Fiscal/Actuarial Note
Date Requested:January 10, 2007
Time Requested:02:21 PM
Agency: Consolidated Public Retirement Board
CBD Number: Version: Bill Number: Resolution Number:
2007R0196 Introduced SB17
CBD Subject: Exempting Some Teachers Retirement Benefits from Tax
Retirement Systems Impacted by Legislation:
Teachers Retirement System
FUND(S)
TRS 2601
Sources of Revenue
You must select Revenue Source(s)!
General Fund
Does the proposed legislation create:
You must make a selection(s)!
Neither Program nor Fund

    This bill refers to taxation of pension benefits only and does not impact TRS benefits.
    
    Bill should be referred to taxation for Fiscal Note.
Impact On Following Full Implementation
Increase in Unfunded Actuarial Accrued Liability Initial Impact on Annual Contribution Requirement of System(s) Contribution Increase as a Percentage of Annual Payroll
Total Annual Costs $0.00 $0.00 0.00 %
Normal Cost of System N/A $0.00 0.00 %
Past Service Liabilities $0.00 $0.00 0.00 %
Fiscal Year Past Service
Amortization Period Ends
N/A N/A N/A
Explanation of above estimates
    Bill does not impact pension benefits.
    
    Tax changes only should be referred to tax department.
Analysis of Impact on Public Pension Policy
    Bill should be referred to tax department.
Fiscal Note Summary

Explain in a clear and concise manner what effect this measure will have on costs and revenues of state government.

    CPRB did not determine a fiscal impact for this bill. There is no impact on TRS benefits.
    
    The bill impacts tax revenues and should be referred to tax department.

Fiscal Note Detail
Show over-all effect in Item 1 and 2 and, in Item 3, give an explanation of Breakdown by fiscal year, including long-range effect.
Effect of Proposal Fiscal Year
2007
Increase/Decrease
(use"-")
2008
Increase/Decrease
(use"-")
Fiscal Year
(Upon Full
Implementation)
1. Estmated Total Cost
Personal Services
Current Expenses
Repairs and Alterations
Assets
Other
2. Estimated Total Revenues
3. Explanation of above estimates (including long-range effect):
    Bill should be referred to tax department.


Memorandum
    
Person Submitting Fiscal Note
Harry W. Mandel, MAAA, MSPA, Board Actuary
Email
HMandel@wvadmin.gov