| Total Lump-Sum Retirement Option and Returning to Work |
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Oregon Administrative Rule 459-017-0060 (PDF) defines the standards for returning to work in a PERS-covered position within six months of retirement for members who chose the total lump-sum option. The rule clarifies that those members can work 599 hours or less in that time period without having to repay benefits, if the member is designated by his/her employer as a casual, emergency, or seasonal worker as defined in the rule.
Once the six-month period following retirement ends, the member can work unlimited hours without having to repay benefits, but the employer must begin making contributions as the member will again become an active member.
PERS has not tracked the hours of members who retired with the total lump sum option and returned to work for a PERS-covered employer. If PERS receives information that a member has exceeded the 600-hour limit, we will evaluate and resolve each instance on a case-by-case basis depending on the facts and circumstances of the member’s individual situation.
Based on statute, members who retire under any option other than the total lump-sum option can return to work for a PERS-covered employer under the 1039 rule without having to repay benefits. Under that rule, a member may work up to 1,039 hours in a calendar year.
A member can cancel his/her retirement up to the date of the first benefit check and can change his/her retirement option up to 60 days after the date of the first benefit payment.
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