Category Archives: Social Security

Teach the Vote’s Week in Review: Oct. 11, 2019

Happy Friday! Here’s a look at this week’s education news from the ATPE Governmental Relations team:


ELECTION UPDATE: ATPE Lobbyist Mark Wiggins has been tracking the latest election-related announcements and news for Teach the Vote. This week, read about recent news of planned departures from the State Board of Education next year, plus a look at the election coming up on Nov. 5. Check out our latest election roundup here. Also, be sure to follow our Teach the Vote blog next week when we’ll posting everything you need to know about voting in the constitutional amendment election.


We have been reporting on the special committees formed this year to examine issues related to school safety and preventing mass violence. A series of meetings are planned around the state during the interim to hear testimony from experts and the public and generate recommendations for the Texas Legislature to address in 2021. One such committee, the Texas House Select Committee on Mass Violence Prevention and Community Safety met Thursday, Oct. 12, 2019, in Farmer’s Branch.

The 13-member committee was formed earlier this year after the deadly mass shootings in El Paso and Odessa. The committee levied criticism at several major tech companies Thursday for failing to work with law enforcement in a timely and efficient manner in order to stop potential threats of mass violence. Facebook, Google, Twitter, Amazon, and Microsoft were invited to testify, but only Facebook sent a representative. Lawmakers pressed Facebook over how quickly it is able to respond to requests for information from law enforcement, and were frustrated by the company’s inability to give a specific response. You can read a full report on Thursday’s meeting courtesy of the Dallas Morning News. The House committee is scheduled to meet again next Thursday in Odessa.


FEDERAL UPDATE: ATPE is continuing its work in Washington, DC, spearheaded by our longtime federal lobbyist, David Pore, to advocate for Social Security reform that will help Texas educators earn fair and predictable retirement benefits. In this Congress, two bills have been filed to repeal and replace the Windfall Elimination Provision (WEP), which reduces the Social Security benefits earned by many ATPE members and other public employees. Pore spoke about the bills earlier this week during a panel presentation on advocacy moderated by ATPE Governmental Relations Director Jennifer Mitchell as part of the annual meeting of the national Coalition of Independent Educator Associations.

As we first reported on Teach the Vote back in July, Rep. Kevin Brady (R–The Woodlands, Texas) has filed H.R. 3934, the “Equal Treatment of Public Servants Act” (ETPSA), which is an updated version of similar legislation he previously filed in an attempt to fix the WEP. Rep. Richard Neal (D–Springfield, Mass.) followed suit at the end of September, filing H.R. 4540, the “Public Servants Protection and Fairness Act” (PSPFA). Both bills would replace the WEP with a more predictable, proportional formula for calculating Social Security benefit payments of future retirees, and provide a monthly stipend for those workers over the age of 60 who are already retired and eligible for Social Security.

This week, ATPE issued a press release in support of both bills and urged Congress to take action on the issue. It is unclear if or when the WEP legislation might be heard this year, particularly in light of the congressional focus having shifted recently and almost exclusively toward the prospect of impeachment proceedings. Still, ATPE is thankful for the bipartisan effort being made to address the WEP. We especially appreciate the longtime work of both Congressmen Neal and Brady on this front, and their willingness to involve stakeholders like ATPE in the development of the bills. Congressman Neal chairs the U.S. House Committee on Ways and Means in which the bills would be heard, while Congressman Brady is the ranking member on the committee and its former chair.

Stay tuned to Teach the Vote for updates on our federal lobbying efforts. As a reminder, ATPE members can also use our communication tools on Advocacy Central to call or write to their representatives in Washington asking for their support of the ETPSA and PSPFA. (ATPE member login is required to access Advocacy Central.)


This week, the ATPE lobby team continued its “New School Year, New Laws” blog series with a report on how the laws enacted during the 86th Texas legislative session will impact educators’ pension and benefits. Chief among the changes enacted this year was Senate Bill 12, which will make the Teacher Retirement System (TRS) actuarially sound and allowed for the issuance of a 13th check to retirees last month. Check out the latest blog post in the series by ATPE Lobbyist Andrea Chevalier and watch for another installment on Monday.

Today, the Texas Education Agency (TEA) released a new “HB 3 in 30” video on the Blended Learning Grant Program. TEA’s ongoing video series is intended to make this year’s omnibus school finance bill, House Bill (HB) 3, more digestible by breaking out key provisions and explaining them in 30 minutes or less. Visit TEA’s HB 3 in 30 video website to watch the newest video and access others in the series.

Also related to HB 3, the commissioner of education has proposed new administrative rules to implement the new “Do Not Hire Registry” required by the bill. Public comments on the proposed rule are being accepted now through Oct. 21. Learn more about the rule and how to submit your comments here.


In case you missed it earlier this week, ATPE Lobbyist Andrea Chevalier provided a comprehensive summary of the State Board for Educator Certification (SBEC) meeting held Oct. 4, 2019. One of the most interesting discussions at the meeting was about what should constitute “good cause” for educators to abandon their contracts. The board opted to defer taking any action last week to change the criteria for SBEC sanctions in those instances, but you can expect the board members to have continuing discussions on this topic in the coming months. Read more about this and all the other matters discussed by SBEC last week in this blog post.


 

Teach the Vote’s Week in Review: July 26, 2019

Here’s your weekly wrap-up of education news from ATPE Governmental Relations:


This week Congressman Kevin Brady (R-TX) filed H.R. 3934, the “Equal Treatment of Public Servants Act of 2019.” The ETPSA aims to address unfair reductions to the Social Security benefits for many educators and other public employees under what is known as the Windfall Elimination Provision (WEP).

While there are many similarities between this WEP replacement bill and a previous version of the ETPSA filed by Brady in the last congress, H.R. 3934 would produce a higher benefit payment for the majority of retirees, including those future retirees who are over the age of 20. For more details on the newly filed bill, check out this blog post by ATPE Senior Lobbyist Monty Exter.


Today, the State Board for Educator Certification (SBEC) is meeting to discuss several important items, including the adoption of changes to allow for the implementation of the EdTPA portfolio assessment pilot for teacher certification. The board is also discussing pending rule changes resulting from bills passed by the 86th Legislature, such as the repeal of the Master Teacher certificates within HB 3. Check the Teach the Vote blog later this weekend for a more detailed summary of the meeting by ATPE Lobbyist Andrea Chevalier.


ELECTION UPDATE: November is right around the corner. Are you registered and ready to vote? This week the Secretary of State revealed the ballot order for constitutional amendments that voters will consider in November 2019, including one that pertains to education funding. Learn more about the proposed amendment, along with updates on campaign announcements for the 2020 primary elections in this new election update post by ATPE Lobbyist Mark Wiggins.


In Washington, DC, the U.S. Senate Committee on Homeland Security and Government Affairs held a hearing on school safety on Thursday, July 25, 2019. The specific focus of yesterday’s hearing was on examining state and federal recommendations for enhancing school safety against targeted violence. The committee heard from four invited witnesses: Max Schachter and Tom Hoyer, who are both parents of children killed in the Parkland School shooting; Bob Gualtieri, Sheriff of Pinellas County, Florida; and Deborah Temkin, PH.D., Senior Program Area Director, Education Child Trends. Mr. Hoyer identified three areas where policymakers can impact school safety, particularly with regard to school shootings: securing the school campus, improving mental health screening and support programs, and supporting responsible firearms ownership. Committee members focused their questions and attention on the first two issues. Archived video of the hearing and the testimony of the individual witnesses can be found at the links above.

Congressman Kevin Brady files WEP replacement bill, version 2.0

U.S. Representative Kevin Brady (R-TX), the ranking member of the U.S. House Ways and Means Committee, has introduced H.R. 3934, the “Equal Treatment of Public Servants Act of 2019,” considered a new and improved version of the Windfall Elimination Provision (WEP) replacement bill he filed during the previous congressional session.

U.S. Rep. Kevin Brady

The new version of the bill keeps many of the same provisions in place as its predecessor. For example, the new Public Servants Fairness formula (PSF) proposed in the bill would increase the overall amount in Social Security checks received by most future retired Texas teachers who would otherwise be subject to the WEP under current law. H.R. 3934 also maintains the previous legislation’s provision granting a $100 per month rebate to current retirees whose Social Security benefits are reduced by the WEP.

The primary change between the new version of the bill and the last is a greatly expanded hold harmless period. Under the new legislation, anyone over the age of 20 but not yet eligible for Social Security before the year 2022 would get the higher of the benefit amount provided by either the old WEP formula or the new PSF formula. For the vast majority of affected retirees, the new formula would produce a higher benefit payment except for a few current or future educators over the age of 20 who could otherwise see a slight reduction under the new formula; for the educators who fall into that relatively small category, Brady’s bill would hold them harmless, ensuring that their benefit will be no less than they would otherwise receive under current law.

H.R. 6933 / H.R. 3934 Comparison Chart

With 18 months left for the current congress to pass the bill, ATPE is hopeful that the time for WEP reform may finally be at hand. Stay tuned to Teach the Vote for updates on this legislation.

ATPE goes to Washington

Most education policy happens at the state level, but there are a few issues that are important to educators and  students that are decided by officials in Washington. That is why ATPE maintains a federal lobby presence. While the main ATPE lobby team works year-round here in Texas, lobbyist David Pore also represents our organization in Washington, DC to ensure that ATPE members have the best representation at all levels of government.

ATPE’s Tonja Gray, Monty Exter, and Byron Hildebrand at the U.S. Capitol

In addition to David’s work year-round on behalf of ATPE members, the association also sends a delegation up to Washington at least once a year to promote our federal priorities. This year ATPE State President Byron Hildebrand, Vice President Tonja Gray, Executive Director Shannon Holmes, and Senior Lobbyist Monty Exter made the journey during the week of June 10, 2019.

While in DC, the ATPE group met with key members of the Texas congressional delegation, as well as committee staff and officials with the US Department of Education. We discussed a handful of topics important to ATPE members including our support for the repeal of the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) that reduce many educators’ Social Security benefits; the need for increased Title I and Title II funding; and our opposition to federal voucher programs.

ATPE meeting with Rep. Kevin Brady’s staff in Washington, DC

ATPE has been working with Rep. Kevin Brady (R-Texas), former chairman of the U.S. House Ways and Means Committee, on legislation to repeal and replace the WEP. Now the ranking member of the committee, Brady is working with the current committee chairman, Rep. Richard Neal (D-Mass.), to reintroduce the bipartisan bill during the current congress.

In addition to meeting with Rep. Brady and his staff, ATPE met with Chairman Neal’s committee staff and with Rep. Jodey Arrington (R–Texas) who represents the Lubbock area and sits on the Social Security Subcommittee of the Ways and Means Committee. ATPE State Vice President Tonja Gray is a constituent of Arrington, who has become a real champion for WEP reform in Congress. We rounded out our meetings with members of the Texas delegation on the Ways and Means Committee with Rep. Lloyd Doggett (D–Texas), who represents the greater Austin area.

Rep. Jodey Arrington with ATPE’s Tonja Gray in Washington, DC

Texas also has three new members of Congress now serving on the Education Subcommittee of the U.S. House Committee on Education and Labor. They are Reps. Joaquin Castro (D–Texas) from the San Antonio area, Ron Wright (R-Texas) from Arlington, and Van Taylor (R-Texas) out of Plano. We spoke to each of these members about the importance of maintaining educator preparation funding in Title II as a part of the pending reauthorization of the Higher Education Act, as well as increasing or at least maintaining formula funding for Title I. As a Title I funded interventionist, Tonja Gray was able to put a personal touch on ATPE’s message.

ATPE’s Byron Hildebrand and Tonja Gray with Rep. Henry Cuellar in Washington, DC

Along with expressing support for funding, we also spoke to each of these members of the Texas delegation about ATPE’s staunch opposition to federal voucher legislation. If the House were to take up any of the Senate’s voucher bills, such a measure would likely be heard in the Education Subcommittee.

ATPE meetings with U.S. Senators John Cornyn (R) and Ted Cruz were also productive. Sen. Cornyn’s staff ensured ATPE not only that Title I and II funding are likely to be maintained or increased, but also that there would be no attempts in the current budget cycle to block grant Title I funding. ATPE opposes block granting Title I funding because it would likely result in the dilution of Title I dollars currently delivered through a formula to the campuses with the highest concentrations of disadvantaged students (those eligible for free and reduced lunch).

Our conversation with Sen. Cruz focused largely on the WEP legislation. Sen. Cruz carried the Senate companion to the Brady bill during the last congress and is planning to pick up the Brady/Neal bill again as soon as it is refiled in the House. The senator is currently seeking a Democratic co-sponsor to ensure that the bill has bipartisan authorship in both chambers.

Altogether, ATPE’s 2019 trip to the nation’s capital was very productive and yielded excellent news. As developments continue on ATPE’s federal priorities, we will report those updates here on Teach the Vote.

Congressman Kevin Brady files WEP replacement bill

U.S. Representative Kevin Brady (R-TX) who chairs the U.S. House Ways and Means Committee, along with Ranking Member Richard Neal (D-MA), has introduced H.R. 6933 to amend Title II of the Social Security Act. The bill would replace the windfall elimination provision (WEP) with a formula equalizing benefits for certain individuals with non-covered employment.

Chairman Kevin Brady (R-TX)

ATPE has worked closely with Chairman Brady to bring forward a bill that addresses the inequities in the current law, which stem from the arbitrary formula known as the windfall elimination provision. The goal for both ATPE and Chairman Brady is to put in place a formula that can both pass Congress and get more money on average into the pockets of retirees by treating them more fairly than they are treated under current law.

Stay tuned to TTV for a deeper dive on the bill as well as updates as it moves through the legislative process.

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

The weekend is here, and it’s time for your wrap-up of education news from ATPE:


The U.S. House of Representatives Committee on Ways and Means Chairman Kevin Brady (R-TX) provided a guest post this week on the Windfall Elimination Provision (WEP). He calls the WEP “unfair to public servants in Texas and across the nation” and says it is time for a fix.

ATPE has worked for decades to repeal the WEP, an arbitrary formula that affects the retirement earnings of some public employees who are eligible for both Social Security and government pensions (such as TRS). More information from ATPE on the WEP as it currently exists can be found here. In recent years, ATPE has joined with a coalition of active and retired public employee groups from Texas and across the country to bolster our work specific to this issue, working closely with Chairman Brady and his staff in order to repeal the WEP and replace it with a fairer formula for affected active and retired public employees.

Chairman Brady’s guest post addresses his thoughts on the current WEP and his vision for a new approach.

 


The Permanent School Fund (PSF), an endowment used to help fund public education in Texas in a variety of ways, has hit a record value: $41.44 billion as of August 31. The Texas Education Agency and the State Board of Education (SBOE), which manages the majority of the fund, announced the milestone this week, adding that a projected $2.5 billion from the PSF is expected to be distributed to Texas schools during the 2018-2019 biennium. For more on the announcement, the fund’s purpose, and the a brief history of the fund, check out this post from ATPE Lobbyist Mark Wiggins.

 


Guest Post: It’s Time to Fix the WEP

U.S. Representative Kevin Brady (R-Texas)

By Kevin Brady, Chairman
U.S. House Ways and Means Committee

The Windfall Elimination Provision or “WEP” is unfair. It’s unfair to public servants in Texas and across the nation, including places like California, Massachusetts and Ohio.  I’ve been working to repeal and replace the WEP for a decade. This is something we must do for our teachers, firefighters, police, and other public servants.

You probably know the history: When Social Security was created in 1935, state and local governments were excluded from participating due to Constitutional concerns.  Later, the law changed to allow state and local governments to offer Social Security to their employees.

As a result, many teachers, police, and firefighters still contribute to these longstanding retirement plans instead of Social Security since these substitute plans are often tailored to their chosen careers.  But many of these public servants also hold second (or third) jobs or have a second career where they’ve paid Social Security taxes. These folks rightfully expect to receive their earned Social Security benefits when they retire.  However, due to the WEP, their Social Security benefits end up being much lower than they were expecting.

Although the WEP may have been well intentioned in the start, today it’s simply unfair. Those affected by the WEP are subject to a different benefit formula than all other workers.  This arbitrary formula is based on a 1980’s one-size-fits-all Washington compromise and ignores a person’s actual work history.  The WEP also makes it harder to plan for retirement since the reduction doesn’t show up on a worker’s Social Security statement. When you are nearing retirement, surprises are never a good thing.

I think we can all agree that our teachers, police, and firefighters deserve better.

Working with my Democratic colleague from Massachusetts, Representative Richard Neal, and teacher, police, firefighter, and retiree groups, we’ve come together on a solution for addressing the WEP based on fairness, equal treatment and personal work histories.

Here’s how it would work.  The new proposal repeals the WEP as it exists today. Instead of only counting Social Security earnings as the current WEP does, we count all earnings of workers. This helps tailor benefits to your real-life work history.  This “proportional approach” calculates Social Security benefits using all earnings and then adjusts this amount based on the percentage of earnings that were subject to Social Security taxes.  This way, two workers with the same average earnings receive a Social Security benefit equal to the same percentage of their Social Security earnings.

Let’s look at an example for two teachers – one from Virginia who paid Social Security taxes on all of her earnings and another from Texas, who paid into a substitute retirement system like TRS but also tutored and paid Social Security taxes on these earnings.  Both teachers had average monthly earnings of $4,000.  The Virginia teacher had all of these earnings counted for Social Security purposes, while the Texas teacher only had $2,285 credited toward her Social Security benefits.

Under today’s law, the Virginia teacher would receive an initial monthly benefit of $1,776 if she claims at her full retirement age. That represents about 44 percent of her pre-retirement Social Security earnings.  On the other hand, because of the WEP the Texas teacher under today’s laws would only receive a monthly benefit of $800, which represents about 35 percent of pre-retirement Social Security earnings.

Under the new proposed “proportional approach”, the Virginia teacher would still receive a monthly benefit of $1,776.  But the Texas teacher would receive a monthly benefit of $1,015, which represents 44 percent of her pre-retirement Social Security earnings – or the same percentage as the Virginia teacher.

While the new proportional formula addresses the WEP for future retirees, we cannot leave current retirees behind. Our plan provides Social Security relief to current retirees affected by the WEP by providing special payments to these retirees. That’s only fair.

ATPE’s Monty Exter, Carl Garner, and Gary Godsey met with U.S. Rep. Kevin Brady in June 2017 to discuss fixing the WEP.

Over the years – with the help of groups like the Association of Texas Professional Educators, Texas Retired Teachers Association and Mass Retirees – we have taken important steps toward finally fixing the WEP.  With your help, we will finally ensure equal treatment for our teachers, firefighters, police, and other public servants.

This is a top priority for me, and we will not rest until we have a solution in law.

 

Teach the Vote’s Week in Review: Oct. 6, 2017

Here’s the latest education news from Texas and Washington, DC, supplied by your ATPE lobby team:

 


SBECThe State Board for Educator Certification (SBEC) is meeting in Austin today, Oct. 6,. ATPE Lobbyist Monty Exter is attending the meeting and has provided this update.

The board is adopting a number of updates to the Texas Administrative Code (containing SBEC rules) both as part of the board’s regular rule review cycle and as the board pursues its role in active oversight of educator preparation programs and educator certification and assignment.

In addition to adopting rule changes, the board also considered today several items outside of their administrative rule review, including updating the Classroom Teacher Advisory Committee; approving modified principal and teacher surveys associated with the Accountability System for Educator Preparation (ASEP); and discussing updates to the board’s mission statement and statement of core principles for better alignment. At the conclusion of the discussion of rule items posted for action, the board heard presentations from Texas Education Agency (TEA) staff on 50 cases of pending or considered litigation.

Finally, the board is considering today four agenda items that were posted for discussion only:

  • A proposed amendment to rules in 19 TAC Chapter 227, implementing statutory requirements of SB 1839 and HBs 2039 and 1508 from the last regular legislative session, dealing with educator preparation candidates;
  • Proposed amendments to rules in Chapter 228, implementing SBs 7 and 1839 as well as HBs 2039, 3349, and 1963 with regard to requirements for educator preparation programs;
  • Proposed amendments to Chapter 233 rules regarding categories of classroom teaching certificates; and
  • Implementation of SB 1839 with regard to requirements to provide data to educator preparation programs to help those programs assess their impact and improve program design and effectiveness.

For additional information on the topics above, view the full board agenda and its related materials here.

 


ThinkstockPhotos-177533853Are you curious about efforts to reform Social Security laws that have had a negative impact on some educators when they retire? Read the latest update on our blog from David Pore, one of ATPE’s lobbyists representing our members on Social Security and other federal issues in Washington, DC.

 


Hurricane Harvey remains the focus of interim legislative hearings. On Monday, the House Appropriations Committee met in Houston to discuss the state’s response to the massive storm. The committee heard from Commissioner of Education Mike Morath and other state officials about Harvey’s impact and the recovery efforts. For more on that hearing, check out this blog post from ATPE Lobbyist Mark Wiggins. Next Thursday, Oct. 12, the House Public Education Committee will meet to investigate the hurricane’s financial impact on schools and their facilities. Stay tuned to Teach the Vote for updates.

 


ThinkstockPhotos-128960266_voteTexans have only a few days left to register to vote in the next election. Next Tuesday, Oct. 10, is the last day to register to vote for the upcoming election on Nov. 7, 2017. In that election, voters will be asked to weigh in on proposed constitutional amendments, as well as several local ballot measures. Below are some tips from ATPE Lobbyist Monty Exter on what you can do to prepare for upcoming elections.

While the big election isn’t until March 2018, now is the best time to begin, or continue, developing a culture of voting within the education community. Voting is more than just a right that has been handed down to us through the spilled blood of our forefathers and –mothers, it is also a responsibility of good citizenship, and like all positive behaviors, voting is learned by your students and colleagues through modeling and discussing good habits.

The best way to ensure that your voter registration is complete and up to date is to get into the habit of annually checking your voter status with the Secretary of State. Thankfully, this is as easy as going to the Am I Registered web page, entering one of three simple sets of information, and hitting submit. The site will then pull up your voter registration data and let you confirm that your “voter status” is active and that your name and address information are up to date.

If you have moved within the same county, you can update your address by simply clicking the “change your address” link. If you have moved to a new county, or if your voter status is not listed as active, then you will need to complete and submit a voter registration form. You can complete your voter registration on the Secretary of State’s voter registration page. After you fill out the web form, you will need to print it and drop it in the mail.

ATPE members with questions about voter registration are always encouraged to contact the ATPE Government Relations team at government@atpe.org. Happy voting!

 

Federal Update: Efforts to protect educators’ Social Security benefits

An Update from David Pore, ATPE’s Washington, DC-based lobbyist

David Pore

David Pore

For many years, your ATPE Governmental Relations team has worked to fix two provisions in federal law that unfairly reduce the Social Security benefits of some retired educators and other public employees. The Government Pension Offset (GPO) reduces the spousal benefits of some educators based on their eligibility for a government pension, and the Windfall Elimination Provision (WEP) reduces the individual benefits of public retirees who have worked in jobs covered by Social Security in addition to their non-covered teaching careers. The WEP hits Texas educators particularly hard because the vast majority of our school districts in Texas do not pay into the Social Security system.

Every Congress, legislation is introduced to fully repeal both the WEP and the GPO. So, what’s the problem you ask? Why won’t the Congress repeal these unfair offsets and bring much-needed relief to retired public educators, cops, and firefighters living on fixed incomes? In short, it’s about the money, the politics, and the policy. Full repeal of the GPO and WEP would cost the Social Security trust fund tens of billions of dollars and create new inequities in the benefits formula, which in turn would create new winners and losers.

While ATPE has supported federal legislation to fully repeal these offsets, we have done so with the knowledge that passage of a full repeal bill is extremely unlikely in the current fiscal and political climate in DC. Therefore, consistent with our ATPE values, we have been working on bipartisan legislation that will take a huge first step in the right direction by repealing the arbitrary WEP and replacing it with a much fairer formula that will base your Social Security benefits on your service and contributions, just like everyone else. In the last Congress, Rep. Kevin Brady (R-TX)  and Rep.  Neal (D-MA) introduced HR711, the Equal Treatment for Public Servants Act.  Working through a coalition of other associations, including the Texas Retired Teachers Association (TRTA), ATPE had significant input on this important bipartisan legislation that would have also provided a modest annual rebate check to current retirees who have had their benefits reduced by the WEP. We were able to get 29 of Texas’s 36 U.S. House members to cosponsor HR711, and in July of last year, it was scheduled for consideration by the House Ways and Means Committee, which Congressman Brady chairs.  Unfortunately, the bill stalled when one organization in the coalition demanded changes that would have upset the careful funding balance necessary to repeal the WEP going forward and provide current retirees some relief as well.

ATPE's Monty Exter, Carl Garner, and Gary Godsey meet with U.S. Rep. Kevin Brady in June 2017.

ATPE’s Monty Exter, Carl Garner, and Gary Godsey meet with U.S. Rep. Kevin Brady in June 2017.

This year, we have been working with Chairman Brady, his committee staff, and the coalition to reach a consensus that will allow the bill to be reintroduced in the near future and hopefully attached to larger package of “must-pass” legislation. ATPE’s lobbyists have been in frequent contact with the Chairman and his committee staff and have been assured as recently as yesterday that reintroduction and passage of this bill is Chairman Brady’s top Social Security priority as Ways and Means Chair and will happen during this Congress. Meanwhile, the Congress continues to grapple with enormously challenging reform of our healthcare and tax systems, which has delayed consideration of other federal legislation.

What can you do? Continue to stay active and informed on the policy issues that affect your profession as well as the retirement benefits you have earned. When the bill is reintroduced, we will need ATPE members to mobilize and contact your Members of Congress and urge co-sponsorship and support to get this legislation to the President’s desk for signature. Stay tuned to Teach the Vote for more updates on this important topic.

New tools help educators calculate Social Security benefits after WEP or GPO reductions

Retirement planning written on a notepad.One of the most common questions I get from members calling in to the ATPE state office for guidance is about how their TRS pension will affect their ability to draw either their own or their spouse’s Social Security benefits. When I get these questions I always find myself walking the member through the intricacies of one or both of the provisions in federal law that can reduce the Social Security benefits they would otherwise receive. Additional information about these offsets, the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO), can be found here on ATPE’s website.

Up until now, I have been able to explain to ATPE members how the WEP and GPO may affect them, but I haven’t been able to provide them with any direct resources that would show them what their personal Social Security benefits are likely to look like after being reduced by one of these offsets, until now. I recently learned of a new suite of online calculators that have been made available by the federal Social Security Administration on its website that allow the public to get a better understanding of what their Social Security benefit will look like. Two of these calculators are specifically designed to help educators and people subject to either GPO or WEP reductions to determine their remaining Social Security benefit.

The calculators are fairly simple and straightforward to use, but you will need some information about your personal Social Security savings that you can find on your Social Security statement. You’ll also need to have information about your TRS pension that you can get from TRS either by calling the agency, using the MyTRS member portal, or looking on your TRS statement.

You can find the WEP calculator here and the GPO calculator here.