Florida SB 520: State-Operated Institutions Inmate Welfare Trust Fund

Bill Text

520 
Public Records/State Retirement Plan/Division of Retirement 
2025-11-17T10:06:50Z 
Providing an exemption from public records requirements for all records identifying participants in any state retirement plan administered by the Division of Retirement of the Department of Management Services and held by the division or the State Board of Administration; providing for future legislative review and repeal of the exemption; deleting provisions providing a limited exemption from public records requirements for certain retirement records; providing a statement of public necessity, etc. 
Original Filed Version 
2026 
S 
GB 
General Bill 
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 Florida Senate - 2026 SB 520 

 By Senator Simon 

 3-00960-26 2026520__ 
 1 A bill to be entitled 
 2 An act relating to public records; amending s. 
 3 121.031, F.S.; providing an exemption from public 
 4 records requirements for all records identifying 
 5 participants in any state retirement plan administered 
 6 by the Division of Retirement of the Department of 
 7 Management Services and held by the division or the 
 8 State Board of Administration; providing exceptions; 
 9 providing for future legislative review and repeal of 
 10 the exemption; deleting provisions providing a limited 
 11 exemption from public records requirements for certain 
 12 retirement records; providing a statement of public 
 13 necessity; providing an effective date. 
 14 
 15 Be It Enacted by the Legislature of the State of Florida: 
 16 
 17 Section 1. Subsection (5) of section 121.031, Florida 
 18 Statutes, is amended to read: 
 19 121.031 Administration of system; appropriation; oaths; 
 20 actuarial studies; public records.— 
 21 (5) All records identifying participants in any state 
 22 retirement plan administered by the division and held by the 
 23 division or the state board are exempt from s. 119.07(1) and s. 
 24 24(a), Art. I of the State Constitution. Such information may be 
 25 disclosed to another governmental entity in furtherance of the 
 26 official duties and responsibilities of the division or state 
 27 board without waiver of the exemption. This subsection is 
 28 subject to the Open Government Sunset Review Act in accordance 
 29 with s. 119.15 and shall stand repealed on October 2, 2031, 
 30 unless reviewed and saved from repeal through reenactment by the 
 31 Legislature The names and addresses of retirees are confidential 
 32 and exempt from the provisions of s. 119.07(1) to the extent 
 33 that no state or local governmental agency may provide the names 
 34 or addresses of such persons in aggregate, compiled, or list 
 35 form to any person except to a public agency engaged in official 
 36 business. However, a state or local government agency may 
 37 provide the names and addresses of retirees from that agency to 
 38 a bargaining agent as defined in s. 447.203(12) or to a retiree 
 39 organization for official business use. Lists of names or 
 40 addresses of retirees may be exchanged by public agencies, but 
 41 such lists shall not be provided to, or open for inspection by, 
 42 the public. Any person may view or copy any individual’s 
 43 retirement records at the Department of Management Services, one 
 44 record at a time, or may obtain information by a separate 
 45 written request for a named individual for which information is 
 46 desired. 
 47 Section 2. The Legislature finds that it is a public 
 48 necessity that all records identifying members, payees, or 
 49 beneficiaries of state retirement plans administered by the 
 50 Division of Retirement and held by the division or the State 
 51 Board of Administration be made exempt from s. 119.07(1), 
 52 Florida Statutes, and s. 24(a), Article I of the State 
 53 Constitution. The release of sensitive information included in 
 54 such records could allow predatory individuals and organizations 
 55 to take advantage of retirement plan members, payees, and 
 56 beneficiaries. Exempting this information from public records 
 57 requirements allows the members, payees, and beneficiaries to 
 58 invest their funds without the fear of their sensitive 
 59 information being disclosed without their consent. Additionally, 
 60 investment plan members, who also participate in the Florida 
 61 Retirement System, currently have their personal identifying 
 62 information protected, and this exemption would provide uniform 
 63 protection of records to all Florida Retirement System members, 
 64 payees, and beneficiaries regardless of the retirement plan they 
 65 select. For these reasons, the Legislature finds that it is a 
 66 public necessity to exempt such information from public records 
 67 requirements. 
 68 Section 3. This act shall take effect upon becoming a law.