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H 2762

An Act authorizing the Massachusetts Teachers’ Retirement System to grant credible service to Kellie Martin

194th Legislature (2025-2026) Introduced by Tony Cabral and 2 co-sponsors

The bill grants Kellie Martin creditable service for 2003–2006 to adjust her retirement allowance, contingent on paying the corresponding buyback amount plus interest.

Bill reported favorably by committee and referred to the committee on House Ways and Means
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Bill Summary · H 2762

Summary: H. 2762 — An Act authorizing the Massachusetts Teachers’ Retirement System to grant credible service to Kellie Martin

Purpose

To authorize the Massachusetts Teachers’ Retirement System (TRS) to grant Kellie Martin creditable service for a specified period, for the purpose of calculating her superannuation retirement allowance. The bill overrides existing laws or regulations to allow this specific credit.

Key provisions

  • The TRS shall credit Kellie Martin, a member of the TRS and an employee of the Greater New Bedford Regional Vocational Technical High School (New Bedford), with creditable service for the period from August 28, 2003 to August 28, 2006, inclusive.
  • The credit is for determining her retirement allowance under paragraph (a) of subdivision (2) of section 5 of Chapter 32 of the General Laws.
  • Before any retirement allowance becomes effective, Kellie Martin must pay into the TRS Annuity Savings Fund the amount that would have been withheld as regular deductions for that service, plus buyback interest as defined in Chapter 32.
  • Payment can be made in a single sum or in installments, under terms and conditions prescribed by the TRS board.

Who is affected

  • Kellie Martin: the primary beneficiary, whose service credit and retirement calculation would be adjusted.
  • Massachusetts Teachers’ Retirement System: responsible for granting the credit and managing the buyback arrangement.
  • Greater New Bedford Regional Vocational Technical High School (New Bedford): employer of Kellie Martin.
  • Potentially any recipients of her future retirement allowance (depends on the resulting benefit calculations).

Financial and timing details

  • Payment: Kellie Martin must fund the creditable service by paying into the annuity savings fund an amount equal to the regular deductions that would have been withheld for those years, plus buyback interest.
  • Buyback: Interest is defined per Chapter 32, Section 1.
  • Effective date: The credit would apply for retirement allowance calculations; the bill does not specify retroactive pay dates beyond the service period.
  • Fiscal impact: The bill implies a net effect based on Kellie Martin’s repayment; no general appropriation is specified. The system’s liability would be offset by her repayment plus any applicable interest.

Procedural and timeline aspects

  • Introduced: February 27, 2025.
  • Committee: Referred to the Public Service Committee (02/27/2025).
  • Legislative actions: Senate concurred (02/27/2025) and the bill has a scheduled hearing.
  • Hearing: September 15, 2025, 1:00 PM–5:00 PM, in hearing room A-1.
  • Related matter: Similar proposal previously filed as H. 3812 in the 2023-2024 session.
  • Status: Hearing scheduled; the bill is being considered for potential passage.

Note

The bill uses a “Notwithstanding any general or special law” clause to grant the credit, underscoring its targeted, one-off nature for Kellie Martin. If enacted, Kellie Martin’s creditable service would be included in her retirement calculation upon payment of the required buyback amount (plus interest) into TRS.

Compiled from official sources — confirm details with the bill’s official record.

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