# Montana HB 67: Generally revise laws related to the administration of TRS Montana HB 67, Generally revise laws related to the administration of TRS, is a 69th Legislature, Regular Session (2025) House bill sponsored by Marta Bertoglio (Republican); status signed, last action 2025-04-17 (Chapter Number Assigned); PRIA reads it as touching household money (as of 2026-10-12). - Canonical: https://policyrisk.com/state-bill/MT-HB67-2025 - As of: 2026-10-12 - Plain-text twin of the page above; the HTML and this file carry the same facts. ## Facts - Bill: Montana HB 67 - State: Montana - Session: 69th Legislature, Regular Session (2025) - Title: Generally revise laws related to the administration of TRS - Status: signed - Chamber: House - Introduced: 2024-12-12 - Last action: 2025-04-17, Chapter Number Assigned - Sponsor: Marta Bertoglio (Republican) - Cosponsors: 1 - Subjects: Retirement - Touches household money: yes - Roll calls: 4 (260 yes, 37 no in all) - Economic provisions PRIA read: 12 ## Summary No summary available. ## Bill overview: provisions PRIA read - Full-time is 1,080 hours yearly: benefit, low. In school districts with an alternative calendar reported to the Office of Public Instruction, full-time service means at least 1,080 hours in a fiscal year. The district must apply this standard the same way to all employees it reports to TRS. - More extra-duty work counts for TRS: benefit, low. The law expands what counts as extra duty service. Educational tasks regularly assigned outside your normal duties, and certain student supervision outside regular programs, now qualify. “Educational services capacity” covers instruction, education-related services, evaluation, curriculum work, sup… - TRS changes start July 1, 2025: benefit, low. This law takes effect July 1, 2025. - No double coverage between TRS and MUS: cost, medium. You cannot be active in both TRS and the Montana University System retirement plan at the same time. If you are an active TRS member in certain university positions, you cannot join the university plan. If you are in the university plan and take a TRS-eligible job, you cannot be active in TRS. - Set RMD dates for TRS payouts: cost, medium. Beginning July 1, 2025, TRS must start an inactive member’s benefit or refund by the required minimum distribution (RMD) date. The RMD date is the later of April 1 after the year you end all TRS jobs, or April 1 after the year you reach: age 70½ if born before July 1, 1949; age 72 if born July 1, 1… - Some stipends no longer boost pensions: cost, low. A professional stipend under 20-4-134, and similar payments or reimbursements, are not counted as earned pay for TRS. They are not subject to retirement contributions and do not increase pension calculations. - Buy back short TRS service: mixed, medium. Beginning July 1, 2025, if you deferred TRS for your first 210 hours and later became active that year, you can buy credit for those hours. You must pay both the employee and employer contributions that would have been paid from your first day of service, plus interest at TRS’s actuarial assumed ra… - Dormant TRS accounts; interest restored: mixed, medium. Beginning July 1, 2025, TRS moves a vested inactive member to dormant status by the member’s RMD start date if the member cannot be located for involuntary retirement or has not withdrawn, applied for benefits, or returned to work. When a dormant member later takes a qualifying action, TRS restores… - Earnings can end disability pensions: mixed, medium. Beginning July 1, 2025, if a disabled retiree works in a TRS-reportable job and earns over the legal limit in a calendar year, the disability allowance stops and the person becomes an active member again. When the person later stops all TRS jobs, TRS pays the smaller of two calculations: (1) a serv… - Subs and aides choose TRS timing: mixed, low. Eligible substitute teachers, part-time teacher’s aides, and paraprofessionals must, on day one, sign an irrevocable choice to join TRS now or defer until they reach 210 hours in a fiscal year. Hours can be combined across employers. When reported hours reach 210, active membership starts the first… - Clear rules for true volunteers: mixed, low. A position counts as a bona fide volunteer only if all rules are met: no pay or benefits (except required insurance premiums), not paid in the past 12 months or for 12 months after designation, no one else is paid in the same role, and strict hour limits apply (up to 4/day, 12/week, and 312/year wh… - Stronger TRS employer reporting rules: mixed, low. Employers must keep records on anyone hired, working for, or paid by the employer and give TRS the documents it requests to verify reporting and contributions. Employers must send a wage and contribution report every month, even in months with no reportable pay. They must also report each month the… ## Sponsors and cosponsors - Sponsor: Marta Bertoglio (Republican), House - Cosponsor: Janet Ellis (Democrat), Senate ## Roll call votes | Date | Chamber | Motion | Result | Yes | No | Other | | --- | --- | --- | --- | --- | --- | --- | | 2025-04-01 | Senate | Do Concur | pass | 32 | 18 | | | 2025-03-31 | Senate | Do Concur | pass | 33 | 17 | | | 2025-01-21 | House | Do Pass | pass | 97 | 1 | | | 2025-01-20 | House | Do Pass | pass | 98 | 1 | | ## Actions (24) - 2025-04-17: Chapter Number Assigned (House) - 2025-04-16: Signed by Governor (House) - 2025-04-09: Transmitted to Governor (House) - 2025-04-09: Signed by President (Senate) - 2025-04-07: Signed by Speaker (House) - 2025-04-02: Returned from Enrolling (House) - 2025-04-01: Sent to Enrolling (House) - 2025-04-01: 3rd Reading (Senate) - 2025-03-31: 2nd Reading (Senate) - 2025-03-26: Committee Report (Senate) - 2025-03-21: Committee Executive Action (Senate) - 2025-03-17: Hearing (Senate) - 2025-02-18: Referred to Committee (Senate) - 2025-01-22: 1st Reading (Senate) - 2025-01-21: Transmitted to Senate (House) - 2025-01-21: 3rd Reading (House) - 2025-01-20: 2nd Reading (House) - 2025-01-16: Committee Report (House) - 2025-01-16: Committee Executive Action (House) - 2025-01-15: Committee Executive Action (House) - 2025-01-06: Hearing (House) - 2025-01-06: 1st Reading (House) - 2024-12-20: Referred to Committee (House) - 2024-12-12: Introduced (House) ## Bill text - Enrolled, 2025-04-15: [PDF](https://docs.legmt.gov/download-ticket?ticketId=37506ffb-bd7b-4cf4-b379-4545f586dc1f) - Introduced, 2024-12-12: [PDF](https://docs.legmt.gov/download-ticket?ticketId=876c6532-1de1-443f-91e8-81620565bff8) ## Related bills - SB 437: Revise definition of sex in Montana law (signed) - HB 831: Increase elderly homeowner and renter income tax credit (vetoed) - HB 628: Revise early literacy targeted intervention laws (vetoed) - SB 410: Provide for Montana genomic security act (vetoed) - SB 422: Generally revise laws relating to insurance coverage relating to cancer (vetoed) - SB 424: Revising the disabled veteran property tax assistance program (vetoed) ## Sources - [Enrolled (PDF)](https://docs.legmt.gov/download-ticket?ticketId=37506ffb-bd7b-4cf4-b379-4545f586dc1f) - [Introduced (PDF)](https://docs.legmt.gov/download-ticket?ticketId=876c6532-1de1-443f-91e8-81620565bff8) ## Related - [SB 437: Revise definition of sex in Montana law](https://policyrisk.com/state-bill/MT-SB437-2025) - [HB 831: Increase elderly homeowner and renter income tax credit](https://policyrisk.com/state-bill/MT-HB831-2025) - [HB 628: Revise early literacy targeted intervention laws](https://policyrisk.com/state-bill/MT-HB628-2025) - [SB 410: Provide for Montana genomic security act](https://policyrisk.com/state-bill/MT-SB410-2025) - [SB 422: Generally revise laws relating to insurance coverage relating to cancer](https://policyrisk.com/state-bill/MT-SB422-2025) - [SB 424: Revising the disabled veteran property tax assistance program](https://policyrisk.com/state-bill/MT-SB424-2025) - [Montana bills](https://policyrisk.com/states/montana/bills) - [Montana state hub](https://policyrisk.com/states/montana) - [All state legislation](https://policyrisk.com/state-bills) Source: PRIA, https://policyrisk.com/state-bill/MT-HB67-2025 (as of 2026-10-12).