Determining Eligibility for the ORP
Eligibility for participation in the ORP is based on three criteria:
- Eligible Position: All employees are eligible for ORP participation except:
- Unit and non-unit classified employees,
- Residents at the UMass Medical School,
- Post-doctoral employees at UMass, and
- Students whose employment is incidental to their education (e.g,. graduate students).
SPECIAL NOTE: It is imperative that you confirm the newly eligible employee’s vesting status under the MSERS. You should call your routine contact at the State Board of Retirement to ask if an individual who elects ORP coverage is vested in that plan.
Newly eligible employees may include:
- an employee who is newly hired,
- a current employee who changes from a non-eligible to an eligible position,
- a current employee in an eligible position whose workload is newly increased to meet the minimum workload requirement, and
- a former employee of the Commonwealth who was an ORP participant and accepts a position that is eligible for ORP coverage.
Employees losing eligibility may include:
- an employee who changes to an ineligible position,
- an employee whose workload is reduced to less than 50% FTE, and
- an employee who is terminated.
Temporary assignments: Active ORP participants may be given a temporary assignment in a position that is not eligible for ORP coverage. Such an employee is not eligible for a new Election Period if the institution reasonably expects the employee to return to their ORP-eligible position. If the institution does not reasonably expect the person to return to their ORP-eligible position, then the employee should be enrolled in the State Employees' Retirement System (SERS).
Contact the Plan Administrator with questions about an employee's eligibility.