Pension Summary Plan Description

5.4 Special Rules Regarding Calculation of Benefits

If you retired and then returned to Covered Employment on or before August 31, 1999, see Appendix D for special rules that apply to the benefits you earned on your return to Covered Employment. In Appendix E, special rules that apply to Past Benefit Service granted before July 1, 2001 are described. See Appendix F for special rules that apply to benefits accrued before July 1, 1990. See Appendix G for your benefits accrued during Plan Years 1991 to 1997 if you earned less than 1,000 Contributory Hours after June 30, 1997.

Refer to Appendix H if you accrued Benefit service:

  • After June 30, 2006;
  • After June 30, 2003 and Before July 1, 2006,
  • After June 30, 1997 and Before July 1, 2003,
  • After June 30, 1990 and Before July 1, 1997 or
  • Before July 1, 1990; the Overlay.