Account Analysis

Question 1

It is not necessary to review member’s date of birth. The date of birth on member’s Workspace Comprehensive screen is always correct.

Answer 1

False. Always double check. It’s not always correct.

Question 2

John Snow was hired under sub-item A on February 8, 2004. What is John Snow’s membership date?

Answer 2

March 1, 2004

Question 3

Is it possible for a member to have more than one employee number?

Answer 3

Yes!

Question 4

Which code indicates the basis of compensation and job classification?

Answer 4

Sub-Item Code

Question 5

Which Sub-Items are eligible for LACERA Membership?

Answer 5

L, A, Z, Y, N, D.

Question 6

When researching employment history from the 1940s, which type of microfiche would you look at?

Answer 6

Central Personnel Records

Question 7

What type of microfiche would you research if you are looking for the date a member withdrew contributions?

Answer 7

Member’s Deposit Reserve Ledger (CERS)

Question 8

Prior to 4/1/2010, the system operated on a ___ basis and added service credit to a member’s account on a ____ basis.

Answer 8

Monthly

Question 9

There are 3 distinct periods of service to review - Pre-conversion, Post-Conversion, and eHR. What are their date ranges?

Answer 9

• Pre-Conversion covers period prior to 1990
• Post-Conversion covers period from 4/1/1990- 3/31/2010.
• e-HR covers period after 4/1/2010

Question 10

A member who transfers from a full-time permanent position to a temporary position or to a permanent position of less than ¾ time has the option to suspend membership by notifying the Board of Retirement in writing that he/she wishes to suspend membership and contributions while working in the new position.

Answer 10

True

Question 11

General members with membership dates on or after July 1, 1964 were required to pay into the Social Security system from

Answer 11

July 1, 1964 through December 31, 1982

Question 12

Both General and Safety members with membership dates from July 1, 1964 through December 31, 1982 were required to pay into the Social Security system.

Answer 12

False. Safety members do not pay into SSS.

Question 13

Who is eligible for LACERA membership?

Answer 13

Permanent employees working ¾ time or more are eligible for LACERA membership.

Question 14

General members with hire dates from January 1, 1992 to November 26, 2012 had __ days from the date of hire to elect Plan D or Plan E. Members who did not elect a plan within that period automatically defaulted to Plan E.

Answer 14

45 days

Question 15

Which member may have received free Plan E service credit for a prior period of County service?

Answer 15

Members who transferred from a contributory plan to Plan E prior to 7/1/1991.

Question 16

During the period from ____ to—-􀀅 membership date began first of the month following the member’s plan election date.

Answer 16

January 4, 1982 - December 31, 1991 (82-91 cases)

Question 17

Which code indicates the basis of compensation and job classification?

Answer 17

Sub-Item

Question 18

All plan members are eligible to purchase previous and prior service credit.

Answer 18

False, plan E member is not eligible to purchase most previous service credt.

Question 19

When researching employment history from the 1940s, which type of microfiche would you look at?

Answer 19

Central Personnel Records

Question 20

In order to establish reciprocity, the employee is required to terminate from one agency and begin employment with another public agency within a specified time period. What is that period?

Answer 20

True. Within 6 months of termination from reciprocal agency.

Question 21

Kevin Smith was hired under sub-item M on February 8, 2004. What is Kevin Smith’s membership date?

Answer 21

Kevin is not eligible for membership as sub-item M is not one of the eligible sub-item (L,A,Z,Y,N,D) . Sub-item M is monthly temp.

Question 22

As of 4/1/2010, the system operated on a ___ basis and added service credit to a member’s account on a ____ basis.

Answer 22

Semi-monthly

Question 23

Currently, LACERA membership date is determined as:

Answer 23

The first of the month following the permanent hire date

Question 24

When did PEPRA plans became effective?

Answer 24

1/1/2013

Question 25

Sally Jones was hired on April 5, 1984 under sub-item A according to TIPPS, JTIP and payroll sequence register. Mrs. Jones elected Plan Eon 7/12/1984. Her permanent date of hire on Workspace is 7/12/1984. Her membership date on Workspace is 8/1/1984. What adjustments should you make on Workspace?
(Select all that apply)

Answer 25

Change member’s permanent date of hire;
Change member’s membership date;
Add service credit from 5/1/84 - 7/31/84 for all months with earnings

Question 26

If member is missing service credit, how many months of payroll after the missing service credit should you review for any retro earnings?

Answer 26

6 months