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Legal

The Legal Services Department provides legal support to the retirement system and the Board. Legal Services does not provide legal advice to members or benefit recipients, but can assist with general legal questions regarding OPERS.

Pursuant to Ohio retirement law, the Ohio Attorney General is the legal advisor of the Board.

Ohio Statutes and Rules
The Ohio Public Employees Retirement System is created and governed by Chapter 145 of the Ohio Revised Code and Ohio Administrative Rules. Additional information about Ohio Statutes and Rules can be reviewed by visiting the Ohio Revised Code and the Ohio Administrative Code.

Traditional Pension Plan IRS Determination Letter

Defined Contribution Plan Documents
These documents are available to be viewed, downloaded and printed in a PDF format. PDF

Member-Directed Plan Document

Combined Plan Document VEBA Plan Document

OPERS Ethics Policy: Gifts from Vendors are Prohibited
OPERS is committed to high standards of ethical practice. OPERS staff and Board members are subject to certain restrictions under Ohio ethics laws. We take these laws very seriously and work hard to assure compliance.

OPERS also has its own stringent ethics policy PDF. A portion of the policy prohibits anyone currently doing business, seeking to do business, or interested in other matters pertaining to OPERS from providing OPERS employees and Board members anything of value, including gifts, entertainment, travel, meals or lodging.

We conduct periodic audits to assure compliance with our policies, and we appreciate the cooperation and understanding of all our business partners.

Reporting Fraud to the Auditor of State
Please note the Auditor of State Office is not a forum for member benefit issues/complaints. Please contact OPERS 800-222-PERS (7377) with any questions regarding your benefit processing.

OPERS is providing the following information for the reporting of alleged fraud only, not for resolution of member complaints or denials of benefits or processing complaints. The auditor of state has established and maintains a system for the reporting of fraud, including misuse and misappropriation of public money, by any public office or public official. The system allows Ohio residents and the employees of any public office to make anonymous complaints through a toll-free telephone number, the auditor of state’s web site, or the United State mail to the auditor of state’s office. The auditor of state shall review all complaints in a timely manner.

Under the legislation, retaliation against employees for filing a complaint is prohibited.

The auditor of state fraud reporting hotline is 1-866-FRAUD OH (1-866-372-8364)

US Mail: Ohio Auditor of State’s office, Special Investigations Unit, 88 East Broad Street, P.O. Box 1140, Columbus, OH 43215

Web: www.ohioauditor.gov

Membership Determination Process
Recent changes to the membership determination process have been implemented to increase efficiency by removing a level of appeal and implementing a timeline for notification of appeal of the first level determination. Effective August 1, 2012, public employers and/or their workers seeking a membership determination for either independent contract/public employee status or carryover status will follow the new process:

  • First level determination by Compliance Specialist
  • 30 day timeline for either party to appeal by providing additional information after receipt of first level determination
  • Second level determination by Senior Staff
  • 60 day timeline for either party to appeal to the Board by submitting a written appeal to the Executive Director
  • Board decision to either delegate to an independent hearing examiner, or
  • Final decision by the Board

Public Records Request Policy
OPERS receives public record requests from a variety of sources; including requests from the public, news media and governmental agencies. This policy establishes OPERS guidelines for compliance with Ohio's Public Records Act. You may use the form below to request public records.


Public Hearing Notice
Ohio Public Employees Retirement System Proposed amendment of OAC 145-1-02, Election of Board Members: Notice is hereby given that in accordance with Ohio Revised Code (ORC) 119.032, the Ohio Public Employees Retirement System (OPERS) has reviewed Ohio Administrative Code (OAC) 145-1-02 and made amendments to the same.

Model Domestic Relations Orders

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