The Indiana Retired Teachers Association Foundation offers scholarships to assist future teachers and to encourage quality education in Indiana. The competitive scholarship program produces only eight winners, one from each of the Indiana Retired Teachers Association's geographic areas. The 2011 winners received $3,000 to put toward their education. The scholarships are awarded during the Indiana Retired Teachers Association's annual Representative Assembly in May.
The scholarships are available to Indiana college or university education majors who are the sons/daughters, grandsons/granddaughters, legal dependents or spouses of active, retired or deceased educators.
APPLICATIONS MUST BE RECEIVED BY THE INDIANA RETIRED TEACHERS ASSOCIATION OFFICE BY JANUARY 31, 2012.
Download and print the guidelines/application by clicking HERE and send it to:
Indiana Retired Teachers Assocation Foundation
2629 Waterfront Pkwy East Dr. Ste. 105
Indianapolis, IN 46214.
You can also fax the application to us at (317) 637-9671. Good Luck!
Guidelines and Application
Wednesday, December 7, 2011
Tuesday, October 18, 2011
Volunteer Hours
To Allen County Retired Educators',
Please forward your volunteer hours for 2011 to Pat Brooks.
There is no need to itemize each entry, but you could total your hours spent in youth volunteering, and then again in service to adults.
Marilyn McDougle is chair of this committee and would like to have all volunteer hours sent before December 1 - but sooner would be appreciated.
E-mail your volunteer hours to teamrkba1@frontier.com, or call her at: 260-482-2207.
Please forward your volunteer hours for 2011 to Pat Brooks.
There is no need to itemize each entry, but you could total your hours spent in youth volunteering, and then again in service to adults.
Marilyn McDougle is chair of this committee and would like to have all volunteer hours sent before December 1 - but sooner would be appreciated.
E-mail your volunteer hours to teamrkba1@frontier.com, or call her at: 260-482-2207.
Tuesday, August 23, 2011
Indiana retired teachers to receive 13th check on September 1
The Indiana Retired Teachers Association reminds all retired teachers who retired before December 31, 2010, that they will receive a 13th check in addition to their regular pension check on September 1, 2011. The 2011 Indiana General Assembly passed HB 1001 which included an amendment which secures the payment to retired teachers. The amendment to the budget bill was originally presented by Sen. Vaneta Becker (R-Evansville). Sen. Becker said, “You deserve this payment, and I was glad to help. I appreciate your many years of service and teaching the children of the State of Indiana.”
Bob Kraft, President of the Indiana Retired Teachers Association, praised the efforts of the association’s 35,000 members. “Without the support of our members, we would not have received this payment from the legislature.” The Indiana Retired Teachers Association was founded in 1950 as a nonprofit association to protect the Indiana Teacher Retirement Fund. Each year for the last six years, association members have donated over 1 million hours to the State of Indiana, saving taxpayers over $20 million in community services.
You can see the amount you will receive from Sen. Becker’s amendment here: http://in.gov/legislative/bills/2011/SAMF/MO1001552.021.html
Please send a letter or email of appreciation to your legislators. You can find the email addresses of your legislators by going to: http://district.iga.in.gov/DistrictLookup/.
If you are not a member of the Indiana Retired Teachers Association, you are invited to join online at: www.retiredteachers.org. As our membership grows, our voice in the Indiana General Assembly grows. Dues for retired teachers are $30 per year and dues for associate members, including active teachers, are $5 per year.
Andrew P. Thomas, Executive Director
athomas@retiredteachers.org
Indiana Retired Teachers Association
2629 Waterfront Pkwy East Dr., Ste. 105
Indianapolis IN, 46214
Telephone (317) 637-7481
Toll-free (888)-454-9333
Bob Kraft, President of the Indiana Retired Teachers Association, praised the efforts of the association’s 35,000 members. “Without the support of our members, we would not have received this payment from the legislature.” The Indiana Retired Teachers Association was founded in 1950 as a nonprofit association to protect the Indiana Teacher Retirement Fund. Each year for the last six years, association members have donated over 1 million hours to the State of Indiana, saving taxpayers over $20 million in community services.
You can see the amount you will receive from Sen. Becker’s amendment here: http://in.gov/legislative/bills/2011/SAMF/MO1001552.021.html
Please send a letter or email of appreciation to your legislators. You can find the email addresses of your legislators by going to: http://district.iga.in.gov/DistrictLookup/.
If you are not a member of the Indiana Retired Teachers Association, you are invited to join online at: www.retiredteachers.org. As our membership grows, our voice in the Indiana General Assembly grows. Dues for retired teachers are $30 per year and dues for associate members, including active teachers, are $5 per year.
Andrew P. Thomas, Executive Director
athomas@retiredteachers.org
Indiana Retired Teachers Association
2629 Waterfront Pkwy East Dr., Ste. 105
Indianapolis IN, 46214
Telephone (317) 637-7481
Toll-free (888)-454-9333
Saturday, August 13, 2011
Meeting Schedule, Membership, and Volunteering
Meetings
Our first of four yearly meetings will be Saturday, August 20th, 2011 at Biaggi's Ristorante Italiano, 4010 West Jefferson Blvd. at Jefferson Pointe. We will meet at 11:00 AM. Please send an email or phone reservation at least one week before each meeting to: Mary Jo Purvis or call 493-4263.
Our first of four yearly meetings will be Saturday, August 20th, 2011 at Biaggi's Ristorante Italiano, 4010 West Jefferson Blvd. at Jefferson Pointe. We will meet at 11:00 AM. Please send an email or phone reservation at least one week before each meeting to: Mary Jo Purvis or call 493-4263.
Each luncheon will cost $12; HOWEVER, this first luncheon will be a two-for-one, IF, IF, IF, IF, any active member brings an inactive member, not a newly retiree of 2011, but any former retiree to this luncheon. Note: This is $12 for two people.
MARK YOUR CALENDARS:
Membership
We the Co-Presidents of AREA know that when TEACHERS RETIRE they feel they are done. HOWEVER, if you want to continue to get a 13th CHECK AND/OR COLA then you need to be an ACTIVE MEMBER OF AREA AND IRTA. Please note that AREA and IRTA are nonpartisan organizations. AREA and IRTA are the only, ONLY organizations that lobby for retired teachers. We need your MEMBERSHIP IN BOTH ORGANIZATIONS.
AREA makes a DIRECTORY for all members only. Pick one up at any meeting or one can be mailed to you by adding $2 to your membership dues of $10.
Volunteering
Volunteer hours for this year, 2011, need to be turned in by DECEMBER 1 to Marilyn McDougle: Email McDougle1@frontier.com or call 424-0751.
- 2nd MEETING: Covington Commons, 2601 Covington Commons Dr., October 24th, 2011
- 3rd MEETING: Baker Street Steakhouse, 4820 North Clinton St., April 25th, 2012
- 4th MEETING: Catablu, Covington Plaza, June 2012
We the Co-Presidents of AREA know that when TEACHERS RETIRE they feel they are done. HOWEVER, if you want to continue to get a 13th CHECK AND/OR COLA then you need to be an ACTIVE MEMBER OF AREA AND IRTA. Please note that AREA and IRTA are nonpartisan organizations. AREA and IRTA are the only, ONLY organizations that lobby for retired teachers. We need your MEMBERSHIP IN BOTH ORGANIZATIONS.
AREA makes a DIRECTORY for all members only. Pick one up at any meeting or one can be mailed to you by adding $2 to your membership dues of $10.
Volunteering
Volunteer hours for this year, 2011, need to be turned in by DECEMBER 1 to Marilyn McDougle: Email McDougle1@frontier.com or call 424-0751.
Friday, May 13, 2011
Last Meeting of the 2010-2011 Year
The last meeting of 2010-2011 will be held at Lutheran Life Villages, 6701 S. Anthony Blvd. Fort Wayne, IN at 11:00 A.M on Wednesday, June 1. The cost of luncheon is $6.00. Please send reservations to Mary Jo Purvis at mpurvis1@frontier.com or call 493-4263 approximately 1 week before the meeting.
The minutes and treasury report will be circulated to members. It will need a motion and second on each to be placed in the records. There will also be committee reports for your information on what AREA has completed in 2010-2011. The main purpose of this meeting is to vote on the slate of officers for 2011-2013 and have social time.
Incoming Officers:
Co-Presidents – Richard Block & John Wearly
President Elect – Carol Buttell
First vice president – Barb Kanning
Recording secretary – Carolyn Vanice
Assistant recording secretary- Carol Terwilliger
Corresponding Secretary – Madeline Garvin
Treasurer – Joy Bodine
Archives – Bruce Oliver
Legislative – Bruce Oliver
Membership – Pam George
Associate membership – Bev Brunson
Nominations – All
Programs – Executive officers and committee chairpersons
Publicity – Virginia Jones
Social – Beth Sorgen & Arlene Kruckeberg
Organizer of places – Mary Jo Purvis
Gift of Books – Dr. Carol Buttell
Eyeglass project – Ed Delong
Volunteer hour’s chairperson – Marilyn McDougle
Congratulations to the members who have volunteered to lead AREA for 2011-2013.
AREA officers are requesting your $10.00 dues be paid for 2011-2012 at this meeting or mailed to Joy Bodine, Treasurer, by June 30, 2011. By receiving membership information and dues at this time, the fall membership directory may be printed. Joy Bodine 12726 Schooner Dr. Fort Wayne, IN 46845
Click here to get a copy of this letter with the membership form for printing and mailing.
Pam George will be recognized as one of the eight recipients of Volunteers of the Year Awards for IRTA. Stu Bloom will be recognized for setting up and maintaining our web site. AREA received first place in web site award by IRTA. This is a wonderful honor to have these two members to bring recognition for themselves and AREA.
In closing, I would like to thank all the members for joining AREA, coming to meeting, volunteering for AREA over my years as President. In addition, I appreciate all of the work of the officers and committee chairpersons. AREA would not be able to function without these volunteers. I have enjoyed meeting members through meetings, email and telephone calls. I will continue to be involved with AREA as a Past President.
Thank you and Blessings to all, Jeanne Hertig
The minutes and treasury report will be circulated to members. It will need a motion and second on each to be placed in the records. There will also be committee reports for your information on what AREA has completed in 2010-2011. The main purpose of this meeting is to vote on the slate of officers for 2011-2013 and have social time.
Incoming Officers:
Co-Presidents – Richard Block & John Wearly
President Elect – Carol Buttell
First vice president – Barb Kanning
Recording secretary – Carolyn Vanice
Assistant recording secretary- Carol Terwilliger
Corresponding Secretary – Madeline Garvin
Treasurer – Joy Bodine
Archives – Bruce Oliver
Legislative – Bruce Oliver
Membership – Pam George
Associate membership – Bev Brunson
Nominations – All
Programs – Executive officers and committee chairpersons
Publicity – Virginia Jones
Social – Beth Sorgen & Arlene Kruckeberg
Organizer of places – Mary Jo Purvis
Gift of Books – Dr. Carol Buttell
Eyeglass project – Ed Delong
Volunteer hour’s chairperson – Marilyn McDougle
Congratulations to the members who have volunteered to lead AREA for 2011-2013.
AREA officers are requesting your $10.00 dues be paid for 2011-2012 at this meeting or mailed to Joy Bodine, Treasurer, by June 30, 2011. By receiving membership information and dues at this time, the fall membership directory may be printed. Joy Bodine 12726 Schooner Dr. Fort Wayne, IN 46845
Click here to get a copy of this letter with the membership form for printing and mailing.
Pam George will be recognized as one of the eight recipients of Volunteers of the Year Awards for IRTA. Stu Bloom will be recognized for setting up and maintaining our web site. AREA received first place in web site award by IRTA. This is a wonderful honor to have these two members to bring recognition for themselves and AREA.
In closing, I would like to thank all the members for joining AREA, coming to meeting, volunteering for AREA over my years as President. In addition, I appreciate all of the work of the officers and committee chairpersons. AREA would not be able to function without these volunteers. I have enjoyed meeting members through meetings, email and telephone calls. I will continue to be involved with AREA as a Past President.
Thank you and Blessings to all, Jeanne Hertig
Thursday, May 12, 2011
The High Cost of Low Teacher Salaries
The following article appeared on the NY Times Editorial Page on April 30, 2011. It's titled, The High Cost of Low Teacher Salaries.
WHEN we don’t get the results we want in our military endeavors, we don’t blame the soldiers. We don’t say, “It’s these lazy soldiers and their bloated benefits plans! That’s why we haven’t done better in Afghanistan!” No, if the results aren’t there, we blame the planners. We blame the generals, the secretary of defense, the Joint Chiefs of Staff. No one contemplates blaming the men and women fighting every day in the trenches for little pay and scant recognition.CLICK HERE to read the entire article.
And yet in education we do just that. When we don’t like the way our students score on international standardized tests, we blame the teachers. When we don’t like the way particular schools perform, we blame the teachers and restrict their resources.
Thursday, May 5, 2011
Legislative Bulletin #4
Indiana Retired Teachers Association
May 4, 2011
Budget Bill Passes with Amendment 21 -- a One Time Payment (13th Check)
The Indiana General Assembly adjourned on Friday, April 29, after approving the budget for 2011-2013. Amendment 21 was included, which secures a one-time payment (13th check) for retired teachers. The amendment to the budget bill was originally presented by Sen. Vaneta Becker (R-Evansville). After an eloquent presentation, the full Senate voted 49-0 to approve the amendment. Sen. Lindel Hume (D-Princeton) also spoke in favor of Amendment 21. Sen. Tom Wyss was not able to vote on the amendment because of his excused absence.
After the vote, Sen. Vaneta Becker said to retired teachers and retired public workers, “You deserve this payment, and I was glad to help. I appreciate your many years of service and teaching the children of the State of Indiana.”
You can see the amount you will receive from Sen. Becker’s amendment here: http://in.gov/legislative/bills/2011/SAMF/MO1001552.021.html
Please send a letter of appreciation or an email to Sen. Vaneta Becker for authoring this amendment to: s50@in.gov. You can send an email to Sen. Lindel Hume at: s48@in.gov.
Provision to Reduce the Unfunded Liability of the Teacher Retirement Fund
The provision added by Sen. Luke Kenley (R-Noblesville) was also included. This addition would pay down the $11 billion in unfunded teacher pension liabilities the state faces. The provision provides that one half of any surplus over 10% would apply to the unfunded liability of the Teacher Retirement Fund through the Pension Stabilization Fund.
Please send a letter or email of appreciation to Sen. Luke Kenley at s20@in.gov for authoring this amendment.
Sen. Kenley was quoted in the Indianapolis Star as follows, "If we begin to pay that down now with today's dollars, that will have an enormous beneficial impact for all the budgets to be done for the next 25 years."
Our officers and board thank you for all your support. Your emails and letters to legislators ARE making a difference.
Andrew P. Thomas, Executive Director
Indiana Retired Teachers Association
2629 Waterfront Pkwy East Dr., Ste. 105
Indianapolis, IN 46214
Telephone (317) 637-7481
Toll-free (888) 454-9333
WEB SITE: www.retiredteachers.org
May 4, 2011
Budget Bill Passes with Amendment 21 -- a One Time Payment (13th Check)
The Indiana General Assembly adjourned on Friday, April 29, after approving the budget for 2011-2013. Amendment 21 was included, which secures a one-time payment (13th check) for retired teachers. The amendment to the budget bill was originally presented by Sen. Vaneta Becker (R-Evansville). After an eloquent presentation, the full Senate voted 49-0 to approve the amendment. Sen. Lindel Hume (D-Princeton) also spoke in favor of Amendment 21. Sen. Tom Wyss was not able to vote on the amendment because of his excused absence.
After the vote, Sen. Vaneta Becker said to retired teachers and retired public workers, “You deserve this payment, and I was glad to help. I appreciate your many years of service and teaching the children of the State of Indiana.”
You can see the amount you will receive from Sen. Becker’s amendment here: http://in.gov/legislative/bills/2011/SAMF/MO1001552.021.html
Please send a letter of appreciation or an email to Sen. Vaneta Becker for authoring this amendment to: s50@in.gov. You can send an email to Sen. Lindel Hume at: s48@in.gov.
Provision to Reduce the Unfunded Liability of the Teacher Retirement Fund
The provision added by Sen. Luke Kenley (R-Noblesville) was also included. This addition would pay down the $11 billion in unfunded teacher pension liabilities the state faces. The provision provides that one half of any surplus over 10% would apply to the unfunded liability of the Teacher Retirement Fund through the Pension Stabilization Fund.
Please send a letter or email of appreciation to Sen. Luke Kenley at s20@in.gov for authoring this amendment.
Sen. Kenley was quoted in the Indianapolis Star as follows, "If we begin to pay that down now with today's dollars, that will have an enormous beneficial impact for all the budgets to be done for the next 25 years."
Our officers and board thank you for all your support. Your emails and letters to legislators ARE making a difference.
Andrew P. Thomas, Executive Director
Indiana Retired Teachers Association
2629 Waterfront Pkwy East Dr., Ste. 105
Indianapolis, IN 46214
Telephone (317) 637-7481
Toll-free (888) 454-9333
WEB SITE: www.retiredteachers.org
Wednesday, April 13, 2011
A Second Call to Action
We encourage you to contact ALL Indiana legislators if you have not already done so. Stress the specific HARDSHIPS you are experiencing, such as increased food, medicine, gasoline, heating and other costs. Emphasize that Indiana retired teachers have received either a COLA or One Time Payment (13th check) EVERY YEAR for the last 28 years. Please be courteous, civil, and firm.
You can find email addresses, mailing addresses and phone numbers of your state legislators here: http://ai.org/legislative/2345.htm
The proposed AMOUNTS of the One-Time Payment may be found here: http://in.gov/legislative/bills/2011/PDF/HAMF/MO1001465.148.pdf
Please ask your legislators to ADD THE ONE-TIME PAYMENT language into HB 1001 (Budget Bill) or another bill.
Thank you for your support!
Andrew P. Thomas, Executive Director
Indiana Retired Teachers Association
2629 Waterfront Pkwy East Dr., Ste. 105
Indianapolis IN, 46214
Telephone (317) 637-7481
Toll-free (888)-454-9333
WEB SITE: http://www.retiredteachers.org/
You can find email addresses, mailing addresses and phone numbers of your state legislators here: http://ai.org/legislative/2345.htm
The proposed AMOUNTS of the One-Time Payment may be found here: http://in.gov/legislative/bills/2011/PDF/HAMF/MO1001465.148.pdf
Please ask your legislators to ADD THE ONE-TIME PAYMENT language into HB 1001 (Budget Bill) or another bill.
Thank you for your support!
Andrew P. Thomas, Executive Director
Indiana Retired Teachers Association
2629 Waterfront Pkwy East Dr., Ste. 105
Indianapolis IN, 46214
Telephone (317) 637-7481
Toll-free (888)-454-9333
WEB SITE: http://www.retiredteachers.org/
Friday, March 18, 2011
Jeanne’s Plea for Officers!
I am very happy to say that we have had several members volunteer for many positions. We have five positions that still need to be filled to complete AREA’s slate of officers. Please take your turn.
All members have engaged in teaching and organizing plans. Working in an office or committee is a lot easier. Basically, the person in any position sets up their own methods. There are a few requirements from IRTA but nothing life threatening.
President
President Elect
Assistant recording secretary
Archives
Associate membership
I need to hear from you before the meeting next Thursday, March 24, 2011 at Chops Steak and Seafood 6421 Jefferson Blvd. Fort Wayne, IN
If you have not sent your reservation for the luncheon, please send immediately: Mary Jo Purvis 493-4263 or mpurvis1@frontier.net
All members have engaged in teaching and organizing plans. Working in an office or committee is a lot easier. Basically, the person in any position sets up their own methods. There are a few requirements from IRTA but nothing life threatening.
President
President Elect
Assistant recording secretary
Archives
Associate membership
I need to hear from you before the meeting next Thursday, March 24, 2011 at Chops Steak and Seafood 6421 Jefferson Blvd. Fort Wayne, IN
If you have not sent your reservation for the luncheon, please send immediately: Mary Jo Purvis 493-4263 or mpurvis1@frontier.net
Tuesday, March 8, 2011
Plea For Officers
Dear Members,
AREA needs your help! Our next meeting is March 24, 2011 at Chops Steak Seafood at 6421 Jefferson Blvd. Fort Wayne, IN at 11:00. Please send your reservations to mpurvis1@frontier.net or call 493-4263. MaryJo will need these by March 16, 2011 in order to confirm the reservations for the restaurant.
I am going to propose to the members attending we take ½ of the meal cost ($6.00) out of our treasury for the last meeting of the year June 1, 2011. This proposal will need a motion, vote and second. The members approval of the motion will encourage members to attend the meeting at Lutheran Life Villages at a bargain price. By attending the meeting, members will vote on the slate of officers. Please come and help make the decisions.
One of the purposes of the March 24 meeting is to present and approve the slate of officer. I know all retired educators have succeeded in teaching children. You were their leader! I know any one of the members in AREA is capable of accepting any office or committee position in AREA. In addition, many retired educators are involved in more organizations, continue to work, travel, and enjoy family and the list goes on but AREA needs your help! It is time for you to say yes, I will help AREA. The purpose of AREA is to provide fellowship, volunteer for others, work with legislators to acquire a COLA or one time check and to work for more benefits for retired educators. Please realize that all retired educators are in the same boat. In taking the first step to accept an office or chair a committee, you will learn a great deal about Indiana Retired Teachers Association. As your President, I have acquired more knowledge about the legislative process and politics than I ever knew in the past. Remember the saying, “You are never to old to learn” -- it holds true with positions for AREA. I have met many great-retired educators.
I know I have harped on the election of officers many times but I need to fill the slate of officers to be voted on at the June 1 meeting. I am not able to call each one of you personally to ask if you would take a position. The positions that I have not filled at this point are as follows:
President
President Elect
Assistant recording secretary
Archives
Legislative
Associate membership
Volunteer hour’s chairperson
Descriptions of the positions are in the back of your 2010-2011 directories. If you have questions, you can always call Jeanne at 657-5622 or email jhertig914@frontier.com.
The intent of this blog is not to be a threat but a reality that I do not know what will happen to AREA if no one volunteers for the President position. Since Marion County broke their association into smaller chapters, Allen County is the largest group of retired educators in Indiana. If our group is not involved in IRTA, what will this tell leaders of IRTA and legislators? Please accept a position in AREA and attend both meetings.
Jeanne Hertig, President of AREA
AREA needs your help! Our next meeting is March 24, 2011 at Chops Steak Seafood at 6421 Jefferson Blvd. Fort Wayne, IN at 11:00. Please send your reservations to mpurvis1@frontier.net or call 493-4263. MaryJo will need these by March 16, 2011 in order to confirm the reservations for the restaurant.
I am going to propose to the members attending we take ½ of the meal cost ($6.00) out of our treasury for the last meeting of the year June 1, 2011. This proposal will need a motion, vote and second. The members approval of the motion will encourage members to attend the meeting at Lutheran Life Villages at a bargain price. By attending the meeting, members will vote on the slate of officers. Please come and help make the decisions.
One of the purposes of the March 24 meeting is to present and approve the slate of officer. I know all retired educators have succeeded in teaching children. You were their leader! I know any one of the members in AREA is capable of accepting any office or committee position in AREA. In addition, many retired educators are involved in more organizations, continue to work, travel, and enjoy family and the list goes on but AREA needs your help! It is time for you to say yes, I will help AREA. The purpose of AREA is to provide fellowship, volunteer for others, work with legislators to acquire a COLA or one time check and to work for more benefits for retired educators. Please realize that all retired educators are in the same boat. In taking the first step to accept an office or chair a committee, you will learn a great deal about Indiana Retired Teachers Association. As your President, I have acquired more knowledge about the legislative process and politics than I ever knew in the past. Remember the saying, “You are never to old to learn” -- it holds true with positions for AREA. I have met many great-retired educators.
I know I have harped on the election of officers many times but I need to fill the slate of officers to be voted on at the June 1 meeting. I am not able to call each one of you personally to ask if you would take a position. The positions that I have not filled at this point are as follows:
President
President Elect
Assistant recording secretary
Archives
Legislative
Associate membership
Volunteer hour’s chairperson
Descriptions of the positions are in the back of your 2010-2011 directories. If you have questions, you can always call Jeanne at 657-5622 or email jhertig914@frontier.com.
The intent of this blog is not to be a threat but a reality that I do not know what will happen to AREA if no one volunteers for the President position. Since Marion County broke their association into smaller chapters, Allen County is the largest group of retired educators in Indiana. If our group is not involved in IRTA, what will this tell leaders of IRTA and legislators? Please accept a position in AREA and attend both meetings.
Jeanne Hertig, President of AREA
Friday, February 25, 2011
Legislative Bulletin #2
Indiana Retired Teachers Association
February 24, 2011
Federal Tax Credit Update
Since our last Legislative Bulletin, the Indiana Retired Teachers Association has made contact with the offices of all nine U.S. Representatives and both U.S. Senators from Indiana. U.S. Senator Richard Lugar made a formal inquiry to the Internal Revenue Service about this issue. The IRS has now issued a statement on this matter. See: http://www.irs.gov/newsroom/article/0,,id=235813,00.html This issue is very complex and affects our members differently. I will continue to pursue this issue on behalf of Indiana retired teachers.
HB 1176 COLA/One Time Payment Bill. Author: Rep. Woody Burton Coauthors: Rep. David Niezgodski., Rep. Suzanne Crouch, Rep. William Crawford. On February 8, 2011, the bill passed out of the House Employment, Pensions and Labor Committee with a vote of 10-0. President Nancy Tolson and Executive Director Andy Thomas testified that: 1) the COLA/One Time Payment comes from the pension fund, not the general fund, 2) there is an assumed 1% COLA by the Teacher Retirement Fund, 3) the cost of living is rising, and 4) the expiration of the Making Work Pay federal tax credit has caused some retired teachers to receive smaller monthly pension checks. On February 8, 2011 the bill was referred to the House Ways and Means Committee. After two hearings, the House Ways and Means Committee amended HB 1176 to include only the one time payment for the same reason of the state deficit that the bill was amended in the past 2 years. On February 21 and 22, since the Indiana House did not have a quorum, HB 1176 died. Our bill’s primary author, Rep. Woody Burton, gave a great speech on the House floor about the need for a cost of living payment. I am working every day with Rep. Burton to amend our language into another bill. This same procedural problem occurred two years ago and we were able to put our language in another bill. This is a very difficult challenge, but we are doing everything we can. See HB 1176 (now dead) http://ai.org/apps/lsa/session/billwatch/billinfo?year=2011&session= 1&request= getBill&doctype=HB&docno=1176
SB 524 Defined Contribution Study Committee. Author: Sen. Greg Walker. This bill would create a study committee to review this issue of requiring a Mandatory Defined Contribution Pension for all newly hired teachers and public employees after the Indiana General Assembly adjourns this session. This would at least DELAY the issue giving both sides appropriate amounts of time to study all the issues. This bill was amended in the Senate Pensions Committee to provide that new state employees may VOLUNTARILY sign up for a defined contribution plan. We must watch this bill closely. I am concerned that this bill may be amended before the end of the session. SB 524: http://ai.org/apps/lsa/session/billwatch/billinfo?year=2011&request=getBill&docno=524
HB 1001 State Budget Bill. Author: Rep. Jeff Espich. This bill sets the budget for the state of Indiana. Retired teachers are mentioned on page 86 of the current version, which will receive many new amendments as the session proceeds. The bill dedicates $65 million to cover post retirement pension increases and $660 million to cover the Teachers’ Retirement Fund Distribution for budget year 2011. HB 1001: http://www.in.gov/apps/lsa/session/billwatch/billinfo?year=2011&request=getBill&docno=1001
SB 39 Tax Structure Study. Authors: Sen. Sue Landske, Sen. Tom Mrvan, Sen. Brent Steele, Sen. Vaneta Becker. Sponsors: Rep. Ed Clere, Rep. Eric Koch, Rep. Woody Burton, Rep. Clyde Kersey. This bill requires the commission on state tax and financing policy to study how the Indiana income tax structure, including existing and potentially new income tax credits and deductions, may influence a senior’s decision on residency in Indiana after retirement. On January 27, 2011 the bill passed out of the Appropriations committee with an 11-0 vote. On February 3, 2011 the bill passed out of the Senate with a vote of 48-0. The bill has been referred to the House. SB 39: http://www.in.gov/apps/lsa/session/billwatch/billinfo?year%20=2011&request=getBill&docno=39
HB 1356 Military Pension and $500 Minimum Monthly Pension Bill. Author: Clyde Kersey. This bill would allow up to six years of service credit in the teacher retirement fund for a member's past active duty military service. Also provides that the pension portion of the monthly benefit payable to a member of the TRF who retired before January 1, 1979, and has at least 20 years of creditable service may not be less than $500. This bill did not get set for a committee hearing, so it died.
HB 1356: http://ai.org/apps/lsa/session/billwatch/billinfo?year=2011&session=1&request=getBill&doctype=HB&docno=1356
SB 549 Combines PERF and TRF Boards. Author: Sen. Phil Boots, Coauthors: Sen. Jim Buck, Sen. Greg Walker. Sen. Mike Young. This bill combines the PERF and TRF Boards with the objective of saving money for each retirement fund. Some experts estimate that over $50 million a year could be saved by combining stockbrokers of the funds. On February 7, 2011 the bill was read a second time and amended by Sen. Phil Boots. The bill has passed the Senate and is now in the House. SB 549: http://ai.org/apps/lsa/session/billwatch/billinfo?year=2011&session=1&request=getBill&doctype=SB&docno=0549
SB 12 PERF and TRF Administrative Matters. Authors: Sen. Phil Boots, Sen. Karen Tallian, Sen. Jim Buck, Sen. Dennis Kruse, Sen. Lonnie Randolph. Sponsors: Rep. Suzanne Crouch, Rep. David Niezgodski. Removes a provision requiring the teachers' retirement fund (TRF) to maintain separate accounts for each employer within the retirement allowance account of the 1996 account. Permits a member of the public employees' retirement fund (PERF) or TRF who is eligible for an early retirement to withdraw the member's annuity savings account without applying for a retirement benefit. This bill passed out of the Senate on January 20, 2011 with a vote of 47- 0. SB 12: http://ai.org/apps/lsa/session/billwatch/billinfo?year=2011&session=1&request=getBill&doctype=SB&docno=0012
Things To Do Immediately:
1. Go to: http://www.retiredteachers.org/ and educate yourself about the Defined Contribution issue. Go to the Legislative Advocacy page in order to find the information.
2. Contact your legislators and let them know you SUPPORT a one time payment for retired teachers and SB 549 combining the PERF and TRF Boards. Please let your legislators know you OPPOSE a mandatory defined contribution bill for newly hired teachers. You can find the email address of your legislator by going to: http://district.iga.in.gov/DistrictLookup/.
3. Bill deadlines are quickly approaching. Senate bills had to pass to the House by February 23, 2011. House bills must pass to the Senate by February 25, 2011. The last day for the Senate to receive House Bills is February 28, 2011 by 12 noon. Please contact your legislators and let them know which bills you support/oppose before these dates.
Andrew P. Thomas, Executive Director
athomas@retiredteachers.org
Indiana Retired Teachers Association
2629 Waterfront Pkwy East Dr., Ste. 105
Indianapolis IN, 46214
Telephone (317) 637-7481
Toll-free (888)-454-9333
February 24, 2011
Federal Tax Credit Update
Since our last Legislative Bulletin, the Indiana Retired Teachers Association has made contact with the offices of all nine U.S. Representatives and both U.S. Senators from Indiana. U.S. Senator Richard Lugar made a formal inquiry to the Internal Revenue Service about this issue. The IRS has now issued a statement on this matter. See: http://www.irs.gov/newsroom/article/0,,id=235813,00.html This issue is very complex and affects our members differently. I will continue to pursue this issue on behalf of Indiana retired teachers.
HB 1176 COLA/One Time Payment Bill. Author: Rep. Woody Burton Coauthors: Rep. David Niezgodski., Rep. Suzanne Crouch, Rep. William Crawford. On February 8, 2011, the bill passed out of the House Employment, Pensions and Labor Committee with a vote of 10-0. President Nancy Tolson and Executive Director Andy Thomas testified that: 1) the COLA/One Time Payment comes from the pension fund, not the general fund, 2) there is an assumed 1% COLA by the Teacher Retirement Fund, 3) the cost of living is rising, and 4) the expiration of the Making Work Pay federal tax credit has caused some retired teachers to receive smaller monthly pension checks. On February 8, 2011 the bill was referred to the House Ways and Means Committee. After two hearings, the House Ways and Means Committee amended HB 1176 to include only the one time payment for the same reason of the state deficit that the bill was amended in the past 2 years. On February 21 and 22, since the Indiana House did not have a quorum, HB 1176 died. Our bill’s primary author, Rep. Woody Burton, gave a great speech on the House floor about the need for a cost of living payment. I am working every day with Rep. Burton to amend our language into another bill. This same procedural problem occurred two years ago and we were able to put our language in another bill. This is a very difficult challenge, but we are doing everything we can. See HB 1176 (now dead) http://ai.org/apps/lsa/session/billwatch/billinfo?year=2011&session= 1&request= getBill&doctype=HB&docno=1176
SB 524 Defined Contribution Study Committee. Author: Sen. Greg Walker. This bill would create a study committee to review this issue of requiring a Mandatory Defined Contribution Pension for all newly hired teachers and public employees after the Indiana General Assembly adjourns this session. This would at least DELAY the issue giving both sides appropriate amounts of time to study all the issues. This bill was amended in the Senate Pensions Committee to provide that new state employees may VOLUNTARILY sign up for a defined contribution plan. We must watch this bill closely. I am concerned that this bill may be amended before the end of the session. SB 524: http://ai.org/apps/lsa/session/billwatch/billinfo?year=2011&request=getBill&docno=524
HB 1001 State Budget Bill. Author: Rep. Jeff Espich. This bill sets the budget for the state of Indiana. Retired teachers are mentioned on page 86 of the current version, which will receive many new amendments as the session proceeds. The bill dedicates $65 million to cover post retirement pension increases and $660 million to cover the Teachers’ Retirement Fund Distribution for budget year 2011. HB 1001: http://www.in.gov/apps/lsa/session/billwatch/billinfo?year=2011&request=getBill&docno=1001
SB 39 Tax Structure Study. Authors: Sen. Sue Landske, Sen. Tom Mrvan, Sen. Brent Steele, Sen. Vaneta Becker. Sponsors: Rep. Ed Clere, Rep. Eric Koch, Rep. Woody Burton, Rep. Clyde Kersey. This bill requires the commission on state tax and financing policy to study how the Indiana income tax structure, including existing and potentially new income tax credits and deductions, may influence a senior’s decision on residency in Indiana after retirement. On January 27, 2011 the bill passed out of the Appropriations committee with an 11-0 vote. On February 3, 2011 the bill passed out of the Senate with a vote of 48-0. The bill has been referred to the House. SB 39: http://www.in.gov/apps/lsa/session/billwatch/billinfo?year%20=2011&request=getBill&docno=39
HB 1356 Military Pension and $500 Minimum Monthly Pension Bill. Author: Clyde Kersey. This bill would allow up to six years of service credit in the teacher retirement fund for a member's past active duty military service. Also provides that the pension portion of the monthly benefit payable to a member of the TRF who retired before January 1, 1979, and has at least 20 years of creditable service may not be less than $500. This bill did not get set for a committee hearing, so it died.
HB 1356: http://ai.org/apps/lsa/session/billwatch/billinfo?year=2011&session=1&request=getBill&doctype=HB&docno=1356
SB 549 Combines PERF and TRF Boards. Author: Sen. Phil Boots, Coauthors: Sen. Jim Buck, Sen. Greg Walker. Sen. Mike Young. This bill combines the PERF and TRF Boards with the objective of saving money for each retirement fund. Some experts estimate that over $50 million a year could be saved by combining stockbrokers of the funds. On February 7, 2011 the bill was read a second time and amended by Sen. Phil Boots. The bill has passed the Senate and is now in the House. SB 549: http://ai.org/apps/lsa/session/billwatch/billinfo?year=2011&session=1&request=getBill&doctype=SB&docno=0549
SB 12 PERF and TRF Administrative Matters. Authors: Sen. Phil Boots, Sen. Karen Tallian, Sen. Jim Buck, Sen. Dennis Kruse, Sen. Lonnie Randolph. Sponsors: Rep. Suzanne Crouch, Rep. David Niezgodski. Removes a provision requiring the teachers' retirement fund (TRF) to maintain separate accounts for each employer within the retirement allowance account of the 1996 account. Permits a member of the public employees' retirement fund (PERF) or TRF who is eligible for an early retirement to withdraw the member's annuity savings account without applying for a retirement benefit. This bill passed out of the Senate on January 20, 2011 with a vote of 47- 0. SB 12: http://ai.org/apps/lsa/session/billwatch/billinfo?year=2011&session=1&request=getBill&doctype=SB&docno=0012
Things To Do Immediately:
1. Go to: http://www.retiredteachers.org/ and educate yourself about the Defined Contribution issue. Go to the Legislative Advocacy page in order to find the information.
2. Contact your legislators and let them know you SUPPORT a one time payment for retired teachers and SB 549 combining the PERF and TRF Boards. Please let your legislators know you OPPOSE a mandatory defined contribution bill for newly hired teachers. You can find the email address of your legislator by going to: http://district.iga.in.gov/DistrictLookup/.
3. Bill deadlines are quickly approaching. Senate bills had to pass to the House by February 23, 2011. House bills must pass to the Senate by February 25, 2011. The last day for the Senate to receive House Bills is February 28, 2011 by 12 noon. Please contact your legislators and let them know which bills you support/oppose before these dates.
Andrew P. Thomas, Executive Director
athomas@retiredteachers.org
Indiana Retired Teachers Association
2629 Waterfront Pkwy East Dr., Ste. 105
Indianapolis IN, 46214
Telephone (317) 637-7481
Toll-free (888)-454-9333
Wednesday, February 16, 2011
2011 Retired Educators Tour to China!
* A Leisure tour to the Ancient Middle Kingdom*
Tentative Travel Dates: August 16 - 30, 2011
15 days to: Beijing, Xian, Chongqing, Yangtze Rive tour, Suzhou and Shanghai
All Inclusive Cost: $4,295
Included in Tour Price:
- Round trip airfare to China, domestic airfare within China, China departure Tax.
- One English speaking guide per bus and one bilingual national guide to guide you through the whole trip.
- Four-star hotel accommodations. (Double Occupancy)
- Ground transportation within China, including 3 domestic flights in China.
- All cost of the Yangtze River cruises including rooming, food, off shore explorations.
- All meals in China mentioned in itinerary: American or Chinese breakfast(B), Chinese lunch(L) and dinner(D).
- Chinese Acrobatic show, Tang Dynasty Dance show, and special dinners as indicated.
- All entrance fees for museums, parks and historical sites (include special rides and boat rides as mentioned).
- Chinese culture instructional materials.
Passport, visa fees, excess baggage fees, Telephone calls, personal spending money and miscellaneous items.
Important Dates:
- Travel Dates: August 16 - 30, 2011
- Reservation & $595 deposit by April 1, 2011 or till the delegation is full
Download and Print a Reservation Form.
Sunday, February 13, 2011
Volunteering: Totals and Tips
AREA 2011
Check out the Indiana General Assembly Web Site for information about the current legislative session.
IDEAS FOR VOLUNTEERING THAT COUNT!
Youth Services and Education (Family members not eligible): Tutoring, classroom volunteering, ‘Read Across America” or similar programs, Scouts, 4-H, Sports teams, Church youth groups or classes, Big Brothers, Big Sisters, Babysitting (other than family). Etc.
Community Groups for Adults: Kiwanis, Lions, VFW, YWCA, or Public Radio or TV, Food pantries, Parks or recreation departments, etc.
Service to Adults (other than Family): Shopping, Transportation, ASRP, State or county Retired Teachers Associations, Driver training, Federation of Older Hoosiers, Helping a neighbor, any helping you do that isn’t for family or that you get paid for, etc.
Church: Boards or commissions, Adult Bible or Sunday School, Mission work, Fund drives, rummage sales, etc.
Travel: You may count travel time to and from volunteering. For mission etc. trips, count travel time and the time you are actively volunteering or monitoring. Use your own judgment!!!
IT IS VERY IMPORTANT TO KEEP TRACK OF YOUR VOLUNTEER HOURS AND TO REPORT THEM.
The team uses these hours when it approaches the legislature on behalf of retired teachers. That helps get us the Cola and/or the 13th check!!!
AREA is the oldest and the largest group of retired teachers in the state of Indiana.
Use an extra calendar to keep track of your volunteering.
Friday, January 28, 2011
Legislative Luncheon, March Meeting, Elections...
The deadline for reserving a place at the Legislative Luncheon is January 31, 2011. Please email Jeanne immediately.
Also, please contact Jeanne if you have any suggestions for a speaker for the March meeting or would like to be on the agenda. The information letter for March meeting is to be out in a few weeks (late February) so make sure you let Jeanne know as soon as possible.
A slate of 2011-2013 officers needs to be approved at the March meeting. Please let Jeanne know immediately if you would volunteer for one of the following openings (any office may be co-chaired).
Legislative up-dates will be posted when available. Please continue to check this website.
Jeanne Hertig, President
Also, please contact Jeanne if you have any suggestions for a speaker for the March meeting or would like to be on the agenda. The information letter for March meeting is to be out in a few weeks (late February) so make sure you let Jeanne know as soon as possible.
A slate of 2011-2013 officers needs to be approved at the March meeting. Please let Jeanne know immediately if you would volunteer for one of the following openings (any office may be co-chaired).
- President
- President Elect
- Assistant Secretary
- Membership Chairperson
- Associate Membership Chairperson
- Publicity Chairperson
- Legislative Chairperson
- Volunteer Hours Chairperson
Legislative up-dates will be posted when available. Please continue to check this website.
Jeanne Hertig, President
Sunday, January 16, 2011
ISTA Legislative Update: 1/12/2011
Support the Promise for Indiana's Children
Wednesday, January 12, 2011
President Nate Schnellenberger and Executive Director Dr. Brenda Pike attended Gov. Daniels' State of the State speech last night at the Statehouse. After the speech, Nate made himself available and spoke with numerous members of the statewide media in response to the governor’s proposals on education.
This morning, Nate met privately with Gov. Daniels to discuss the governor's education agenda in greater detail. During that meeting, both sides were respectful of each other’s positions.
Both the governor and Nate agreed to work toward common ground, fully understanding that will be differences between them during this legislative session.
Gov. Daniels agreed to make himself available for future conversations with ISTA.
As for the legislature itself, Nate and your ISTA lobbying team have met with the leaders of all four legislative caucuses and the chairmen of the various relevant committees as well as with many other legislators to strengthen relationships and to communicate ISTA’s positions on various issues for the current session.
As of now, the major education reform bills have not been processed nor made publicly available. Obviously, details on these to follow.
Later today the Senate Education Committee will meet and the notable proposal scheduled for hearing is Senate Bill 171 concerning school calendar start date, prohibiting schools starting before Labor Day.
Go to ISTA's Daily Legislative Updates to stay informed throughout the session: http://www.ista-in.org/blog.aspx?blogid=36954
Stay involved this legislative session. Follow what is happening at the Indiana Statehouse and stay in touch with your legislators. They have the power to represent your voice – the real voice of Indiana’s educators – in Indianapolis.
ISTA and the ISTA logo are registered trademarks of ISTA.
Indiana State Teachers Association - 150 W Market St, Indianapolis, IN 46204. ph 317-263-3400
Monday, January 10, 2011
Upcoming Dates, AREA Elections
Please note the following scheduled dates and events. Your support and attendance are appreciated.
February 14, 2011
Legislative Luncheon at the State House from 12:00-1:00 P.M. We need as many delegates as possible to go and let the representatives of the House and Senate know how important we are and that we are interested in a COLA or a one time check. It will be a hard sell this year, but if we don't support IRTA and AREA who else will? Please let me know if you are willing to go.
March 10, 2011
IRTA Open House at the new location:
2629 Waterfront Parkway East Dr.
Suite 105
Indianapolis, IN 46214.
All members are welcome.
March 24, 2011
AREA meeting at Chops Steak and Seafood, 6421 Jefferson Blvd. Fort Wayne, IN. We need to have names of volunteers who would be willing to take over the AREA offices for 2011 - 2013 to create a slate of officers to be voted on at the June 1, 2011 meeting. Any office may be co-chaired. Please talk with your colleagues to fill officer's positions. Age is not a factor. I do not plan to be President next year.
May 18, 2011 all day
Representative Assembly at Primo Hall South - Any members in AREA and IRTA are welcome to attend.
June 1, 2011
AREA meeting at the Lutheran Life Villages, 6701 Anthony Blvd. Fort Wayne, IN to vote on the slate of officers and social time. In addition, AREA will recognize those retired educators who have passed from April 2010 - April 2011.
July 13, 2011
The President's Workshop at the Clarion Waterfront Hotel at 8:30 A.M. If needed, I would attend with the new AREA President.
October 5, 2011
The tentative date for Retired Teachers Appreciation Day at the State House. This is an event any member may attend for a ceremony and reception from 12:00 - 3:00 P.M. Again there will be legislative representatives in attendance. They appreciate what retired teachers have done for Indiana.
Please volunteer for offices. All retired educators have organized and taught children. The only thing different is you will be planning and sharing with adults. AREA needs someone to continue to lead our organization.
Jeanne Hertig, President
February 14, 2011
Legislative Luncheon at the State House from 12:00-1:00 P.M. We need as many delegates as possible to go and let the representatives of the House and Senate know how important we are and that we are interested in a COLA or a one time check. It will be a hard sell this year, but if we don't support IRTA and AREA who else will? Please let me know if you are willing to go.
March 10, 2011
IRTA Open House at the new location:
2629 Waterfront Parkway East Dr.
Suite 105
Indianapolis, IN 46214.
All members are welcome.
March 24, 2011
AREA meeting at Chops Steak and Seafood, 6421 Jefferson Blvd. Fort Wayne, IN. We need to have names of volunteers who would be willing to take over the AREA offices for 2011 - 2013 to create a slate of officers to be voted on at the June 1, 2011 meeting. Any office may be co-chaired. Please talk with your colleagues to fill officer's positions. Age is not a factor. I do not plan to be President next year.
May 18, 2011 all day
Representative Assembly at Primo Hall South - Any members in AREA and IRTA are welcome to attend.
June 1, 2011
AREA meeting at the Lutheran Life Villages, 6701 Anthony Blvd. Fort Wayne, IN to vote on the slate of officers and social time. In addition, AREA will recognize those retired educators who have passed from April 2010 - April 2011.
July 13, 2011
The President's Workshop at the Clarion Waterfront Hotel at 8:30 A.M. If needed, I would attend with the new AREA President.
October 5, 2011
The tentative date for Retired Teachers Appreciation Day at the State House. This is an event any member may attend for a ceremony and reception from 12:00 - 3:00 P.M. Again there will be legislative representatives in attendance. They appreciate what retired teachers have done for Indiana.
Please volunteer for offices. All retired educators have organized and taught children. The only thing different is you will be planning and sharing with adults. AREA needs someone to continue to lead our organization.
Jeanne Hertig, President
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