FRS Investment Plan Self-Directed Brokerage Account (Ch. 19-11; Department of Agriculture and Consumer Services)

Fla. Admin. Code R. 19-11.013

Florida Administrative Code

Rule: 19-11.013

Rule Title: FRS Investment Plan Self-Directed Brokerage Account

Department:

STATE BOARD OF ADMINISTRATION

Division:

Departmental

Chapter:

PROCEDURES FOR THE PUBLIC EMPLOYEE OPTIONAL RETIREMENT PROGRAM

Latest version of the final adopted rule presented in Florida Administrative Code (FAC):

Effective Date:

5/11/2022

History Notes:

Rulemaking Authority 121.4501(8) , (5)(

e) FS. Law Implemented 121.4501(8) , (9), (10), (11), (12), (13), (14),

(15) FS. History–New 6-5-14, 12-30-15, 4-12-17, 2-12-18, 5-11-22.

References in this version:

No reference(s).

History of this Rule since Jan. 6, 2006

Notice /

Adopted

Section

Description

Publish

Date

Final

19-11.013

FRS Investment Plan Self-Directed Brokerage Account

Effective:

05/11/2022

Proposed

19-11.001

......

To amend Rule 19-11.001, F.A.C. to correct some typographical errors and to add

definitions that are used for federal SECURE Act purposes as applied to after-death distributions of members’ FRS Investment Plan accounts, ....

1/21/2022

Vol. 48/14

Development

19-11.001

......

To adopt updated forms; to clarify/correct certain information; to update

definitions and provisions that are applicable to the federal SECURE Act as applied to after-death distributions to beneficiaries of FRS Investment ....

11/19/2021

Vol. 47/225

Final

19-11.013

FRS Investment Plan Self-Directed Brokerage Account

Effective:

02/12/2018

Correction

19-11.001

......

Definitions, Beneficiary Designations and Distributions for FRS Investment Plan, Distributions from FRS Investment Plan Accounts, Excessive Trading in the FRS Investment Plan, Enrollment Procedures for ....

11/21/2017

Vol. 43/225

Proposed

19-11.001

......

The rule amendments to Rule 19-11.001 serve to indicate that a “member” of the Investment Plan includes an individual who is deemed to be a renewed member pursuant to

Section 121.122, Florida Statutes, which has been amended ....

10/27/2017

Vol. 43/209

Development

19-11.001

......

The rule amendments to Rule 19-11.001 serve to indicate that a “member” of the Investment Plan includes an individual who is deemed to be a renewed member pursuant to

Section 121.122, Florida Statutes, which has been amended ....

8/30/2017

Vol. 43/169

Final

19-11.013

FRS Investment Plan Self-Directed Brokerage Account

Effective:

04/12/2017

Proposed

19-11.001

......

To amend Rule 19-11.001, F.A.C. to add new

definitions for “death in the line of duty” and “special risk member;” to clarify other

definitions; and to correct some typographical errors. To amend Rule 19-11.003, F.A.C. to ....

11/23/2016

Vol. 42/228

Development

19-11.001

......

To amend Rule 19-11.001, F.A.C. to add new

definitions for “death in the line of duty” and “special risk member; to clarify other

definitions; and to correct some typographical errors. To amend Rule 19-11.003, F.A.C. to ....

10/6/2016

Vol. 42/195

Final

19-11.013

FRS Investment Plan Self-Directed Brokerage Account

Effective:

12/30/2015

Proposed

19-11.001

......

To amend Rule 19-11.001, F.A.C. to clarify some

definitions. To amend Rule 19-11.002, F.A.C. to incorporate the latest version of the beneficiary designation form and to reference the latest versions of the enrollment forms; ....

9/11/2015

Vol. 41/177

Public Meeting

19-11.001

......

The Trustees of the State Board of Administration of Florida will be asked for permission to file a Notice of Proposed Rulemaking to amend the ....

September 1, 2015, 9:00 a.m. (ET) – conclusion of the meetin....

Treasury on the Plaza, 24 Cathedral Place St. Augustine, Flo....

8/26/2015

Vol. 41/166

Development

19-11.001

......

To amend Rule 19-11.001 to clarify some

definitions. To amend Rule 19-11.002 to incorporate the latest version of the beneficiary designation form and to reference the latest versions of the enrollment forms; to indicate ....

8/5/2015

Vol. 41/151

Final

19-11.013

FRS Investment Plan Self-Directed Brokerage Account

Effective:

06/05/2014

Change

19-11.013

FRS Investment Plan Self-Directed Brokerage Account

3/25/2014

Vol. 40/58

Proposed

19-11.001

......

For Rules 19-11.001, 19-11.004 and 19-11.005, F.A.C., amendments are being made to reflect the fact that a self-directed brokerage account (“SDBA”) is being made available as an additional investment option to members of ....

2/18/2014

Vol. 40/33

Development

19-11.001

......

For Rules 19-11.001, 19-11.004 and 19-11.005, F.A.C., amendments are being made to reflect the fact that a self-directed brokerage account (“SDBA”) is being made available as an additional investment option to members of ....

12/6/2013

Vol. 39/236

Document details

CollectionFlorida Administrative Code
CitationFla. Admin. Code R. 19-11.013
Typeregulation
Languageen
Formathtml
SourceFL_FAC
Identifier9900572a6efaa8933b71dda92bc4dedc0f41cd65

Source file is stored in the law ingest library (html).

FRS Investment Plan Self-Directed Brokerage Account (Ch. 19-11; Department of Agriculture and Consumer Services)

Fla. Admin. Code R. 19-11.013

Florida Administrative Code

FRS Investment Plan Self-Directed Brokerage Account (Ch. 19-11; Department of Agriculture and Consumer Services)

Fla. Admin. Code R. 19-11.013

Florida Administrative Code

Rule: 19-11.013

Rule Title: FRS Investment Plan Self-Directed Brokerage Account

Department:

STATE BOARD OF ADMINISTRATION

Division:

Departmental

Chapter:

PROCEDURES FOR THE PUBLIC EMPLOYEE OPTIONAL RETIREMENT PROGRAM

Latest version of the final adopted rule presented in Florida Administrative Code (FAC):

Effective Date:

5/11/2022

History Notes:

Rulemaking Authority 121.4501(8) , (5)(

e) FS. Law Implemented 121.4501(8) , (9), (10), (11), (12), (13), (14),

(15) FS. History–New 6-5-14, 12-30-15, 4-12-17, 2-12-18, 5-11-22.

References in this version:

No reference(s).

History of this Rule since Jan. 6, 2006

Notice /

Adopted

Section

Description

Publish

Date

Final

19-11.013

FRS Investment Plan Self-Directed Brokerage Account

Effective:

05/11/2022

Proposed

19-11.001

......

To amend Rule 19-11.001, F.A.C. to correct some typographical errors and to add

definitions that are used for federal SECURE Act purposes as applied to after-death distributions of members’ FRS Investment Plan accounts, ....

1/21/2022

Vol. 48/14

Development

19-11.001

......

To adopt updated forms; to clarify/correct certain information; to update

definitions and provisions that are applicable to the federal SECURE Act as applied to after-death distributions to beneficiaries of FRS Investment ....

11/19/2021

Vol. 47/225

Final

19-11.013

FRS Investment Plan Self-Directed Brokerage Account

Effective:

02/12/2018

Correction

19-11.001

......

Definitions, Beneficiary Designations and Distributions for FRS Investment Plan, Distributions from FRS Investment Plan Accounts, Excessive Trading in the FRS Investment Plan, Enrollment Procedures for ....

11/21/2017

Vol. 43/225

Proposed

19-11.001

......

The rule amendments to Rule 19-11.001 serve to indicate that a “member” of the Investment Plan includes an individual who is deemed to be a renewed member pursuant to

Section 121.122, Florida Statutes, which has been amended ....

10/27/2017

Vol. 43/209

Development

19-11.001

......

The rule amendments to Rule 19-11.001 serve to indicate that a “member” of the Investment Plan includes an individual who is deemed to be a renewed member pursuant to

Section 121.122, Florida Statutes, which has been amended ....

8/30/2017

Vol. 43/169

Final

19-11.013

FRS Investment Plan Self-Directed Brokerage Account

Effective:

04/12/2017

Proposed

19-11.001

......

To amend Rule 19-11.001, F.A.C. to add new

definitions for “death in the line of duty” and “special risk member;” to clarify other

definitions; and to correct some typographical errors. To amend Rule 19-11.003, F.A.C. to ....

11/23/2016

Vol. 42/228

Development

19-11.001

......

To amend Rule 19-11.001, F.A.C. to add new

definitions for “death in the line of duty” and “special risk member; to clarify other

definitions; and to correct some typographical errors. To amend Rule 19-11.003, F.A.C. to ....

10/6/2016

Vol. 42/195

Final

19-11.013

FRS Investment Plan Self-Directed Brokerage Account

Effective:

12/30/2015

Proposed

19-11.001

......

To amend Rule 19-11.001, F.A.C. to clarify some

definitions. To amend Rule 19-11.002, F.A.C. to incorporate the latest version of the beneficiary designation form and to reference the latest versions of the enrollment forms; ....

9/11/2015

Vol. 41/177

Public Meeting

19-11.001

......

The Trustees of the State Board of Administration of Florida will be asked for permission to file a Notice of Proposed Rulemaking to amend the ....

September 1, 2015, 9:00 a.m. (ET) – conclusion of the meetin....

Treasury on the Plaza, 24 Cathedral Place St. Augustine, Flo....

8/26/2015

Vol. 41/166

Development

19-11.001

......

To amend Rule 19-11.001 to clarify some

definitions. To amend Rule 19-11.002 to incorporate the latest version of the beneficiary designation form and to reference the latest versions of the enrollment forms; to indicate ....

8/5/2015

Vol. 41/151

Final

19-11.013

FRS Investment Plan Self-Directed Brokerage Account

Effective:

06/05/2014

Change

19-11.013

FRS Investment Plan Self-Directed Brokerage Account

3/25/2014

Vol. 40/58

Proposed

19-11.001

......

For Rules 19-11.001, 19-11.004 and 19-11.005, F.A.C., amendments are being made to reflect the fact that a self-directed brokerage account (“SDBA”) is being made available as an additional investment option to members of ....

2/18/2014

Vol. 40/33

Development

19-11.001

......

For Rules 19-11.001, 19-11.004 and 19-11.005, F.A.C., amendments are being made to reflect the fact that a self-directed brokerage account (“SDBA”) is being made available as an additional investment option to members of ....

12/6/2013

Vol. 39/236

Document details

CollectionFlorida Administrative Code
CitationFla. Admin. Code R. 19-11.013
Typeregulation
Languageen
Formathtml
SourceFL_FAC
Identifier9900572a6efaa8933b71dda92bc4dedc0f41cd65

Source file is stored in the law ingest library (html).