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BYLAW - Provide Pensions for the Employees of the Municipality - 19500905 - 106550' --·-, ) \. CORPORATION OF .THE .•. 'J'9litl ........... OF ·• /tJt£. BY -LAW NO. · •.••..•....... Being a By-Law to provide Pensions for Employees of the Municipality. WBEREAS Paragraph 4la of Section 404 of The Municipal Act, provides that by-laws may be pasSed by all municipalities for providing pensions for employees of any .class thereof. THEREFORE the Council of the Corporation of .. ~~~-~~.~~.4~~~~ ......... . .................. •' ... ENACTS AS FOLLOWS: 1. The municipality shall enter into an employees' Retirement Annuity Contract with North American Life Assurance Company (herein called the Company) in the form set out in the Plan attached hereto and forming part of this by-law, and the Mayor and the Clerk are hereby authorized and directed to execute all documents, and do things necessary in-connection therewith, and the Clerk is hereby authorized and directe<i to affix the seal o.f the municipality to all such documents. 2. The Council annually shall provide in the current estimates the annual sum re~ 9.uired to pay for the annuities to be purchased by the municipality under the Plan for those employees who from time to time become membe.rs of the Plan; and annually shall pay the said sum to the Company. .,.. '>~.. _.-;:: ... 3· The Municipal Treasurer shall keep separate aceount and shall pay same to the the =~. payments by members o~ the Plan in a Company. 4. Every employee who elects to join the Plan shall sign a form of membership in the Plan and authorize the mu.l'licipality in writing to salary or wages his payments under the plan. applica"S9& deduct(1"rom his 5. Every employee' who applies for memb('rship this by-law at the time.of application. in the Plan shall be given a copy of 6. Every person who becomes an employee after the effec·tive date of the Plan .shall be refluired as a condition of his employment to join the Plan as provided therein. 7. Every employee who joins the Plan shall be deemed to have joined it upon the term'S i!~/~· ·and conditions contained in this By-law, 8. It shall be the duty of the Treasurer; (a) To keep a list of all member employees under the Plan in which shall be set out the name and age of each, the time when he entered the service of the municipality, a cumulative record of his service, the amount of his salary or wages from time to time, the name, address, age and relationship of each benefi- ciary nominated by him under the Plan, his l'!ormal Retirement Age, and his earlier retirement age according to the Plan. (b) To keep a correct list of all membe~ employees and former member employees who have retired or who have terminated their employment or whose employment has heen terminated and the amount of the annuity to which each became or will become entitled to under the Plan. (c) To keep such other statistical and other records relative to the Plan as may be required. (d) To report to the council on or before the first day of February in each year. (1) The names of all member employees who have retired from the service of the municipality or have died during the last calendar year. \ ~i ·(\ ·/ 10. The municipality shall provide such clerical assistance, stationery, postage, printing, office and filing equipment as may be necessary to enable the Clerk and Treasurer to carry out their duties under this By-law. ll. This By-law shall not be repealed or amended so as to adversely affect the benefits or rights· of the member employees, or any of them, nor shall the said By-law be repealed or amended without the approval of the Department of Municipal Affairs. READ a first~_an~ .Second time this .•. /.~. day of#: ...•.•.. 19s'C: READ a third time and finally passed this ... .§.. ... day of ~ ........ 19§ j) .... ~.~. MAYOR CLERK (TO BE SIGNED UNDER SEAL) . .I i l. 2. PRESENT EMPLOYEES' OPTION OF BECOMING MEMBERS OF TEE PLAN (a) All employees on the Effective Date of the Plan, who are or who will be eligible to become members of the Plan, will be required if males, to decide within one year, and if females to decide within three years of the date they become eligible, whether or not they desire to ·become members of the Plan, and, if not, to sign a waiver to that effect. PROOF OF AGE The Company will require satisfactory evidence of the age of a member before commencing Annuity Payments under the Plan. 3 . BENEFICIARY Each Employee, on becoming a member of the Plan, may designate any person as his Beneficiary to receive such sums as may be payable on or after his death, reserving the right to change the Beneficiary from time to time. If, on the death of the member, there should be no living designated Beneficiary with respect to him- self, such sums as would otherwise be payable to his designated Beneficiary will be payable to the legal representatives of the member. 4 • EVIDENCE OF MEMBEBSHIP Each member of the Plan will receive from the Company evidence that he has been included as a Member of the Plan. :7' 5 • TERMINATION OF SERVICE A member shall be deemed.to have finally terminated his service when, in the oplnlon of the Employer, he has terminated his employment without reason to believe that he will be further employed. 6. SUSPENSION OF SERVICE ". A member shall be deemed to have suspended his service when he is temporarily off duty without pay for any reason other than on account of illness or accident, ,except as ()therwise provided herein, or in the Plan. 7 . SERVICE TO COUNT TOWARDS EMPLOYER'S SHARE OF RETIREMENT ANNUITY In computing a member's period of service towards the Employer's share of Retirement Annuity, the following regulations shall prevail: , Service to be included. (a) (b) (c) (d) I All time worked with any or all Departments of the Employer or all time worked and paid or contributed to in whole or in part by the Employer. All time lost on account of absence ~or reasons of illness, where a member is paid for such absences. All time lost on account of absence for reasons of illness, where a member is not paid for such absence but is considered as being on sick leave. All time lost on account of seasonal lay-offs where a member is not paid for such absence, but who qualifies as a permanent employee. 8. DISABILITY "Disability" as set out in the Plan shall be interpreted to mean that a member has furnished medical testimony satisfactory to the Employer, that he is unable .to continue further at his employment. BY NORTH AMERICAN ·LIFE ASSURANCE COMPANY. DEFINITIONS (a) Wherever used herein, "EMPLOYER" means The Corporation of the Town of Aurora. (b) (c) (d) (e) (f') (h) "EMPLOYEE" shall mean any salaried officer, clerk, workman, servant or other person in the employ of a municipality or of a local board, and as designated by the Department shall include any person whose salary or remuneration is paid or contributed to in whole or in part by the municipality or local board thereof whether or not appointed by the municipality or local board. "COMPANY" shall mean North American Life Assurance Company. The masculine pronoun wherever used includes female employees, unless the context indicated otherwise. "DEPARTMENT" means The Department of Municipal Affairs for Ontario. "PERMANENT EMPLOYEE" shall mean any employee who serves at least the equiva- lent of.75% of a year in a year. "MEMBER EMPLOYEE" shall mean an employee registered ·IIDder the terms of The Retirement Annuity Contract issued in respect of the Plan. "COMMENCEMENT DATE" shall mean the date upon which a member commences pay- ments under The Plan. ( i) "EJ!'FECTIVE DATE" shall mean the date upon which the Pension Plan comes into force. l. ELIGIBILITY (a) After the Effective Date Each permanent male employee, 55 years of age and under, excepting those of the Police and Fire Departments, each permanent male employee of the Police and Fire Departments 50 years of age and under, also each female employee 50 years and under, all of whose employment commences after the effective date of the Plan, will be eligible to become a member of the Plan if he then: l. Has not attained normal retirement age as specified herein. 2. Has completed at least one year of continuous employment with the employer or whose salary has been paid or contributed to, in whole or in part by the employer for at least twelve con- tinuing months . 3· ~ach male person who becomes an employee after the effective date of the Plan must as a condition of employment become a member of the Plan on the anniversary of the effective date, immediately following the completion of the conditions as set out in paragraphs l and 2, provided he has reached his twenty-first birthday. 4. Each female person who becomes an employee after the effective date of the Plan, must as a condition of employment become a member _ _ro_ro_ --'--• 1. Each present permanent male employee whose employment commenced before the effective date of the Plan, will be eligible to become a member of the Plan on the effective date, provided he has not attained age 65 and has reached his twenty-first birthday, subject to conditions set out in :r:aragraph (a)2. 2. Each Jresent permanent female employee whose employment commenced before the effective date of the Plan, will be eligible to become a member of the Plan, on the effective date, provided she has not attained age 60 and has reached her thirtieth birthday, subject to conditions set out in :r:aragraph (a)2. (c) Each employee who has volunteered or who has been drafted for military service prior to the effective date of the Plan, or prior to becoming eligible, and who returns to service within six months after his discharge from military service, will be eligible to become a member of the Plan on the first day of the month following return to work, or following completion of the eligibility conditions. (d) To become a member of the Plan an eligible employee must sign the form of application provided, and authorize the required payroll deductions. (e) Any empr:Oyee who becomes a member of the Plan may not, except with the consent of the -Employer, withdraw from it as long as he is an employee and under Retirement Age. When an employee so withdraws, no further cont.ributions will be made by him or by the Employer on his behalf under this Plan. 2. :EMPLOYEES UNDER NORMAL REI'IREMENT AGE The Norm~ Retirement Date·of a member will be the anniversary of the effective date nearest the attainment of Normal Retirement Age, which is as follows: (a) Male Employees Ex:cept Those with the Police and Fire Departments Age nearest birthday on Becoming a Member Age 60 and under Age 61 Age 62 Age 63 Age 64 Age 65 Normal Retirement Age 65th birthday 66th II 67th II oBth "- 69th " 70th II (b) Male Employees with the Police or Fire Departments Age nearest birthday on Becoming a Member Age 35 and under Age 36 Age 37 Age 3S Age 39 Age 40 to 60 Age 61 Age 62 fl.~,., t.'> Normal Retirement Age 60th birthday 6lst n 62nd " 63rd 11 64th " 65th II 66th 67th II II (c) Female Employees Age nearest birthday on Becoming a Member Age 55 and under Age 56 Age 37 Ar;;e 58 Age 59 Age 60 Mil~ ....... 3 . CON'l'RIBUTIONS (a) For Fllture Service Normal Retirement Age 60th birthday 6lst " 62nd " 63rd " 64th " 65-l?h " (i) EMPLOYEE -Each member of the Plan will contribute 5% of his earnings, but not to exceed $300;oo per annlllll. (ii) EMPLOYER -For each member of the Plan the Employer will con- tribute an amount e~ual to 5% of his earnings for service rendered after his commencement date (hereinafter referred to as Future Service Contributions) but not to exceed $300.00 per annll!ll. (b) For Past Service EMPL~YEE -Each member of the Plan will have the privilege of making contributions for the m.imber of years of past service during which he was not a contributor to the Plan. The total contributions which an employee may make for past service will be determined on the basis of 5% of his total remuneration _ received prior to becoming a contributor to the Plan. The payments by the employee for past service are entirely optional and may be paid at any time or from time to ·time, but must be paid through the Employer. (c) The contributions of a member will be deducted from his earnings by the Employer and remitted to t~e Company together with Employer contributions for the same period. If the .contributions made by and on behalf of a member become sufficient, before his retirement date, to purchase the maximlllll annuity available to him, namely $1,200. per year, no further contributions will be payable to the Company by the member or by the Employer on his behalf. (d) For purposes of this Plan, the Employer's determination of a member's earnings and length of service shall be conclusive. The portion of a member's earnings which exceed $6,000.00 per year shall not be taken into consideration for purposes of calculating contributions or benefits under the Plan. 4 . AMOUNT OF RETIBEMENT J\NNUITY (a) Future Service (being service rendered by a member after his commencement date). Each member of the Plan will receive, at Normal Retirement Date, subject to the terms of this Plan, the amount of annuity purchased by the con- tributions made by the member himself and by the Employer on his behalf for Future Service. (See attached copy of Annual Premilllll Rates). (b) Past Seryice. Each member of the Plan will also receive at Normal Retire- ment Date, subject to the terms of this Plan, the amount of annuity purchased by those contributions (if any) made by the member himself in respect of the yeaf~-of past service in which he was not a cQll.tributor to the Plan. (c) If, at his Normal Retirement Date, the contributions at the credit of a member, including his own and those made by the Employer on his behalf, are not sufficient to purchase for him an annuity of $10.00 per year, such contributions, will be paid to the member in a lump sum. (d) The maximum annuity that may be received by a member under this Plan is $1,200.00 per year. 5 . PAYMENT OF RETIREMENT ANNUITY The Retirement Annuity will commence on the retirement date of the member, and will be payable in monthly instalments as long as he lives, provided that sixty monthly instalments will be paid as an annuity in any event. 6. OPTIONAL TYPES OF ANNUITY In place of the Normal Type of Annuity, as described in paragraph 6, a member may, at any time more than five years before his retirement annuity commences or within six months from his date of registration with the Company, choose any one of the following types provided the cost to Employer is not hereby increased. (a) Joint and Survivorship Annuity -providing a smaller annuity, but payable during the lifetime of the member and another person, generally his wife, and continuing until the death of the survivor. {b) Annuity payable for life, but 120 annuity instalments guaranteed in any event . (c) .-;;, Annuity·payable for life, and ceasing with the last instalment due before the date of death. (Information will be supplied on request by the Company as to the amount of annuity that would be received under any one of these options) . 7 . TERMINATION OF EMPLOYMENT (a) If f6r,any reason other than his death or early retirement (see paragraph 10), a member should cease to be employed by the Employer prior to his Normal Retire- ment Date, the total of the contributions which he has made under the Plan will --- remain at his credit with the Company, to provide him with an Annuity commencing at Normal Retirement Date. (b) In addition, if at date of termination of service, the member has completed at least twenty years of service, he will receive at Normal Retirement Date the amount of annuity purchased by Future Service Contributions made by the Employer on his behalf. (c) Where a member ceases to be employed as provided in (a), he may surrender his rights to all benefits under this Plan and receive a cash payment equal to the contributions he has made to the Flan, without interest. 8. RE-EMPLOXMENT Any member whose employment has been terminated and who is subsequently re- employed by the Employer will, for purposes of this Plan, be considered a new employee. 9. EARLY RETIREMENT A member may be permitted to retire on the first day of any month for reasons of sickness or disability as determined by the Employer. The amount of annuity there- upon payable to the Member will be on a reduced scale. 10.. DEATH BENEFITS (a) Before Retjrement (a) Before Retirement (Cont'd.) death, an amount eg_ual to the contributions he has made under the l'l~n, without interest, will be paid to his designated Beneficiary in a lump'sum. (ii) In addition, if at date of death, the member has not terminated his employment, but has more than 5 years of such employment, the amount eg_ual to the Future Service Contributions, without interest, paid on his behalf by. the Employer, will be paid to his designated Beneficiary in a lump sum. (iii)'br, in addition, if at date of death, the member has terminated his employment after the completion of at least 20 years of employment an amount eg_ual to the Future Service Contributions, without interest, made by the Employer on his behalf, will be paid to his designated Beneficiary in a lump sum. (b) After Retirement If a member dies after the first instalment of his Retirement Annuity has become due, and before sixty monthlY annuity payments have been received, the amiuity payments will be continued to his designated Beneficiary as they become due, until sixty monthlY payments in all have been made. However, if a member has elected an optional type of annuity, the death benefits, if a~, will be determined accordingly. ll. ABSENCES FROM WORK Authorized absences from work shall not constitute termination of employment for purposes of ·this _Plan, but will be governed as follows:- (a) If the member receives pay, contributions will continue and he will be entitled to all benefits as though he were actuallY at work. (b) If the member does not receive pay, contributions will cease but any benefits previously purchased will. not be affected. Upon return to active service, contributions will be resumed. 12. LIMITATION OF ASSIGNMEnT. (a) The -Retirement Annuity and other benefits linder the Plan are not assignable, whether by voluntary action or by operation of law. (b) A member may not borrow against his contributions nor withdraw them at any time. 13 . RIGHT TO EMPLOYMENT OR BENEFITS Participation in this Plan will not give any member the right to be re- retained in the service of the Employer, or any right or claim to benefits, unless the right to such benefits has specificallY accrued under the terms of this Plan. 14 . ADMINISTRATION OF THE ·PLAN The employer reserves the right to decide all matters arising in the administration and interpretation of the Plan. It will be the obligation of the Employer to pay over to the Company the contributions collected from the members, toge.tlier with the contributions reg_uired to be made by the Employer under the Plan, and it will be the obligation of the Company to pay benefits in accordance with con- tributions received. 15 . CHANGE OR MODIFICATION The Emplqyer hopes and expects to continue the Plan indefinitely, but reserves the right to change or modify it at any time, subject to the approval of the Department of Municipal Affairs, Toronto. Any change or modification in