01-25-2022 Council Work Session W O R K S E S S IO N
V IR T U AL ME E TIN G H E L D V IA W E B E X
J AN U ARY 25, 2022
5:30 P M
C all to order
1.D iscussion on modifying the Health C are S avings P lan for the Mayor and C ouncil Members.
2.P resentation on the Richfield Newsletter
3.P resentation from Greater MS P
A djournment
Auxiliary aids for individuals with disabilities are available upon request. Requests must be made at least 96
hours in advance to the City Clerk at 612-861-9738.
AGENDA SECTION:Work Session Items
AGENDA ITEM #1.
S TAFF REPORT NO. 2
WORK S E S S ION
1/25/2022
RE P O RT P RE PA RE D B Y: C hris S wanson, Management A nalyst
D E PA RTME NT D IRE C TO R RE V IE W:
O THE R D E PA RTM E NT RE V IE W: K rista Guzman, Human Resources Manager
C ITY MA NA G E R RE V IE W: K atie Rodriguez, C ity Manager
1/19/2022
I T E M F O R WO RK S E S S IO N:
Discussion on modifying the Health Care Savings Plan for the Mayor and Council Members.
E X E C UT IV E S UM M ARY:
A post- employment Health Care Savings Plan (HC S P), offered and administered by the Minnesota State
Retirement System (MS RS) to eligible government employees, was established by the City Council for the
Mayor and Council Members on March 28, 2006. Under the terms of the current plan, $75 (roughly 15% of a
councilmember's salary) of the member's base biweekly wage is deposited into their HC S P. Since the
establishment of the plan in March 2006, the plan has been modified twice, in 2009 and 2016. A HC S P Plan
terms may be changed once every two years. A copy of the most recent HC S P Plan terms is attached to this
report.
A Council Member has requested that this item be brought before the Council for discussion. I t has been
proposed to decrease the biweekly HC S P contribution to $25 (closer to 5% of a councilmember's salary). I f a
majority of the City Council wishes to make an adjustment to the contribution formula, either by adjusting the
flat rate amount or allocating a percentage of biweekly salary, they may direct staff to draft a resolution for
adoption at a later council meeting. Any adjustment must be approved by a majority of the City Council and
participation will mandatory for all Council Members.
D IRE C T I O N NE E D E D:
Council is encouraged to discuss modifying the Health Care Savings Plan for the Mayor and Council
Members, and provide direction to staff if they wish to make changes to the existing plan.
B AC K G RO UND INF O RM AT I O N:
A.H IS TOR IC AL C ON T E X T
Post-employment health care savings plan (HC S P) is an employer- sponsored program that allows
employees to save money to pay medical expenses and/ or health insurance premiums after termination
of public service. Employees are able to choose among different investment options provided by the
State Board of I nvestment. Assets contributed into the program are tax- free, accumulate tax free, and if
used for medical expenses, remain tax-free.
Legal authority to establish such plans is provided through Minn. Stat. 352. 98, and I nternal Revenue
Service rulings. The establishment of each plan, including the contribution formula, must be negotiated
when dealing with a collective bargaining unit, or adopted as a personnel policy when non- union
employees are involved. Once established, the plan must be filed with the MS RS to initiate the program
and any subsequent changes must be filed with and implemented by the MS RS.
I n 2001 the Minnesota legislature granted authority to the Minnesota State Retirement System (MS RS)
to offer a post-employment health care savings plan to eligible employees of the State of Minnesota and
other governmental subdivisions. MS RS was authorized to administer these plans after they were
adopted by governmental subdivisions throughout the state.
B.P OL IC IE S (resolutions, ordinances, regulations, statutes, etc):
The state statutes were amended to provide a benefit to city employees. The City of Richfield has
offered this benefit with employee groups interested in these types of savings plan.
Approval by the City Council of the attached resolution will provide the City authority to proceed
with this modified program for Richfield City Council members who are not represented by a
collective bargaining unit.
C.C R IT IC AL T IMIN G IS S U E S:
There is no time critical timing issue on changes to this plan. After City Council approval, the modified
plan must be submitted to MS RS for filing and implementation. Once the plan has been modified, no
further changes can be made for two years.
D.F IN AN C IAL IMPAC T:
There is minimal cost to the City in this version of the plan since the City makes no direct
contribution. The City will pay a small amount more to Social Security or Medicare contributions if
the take home wages of the Council increases.
The plan provides a great tax savings to the participating employees and provides a tax
mechanism to fund post retirement/ post-employment medical costs.
E.L E GAL C ON S ID E R AT ION:
There is legal authority for this plan in Minnesota Statutes and I RS Code.
ALTE R N AT IV E(S):
The City Council could decide not to approve any plan change. I f so, the current plan would remain
unchanged.
P R IN C IPAL PAR TIE S E X P E C TE D AT ME E TIN G:
AT TAC H ME N T S:
D escription Type
Richfield C ity C ouncil E mployment Health C are S avings
P lan (A dopted 2016)B ackup Material
Policy: Richfield City Council Employment Health Care Savings Plan
Approved by: Richfield City Council on January 26, 2016
Effective Date: February 1, 2016
Page: 1 of 1
Plan Purpose The Richfield City Council is interested in establishing a means for
eligible Council Members to participate in a mandatory program to help
defray some of the costs of post employment health related expenses,
including health insurance premiums, using pre-tax dollars. Participation
in the Post Employment Health Care Savings Plan, administered by the
Minnesota State Retirement System (MSRS), is intended to provide an
opportunity to accomplish that goal.
Post Employment
Health Care
Savings Plan
The Post Employment Health Care Savings Plan (HCSP) is an
Employer sponsored program that allows eligible employees and elected
officials to defer a portion of their biweekly salary for deposit into their
HCSP for the payment of qualified healthcare-related expenses after
separation from City service.
Council Members will be able to choose among several different
investment options provided by the Minnesota State Board of
Investment. Under the Plan, amounts contributed into the HCSP are
tax-free and not subject to FICA contributions. Assets in the HCSP
accumulate tax-free and since payouts are used for qualifying medical
expenses, they remain tax-free.
Eligibility to
Participate
Participation in the Richfield City Council Members’ HCSP is
mandatory for all elected officials of the Richfield City Council until the
time of termination public service.
Contribution
Formula
Mandatory participation in the HCSP shall be in accordance with, and
limited to the following formula for contribution:
I. Biweekly Contribution
1. An eligible Council Member will contribute $75 of their base
biweekly wage to the Council Member’s account in the HCSP.
HCSP
Administration
The HCSP is authorized under the Internal Revenue Code and is
administered by the Minnesota State Retirement System.