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SUMMARY PLAN DESCRIPTION

Florida Retirement SystemSUMMARY PLANFRS Investment PlanDESCRIPTIONJuly 2021 TABLE OF CONTENTS DISCLAIMER .. 4 INTRODUCTION .. 5 INVESTMENT 6 defined .. 6 plan Information .. 6 Amendments or Termination of the plan .. 8 Public Records Exemption .. 8 Rights to a Benefit .. 9 Situations Affecting Your Investment plan Benefits .. 11 INVESTMENT plan HYBRID 13 MEMBERSHIP .. 14 Classes of Membership .. 14 Investment plan Eligibility Requirements .. 15 Optional Retirement Programs .. 15 Dual Membership Not Allowed .. 16 Social Security Coverage .. 16 Portability .. 16 Employment Status Types .. 17 ENROLLING IN THE INVESTMENT plan .. 18 Determining Pension plan Present Value .. 19 Cancelling a Retirement plan Election .. 20 contributions .. 21 BENEFICIARY DESIGNATION .. 23 YEARS OF CREDITABLE SERVICE .. 24 VESTING .. 25 NORMAL RETIREMENT .. 27 INVESTMENT FUNDS.

FRS has two retirement plans from which can choose to help you you meet your retirement goals: the Pension Plan (defined benefit) and the Investment Plan (defined contribution). Each FRS plan is designed to provide you with a good foundation for financial security when considered along with Social Security, other retirement programs, and your ...

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