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ATRS Policy Manual Title Page
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Table Of Contents |
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Organization and Operation
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0-1 Rules of Organization and Operation |
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Governance
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1-1 Board Plan Administration
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1-2 Board Guiding Principles |
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1-3 Board Code of Conduct |
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1-4 Board Member Development |
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1-5 Board Meetings |
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1-6 Duties of Chair and Vice Chair |
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1-7 Reimbursement of Expenses |
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1-8 Procurement of Services |
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1-9 Board Committee Principles |
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1-10 Investment Committee Charter |
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1-11 Policy/Legislative Committee Charter (Repealed)
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1-12 Policies Committee Charter (Repealed - Combined with No. 1-11)
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1-13 Real Estate Committee Charter (Repealed) |
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1-14 Real Estate Screening Committee Charter (Repealed) |
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1-15 Board Self-Evaluation |
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1-16 Executive Committee Charter (Repealed) |
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1-17 Administrative/Personnel Committee Charter (Repealed) |
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1-18 Audit Committee Charter |
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1-19 Operations Committee Charter |
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Board Objectives
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2-1 Board Financial Objectives |
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2-2 Board Objectives for Members |
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2-3 Board Governance Objectives |
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2-4 Staff Learning and Growth Objectives |
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Executive Director
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A. Board-Executive Director Relationship
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3-1 Employment of Executive Director |
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3-2 Executive Director's Job Description |
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3-3 Delegation to the Executive Director |
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3-4 Monitoring Executive Performance |
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B. Executive Director Limitations
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3-5 General Executive Constraints |
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3-6 Communication and Counsel to the Board |
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3-7 Code of Ethics |
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3-8 Compensation and Benefits |
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3-9 Operations |
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3-10 Staff Treatment |
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3-11 Risk Management |
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Composition and Election of Board of Trustees
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4-1 Board Composition and Elections
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4-2 Election Procedures and Terms of Office for Elected Trustee Positions |
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4-3 Schedule for Trustee Elections (Repealed - Combined with No. 4-2) |
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Investment
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5-1 Investment Introduction |
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5-2 Standard of Care |
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5-3 Asset Allocation |
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5-4 Investment Goals |
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5-5 Investment Strategy |
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5-6 Investment Consultants |
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5-7 Investment Managers |
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5-8 Soft Dollars |
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Membership
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6-1 Membership Definitions and Rules |
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6-1A Contributory/Noncontributory Service |
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6-1B Erroneous Membership
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6-2 Reciprocity |
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6-3 College Alternate Part I |
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6-4 College Alternate Part II |
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6-5 College Alternate Part III |
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6-6 Technical and Community Colleges |
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6-7 Alternate Plan for Vocational Education |
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6-8 Department of Health Rehabilitation Services Transfer (Act 793 of 1977) |
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6-10 Privatized Employers and Nonprofit Corporations |
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6-11 Confidentiality of Member Records |
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Reporting/Eligibility
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7-1 Calculation of Final Average Salary |
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7-2 Proof of Service Credit |
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7-3 Employee (Member) Contributions |
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7-4 Reporting Employee and Employer Contributions |
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Purchase/Refunds
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8-1 Definitions Concerning Purchase of Service Credits/Repayment of Refunds |
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8-2 Refunds of Member Contributions
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8-3 Repayment of Refunded Member Contributions
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8-4 Rollover Acceptance and Distribution
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8-5 Purchase Payment Rules
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8-6 Cancellation of Purchase Service Accounts |
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8-7 Free Military Service |
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8-8 Free Teaching Service before 1937
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8-9 Purchase of Back Contributions |
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8-10 Purchase of Additional Contributions |
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8-11 Purchase of Noncontributory Service as Contributory |
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8-12 Purchase of Military Service |
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8-13 Purchase of National Guard Service |
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8-14 Purchase of Out-of-State Service |
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8-15 Purchase of Overseas Service |
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8-16 Purchase of Sabbatical Leave |
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8-17 Purchase of Private School Service |
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8-18 Purchase of Domestic Federal Service |
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8-19 Purchase of Federal Retirement Service |
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Retirement/Benefits
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9-1 Retirement/Benefits Definitions |
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9-2 Age and Service (Voluntary) Retirement |
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9-3 State Employee Transfer to APERS |
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9-4 Disability Retirement |
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9-5 Deferred Retirement |
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9-6 Early Retirement |
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9-7 Annuity Options and Disposition of Residue after Retirement |
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9-8 Error Corrections and Collection of Overpayments |
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Return to Service
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10-1 Rescinding Retirement (Repealed) |
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10-2 Employment of an ATRS Retiree by a Participating Employer |
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10-3 Teacher Deferred Retirement Option Plan (T-DROP) |
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Survivors/Domestic Relations Orders
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11-1 Survivor Benefits |
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11-2 Lump-Sum Death Benefit |
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11-3 Qualified Domestic Relations Orders for ATRS Members |
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11-4 Qualified Domestic Relations Orders for Retired Members (Repealed - Combined with No. 11-3)
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11-5 Lost Payees |
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Internal Revenue Code
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12-1 Protection of Internal Revenue Code § 401(a) "Qualified Trust" Status of ATRS |
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Administrative Adjudications |
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Rule 13 Administrative Adjudications |
