Category Archives: TRS

Teach the Vote’s Week in Review: Sept. 22, 2017

Here’s a look at the week’s education news stories from the ATPE lobby team:

 


The board of trustees for the Teacher Retirement System (TRS) met this week in Austin. ATPE Lobbyist Monty Exter attended the meetings and provided this report for our blog, summarizing the board’s discussions about data system upgrades and possible future actions pertaining to retire/rehire policies for educators and the assumed rate of return associated with the pension fund.

 


TEA_assessmentsThe Texas Education Agency (TEA) has been busy rolling out new STAAR testing resources for educators and parents. Its TexasAssessment.com website offers tools and data for parents, teachers, and administrators to help understand and analyze information related to the state’s standardized testing system. This week, TEA made available to educators the ability to view sample reports that parents can access for their children. The goal is to help teachers provide guidance to their students’ parents who may have questions about the STAAR reports. For more information on the new resources, check out this week’s blog post by ATPE Lobbyist Kate Kuhlmann.

 


This weekend, ATPE Lobbyist Mark Wiggins is attending the Texas Tribune’s annual TribFest. Learn more about the education-related panel discussions that are taking place at the festival in this blog post from Mark. ATPE’s Governmental Relations staff members are also out on the road this weekend attending ATPE meetings in Regions 12 and 14, with many more scheduled in the next few weeks. Learn more about these events in today’s blog post from ATPE Political Involvement Coordinator Edwin Ortiz.

 


 

Summary of third-quarter TRS board meeting

TRS logoThe Teacher Retirement System (TRS) of Texas held its quarterly board meeting this week in Austin on Thursday, Sept. 21, and Friday, Sept. 22, 2017. You can watch video of the board meeting here, as well as review the board agenda and board book.

The TRS board received its final update on the TEAM project prior to the upcoming go live date. As we have reported previously on our blog, TEAM is the agency’s ongoing project to update its computer infrastructure and data systems. TRS Executive Director Brian Guthrie reported that everything continues to be a go for the transition to the new system, which is scheduled to go live on Oct. 2. At the next meeting, the board will receive a report on the transition from the legacy system to the new system and the transition from working on phase one of the TEAM project to working on phase two.

In a subsequent agenda item, Guthrie laid out several of his policy goals for the upcoming year. Included in those Guthrie would like to look into significantly streamlining the retire/rehire rules for educators. There are always pros and cons to any changes made to the retire/rehire rules, and advocacy groups including ATPE will stay closely involved during the process to ensure that the rules produce the best results possible for individual educators while also ensuring the overall health of the retirement fund. Additionally, TRS is set to undertake the process of completing an updated experience study, a process utilizing a third-party vendor to analyze the assumptions TRS uses to determine its actuarial numbers. TRS staff expects to complete the study by February and present findings to the TRS board for discussion at the February board retreat.

ThinkstockPhotos-465016790_moneyConducting an experience study and reconsidering the TRS assumptions, including the assumed rate of return, is a significant action for the TRS board and agency. The assumptions combined with the actual assets on hand are what TRS uses to determine the funding window and overall actuarial soundness of the pension fund. Lowering the assumed rate of return without increasing the contribution rate will significantly increase the funding window, or number of years required to fully cover pension liabilities. Under law the fund cannot be considered actuarially sound if the window is greater than 30 years. Currently the fund is just over the 30 year mark but is trending in the right direction. Lowering the assumed rate of return even slightly will add years, as many as five to 10, to the funding window. TRS’s current assumed rate of return is 8 percent. Despite the fact that TRS has a one-year rate of return at 12.9 percent, a five-year rate of return at 8.9 percent, and a 26-year rate of return at 8.7 percent, there is significant pressure, including political and peer pressure, to lower the investment return assumption. ERS recently underwent a similar process that resulted in that fund’s rate of return being lowered from 8 percent down to 7.5 percent.

Any degradation of TRS’s actuarial soundness will undoubtedly result in new calls from some advocates and state lawmakers who oppose government-funded pensions for TRS to be converted from a defined-benefit pension system into a defined-contribution 401(k)-style plan.

In addition to the meeting of the full TRS board, various sub-committees also met this week. Of particular note, the TRS policy committee made changes to a number of TRS rules, many in response to legislative changes from the 85th legislative session that just went into effect on Sept. 1, 2017. You can review the list of rules affected on the Policy Committee Agenda or take a closer look at the rules in the Policy Committee Book.

Other committees that met this week included the following with links to their materials:

  • TRS Investment Management Committee – Agenda and Book;
  • TRS Risk Management Committee – Agenda and Book;
  • TRS Compensation Committee – Agenda and Book; and
  • TRS Audit Committee – Agenda and Book

The next TRS board meeting will be a one-day meeting on October 27, 2017. Stay tuned to Teach the Vote for updates.

Teach the Vote’s Week in Review: Sept. 8, 2017

Here’s this week’s education news wrap-up from ATPE:

 


Drugs and MoneySignificant changes are coming soon for participants in the Teacher Retirement System (TRS) healthcare program. In case you missed our coverage during Hurricane Harvey, the TRS Board of Trustees met last week to adopt changes to the TRS-Care health insurance plan for retirees. Read more about the changes here. Video of the Sept. 1 TRS board meeting is also available for viewing here. TRS staff have also announced a schedule of workshops to help retirees understand the changes coming in January to TRS-Care. Learn more in today’s blog post from ATPE Lobbyist Monty Exter.

 


ATPE members and other educators affected by Hurricane Harvey are encouraged to check out our Hurricane Harvey resources page for answers to questions and links to additional information. This week, Commissioner of Education Mike Morath announced that certain schools and districts within the disaster areas would be granted an extension of time to file appeals to 2017 academic and financial accountability ratings. Find additional information on the TEA website here.

 


SBOE logoThe State Board of Education (SBOE) is scheduled to meet next week in Austin. Click here for the agenda for Wednesday, Thursday, and Friday meetings of the board and its committees. Ahead of that meeting, Tuesday, Sept. 12, will be the first meeting for the newly announced SBOE Long-Range Plan Steering Committee. The committee will discuss the purpose and scope of the long-range plan and look at sample plans during the initial meeting. Learn more about the steering committee here. The ATPE lobby team will have coverage of all these meetings here on Teach the Vote and on Twitter next week.

 


 

TRS-Care info tour coming to a city near you

ThinkstockPhotos-162674067-pillsWith TRS-Care set to undergo significant changes in 2018, TRS staff have designed a comprehensive communications plan to ensure that all  plan participants have access to the information they will need to make decisions about their healthcare coverage. TRS has designed the communications plan to “touch” the 270,000 TRS-Care participants nearly two million times between now and January.

In addition to reaching out to participants through print and electronic communications, TRS staff will be going on the road to conduct in-person seminars. The seminar schedule includes 31 locations all across the state between October 9 and November 2, 2017.

The seminars will be presented in four parts and are divide into two segments of approximately 90 minutes each. The first hour and a half focuses on participants covered by Medicare; the second hour and a half covers plan changes for the pre-Medicare population. In many of the stops, the three hour seminar will be offered once in the morning from 9 am to noon, and once in the afternoon from 1:30 to 4:30 pm. Here is a list of the scheduled meetings released by TRS. To attend an in person event will require an RSVP by phone. Seating is limited. ​Please call 1-800-850-1992 Monday-Friday, 8:00 a.m. – 5:00 p.m., Central time to reserve your seat.

For those who wish to participate in the TRS-Care seminar but are not able to attend one in person, TRS will also hold a minimum of eight webinars. TRS is adding additional webinars during the week of Nov. 6 to help offset its inability to hold more onsite seminars in the Houston area due to Hurricane Harvey.

For additional questions, please visit the TRS website or call TRS at 1-888-237-6762.

Those interested in the recent changes adopted for TRS-Care may also view video of the last TRS board meeting. The board’s discussion on TRS-Care begins around the 3 hour and 46 minute mark on the video and lasts approximately 45 minutes.

Teach the Vote’s Week in Review: Sept. 1, 2017

Here’s your Labor Day weekend edition of ATPE’s education news wrap-up:



17-18_web_HurricaneHarveyAs millions are dealing with the aftermath of the devastating Hurricane Harvey, ATPE wants to help educators find resources they need. Check out our new Hurricane Harvey Resources page on atpe.org, which will be updated as additional information becomes available to us. There you’ll find information from the Texas Education Agency (TEA), as well as answers to questions such as how to file for unemployment benefits or how school closures might affect an educator’s paycheck. TEA has also published a Hurricane Harvey resources page with information geared toward school district administrators, parents, and others affected by the storm.

ATPE advises those wishing to help hurricane victims to support reputable relief organizations, such as those listed on our resource page and in this blog post from ATPE Lobbyist Mark Wiggins. For a related and inspiring read, check out this article also by Mark, who is a native of Southeast Texas and writes about his hometown’s resiliency.

 


TRS logoThe board of trustees of the Teacher Retirement System (TRS) has been meeting today in Austin. ATPE Lobbyist Monty Exter is attending the meeting and has provided a preliminary report for our blog, which will be updated as needed upon the conclusion of the meeting. Topics of discussion today include rules for 403(b) providers and changes to the TRS-Care program for retirees in light of additional money appropriated during the special session.

 


Today is your last chance to share feedback with TEA on its draft state ESSA plan. As we have reported here on Teach the Vote, the deadline for public input was extended on account of Hurricane Harvey, and all comments must be submitted to TEA by email by 5 pm today. Click here to read more from ATPE Lobbyist Kate Kuhlmann about the state’s draft plan for compliance with the federal education law, or read ATPE’s formal comments on the draft plan here.

 


ThinkstockPhotos-78479954With the 2018 primary elections only a few months away, ATPE is urging educators to make a plan to vote for pro-public education candidates. We are members of the Texas Educators Vote coalition aimed at increasing voter turnout among the education community.

One project of the coalition has been to encourage school boards around the state to adopt a resolution in support of creating a culture of voting in their schools. Read more about the effort in this blog post, and stay tuned to Teach the Vote for updates coming soon to our website with information on candidates and officeholders.

 


ThinkstockPhotos-92037734The ATPE staff wishes everyone a restful Labor Day holiday and our best wishes for all those recovering from Hurricane Harvey.

 


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TRS adopts retiree healthcare changes, considers 403(b) provider rules

TRS logoATPE lobbyist Monty Exter attended a TRS Board meeting in Austin today. Today’s meeting was rescheduled from last week when it had to be delayed due to Hurricane Harvey. The agenda and board materials for the meeting can be found on the TRS website.

After preliminary housekeeping issues, the board took public comments. TRTA Executive Director Tim Lee engaged the board on the implementation and issus needing to be addressed due to recent legislation which made significant changes to TRS-Care.

After Mr. Lee, multiple industry professionals came to give their comments on TRS’s proposed rule change regarding 403(b) programs. All but one of those offering comments had strong concerns about the effect of the rules on the future availability of a robust cohort of providers for educators to choose. One witness thought the number of companies and products currently in the space was excessive and presented Texas educators with an overly complex and excessively expensive set of options. The board will further consider these rules during an agenda item later today on which we will report afterward for Teach the Vote.

After public comments, the board recognized Howard Goldman for his 24 years of service as TRS Communications Director.

Next the board received an update on the TEAM program. TEAM is the name given to TRS’s work toward updating the agency’s considerable computer infrastructures and data systems. Go live on phase one of the TEAM upgrades is set for October 2, 2017. There are some contingencies based on delays caused by Hurricane Harvey, as the storm may affect as many as 321,705 TRS members.

After the TEAM discussion, Brian Guthrie, TRS Executive Director, gave the board a special session update, including reporting on the passage of House Bill (HB) 21, which included an appropriation of $212 million for TRS-Care. The money appropriated will be used to soften the blow of the increased premiums and deductibles. The board returned to the issue of TRS-Care when it reviewed and adopted the premiums and plan design for TRS-Care, the retiree health benefits program, including the standard plan, the fully insured Medicare Advantage Plans, and the Medicare Part D Plans.

The attached document from TRS staff provides details of the now adopted TRS-Care plan design, how the new plan compares to the current TRS-Care plans, and what the plan would have looked like had HB 21 not passed during the special session. Changes to TRS-Care will not go into effect until Jan 1, 2018.

Following Guthrie’s comments, the board took up the certification of the contributions TRS will receive to fund TRS-ActiveCare. The board voted to certify to the State Comptroller the estimated amount of state contributions to be received by TRS-Active Care for fiscal year 2018. The certification amount totals $795,729,797 which includes $401,129,797 to meet the state contribution rate; $182,600,000 in supplemental funding passed during the regular session; and $212 million passed during the special session via HB 21. The state contribution rate has increased from 1.0% to 1.25% due to the passage of HB 3976 relating to changes for TRS-Care during the regular legislative session earlier this year.

TRS had initially scheduled a Policy Committee meeting to happen concurrently with today’s full board meeting, but that meeting had to be canceled as a result of a lack of quorum of those committee members due to Hurricane Harvey.

Proposed TRS meeting dates for 2018 are Feb. 14-16, April 19-20, June 14-15, July 27, Sept. 20-21, Oct 19, and Dec 13-14

The Board’s next regularly scheduled meeting will be September 21-22.

Important update for retirees: TRS-Care list of no cost medications

Drugs and MoneyThe Teacher Retirement System of Texas (TRS) has released a list of medications which will be available at no cost to members on the TRS-Care Standard Plan, which will be the plan available to any pre-65 TRS retirees who are not yet Medicare eligible. The list does not apply to TRS retirees who are eligible for the TRS-Care Medicare Advantage plan (primarily retirees over the age of 65). Medicare Advantage participants will continue to have a co-pay plan that applies to their prescription purchases generally.

Note that none of the changes taking place to TRS-Care, including the introduction of this no cost prescription list, will take effect until January 1, 2018.

If you have additional questions about changes anticipated for TRS-Care, check out this blog post or contact ATPE Governmental Relations.

Teach the Vote’s Week in Review: Aug. 25, 2017

Welcome back to school, educators! Here’s this week’s ATPE wrap-up of education news:

 


TRS logoTRS has posted info on its website and social media telling plan participants in areas affected by Hurricane Harvey that they can fill prescriptions in advance of the storm.

Both CVS Caremark and Express Scripts are allowing one-time emergency refills of medications for those in areas affected by the hurricane.

The article on TRS’ website informing participants they can pick up medications in advance of the storm and which provides the PBMs’ phone numbers can be found here.

Participants with questions about how to access prescriptions, can contact TRS pharmacy benefit managers at the following numbers:

• Active employees: CVS Caremark 1-800-222-9205 (option 2)
• Retirees: Express Scripts 1-877-680-4881

TRS participants can get to the article from the “What’s New” section of the TRS homepage and from the health care news main page.

 


Retirement planning written on a notepad.The board of trustees of the Teacher Retirement System (TRS) was scheduled to meet today for the first time following the conclusion of the 85th legislature’s special session. However, the meeting has been postponed until Sept. 1 on account of Hurricane Harvey and the inability to secure a quorum.

To learn more about changes the board is expected to consider for TRS-Care when it meets next week, check out this recent post from ATPE Lobbyist Monty Exter.

 


ATPE Input on the Texas ESSA Plan_FINAL_Page_1As we reported yesterday, ATPE has submitted formal input this week on the draft Texas state plan for ESSA compliance recently shared by the Texas Education Agency (TEA). Click here to read ATPE’s feedback, prepared by ATPE Lobbyist Kate Kuhlmann, which focuses on aspects of the federal such as student assessment, setting long-term performance goals for students, and analyzing school climate as a quality indicator.

 


tea-logo-header-2This week, TEA also announced the availability of a new Equity Toolkit to help school districts comply with ESSA requirements to submit equity plans reporting on whether low-income students and students of color are served at disproportionate rates by “ineffective, inexperienced, or out-of-field teachers” in the district. Learn more about the toolkit in this blog post from ATPE Lobbyist Mark Wiggins.

 


ATPE state officers and staff have been talking to the media about the 85th legislature recent special session and how educators feel about issues heading into the 2018 election season.

Jennifer Canaday

Jennifer Canaday

A guest editorial by ATPE Governmental Relations Director Jennifer Canaday was published this week by both the Houston Chronicle and the Austin American-Statesman. In her piece entitled “Maybe it’s time for a legislative gap year,” Canaday writes about the legislature’s decision not to make any major changes to the state’s school finance system in a way that would also provide local property tax relief. “The Legislature, unfortunately, punted on an opportunity to make structural changes to our beleaguered school finance system, opting to study the issue for two more years,” writes Canaday. “Like a seventh- or eighth-year college student still living at home, at some point the Texas Legislature must complete its studies and start working on the real job of fixing what is broken.”

Tonja Gray

Tonja Gray

The legislature will instead appoint a new commission to study and recommend improvements to the school finance system. ATPE State Secretary Tonja Gray spoke to reporters with KTXS in Abilene  about the commission and about her experiences testifying at committee hearings during the regular and special sessions. Gray said she was happy to see the legislature’s passage of a measure to provide additional funding for retired teachers’ healthcare needs.

Gary Godsey

Gary Godsey

Byron Hildebrand

Byron Hildebrand

ATPE State Vice President Byron Hildebrand and ATPE Executive Director also taped an appearance for the debut episode of “In Focus,” a new public affairs program produced by Spectrum News Austin and Spectrum News San Antonio. Local viewers can catch the program at 9:30 am on Sunday mornings beginning Sept. 3, 2017. For a sneak preview, check out this clip featuring Hildebrand discussing retired teachers.

 


 

Teach the Vote’s Week in Review: Aug. 18, 2017

Here’s your post-special session edition of ATPE’s Teach the Vote weekly wrap-up:

 


ThinkstockPhotos-455285291_gavelTuesday night marked the end of the 85th Legislature’s special session, and ATPE is pleased that a number of anti-public education proposals were defeated. The legislature declined to grant Gov. Greg Abbott’s request for a private school voucher program for students with special needs, opting instead to fund state grant programs that will aid public school students with autism, dyslexia, and other challenges. Also blocked were discriminatory bills to take away educators’ access to payroll deduction for their association dues. ATPE is thankful for the educators who called and wrote to their lawmakers or visited the capitol to take a stand for educators having the same rights as other public employees and being able to continue to manage their own money as they choose.

The special session also resulted in some gains for public education through the passage of House Bill (HB) 21 by Rep. Dan Huberty (R-Kingwood). Although the Senate would not agree to the $1.8 billion in additional public school funding that the House approved or to tapping into the state’s rainy day fund, the final bill does add $563 million over and above the budget passed by lawmakers during the regular session. That extra money will help some districts facing the loss of Additional State Aid for Tax Reduction (ASATR) funds this year, provide assistance for charter school facilities, and significantly, inject $212 million into the TRS-Care health insurance program for retired educators. The Senate rejected any long-term structural changes to our school finance system, which were favored by the House, but they included language in HB 21 to create a school finance commission that will study the issue over the next two years.

The Senate approved its version of HB 21 by a vote of 25 to 6 late Monday night. The House voted 94 to 46 to accept the Senate’s version of HB 21 Tuesday evening, with a number of representatives expressing disappointment that the bill did not do more, and many who stated they were reluctantly voting for it in the interest of preserving some modest gains for the schools in their districts. Shortly thereafter, the House surprised many by adjourning sine die upon a motion by Chairman Huberty, one day before the expiration of the 30-day special session. The Senate similarly adjourned sine die a few hours later after declining to accept a House version of a property tax bill. In a press conference late that night, Lt. Gov. Dan Patrick was quick to blame the House and its leadership, including Speaker Joe Straus, for preventing more of the governor’s special session agenda from being passed. For his part, Gov. Abbott similarly complained that the House had obstructed bills, despite the fact that legislators gave final approval to bills covering half the items on the governor’s special session call.

With the governor’s signature on the bill, the next step for HB 21 will be for the Commissioner of Education and TRS board to propose and adopt rules implementing various aspects of the law. (Read more about the TRS-Care changes being considered next week in the next section of today’s wrap-up.) We’ll keep you posted on all the rulemaking developments and let you know how you can provide input to state policymakers during that process here on Teach the Vote.

ATPE Executive Director Gary Godsey said in a press statement, “We appreciate those in the legislature who fought for additional funding and structural improvements to our school finance system. ATPE looks forward to working with lawmakers during the interim to recommend longer-term solutions that will help all Texas students excel and enable us to recruit, reward, and retain the best educators in our public schools.”

 


Drugs and MoneyThe Teacher Retirement System (TRS) Board of Trustees will be meeting next Friday, Aug. 25, to consider changes to the TRS-Care healthcare program for retired educators. As noted above, the passage of HB 21 during the special session means that TRS will have an extra $212 million this biennium to offset rising costs of TRS-Care. ATPE Lobbyist Monty Exter has been attending meetings with TRS staff to learn how the additional money will be used to help retired teachers. Check out his blog post for more on the specific changes the TRS board is expected to adopt next week.

 


tea-logo-header-2On Tuesday, the Texas Education Agency announced the 2017 accountability ratings for school districts and campuses. The overwhelming majority of schools (95 percent) earned a “Met Standard” rating this year, and there were fewer campuses receiving an “Improvement Required” rating in 2017. Final 2017 ratings will be shared in December following an appeal period for schools seeking to change their ratings.

View the complete accountability ratings on the TEA website here. ATPE congratulates the students and staff of all our high-achieving public schools!

 


During the special session, ATPE's Governmental Relations staff presented House Speaker Joe Straus with an honorary resolution passed by the ATPE House of Delegates in July.

During the special session, ATPE’s Governmental Relations staff presented Texas House Speaker Joe Straus with an honorary resolution passed by the ATPE House of Delegates in July.

 

TRS to vote on changes to retiree healthcare plan next week

Drugs and MoneyIf you are a retired educator or someone planning to retire soon from the profession, you’ll be interested in next week’s meeting of the Teacher Retirement System (TRS) Board of Trustees. The board will meet Friday, Aug. 25, to discuss and adopt modifications to the TRS-Care healthcare program for retirees.

As we reported on Teach the Vote back in June, TRS recently announced several changes to the design of its healthcare plans after the legislature failed to completely fill a funding shortfall during the regular session. But in response to outcries from educators, legislators convinced Gov. Greg Abbott to add retiree healthcare costs to his call for the special session that ended Tuesday. The legislature passed House Bill 21 by Rep. Dan Huberty during special session that will funnel $212 million in additional money to TRS for healthcare.

TRS logoThe attached document from TRS staff provides details on plan changes that TRS board members are expected to adopt next week. Changes to TRS-Care will go into effect on Jan 1, 2018.