Terminating the Employment Relationship

S ECTION 5 Retirement and Retirement Incentives.........................................................................................................................57 A. Disability Retirement ....................................................................................................................................57 1. Retirement System Overview ..................................................................................................................57 2. Eligibility .................................................................................................................................................58 3. Does the Member Qualify? ......................................................................................................................58 4. Applying for Disability ............................................................................................................................64 5. Labor Code Section 4850 and Industrial Disability Retirement of Safety Members ...............................65 6. After the Application is Accepted or Denied ...........................................................................................67 7. Procedures for Handling Local Safety Disability Retirement Applications: A Primer for PERS Agencies ........................................................................................................................................74 8. Involuntary Disability Retirement ...........................................................................................................78 9. Involuntary Discontinuance of Disability Retirement Benefits ...............................................................80 B. Service Retirement ........................................................................................................................................81 1. CalPERS Retirements ..............................................................................................................................81 2. ’37 Act Retirements .................................................................................................................................82 C. Early Retirement Incentives ..........................................................................................................................82 1. General Incentives ...................................................................................................................................83 2. “Golden Handshake” For PERS Agencies ...............................................................................................90 3. “Golden Handshake” for ’37 Act Employers ...........................................................................................92 S ECTION 7 Legally Enforceable Settlement and Separation Agreements ......................................................................................95 A. Preliminary Issues .........................................................................................................................................96 1. Preamble ..................................................................................................................................................96 2. Recitals.....................................................................................................................................................96 B. Common General Provisions.........................................................................................................................97 1. No Admission ..........................................................................................................................................97 2. Payment/Consideration ............................................................................................................................97 3. Waiver & Release ....................................................................................................................................98 4. Integration ..............................................................................................................................................103 5. Supersession Clause ...............................................................................................................................104 6. No Representations ................................................................................................................................104 7. Modification...........................................................................................................................................104 8. Interpretation..........................................................................................................................................105 9. Severability ............................................................................................................................................105 10. Further Documents and Actions ............................................................................................................105 11. Voluntariness/Representation by Counsel .............................................................................................106 12. Choice of Forum and Law .....................................................................................................................106 13. Execution in Counterparts......................................................................................................................107 C. Variable Provisions .....................................................................................................................................107 1. Restrictions on No Reemployment/No Rehire Clause and AB 749 .......................................................107 2. References for Future Employment .......................................................................................................108 3. Dismissal of Action(s) ...........................................................................................................................109 4. Attorneys’ Fees ......................................................................................................................................109 5. Confidentiality and Disclosure...............................................................................................................110 S ECTION 6 Layoffs .................................................................................................................................................................93 A. Layoff Rules ..................................................................................................................................................94 B. Duty to Meet and Confer Over Impact of Layoffs ........................................................................................94 C. Potential Legal Ramifications: Discrimination/Wrongful Termination/Retaliation......................................94 D. Layoffs In Lieu of Termination: Due Process Concerns ..............................................................................95

Terminating the Employment Relationship ©2022 (s) Liebert Cassidy Whitmore v