Donald Sloma v. Dept. Of Retirement Systems

CourtCourt of Appeals of Washington
DecidedMarch 3, 2020
Docket53054-6
StatusPublished

This text of Donald Sloma v. Dept. Of Retirement Systems (Donald Sloma v. Dept. Of Retirement Systems) is published on Counsel Stack Legal Research, covering Court of Appeals of Washington primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Donald Sloma v. Dept. Of Retirement Systems, (Wash. Ct. App. 2020).

Opinion

Filed Washington State Court of Appeals Division Two

March 3, 2020 IN THE COURT OF APPEALS OF THE STATE OF WASHINGTON

DIVISION II DONALD SLOMA, No. 53054-6-II

Appellant,

v.

WASHINGTON STATE DEPARTMENT OF RETIREMENT SYSTEMS, PUBLISHED OPINION

Respondent.

WORSWICK, J. — Donald Sloma worked in a Public Employees Retirement System

(PERS)-eligible employment for over 30 years. In 2004, he elected into a program for PERS 1

members with over 30 years of service credit wherein, upon retirement, he would receive a

refund of all employee contributions he made to the Department of Retirement Systems (DRS)

after his election date, and his retirement benefit would be calculated based on only his

compensation earned prior to the election. A few months later, Sloma retired.

In 2012, Sloma began work for Thurston County, a PERS eligible employer. Sloma

rejoined PERS membership and believed that when he re-retired his retirement benefit would be

recalculated based on his higher Thurston County salary. But when Sloma retired, DRS limited

his retirement benefit to his compensation earned prior to his 2004 election.

Sloma petitioned DRS to reverse its decision. A presiding officer granted DRS’s motion

for summary judgment, and Sloma sought review by the superior court. The superior court

affirmed. Sloma now appeals the superior court’s order affirming the Department’s final order. No. 53054-6-II

Sloma argues that (1) the Department erroneously interpreted RCW 41.40.191 to apply

beyond a member’s first retirement, (2) RCW 41.40.191 unconstitutionally impairs his public

pension contract rights, and (3) equitable and promissory estoppel apply to compel DRS to

calculate his retirement benefits using his higher Thurston County salary. We disagree and

affirm the Department’s final order.

FACTS

Sloma agrees to the findings of fact contained in the Department’s final order. Therefore,

the findings of fact contained in the final order are verities on appeal.1 Tucker v. Dep’t of Ret.

Sys., 127 Wn. App. 700, 705, 113 P.3d 4 (2005). Accordingly, the following facts are primarily

from the Department’s final order.

I. DRS, PERS, PLAN 1, POST 30-YEAR ELECTION

DRS administers the statewide retirement systems for public employees, including PERS.

PERS comprises three plans—PERS 1, PERS 2, and PERS 3. A PERS member who meets the

statutory conditions for retirement receives a defined retirement benefit that is paid monthly for

life. A PERS 1 member who completes 30 years of creditable service can retire for service with

a full benefit, without regard to his or her age.

PERS defined retirement benefits are funded in part by contributions to the system from

both the employee-member and the member’s employer. A PERS 1 member must contribute six

percent of his compensation to the system while in PERS-covered employment. An individual

PERS member’s retirement benefit is determined by a statutory formula that takes account of the

1 Except for finding of fact 10, which we consider a conclusion of law.

2 No. 53054-6-II

compensation and service credit the member earned while working for retirement system

employers. One component of the formula is average final compensation (AFC). In PERS 1,

AFC is the annual average of the member’s highest salary during any consecutive two-year

period of PERS service. A PERS 1 retirement benefit is said to be “capped” at 30 years of

service because service beyond 30 years may not be used to increase the member’s benefit above

60 percent of AFC.

In 1999, the legislature created a new option for members of PERS 1. Those members

who continue working in PERS-covered employment after they attain 30 years of creditable

service can choose to obtain a refund of the PERS contributions they make after that point. DRS

refers to this option as the “post-30-year program.” PERS 1 members wishing to choose this

optional refund of contributions at retirement must notify DRS within six months after they have

earned 30 years of service credit. Beginning the month after a member chooses this option, DRS

must separately account for the member’s employee contributions to PERS and, at retirement,

refund to the member the amount of those contributions, plus interest at the rate of seven and

one-half percent. Upon retirement, the retirement benefit of a member who chooses to enroll in

the post-30-year program “shall be calculated using only the compensation earnable credited

prior to the effective date of the member’s election.” RCW 41.40.191(2). Stated another way,

the statute provides that the member’s AFC calculation does not change after the effective date

of the member’s election into the post-30-year program.

Following reemployment in an eligible position, a retiree may elect to prospectively

become a member of the retirement system if otherwise eligible. RCW 41.40.023(12). Such a

member may retire again if eligible. RCW 41.40.037(3).

3 No. 53054-6-II

II. SLOMA’S FIRST RETIREMENT

Sloma became a PERS 1 member in 1973. By the end of September 2003, Sloma had

earned 30 years of service credit in PERS. In January 2004, Sloma began to plan for his

retirement from public service. He reviewed the January 2002 version of the PERS Plan 1

Member Handbook published by DRS, which stated, in response to the question, “Can I obtain a

refund of contributions paid after 30 years of service?”

If you participate in the [post-30-year] program, your monthly retirement benefits will be based on earnings made prior to the date DRS received notice of your election to participate. Election to participate is irrevocable and must be made within six months after earning 30 service credit years.

Administrative Record (AR) at 4 (alteration in original).

Sloma submitted his notice of election into the post-30-year program on January 15,

2004. The form stated, “This is an IRREVOCABLE ELECTION. Once you have submitted this

election to DRS, you cannot reverse your decision.” AR at 208. By Sloma’s signature, the form

stated:

I hereby elect to have my retirement contributions after 30 years of service posted to a separate account that is refundable at my retirement. I understand that contributions will be posted to the refundable account beginning the month after I submit this election form and I have accumulated at least 30 years of service credit. Furthermore, I understand that my Average Final Compensation (AFC) will be based on earnings prior to DRS receiving this election. (The AFC is used in the retirement benefit calculation to determine the amount of your monthly retirement benefit.)

AR at 208.

Sloma retired from the Department of Health effective March 1, 2004, at 54 years of age.

DRS calculated his PERS AFC at $6,492.80 monthly, yielding a gross monthly retirement

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Jones v. Best
950 P.2d 1 (Washington Supreme Court, 1998)
Bakenhus v. City of Seattle
296 P.2d 536 (Washington Supreme Court, 1956)
Wash. Fed'n of State Employees Council 28 v. State
658 P.2d 634 (Washington Supreme Court, 1983)
Kramarevcky v. Department of Social & Health Services
863 P.2d 535 (Washington Supreme Court, 1993)
Havens v. C & D PLASTICS, INC.
876 P.2d 435 (Washington Supreme Court, 1994)
Klinke v. Famous Recipe Fried Chicken, Inc.
616 P.2d 644 (Washington Supreme Court, 1980)
Motley-Motley, Inc. v. State
110 P.3d 812 (Court of Appeals of Washington, 2005)
Tucker v. DEPARTMENT OF RETIREMENT SYSTEMS
113 P.3d 4 (Court of Appeals of Washington, 2005)
Lindeman v. Kelso School Dist. No. 458
172 P.3d 329 (Washington Supreme Court, 2007)
Bowles v. Department of Retirement Systems
847 P.2d 440 (Washington Supreme Court, 1993)
Silverstreak, Inc. v. STATE DEPT. OF LABOR
154 P.3d 891 (Washington Supreme Court, 2007)
Bostain v. Food Exp., Inc.
153 P.3d 846 (Washington Supreme Court, 2007)
State v. Thomas
83 P.3d 970 (Washington Supreme Court, 2004)
Superior Asphalt & Concrete Co. v. L&I
49 P.3d 135 (Court of Appeals of Washington, 2002)
Chancellor v. DEPT. OF RETIREMENT SYSTEMS
12 P.3d 164 (Court of Appeals of Washington, 2000)
Brian Byrd v. Pierce County
425 P.3d 948 (Court of Appeals of Washington, 2018)
Jones v. Best
950 P.2d 1 (Washington Supreme Court, 1998)
State v. Thomas
150 Wash. 2d 821 (Washington Supreme Court, 2004)
Bostain v. Food Express, Inc.
159 Wash. 2d 700 (Washington Supreme Court, 2007)
Silverstreak, Inc. v. Department of Labor & Industries
159 Wash. 2d 868 (Washington Supreme Court, 2007)

Cite This Page — Counsel Stack

Bluebook (online)
Donald Sloma v. Dept. Of Retirement Systems, Counsel Stack Legal Research, https://law.counselstack.com/opinion/donald-sloma-v-dept-of-retirement-systems-washctapp-2020.