ORS 238.650: Rules of board; written plan document.
Edition: 2025 EditionEffective: 2026-01-01Last verified: 2026-09-07
(1) Subject to the limitations of this chapter and ORS chapter 238A, the Public Employees Retirement Board shall, from time to time, establish rules for transacting its business and administering the system in accordance with the requirements of ORS chapter 183. (2) All rules adopted by the board become part of the written plan document of the Public Employees Retirement System for the purpose of the status of the system and the Public Employees Retirement Fund as a qualified governmental retirement plan and trust under the Internal Revenue Code and under regulations adopted pursuant to the Internal Revenue Code. [Formerly 237.263; 1999 c.317 §1; 2003 c.733 §59]
Administrative rules citing this section
- OAR 459-001-0025: Delegation to Director and Staff — authority
- OAR 459-001-0030: Review of Staff Actions and Determinations Regarding Persons — authority
- OAR 459-001-0032: Review of Staff Actions and Determinations Regarding Public Employers — authority
- OAR 459-001-0035: Contested Case Hearing — authority
- OAR 459-001-0040: Petitions for Reconsideration — authority
- OAR 459-005-0001: Definitions, Generally — authority
- OAR 459-005-0005: Amendments to Retirement Law — authority
- OAR 459-005-0010: Public Employees Retirement Fund, A Trust — authority
- OAR 459-005-0012: Membership of Academic Employees of Community College and Public Universities — authority
- OAR 459-005-0020: Determination of Employee Status — authority
- OAR 459-005-0025: Student Employee — authority
- OAR 459-005-0030: Payments of Sums to Persons Entitled Thereto — authority
- OAR 459-005-0040: Verification of Retirement Data — authority
- OAR 459-005-0100: Definitions — Member’s Fiduciary — implements
- OAR 459-005-0100: Definitions — Member’s Fiduciary — authority
- OAR 459-005-0110: Fiduciary Document Requirements — implements
- OAR 459-005-0110: Fiduciary Document Requirements — authority
- OAR 459-005-0130: Termination of Member’s Fiduciary — implements
- OAR 459-005-0130: Termination of Member’s Fiduciary — authority
- OAR 459-005-0140: Permissible Actions Under A Fiduciary Document — implements
- OAR 459-005-0140: Permissible Actions Under A Fiduciary Document — authority
- OAR 459-005-0150: Effective Date of Fiduciary Document Rules — implements
- OAR 459-005-0150: Effective Date of Fiduciary Document Rules — authority
- OAR 459-005-0180: Incapacity of Members, Beneficiaries, and Alternate Payees — implements
- OAR 459-005-0180: Incapacity of Members, Beneficiaries, and Alternate Payees — authority
- OAR 459-005-0210: Transmission of Information, Reports, and Documents — implements
- OAR 459-005-0210: Transmission of Information, Reports, and Documents — authority
- OAR 459-005-0215: Transmittal of Remittances or Payments — implements
- OAR 459-005-0215: Transmittal of Remittances or Payments — authority
- OAR 459-005-0220: Receipt Date for Reports, Documents, Remittances, Payments, Data, and Requests — authority
- OAR 459-005-0225: Requirement to Make Payments by Electronic Funds Transfer — authority
- OAR 459-005-0250: Recovery of Administrative Costs — authority
- OAR 459-005-0260: Accounts Receivable — Fraud — authority
- OAR 459-005-0300: Post-Doctoral Scholar — authority
- OAR 459-005-0310: Date of Participation and Transfer of Employee Funds to the Optional Retirement Plan — authority
- OAR 459-005-0350: Membership Status of Persons in Concurrent Employment Eligible to Participate in an Optional or Alternative Retirement Plan — authority
- OAR 459-005-0370: Date of Participation and Transfer of Employee Funds to an Alternative Retirement Plan — OHSU — authority
- OAR 459-005-0400: General Applicability of Attorney General’s Model Public Contract Rules — authority
- OAR 459-005-0510: Cost-of-Living Adjustment — authority
- OAR 459-005-0530: Limitation for Employers with Multiple Retirement Plans — for Contributions and Distributions Before January 1, 2000 — implements
- OAR 459-005-0535: Annual Benefit Limitation — implements
- OAR 459-005-0540: Permissive Service Credit — implements
- OAR 459-005-0545: Annual Addition Limitation — implements
- OAR 459-005-0560: Required Minimum Distributions, Generally — implements
- OAR 459-005-0590: General Provisions and Applicability Date — Direct Rollovers — implements
- OAR 459-005-0590: General Provisions and Applicability Date — Direct Rollovers — authority
- OAR 459-005-0591: Definitions — Direct Rollovers — authority
- OAR 459-005-0595: Limitations — Direct Rollovers — authority
- OAR 459-005-0599: Election Procedures — Direct Rollovers — authority
- OAR 459-005-0605: Reimbursement for Medical Records Requested by PERS — authority
- OAR 459-005-0615: Minimum Retroactive Payment — authority
- OAR 459-005-0620: Uncollectible Debt Owed to PERS — authority
- OAR 459-005-0625: Contingency Reserve Subaccount — implements
- OAR 459-005-0625: Contingency Reserve Subaccount — authority
- OAR 459-007-0001: Definitions — authority
- OAR 459-007-0003: Determination of Tier One Year-to-Date Calculation — authority
- OAR 459-007-0005: Annual Earnings Crediting — authority
- OAR 459-007-0007: Assumed Rate — authority
- OAR 459-007-0009: Allocating Costs of Compliance with Generally Accepted Accounting Principles — authority
- OAR 459-007-0015: Interest Rate Applied to Underpayment of Estimated Benefits — authority
- OAR 459-007-0020: Statutory Limitation on the Crediting of Earnings — authority
- OAR 459-007-0025: Crediting Earnings to a Member Lump Sum Payment — authority
- OAR 459-007-0040: Crediting Earnings upon Withdrawal of a Tier One Member’s Account — authority
- OAR 459-007-0050: Crediting Earnings for a Deceased Tier One Active or Inactive Member — authority
- OAR 459-007-0060: Crediting Earnings to the Tier One Employer Death Benefit — authority
- OAR 459-007-0070: Crediting Earnings at Tier One Service or Disability Retirement — authority
- OAR 459-007-0080: Crediting Earnings at Tier One Service Retirement, Single Payment — authority
- OAR 459-007-0090: Crediting Earnings upon Tier One Service Retirement, Two or More Installment Payments — authority
- OAR 459-007-0110: Crediting Earnings at Tier One Loss of Membership — authority
- OAR 459-007-0160: Crediting Earnings to Loss of Membership Account for Periods of Active Membership — authority
- OAR 459-007-0220: Distribution of Earnings for Withdrawal of Member's Account — Tier Two — authority
- OAR 459-007-0230: Crediting Earnings for a Deceased Tier Two Active or Inactive Member — authority
- OAR 459-007-0240: Crediting Earnings to the Tier Two Employer Death Benefit — authority
- OAR 459-007-0250: Crediting Earnings at Tier Two Service or Disability Retirement — authority
- OAR 459-007-0260: Crediting Earnings at Tier Two Service Retirement, Single Payment — authority
- OAR 459-007-0270: Crediting Earnings upon Tier Two Service Retirement, Two or More Installment Payments — authority
- OAR 459-007-0290: Crediting Earnings at Tier Two Loss of Membership — authority
- OAR 459-007-0300: Crediting Earnings to Police Officer and Firefighter Unit Accounts in the Fund — authority
- OAR 459-007-0350: Crediting Earnings to the Employee Pension Stability Account at Retirement — authority
- OAR 459-007-0360: Crediting Earnings to the Employee Pension Stability Account at Death — authority
- OAR 459-007-0370: Crediting Earnings to the Employee Pension Stability Account on Withdrawal — authority
- OAR 459-007-0400: Crediting Earnings Upon Withdrawal of a Judge Member Account — authority
- OAR 459-007-0410: Crediting Earnings Upon the Death of a Judge Member — authority
- OAR 459-007-0420: Crediting Earnings at Judge Member Service or Disability Retirement — authority
- OAR 459-007-0510: Crediting Earnings to Employer Contribution Accounts — authority
- OAR 459-007-0530: Crediting Earnings To Employer Lump-Sum Payments — authority
- OAR 459-007-0900: Crediting Earnings To Integration Lump Sum Payments — authority
- OAR 459-009-0020: Public Employer — authority
- OAR 459-009-0050: Payment of Cost Estimates — authority
- OAR 459-009-0070: Actuarial Pooling of Employer Liability — authority
- OAR 459-009-0084: Employer Unfunded Actuarial Liability Lump-Sum Payments With an Actuarial Calculation — authority
- OAR 459-009-0085: Employer Unfunded Actuarial Liability Lump-Sum Payments Without an Actuarial Calculation — authority
- OAR 459-009-0086: Employer Unfunded Actuarial Liability Lump-Sum Payments, Generally — authority
- OAR 459-009-0090: Surplus Lump-Sum Payments by Employers — authority
- OAR 459-009-0091: Unfunded Actuarial Liability Resolution Program — authority
- OAR 459-009-0092: Employer Incentive Fund Program — authority
- OAR 459-009-0098: Employer Contribution Rate — authority
- OAR 459-009-0100: Employer Reporting and Remittance of Contributions — authority
- OAR 459-009-0130: Contributions for Prior Periods — authority
- OAR 459-009-0200: Employer Remitting of Employee Contributions — authority
- OAR 459-009-0350: Allocation of PERS Employer Actuarial Assets and Liabilities — authority
- OAR 459-009-0400: Insolvent Employer — authority
- OAR 459-010-0000: Purpose and Authority — authority
- OAR 459-010-0003: Maintaining Membership in the PERS Tier One/Tier Two Program on and After January 1, 2006 — authority
- OAR 459-010-0011: Authorized Paid Leave of Absence — authority
- OAR 459-010-0014: Creditable Service in PERS Chapter 238 Program — authority
- OAR 459-010-0019: Retirement Eligibility — authority
- OAR 459-010-0035: Six-Month Waiting Period in the PERS Chapter 238 Program — authority
- OAR 459-010-0045: Substitution of Annuity — authority
- OAR 459-010-0055: Withdrawal of Contributions — authority
- OAR 459-010-0078: Volunteer Service — implements
- OAR 459-010-0078: Volunteer Service — authority
- OAR 459-010-0125: Eligibility of Volunteer Firefighters — authority
- OAR 459-010-0175: Computation of Prior Service Credit for Accumulated Seasonal Employment — authority
- OAR 459-010-0180: Membership of Elected or Appointed Officers — authority
- OAR 459-010-0300: Involuntary Termination of Membership — authority
- OAR 459-011-0050: Forfeiture and Restoration of Membership Rights — authority
- OAR 459-011-0100: Credit for Military Service under USERRA — authority
- OAR 459-011-0110: Credit for Military Service under ORS 238.156(3) — authority
- OAR 459-011-0115: Military Full Cost Purchase — authority
- OAR 459-011-0150: General Purchases — authority
- OAR 459-011-0200: Re-Establishment of Membership — authority
- OAR 459-013-0040: Documentary Evidence — authority
- OAR 459-013-0050: Combined Service — authority
- OAR 459-013-0060: Payment of Retirement Benefits — authority
- OAR 459-013-0110: Eligibility for Early Benefits — authority
- OAR 459-013-0250: Service Retirement Applications Requirements — authority
- OAR 459-013-0260: Effective Date Used in the Establishment of Service Retirement Benefits — authority
- OAR 459-013-0280: Calculation of Variable Match — authority
- OAR 459-013-0310: Payment of Increased Benefits under ORS 238.372 to 238.384 — authority
- OAR 459-013-0320: Payment of Increased Benefits to an Alternate Payee — authority
- OAR 459-014-0030: Designation of Beneficiary — authority
- OAR 459-014-0040: Valid Request for Distribution of Pre-Retirement Death Benefits — authority
- OAR 459-014-0045: Payment of Chapter 238 Pre-Retirement Death Benefits — authority
- OAR 459-014-0050: Designation of Beneficiary at Retirement and Survivor Benefits — authority
- OAR 459-015-0000: Purpose — authority
- OAR 459-015-0001: Definitions — authority
- OAR 459-015-0005: Eligibility for Disability Retirement Allowances — authority
- OAR 459-015-0010: Criteria for Granting and Denying Disability Retirement Allowances — authority
- OAR 459-015-0020: Application Required — authority
- OAR 459-015-0025: Application Processing — Independent Examinations and Appeals — authority
- OAR 459-015-0045: Return to Work — authority
- OAR 459-015-0050: Periodic Reviews — authority
- OAR 459-015-0055: Selection of Benefit Option and Commencement of Allowance — authority
- OAR 459-016-0100: Purchase of Units by a Police Officer or Firefighter to Provide Increased Benefits — authority
- OAR 459-017-0060: Reemployment of Retired Members — authority
- OAR 459-030-0011: “Equal To or Better Than” Exemption — authority
- OAR 459-030-0025: Standards for Review of Police Officers and Firefighters Retirement Plans — authority
- OAR 459-030-0030: Board Action on Petition and Review of Order — authority
- OAR 459-035-0000: Policy and Goals — authority
- OAR 459-035-0030: Eligibility, Retirement Health Insurance Account — authority
- OAR 459-035-0040: Eligibility, Retiree Health Insurance Premium Account — authority
- OAR 459-035-0050: Contribution Payment From Retiree Health Insurance Premium Account for Eligible Retired State Employees Not Eligible for Medicare — authority
- OAR 459-035-0060: Contribution Payment from Retirement Health Insurance Account for Eligible Retired Members Who Are Covered by Medicare — authority
- OAR 459-040-0001: Definitions — authority
- OAR 459-040-0010: General Administration — authority
- OAR 459-040-0020: Judge Member Disability Retirement — authority
- OAR 459-040-0030: Plan A Service Retirement Allowance — authority
- OAR 459-040-0040: Plan B Service Retirement Allowance — authority
- OAR 459-040-0050: Variable Annuity Adjustments for Judge Members — authority
- OAR 459-040-0060: Judge Member Death Before Retirement — authority
- OAR 459-040-0070: Judge Member Death After Retirement — authority
- OAR 459-040-0080: Required Minimum Distribution of Judge Member Death Benefits — authority
- OAR 459-045-0012: OPSRP Pension Program Division of Benefits — authority
- OAR 459-045-0014: Individual Account Program (IAP) Division of Benefits — authority
- OAR 459-045-0034: General Administration for Individual Account Program (IAP) — authority
- OAR 459-045-0070: Precedence for Benefit Payment Reductions or Deductions — authority
This rule cites
- ORS chapter 183 — target_record_not_published
Cited by
Official source: https://www.oregonlegislature.gov/bills_laws/ors/ors238.html