F42C3A265"><enum>304.</enum><header>Certification of
Service</header><text display-inline="no-display-inline">The Office of
Personnel Management shall accept the certification of the appropriate
personnel official of the government of the District of Columbia or other
independent employing entity concerning whether an individual performed
qualifying District of Columbia service and the length of the period of such
service the individual performed.</text>
</section><enum>IV</enum><header>Distributions
From Governmental Retirement Plans For Health and Long-Term Care
Insurance</header>
<section id="H7804D1E68C154308BA2EF2FC1CFF1862" section-type="subsequent-section"><enum>401.</enum><header>Distributions from
governmental retirement plans for health and long-term care insurance for
Federal annuitants and members and former members of the Armed Forces of the
United States</header>
<subsection id="HC4BCE6D21E004BE78FD300B352261861"><enum>(a)</enum><header>In
general</header><text display-inline="yes-display-inline">Subsection (l) of
section 402 of the Internal Revenue Code (relating to distributions from
governmental plans for health and long-term care insurance) is amended by
inserting <quote>, a Federal annuitant, or a member or former member of the
uniformed services of the United States</quote> after <quote>eligible retired
public safety officer</quote>.</text>
</subsection><subsection id="HD7D78F4027414B11A52F5E1810221CCB"><enum>(b)</enum><header>Definitions</header><text>Paragraph
(4) of section 402(l) of such Code (relating to definitions) is amended by
adding at the end the following new subparagraphs:</text>
<quoted-block id="HB8468303B39C49C89F80392EBA13EA80" style="OLC">
<subparagraph id="HBC56A92DCF1342678D81AD126D105679"><enum>(E)</enum><header>Federal
annuitant</header><text>The term <term>Federal annuitant</term> means an
annuitant, as defined by paragraph (3) of section 8901 of title 5, United
States Code.</text>
</subparagraph><subparagraph id="H3E04812DAB17423995A41BF5C1833479"><enum>(F)</enum><header>Member or former
member of the uniformed services of the United States</header><text>The term
<term>member or former member of the uniformed services of the United
States</term> shall have the same meaning given such term in chapter 55 of
title 10, United States
Code.</text>
</subparagraph><after-quoted-block>.</after-quoted-block></quoted-block>
</subsection><subsection id="H675DCB1E8AF24E9B9F745A2D7463F5D9"><enum>(c)</enum><header>Conforming
amendments</header><text display-inline="yes-display-inline">Paragraphs (3)(B)
and (4)(D) of section 402(l) of such Code are each amended by inserting
<quote>, Federal annuitant, or member or former member of the uniformed
services of the United States, as the case may be,</quote> after
<quote>eligible retired public safety officer</quote> both places it
appears.</text>
</subsection><subsection id="HFA03FAD9926D43EA905367474E12E865"><enum>(d)</enum><header>Effective
date</header><text>The amendments made by this section shall apply to
distributions in taxable years beginning after December 31, 2008.</text>
</subsection></section>