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Chief Administrative Office and Human Resources Department recommending the Board approve requests from Elections and Department of Transportation to allow two approved Phase 2 Retirement Incentive Plan applicants, Linda Webster and John Kahling, to extend their retirement date to no later than October 31, 2026, to allow them to complete important County projects.
FUNDING: Retiree Health Fund.
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DISCUSSION / BACKGROUND
On September 16, 2025, with Legistar file 25-1498, the Board approved the Retirement Incentive Plan (Plan). The Plan aims to reduce salary and benefits expenditures by offering an opportunity for attrition through a voluntary separation incentive. The Plan, as originally approved, provided as follows for those approved participants:
-If the participant retires from County service no later than December 31, 2025, they will receive $2,500 per year of full-time equivalent service, not to exceed $50,000 deposited into a Health Reimbursement Arrangement (HRA) account.
-If the participant retires from County service after December 31, 2025 but no later than June 30, 2026, they will receive $2,000 per year of full-time equivalent service, not to exceed $50,000 deposited into an HRA account.
The Plan was open to County employees, excluding elected officials and extra help, who have at least 5 years of continuous County service, and who are eligible to retire through CalPERS. Approved participants are required to sign an Agreement and Release of Claims related to their voluntary participation and separation.
Post retirement, participants can request reimbursement of qualified medical expenses and/or medical insurance premiums from the HRA, which in addition to the one-time contribution, accrues investment earnings; participants currently have 30 investment options within the HRA.
The application period was open from 8:00am on Monday, September 29, 2025 until 5:00pm on Friday, October 3, 2025. Within the application period, 101 employee...
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