MINUTES CIA RETIREMENT BOARD MEETING 2:00 P.M., 18 JANUARY 1966

• Document Type: CREST
• Collection: General CIA Records
• Document Number (FOIA) /ESDN (CREST): CIA-RDP78-03092A000200110001-4
• Release Decision: RIPPUB
• Original Classification: S
• Document Page Count: 5
• Document Creation Date: December 9, 2016
• Document Release Date: April 23, 2001
• Sequence Number: 1
• Publication Date: January 18, 1966
• Content Type: MIN

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S E C R E T
MINUTES
CIA RETIREMENT BOARD MEETING
2:00 p.m., 18 January 1966
PRESENT: Mr. Emmett D. Echols - Chairman
- DDP Member
- DDP Member
25X1A9a - DDP Member
- DDI Member
- DDS Member
- DDS&T Member
- Legal Adviser
25X1A9a - Technical Adviser
Finance Adviser
Recording Secretary
Executive Secretary
1. The minutes of the last meeting of the Board were reviewed and
approved as presented.
2~ The Board reviewed 99 cases of employees who had been nominated
for designation as participants in the System, and 1 request for voluntary
retirement. It took action as follows:
a. Recommended designation as participants of the following named
employees with 15 or more years of Agency service, provided they would elect
to remain in the System if so designated:
25X1A9a
Group
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b. Recommended designation as participants of the following named
employees who will complete 15 years of Agency service on the dates indicated:
25X1A9a
4 Jun
1.966
16 Apr
1966
1 May
1966
9 Jul
1966
28 May
1966
24 May
1966
9 Jul
1966
3 May
1966
6 Jul
1966
8 Jul
1966
5 Mar
1966
30 Apr
1966
c. Recommended the following named employees for designation as par-
ticipants in the System:
25X1A9a
d. Recommended approval of the request for voluntary retirement
received from the following named participant:
25X1A9a
Effective Date
31 August 1966
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3. The Chairman reviewed a proposal of the Clandestine Services
Career Service which would establish a policy of granting deferrals of
up to an additional two years for those CSCS officers under the CIA Retire-
ment System who were in grades CS-17 and below and who were 57 years of age
or older as of 13 October 1964, and who would otherwise be subject to manda-
tory retirement at age 60. The Chairman stated that the CSCS proposal was
based upon the premise that such employees had expected to be able to remain
in Agency employment until age 62 under the Agency-wide policy on retirement,
and that suddenly placing them in the CIA Retirement System at this point in
their careers, wherein they would be subject to mandatory retirement at age
60, would be upsetting as far as their retirement plans and would be an
unfair denial of their reasonable expectations based upon prior policy. The
Chairman stated that he was not unmindful of the fact that plans were suddenly
being changed for such employees, but that he could not in good conscience,
based upon the terms of the statute and the argumentation that the. Agency
presented to members of Congress for the Agency retirement plan, agree to
permit individuals to enter the CIA Retirement System, earn up to two more
years of salary, and still retire with the improved benefits of the CIA
system when in each case the individual would have the means to decline to
become a participant in the CIA system if he desired to do so. The Chairman
stated that the CSCS did not agree with the rationale of his posture on this
matter and had requested that it be presented to the Board for discussion.
25X1A9a The Chairman invited to comment. 25X1A9a
stated that he thought that it was the policy of the Board in cases involved
in the transitional stage to construe liberally in favor of the annuitant,
and for that reason he felt that this category of cases fell within that
general policy.
After considerable discussion of this matter there was general
agreement that the group action as proposed by the CSCS was at variance with
the implementation of the Civil Service retirement policy as applied by the
Agency, and that a decision to extend the services of an employee being nomi-
nated for the CIA system should be based upon operational necessity, as
opposed to hardship, and that requests for such extensions should be handled
on a case by case basis.
25X1A9a
4. The Chairman called attention to a proposed clarifying revision of
paragraph 12.c. of the Employee Bulletin pertaining to the CIA Retirement
System brought about by an appeal submitted by on the basis
that he would have a larger annuity under the Civil Service Retirement System.
The Chairman stated that an. annuity under the Civil Service Retirement System
at age 62 as opposed to age 60 is always going to be larger, aqd that the
language of paragraph 12.c., "--that a participant may, not later than one
year prior to his retirement, apply to be removed from the system and trans-
ferred to the Civil Service Retirement System provided his annuity would be
larger under the Civil Service Retirement System", was incorrect. There was
general agreement that there had been a misstatement of fact which should be
corrected and that the original intent had been that the higher annuity must be
based upon a participant having 36 years and 10 months or more of service at
age 60 (or age 65, if applicable) as opposed to the higher annuity being
based upon a change in the retirement date. After several minor changes had
been suggested, the Chairman stated that he would present a new draft of the
proposed revision at the next meeting of the Board.
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5. In reviewing three nominations submitted by the Domestic Contact
Service, the Chairman called attention to the following statement in the
memorandum submitted by the Head of that Career Service:
"Although not now serving on a career basis in a field which
normally requires the performance of qualifying service as
an integral part of a career in that field, we request that
a determination be made by the CIA Retirement Board as to
whether the individuals listed below meet the criteria
specified for designation as participants in the CIA Retire-
ment System."
The Chairman noted that in each of the three cases submitted the
individuals had completed more than 60 months of qualifying service, but
only one had completed 15 years or more of Agency service. Following a
discussion of this matter there was a consensus that:
a. The Board would look favorably upon the designation of Agency
employees on duty at the time of enactment of the Act, or at the time of
initial review, who had completed 15 years or more of Agency service and
60 months or more of qualifying service, regardless of whether or not they
were then "serving on a career basis in a field which normally requires the
performance of qualifying service as an integral part of a. career in that
field."
b. As a practical interpretation of the regulation, Agency employees
who had already completed 60 months of qualifying service and who had been in
a posture in which they were available for overseas, could be admitted to the
System regardless of whether or not they were then "serving on a career basis
in a field which normally requires the performance of qualifying service as an
integral part of a career in that field."
c. Heads of Career Services be instructed to proceed on the basis
that any Agency employee who has completed 60 months of qualifying service and
continues to respect the terms of his service agreement, regardless of what
his immediate duties may be, may automatically be classified as "serving on
a career basis in a field which normally requires the performance of qualify-
ing service as an integral part of a career in that field."
The Chairman stated that he would obtain a formal ruling from the
Office of General Counsel that they saw no impediment in the existing regula-
tions or statutes to the above interpretations and, if affirmative, he would
proceed in drafting a proper notification to Heads of Career Services.
6. The Chairman called attention to a problem that he considered most
urgent, i.e., whether or not the Agency-wide policy on early retirement applied
to employees under either the Civil Service or the CIA Retirement Systems. He
stated that under Agency policy 60 and 62 were our top retirement ages, whereas
under the CIA Retirement System for employees in grade GS-18 and above the man-
datory retirement age is 65. The Chairman questioned as to why the formal Civil
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Service retirement age policy should not be the standard one for the CIA
Retirement System as well, and that to the best of his knowledge such question
25X1A9a had never been raised. stated that he was raising such question now,
and that it was one for which an answer was needed. The Chairman stated that
he would take the initiative to obtain such an answer.
7. In connection with the "Criteria for Crediting Domestic Qualifying
Service" item that had been deleted from the Agenda for this Board meeting,
25X1A9a stated that he hoped to have the revised criteria ready for
presentation ear y next week. It was agreed that a special meeting of the
Board would be held on Tuesday, 25 January 1966, for the purpose of reviewing
such criteria.
8. The meeting adjourned at 3:50 p.m.
25X1A9a
* The designation of was recommended with the proviso that formal
25X1A9a personnel action effecting his designation be suspended until it was known
that the DCI had approved the request of the Clandestine Services Career Service
for an extension of his services from his mandatory retirement date of 31 May
1966 until 31 August 1967.
* Designation was recommended with the proviso that the Director of Personnel re-
affirm that there was no legal impediment to such employee becoming a participant
in the System. Employee was nominated by the Domestic Contact Service on the
basis that he had completed 60 months or more of qualifying service, although
he was not now serving on a career basis in a field which normally requires the
performance of qualifying service as an integral part of a career in that field.
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