Office of Human Resources - Benefits

OCTOBER 1, 2009
Benefits and Mandatory Retirement Effective Dates

MORE INFO
Enrollment Instructions
Enrollment Instructions

New Employee Checklist for Faculty and Staff    

New Employee Checklist for Postdoctoral Scholars

QUESTIONS?
HR Employee Services
480.965.2701

HR Faculty Services
480.727.9900

Confidential Faxes

Benefits & Leaves | 480.993.0007
Retirement | 480.993.0008


Mandatory retirement (ASRS, ORP, or PSPRS) enrollment must be completed within 30 days of eligibility by all faculty and staff. 

  • ASRS and PSPRS are effective on the first day of eligibility.  
  • ORP is effective the first day of the pay period following completion of enrollment*—provided faculty, academic and service professionals, and administrators enroll no later than 30 days from date of hire or when they become eligible for this plan.

Benefits (health, life, disability, and FSA coverage) are effective the first day of the pay period following completion of enrollment*—provided faculty and staff enroll no later than 31 days from date of hire or when they become eligible for benefits.

IMPORTANT:  According to IRS regulations and Arizona State plan provisions, benefits cannot be made effective retroactively.  Therefore, hiring managers should process all department and employee paperwork immediately, so benefits are available as quickly as possible.

* Completion of enrollment means all documentation is received in the HR Benefits Office.    New Hires/Newly Eligible Employees enroll for Retirement using forms and Benefits online.  When the system is unavailable during Open Enrollments (approximately August through December), benefits enrollment forms will be made available.  


EXAMPLES

An employee is hired on Jan 4, 2010

(Weekends are not included in examples below, since the online enrollment system could be down for maintenance.)

Scenario #1
New Hire paperwork is processed immediately.
The new employee has until FRI, JAN 8 to complete enrollment.

Benefits take effect MON, JAN. 11.

ASRS & PSPRS begin MON, JAN 4 or
ORP begins MON, JAN 11.

Scenario #2
New Hire paperwork is processed after FRI, JAN 8.
The new employee then has until FRI, JAN 22 to complete enrollment.

Benefits take effect MON, JAN 25.

ASRS & PSPRS begin MON, JAN 4 or
ORP begins MON, JAN 25.

Scenario #3
New Hire paperwork is processed after JAN 22 and enrollment is completed BEFORE the end of the

  • 30-day enrollment period (between JAN 25 and FEB 2) for mandatory retirement; and
  • 31-day enrollment period (between JAN 25 and FEB 3) for benefits.

Benefits take effect MON, FEB. 8.

ASRS & PSPRS begin MON, JAN 4 or
ORP begins MON, FEB 8.   (Failure to submit ORP enrollment by FEB 2 will result in retro-active ASRS enrollment effective JAN 4.)

Scenario #4
New Hire paperwork is processed and enrollment is completed AFTER the end of the
30-day enrollment period (between JAN 4 and FEB 2) for mandatory retirement; and
31-day enrollment period (between JAN 4 and FEB 3) for benefits.

Benefits are denied; faculty and staff may enroll at next Open Enrollment period effective Oct 1 or within 31-day of a qualified life event.
.
ASRS & PSPRS begin MON, JAN 4;
(ORP is not available after the 30-day enrollment period.)

JANUARY 2010

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FEBRUARY 2010

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Pay Period Ending Date

 

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Holiday