Mackay v. Contributory Retirement Appeal Board

781 N.E.2d 1, 56 Mass. App. Ct. 924
Massachusetts Appeals Court·Decided December 30, 2002·No. Nos. 00-P-1252 & 01-P-1839·Published·Cited by 6 cases

Opinion

Kathleen Manning and Kristin Mackay, two social workers in the Massachusetts public schools, attempted to purchase credit in the teachers’ retirement system for out-of-State service they had performed earlier in their careers. In both cases, the Teachers’ Retirement Board (board) declined to let them do so, and the board’s decision was upheld on their appeals to the Contributory Retirement Appeal Board (CRAB). In later appeals to the Superior Court, Manning prevailed but Mackay did not. We conclude that both were entitled to purchase credit for their out-of-State service. Consequently, we reverse the decision in Mackay’s case and affirm, albeit on different grounds, the decision in Manning’s.

From 1981 through 1988, Mackay was a social worker in the California public schools. In 1988, she began employment as a social worker in the Lunenberg public schools, a position she holds today. In 1996, she sought to purchase credit in the teachers’ retirement system for her California public school service pursuant to G. L. c. 32, § 3(4). The board denied her request on grounds that social workers did not become statutorily eligible for the benefits found in § 3(4) until 1990 and that all of her out-of-State service had occurred before that date. She unsuccessfully appealed to CRAB, and then to the Superior Court, both of which ruled that the statute making social workers eligible for the provisions of § 3(4) was not retroactive.

Manning began her career in Massachusetts, serving from 1974 through 1978 as a “school adjustment counselor” in the Melrose public schools. She then moved to Fort Lauderdale, Florida, and was employed as a “Visiting Teacher/Social Worker” in that city’s public school system. Upon returning to Massachusetts in 1984, Manning began working as a school adjustment counselor in the Needham public schools before moving to the Waltham public schools in 1986 to assume the position of school adjustment counselor/ school social worker she has held ever since. In 1997, she, like Mackay, sought to obtain credit in the teachers’ retirement system for the two years she worked in Florida. As in the case of Mackay, the board denied her request on retroactivity grounds. CRAB upheld the board’s decision, but the Superior Court reversed without reaching the retroactivity issue.3

The provisions of G. L. c. 32 govern eligibility for retirement and retire[925] ment benefits available to teachers and many other public employees. General Laws c. 32, § 3(4), provides that “any” member of the teachers’ retirement system4 employed “in a teaching position” who previously “rendered service ... as a teacher” in another State “for any previous period” may “pay into the annuity savings fund of the [teacher’s retirement] system” an amount equal to the principal and interest that the fund would have held if (1) the out-of-State service had occurred in Massachusetts public schools, (2) deductions for the fund had been made contemporaneously, and (3) those deductions had earned the interest that all other sums in the fund had earned between the time of the deduction and the time of the payment. Upon making that payment, the member receives credit for the out-of-State service when eligibility for retirement and retirement benefits are calculated in accordance with G. L. c. 32. See, e.g., G. L. c. 32, §§ 6, 10.

The definition of “teacher” for purposes of § 3(4), and all other provisions of c. 32, is contained in G. L. c. 32, § 1. Until 1990, that definition did not include “school social workers.” They were added to the definition by St. 1990, c. 110, § 1.5 Inclusion of “school social workers” in the definition, the board and CRAB assert, gave social workers new substantive rights, including the rights contained in § 3(4). Accordingly, both agencies claim that, under familiar principles, those new rights are not available with respect to service in other States that occurred before the definition was amended.6 See, e.g., Child Support Enforcement Div. of Alaska v. Brenckle, 424 Mass. 214, 219-220 (1997).

We typically defer to CRAB’s expertise and accord “ ‘great weight’ to [its] interpretation and application of the statutory provisions it is charged with administering.” Lisbon v. Contributory Retirement Appeal Bd., 41 Mass. App. Ct. 246, 257 n.10 (1996). But “[¡judicial deference to an agency’s action ‘is not a principle of abdication,’ ” DiNatale v. Contributory Retirement Appeal Bd., 39 Mass. App. Ct. 401, 404 n.2 (1995), quoting from Board of Educ. v. School Comm. of Amesbury, 16 Mass. App. Ct. 508, 514 (1983), and ours is the power to determine pure questions of law. See Raytheon Co. v. Director of the Div. of Employment Security, 364 Mass. 593, 595 (1974); G. L. c. 30A, § 14(7). Here, we conclude that Manning and Mackay’s effort to buy credit for their out-of-State service was not barred by principles of retroactivity and that CRAB’s contrary conclusion was an error of law brought about by its application of retroactivity principles to § 3(4) instead of applying those principles to § 1.

Brian A. Riley for Kristin Mackay. Leigh A. Panettiere for Kathleen Manning. James C. O’Leary, Jr., for the defendants.

There can be no doubt about the solely prospective operation of the statutory amendment that brought “school social workers” within the definition of teachers contained in c. 32, § 1. See Hanscom v. Malden & Melrose Gas Light Co., 220 Mass. 1, 3 (1914). That amendment substantively enhanced the benefits available to “school social workers” by allowing them to participate in the program § 3(4) describes. Therefore, a school social worker who left employment the day before the amendment’s effective date was not a “teacher” at the time of his or her departure and was not entitled to participate in that program. Cf., e.g., Lawton v. Commonwealth Gas Co., 400 Mass. 209, 212 (1987).

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Mackay v. Contributory Retirement Appeal Board, 781 N.E.2d 1, 56 Mass. App. Ct. 924 (Mass. Ct. App. 2002).

781 N.E.2d 1 (Mackay v. Contributory Retirement Appeal Board) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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