ATTACHMENT 3

RETIREMENT SYSTEM COMPARISONS

KTRS

Public Schools Regional Universities KERS
Member Contribution

(% of salary)

9.855% + no SS contributions (except for Medicare) 6.16% + SS contributions (7.5 %) 5% + SS contributions (7.5 %)
% x years of service, i.e. retirement benefit factor 2% for years of service before 1983; 2.5% for 1984 and beyond 2% for all years of service Beginning Jan. 1st, 1999 through 2009, 2.2%; then 2% thereafter
Employer Contribution % of salary 9.855% + only SS medicare + 3.25% to fund future liability 8.237% + SS contributions + 3.25% to fund future liability Variable rate determined by the system's board + SS contributions
Death Benefit $2800.00 $2800.00 $2500.00
Medical Similar to KERS (right) Similar to KERS (right); but, retirees must immediately convert to plans only continuing for public school teachers in CO. of residence Continuing offering ongoing employee (CO. Of Res. Benefit); 100% premium for

employees with 20+ years of service (actually $203 per

month will cover a plan

# of years of high salary eligibility 3 years, but on a current trial basis 3 years, but on a current trial basis 5 years
Cost of living increase (COLA) 1.5 % 1.5% Increase in the annual urban consumer price index (latest legislative determination = 2.3%)

Special note: Pursuant to KRS law, new university faculty may opt. out of KTRS to choose among 2-3 Regent authorized private plans, e.g.; TIAA-CREF.