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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.

plan and its formal name, as set out in Parts I and II of Chapter 121, Florida Statutes, is the “Florida Retirement System Pension Plan” or “Pension Plan” . This document will use the term s Investment Plan and Pension Plan.

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SUMMARY PLAN DESCRIPTION - MyFRS

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