Rule: 19-11.013 Prev   Up   Next

Rule Title: FRS Investment Plan Self-Directed Brokerage Account
Department: STATE BOARD OF ADMINISTRATION    Add to MyFLRules Favorites
Add to MyFLRules Favorites
Division: Departmental
Chapter: PROCEDURES FOR THE PUBLIC EMPLOYEE OPTIONAL RETIREMENT PROGRAM

Latest version of the final adopted rule presented in Florida Administrative Code (FAC):

VIEW_RULE Effective Date: 5/11/2022
History Notes: Rulemaking Authority 121.4501(8), (5)(e) FS. Law Implemented 121.4501(8), (9), (10), (11), (12), (13), (14), (15) FS. History–New 6-5-14, 12-30-15, 4-12-17, 2-12-18, 5-11-22.
References in this version: No reference(s).
History of this Rule since Jan. 6, 2006
Notice /
Adopted
Section Description ID Publish
Date
View Text Final
19-11.013
FRS Investment Plan Self-Directed Brokerage Account 25802987 Effective:
05/11/2022
View Text Proposed
19-11.001
......
To amend Rule 19-11.001, F.A.C. to correct some typographical errors and to add definitions that are used for federal SECURE Act purposes as applied to after-death distributions of members’ FRS Investment Plan accounts, .... 25482208 1/21/2022
Vol. 48/14
View Text Development
19-11.001
......
To adopt updated forms; to clarify/correct certain information; to update definitions and provisions that are applicable to the federal SECURE Act as applied to after-death distributions to beneficiaries of FRS Investment .... 25284910 11/19/2021
Vol. 47/225
View Text Final
19-11.013
FRS Investment Plan Self-Directed Brokerage Account 20006267 Effective:
02/12/2018
View Text Correction
19-11.001
......
Definitions, Beneficiary Designations and Distributions for FRS Investment Plan, Distributions from FRS Investment Plan Accounts, Excessive Trading in the FRS Investment Plan, Enrollment Procedures for .... 19763185 11/21/2017
Vol. 43/225
View Text Proposed
19-11.001
......
The rule amendments to Rule 19-11.001 serve to indicate that a “member” of the Investment Plan includes an individual who is deemed to be a renewed member pursuant to Section 121.122, Florida Statutes, which has been amended .... 19587615 10/27/2017
Vol. 43/209
View Text Development
19-11.001
......
The rule amendments to Rule 19-11.001 serve to indicate that a “member” of the Investment Plan includes an individual who is deemed to be a renewed member pursuant to Section 121.122, Florida Statutes, which has been amended .... 19356367 8/30/2017
Vol. 43/169
View Text Final
19-11.013
FRS Investment Plan Self-Directed Brokerage Account 18789305 Effective:
04/12/2017
View Text Proposed
19-11.001
......
To amend Rule 19-11.001, F.A.C. to add new definitions for “death in the line of duty” and “special risk member;” to clarify other definitions; and to correct some typographical errors. To amend Rule 19-11.003, F.A.C. to .... 18299067 11/23/2016
Vol. 42/228
View Text Development
19-11.001
......
To amend Rule 19-11.001, F.A.C. to add new definitions for “death in the line of duty” and “special risk member; to clarify other definitions; and to correct some typographical errors. To amend Rule 19-11.003, F.A.C. to .... 18110984 10/6/2016
Vol. 42/195
View Text Final
19-11.013
FRS Investment Plan Self-Directed Brokerage Account 16891112 Effective:
12/30/2015
View Text Proposed
19-11.001
......
To amend Rule 19-11.001, F.A.C. to clarify some definitions. To amend Rule 19-11.002, F.A.C. to incorporate the latest version of the beneficiary designation form and to reference the latest versions of the enrollment forms; .... 16465573 9/11/2015
Vol. 41/177
View Text Public Meeting
19-11.001
......
The Trustees of the State Board of Administration of Florida will be asked for permission to file a Notice of Proposed Rulemaking to amend the ....
  September 1, 2015, 9:00 a.m. (ET) – conclusion of the meetin....
  Treasury on the Plaza, 24 Cathedral Place St. Augustine, Flo....
16380989 8/26/2015
Vol. 41/166
View Text Development
19-11.001
......
To amend Rule 19-11.001 to clarify some definitions. To amend Rule 19-11.002 to incorporate the latest version of the beneficiary designation form and to reference the latest versions of the enrollment forms; to indicate .... 16308627 8/5/2015
Vol. 41/151
View Text Final
19-11.013
FRS Investment Plan Self-Directed Brokerage Account 14579214 Effective:
06/05/2014
View Text Change
19-11.013
FRS Investment Plan Self-Directed Brokerage Account 14359606 3/25/2014
Vol. 40/58
View Text Proposed
19-11.001
......
For Rules 19-11.001, 19-11.004 and 19-11.005, F.A.C., amendments are being made to reflect the fact that a self-directed brokerage account (“SDBA”) is being made available as an additional investment option to members of .... 14194706 2/18/2014
Vol. 40/33
View Text Development
19-11.001
......
For Rules 19-11.001, 19-11.004 and 19-11.005, F.A.C., amendments are being made to reflect the fact that a self-directed brokerage account (“SDBA”) is being made available as an additional investment option to members of .... 13881881 12/6/2013
Vol. 39/236