New Jersey 2022-2023 Regular Session

New Jersey Senate Bill S2411

Introduced
5/9/22  
Refer
5/9/22  
Report Pass
6/20/22  
Engrossed
2/27/23  

Caption

Requires certain boards of education to select minimum of three financial institutions or pension management organizations to provide tax sheltered annuity plans.

Impact

The implementation of SB 2411 is expected to significantly alter the landscape of retirement planning for public school employees. By securing the services of multiple financial providers, the bill seeks to foster a competitive environment that may lead to better investment options and lower fees for participants in the 403(b) plans. Furthermore, it limits the liability of boards of education concerning investment losses and expectations, thereby easing administrative burdens and risks associated with managing these plans. This legislation reflects a broader movement towards improving financial literacy and retirement preparedness among education professionals.

Summary

Senate Bill 2411, introduced in New Jersey, mandates that boards of education within school districts having a student enrollment of at least 1,000 students must select a minimum of three financial institutions or pension management organizations to provide services for their 403(b) plans. This requirement aims to enhance the retirement plan options available to school district employees, thereby promoting better benefits for educational professionals. The bill emphasizes the obligation of these institutions to provide comprehensive data to ensure transparency regarding fees and investment options, allowing educators to make more informed decisions regarding their retirement savings.

Sentiment

General sentiment around SB 2411 appears to be supportive among legislators concerned with enhancing the welfare of school employees. Proponents argue that providing diverse retirement options aligns with the need to attract and retain qualified educators, recognizing the importance of financial stability in their careers. Some potential concerns may arise regarding the capacity of smaller districts to comply with these requirements, particularly where fewer financial institutions are available. However, the overall dialogue suggests a collective prioritization of educational employee welfare in legislative discussions.

Contention

While SB 2411 enjoys broad support, contentions may surface regarding the practical implications of its enforcement, particularly for smaller districts with limited resources or provider options. Additionally, there may be discussions on the adequacy of the data disclosure requirements and whether they sufficiently protect educators from predatory practices in investment management. The balancing act between ensuring ample choices for employees and minimizing bureaucratic obstacles for school boards encapsulates the ongoing debates on education finance reform in New Jersey.

Companion Bills

NJ A1974

Same As Requires certain boards of education to select minimum of three financial institutions or pension management organizations to provide tax sheltered annuity plans.

Previously Filed As

NJ S2927

Requires certain boards of education to select minimum number of financial institutions or pension management organizations to provide tax sheltered annuity plans.

NJ A2552

Requires public institutions of higher education to disclose all financial donors.

NJ H3867

Annuity Contracts for Employees of Schools and Educational Institutions

NJ S2640

Establishes various requirements for charter schools, charter school board of trustees members, and charter management organizations.

NJ HB4240

Relating to the exemption from ad valorem taxation of property of a charitable organization that provides financial support for medical care at certain institutions of higher education.

NJ SB2170

Relating to the exemption from ad valorem taxation of property of a charitable organization that provides financial support for medical care at certain institutions of higher education.

NJ A5026

Requires organizations providing services to homeless persons to participate in Homeless Management Information System to track occupancy of shelter beds.

NJ S2608

Requires public institution of higher education to provide academic credit for certain examinations.

NJ A2323

Establishes various requirements for charter schools, charter school board of trustees members, and charter management organizations.

NJ S3421

Requires, or sanctions, as appropriate, financial institutions to take certain action when senior or vulnerable customers make certain financial transactions.

Similar Bills

CA AB850

Institutional Debt Transparency Act.

NJ A2359

Requires undergraduate students to file degree plan and requires institutions of higher education and certain propriety institutions to develop pathway systems to graduation.

NJ S1480

Requires undergraduate students to file degree plan and requires institutions of higher education and certain proprietary institutions to develop pathway systems to graduation.

CA AB2771

California Private Postsecondary Education Act of 2009.

NJ S1504

Establishes process for merger or consolidation of public institution of higher education with other institutions of higher education or certain proprietary institutions; requires executive and legislative approval of merger or consolidation.

NJ A2133

Establishes process for merger or consolidation of public institution of higher education with other institutions of higher education or certain proprietary institutions; requires executive and legislative approval of merger or consolidation.

TX HB5180

Relating to the issuance of a diploma to a student graduating from a public institution of higher education that has undergone a merger, acquisition, or name change.

CA AB1098

California Education Interagency Council.