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HB158 • 2025

Revising working retiree provisions under TRS

Revising working retiree provisions under TRS

Education Labor
Enacted

This bill passed the Legislature and reached final enactment based on the latest official action.

Sponsor
Melissa Nikolakakos
Last action
2025-04-17
Official status
Chapter Number Assigned
Effective date
Not listed

Plain English Breakdown

Checked against official source text during the last sync.

Changes to Working Retiree Rules for Teachers

This law changes the rules for retired teachers who want to work again in Montana.

What This Bill Does

  • Extends from 3 years to 5 years the time a retired teacher can work without losing retirement benefits if they have at least 27 years of service before retiring.
  • Requires schools to prove they tried to hire new people for open positions before hiring retired teachers.
  • Makes sure retired teachers who return to work pay into the retirement system like active employees.
  • Exempts working retirees from limits on how much money they can earn and how many hours they can work.

Who It Names or Affects

  • Retired teachers in Montana
  • School districts hiring retired teachers

Terms To Know

Creditable service
The years a teacher worked before retiring, which affects their retirement benefits.
Employer certification
A document schools must submit to prove they tried to hire new people for open positions before hiring retired teachers.

Limits and Unknowns

  • The changes will end on June 30, 2029.
  • This law only applies to Montana and its school districts.

Bill History

  1. 2025-04-17 HOUSE

    Chapter Number Assigned

  2. 2025-04-16 HOUSE

    (H) Signed by Governor

  3. 2025-04-09 SENATE

    (S) Signed by President

  4. 2025-04-09 HOUSE

    (H) Transmitted to Governor

  5. 2025-04-07 HOUSE

    (H) Signed by Speaker

  6. 2025-04-02 HOUSE

    (H) Returned from Enrolling

  7. 2025-03-31 SENATE

    (S) Scheduled for 3rd Reading

  8. 2025-03-31 SENATE

    (S) 3rd Reading Concurred

  9. 2025-03-31 HOUSE

    (H) Sent to Enrolling

  10. 2025-03-28 SENATE

    (S) Scheduled for 2nd Reading

  11. 2025-03-28 SENATE

    (S) 2nd Reading Concurred

  12. 2025-03-27 SENATE

    (S) 2nd Reading Pass Consideration

  13. 2025-03-24 SENATE

    (S) Committee Report--Bill Concurred

  14. 2025-03-20 SENATE

    (S) Committee Executive Action--Bill Concurred

  15. 2025-02-20 SENATE

    (S) Hearing

  16. 2025-02-17 SENATE

    (S) Referred to Committee

  17. 2025-01-28 SENATE

    (S) First Reading

  18. 2025-01-27 HOUSE

    (H) Scheduled for 3rd Reading

  19. 2025-01-27 HOUSE

    (H) 3rd Reading Passed

  20. 2025-01-27 HOUSE

    (H) Transmitted to Senate

  21. 2025-01-24 HOUSE

    (H) Scheduled for 2nd Reading

  22. 2025-01-24 HOUSE

    (H) 2nd Reading Passed

  23. 2025-01-20 HOUSE

    (H) Committee Executive Action--Bill Passed

  24. 2025-01-20 HOUSE

    (H) Committee Report--Bill Passed

  25. 2025-01-17 HOUSE

    (H) Committee Executive Action--Bill Passed

  26. 2025-01-16 HOUSE

    (H) Fiscal Note Printed

  27. 2025-01-15 HOUSE

    (H) Fiscal Note Received

  28. 2025-01-15 HOUSE

    (H) Fiscal Note Signed

  29. 2025-01-11 HOUSE

    (H) Hearing

  30. 2025-01-10 HOUSE

    (H) Referred to Committee

  31. 2025-01-10 HOUSE

    (H) First Reading

  32. 2025-01-09 HOUSE

    (H) Introduced

  33. 2025-01-09 HOUSE

    (H) Fiscal Note Requested

  34. 2025-01-08 HOUSE

    (LC) Draft Delivered to Requester

  35. 2024-12-20 HOUSE

    (LC) Draft Ready for Delivery

  36. 2024-12-17 HOUSE

    (LC) Draft in Assembly

  37. 2024-12-16 HOUSE

    (LC) Draft in Input/Proofing

  38. 2024-12-16 HOUSE

    (LC) Draft in Final Drafter Review

  39. 2024-12-11 HOUSE

    (LC) Draft in Edit

  40. 2024-12-04 HOUSE

    (LC) Draft in Legal Review

  41. 2024-11-08 HOUSE

    (LC) Drafter Assigned

Official Summary Text

Revising working retiree provisions under TRS

Current Bill Text

Read the full stored bill text
****
69th Legislature 2025 HB 158
- 1 - Authorized Print Version – HB 158
ENROLLED BILL
AN ACT REVISING WORKING RETIREE PROVISIONS UNDER THE TEACHERS' RETIREMENT SYSTEM;
AMENDING SECTION 19-20-732, MCA; AMENDING SECTION 4, CHAPTER 307, LAWS OF 2019, AND
SECTION 4, CHAPTER 135, LAWS OF 2023; AND PROVIDING AN EFFECTIVE DATE AND A
TERMINATION DATE.”
BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF MONTANA:
Section 1. Section 19-20-732, MCA, is amended to read:
"19-20-732. (Temporary) Reemployment of certain retired teachers, specialists, and
administrators -- procedure -- definitions. (1) Subject to the provisions of this section:
(a) a teacher, specialist, or administrator who has been receiving a retirement allowance for no
less than 2 months, except a disability retirement allowance pursuant to part 9 of this chapter, may be
employed on a full-time basis by an employer for a maximum of 3 years 5 years during the lifetime of the retired
member without the loss or interruption of any payments or retirement benefits if:
(i) the retired member completed 27 or more years of creditable service prior to retirement;
(ii) the retired member holds a valid certificate pursuant to the provisions of 20-4-106; and
(iii) each year, prior to employing a retired member, the employer certifies to the office of public
instruction and to the retirement board that after having advertised the position for that year the employer has
been unable to fill the position because the employer either has received no qualified applications or has not
received an acceptance of an offer of employment made to a nonretired teacher, specialist, or administrator.
The office of public instruction shall verify that the employer has advertised the position as required under this
subsection (1)(a)(iii).
(b) the employer certification required by this section must include the retired member's name and
social security number and a copy of the proposed contract of employment for the retired member;
****
69th Legislature 2025 HB 158
- 2 - Authorized Print Version – HB 158
ENROLLED BILL
(c) upon receipt of the employer's certification and of the proposed contract of employment, the
retirement board shall verify whether the retired member meets the requirements of subsection (1)(a)(i) and
shall notify the employer and the retired member of its findings;
(d) a retired member reemployed under this section is ineligible for active membership under 19-
20-302 and is ineligible to receive service credit under any retirement system identified in Title 19; and
(e) the retirement board shall report to the education interim committee and the state
administration and veterans' affairs interim committee, as provided in 5-11-210, regarding the implementation of
and results arising from this section.
(2) An employer employing a retired member pursuant to this section shall contribute monthly to
the retirement system an amount equal to the sum of the contribution rates required by 19-20-602, 19-20-604,
19-20-605, 19-20-607, 19-20-608, and 19-20-609.
(3) A retired member reemployed pursuant to this section is exempt from the earnings and
employment limits provided in 19-20-731.
(4) If reemployed in a position covered by a collective bargaining agreement pursuant to Title 39,
chapter 31, the retired member is subject to all the terms and conditions of the agreement and is entitled to all
the benefits and protections of the agreement.
(5) The board may adopt rules to implement this section.
(6) As used in this section, the following definitions apply:
(a) "Employer" means a school district as defined in 20-6-101 and 20-6-701 that employs a retired
member and is a second-class or third-class elementary district under 20-6-201 or a second-class or third-class
high school district under 20-6-301.
(b) "Year" means all or any part of a school year. (Terminates June 30, 2027 2029--sec. 4, Ch.
135, L. 2023.)
19-20-732. (Effective July 1, 2027 2029) Reemployment of certain retired teachers, specialists,
and administrators -- procedure -- definitions. (1) Subject to the provisions of this section:
(a) a teacher, specialist, or administrator who has been receiving a retirement allowance for no
less than 2 months, except a disability retirement allowance pursuant to part 9 of this chapter, may be
employed on a full-time basis by an employer for a maximum of 3 years during the lifetime of the retired
****
69th Legislature 2025 HB 158
- 3 - Authorized Print Version – HB 158
ENROLLED BILL
member without the loss or interruption of any payments or retirement benefits if:
(i) the retired member completed 30 or more years of creditable service prior to retirement;
(ii) the retired member holds a valid certificate pursuant to the provisions of 20-4-106; and
(iii) each year, prior to employing a retired member, the employer certifies to the office of public
instruction and to the retirement board that after having advertised the position for that year the employer has
been unable to fill the position because the employer either has received no qualified applications or has not
received an acceptance of an offer of employment made to a nonretired teacher, specialist, or administrator;
(b) the employer certification required by this section must include the retired member's name and
social security number and a copy of the proposed contract of employment for the retired member;
(c) upon receipt of the employer's certification and of the proposed contract of employment, the
retirement board shall verify whether the retired member meets the requirements of subsection (1)(a)(i) and
shall notify the employer and the retired member of its findings;
(d) a retired member reemployed under this section is ineligible for active membership under 19-
20-302 and is ineligible to receive service credit under any retirement system identified in Title 19; and
(e) the retirement board shall report to the education interim committee and the state
administration and veterans' affairs interim committee in accordance with 5-11-210 regarding the
implementation of and results arising from this section.
(2) An employer employing a retired member pursuant to this section shall contribute monthly to
the retirement system an amount equal to the sum of the contribution rates required by 19-20-602, 19-20-604,
19-20-605, 19-20-607, 19-20-608, and 19-20-609.
(3) A retired member reemployed pursuant to this section is exempt from the earnings and
employment limits provided in 19-20-731.
(4) If reemployed in a position covered by a collective bargaining agreement pursuant to Title 39,
chapter 31, the retired member is subject to all the terms and conditions of the agreement and is entitled to all
the benefits and protections of the agreement.
(5) The board may adopt rules to implement this section.
(6) As used in this section, the following definitions apply:
(a) "Employer" means a school district as defined in 20-6-101 and 20-6-701.
****
69th Legislature 2025 HB 158
- 4 - Authorized Print Version – HB 158
ENROLLED BILL
(b) "Year" means all or any part of a school year."
Section 2. Section 4, Chapter 307, Laws of 2019, is amended to read:
"Section 4. Termination. [This act] terminates June 30, 2025 2029."
Section 3. Section 4, Chapter 135, Laws of 2023, is amended to read:
"Section 4. Section 4, Chapter 307, Laws of 2019, is amended to read:
"Section 4. Termination. [This act] terminates June 30, 2025 2027 2029.""
Section 4. Effective date. [This act] is effective July 1, 2025.
Section 5. Termination. [Section 1] terminates June 30, 2029.
- END -
I hereby certify that the within bill,
HB 158, originated in the House.
___________________________________________
Chief Clerk of the House
___________________________________________
Speaker of the House
Signed this _______________________________day
of____________________________________, 2025.
___________________________________________
President of the Senate
Signed this _______________________________day
of____________________________________, 2025.
HOUSE BILL NO. 158
INTRODUCED BY M. NIKOLAKAKOS, D. EMRICH, J. KASSMIER, G. LAMMERS, F. MANDEVILLE, W.
MCKAMEY, J. TREBAS, J. WINDY BOY, B. BARKER, D. BEDEY, M. BERTOGLIO, E. BUTTREY, L. DEMING,
S. ESSMANN, J. ETCHART, P. FIELDER, S. FITZPATRICK, R. GREGG, C. HINKLE, L. JONES, J. KARLEN,
C. KEOGH, B. LER, E. MATTHEWS, R. MINER, B. MITCHELL, V. MOORE, G. NIKOLAKAKOS, G. PARRY, L.
REKSTEN, M. ROMANO, S. ROSENZWEIG, C. SCHOMER, C. SPRUNGER, M. THANE, E. TILLEMAN, K.
ZOLNIKOV
AN ACT REVISING WORKING RETIREE PROVISIONS UNDER THE TEACHERS' RETIREMENT SYSTEM;
AMENDING SECTION 19-20-732, MCA; AMENDING SECTION 4, CHAPTER 307, LAWS OF 2019, AND
SECTION 4, CHAPTER 135, LAWS OF 2023; AND PROVIDING AN EFFECTIVE DATE AND A TERMINATION
DATE.