Tag Archives: “accidental disability retirement”

In Our Opinion..., Labor In The News, Sandulli Grace In The News

SJC Gives Public Employers New Tool For Blocking Disability Retirements

John Becker
John Becker May 19, 2009

In a recent decision, the Massachusetts Supreme Judicial Court has allowed a public employer to block an injured employee’s attempt to retire on disability by modifying his work duties so that they no longer resemble his original core job duties.  The decision, Foresta v. Contributory Retirement Appeal Board, was issued on April 24, 2009 as 453 Mass. 669 and can be found here . Sandulli Grace, PC, filed a friend-of-the-court brief on behalf of the Boston Police Patrolmen’s Association, Inc. and the Massachusetts Coalition of Police, in support of the disability employee.

 Foresta involves an employee of the Mass. Turnpike Authority who sought a disability retirement after two job-related lower back injuries.  His job as safety inspector primarily involved driving around the state inspecting fire extinguishers.  A small portion of his job involved teaching courses and doing paperwork.  After Foresta suffered two on the job injuries, his doctors concluded that he was disabled from lifting the fire extinguishers, or driving for significant periods of time.  In other words, the work injuries prevented him from performing his essential job duties.  As a result of his disability, the Authority gave the fire extinguisher duties to another employee and assigned clerical/desk duties to Foresta, which used to be a minute function of his job.  Although a panel of doctors agreed that Foresta could not perform his core duties, it concluded that he could perform the duties of his new job. Foresta still sought a disability retirement, arguing that he was entitled to it because his job injuries prevented him from performing the essential functions of the job as it existed at the time of his injuries.

 The SJC disagreed with Foresta and instead ruled in favor of the Massachusetts Turnpike Authority Employees’ Retirement Board’s decision to deny the accidental disability retirement application.  The SJC found that the Board’s denial was consistent with the history and purpose of the disability retirement laws.  In particular, those laws encourage employers to make accommodations for injured employees and provide rehabilitation for them to keep them on the job, which allegedly limits the Commonwealth’s liability and prevents possible abuses of the system.

 Foresta argued that anti-discrimination laws such as the Americans with Disabilities Act only require employers to make reasonable accommodations, and changing the essential duties of the job is unreasonable.  The SJC ruled instead that the employer may make accommodations that go beyond its obligations under anti-discrimination law, as the Turnpike Authority did here.  Therefore, the SJC held, Foresta was not disabled if he could perform the essential duties of the job after the Turnpike Authority modified it into a desk job.  The bottom line of the SJC’s distinction between an employer’s rights and responsibilities under ADA and disability retirement law is that the public employer gets the final word on the employee’s employment– a public employer can deny a request to change the essential functions of the job when sought by an employee or applicant without violating the ADA, but the employer may force an injured employee to change the essential duties of his or her job in order to prevent him from leaving work on a disability retirement. 

 The SJC did place some limits on the changes that an employer may make to accommodate an injured employee.  “The essential duties of the job as modified must be similar in responsibility and purpose to those performed by the employee at the time of the injury, and must result in no loss of pay or other benefits,” the Court stated.  Presumably, then, there must be some continuity between the original job and the modified position in terms of duties performed.

 The SJC’s decision leaves a number of questions unanswered, notably, How will employers and retirement boards determine which duties are similar in responsibility and purpose to those the employee performed at the time of the injury?  What if other employees with the same job title performed the duties but the injured employee did not?   Does this case extend to light duty assignments for police and fire fighters, whose essential functions involve physically demanding crime and fire prevention/suppression?  Unfortunately, further litigation may be required to answer these and other questions that arise from the SJC’s vague language.  Only time will tell how severely public safety employees will be affected.  But there is no question that the right has been restricted by the Foresta decision: if a public employer wants to block an employee from getting a disability retirement – even where the disability results from the employee’s public service – the employer now has one more weapon in its arsenal.

 

 

In Our Opinion...

SJC Grants Rare Victory To Public Employees – Deceased Employee Entitled To 72% Retirement For Suffering Heart Attack Upon Being Told Of Layoff

Sandulli Grace Staff March 2, 2009

The Supreme Judicial Court of Massachusetts, as we’ve indicated frequently on this blog, has issued a number of decisions that are unfavorable, and occasionally hostile, to public employees in general and public safety employees in particular.  However, in Retirement Bd. of Salem v. Contributory Retirement Appeal Bd, SJC-10215 (February 24, 2009), the SJC granted a huge victory to public employees. 

In this case, a public employee suffered a disabling heart attack upon being told by her supervisor that her job was being eliminated in a few months.  After work and within one hour of hearing this news, the employee suffered a heart attack.  She was briefly hospitalized.  She never returned to work.  Instead, she immediately filed for an accidental disability retirement, which generally provides 72 percent of the employee’s recent salary, pursuant to M.G.L. c.32, §7.

 A public employee who suffers a mental or emotional disability as a result of a “bona fide personnel action” (i.e., a legitimate transfer, demotion, etc) is ineligible for accidental disability retirement.  Here, the Retirement Board denied benefits because it claimed that the heart attack arose from news of a bona fide personnel action.  The SJC disagreed, ruling that the physical, as opposed to emotional/mental, injuries that result from a bona fide personnel action remain eligible for accidental disability retirement.  In other words, Chapter 32, §7 denies accidental disability retirement benefits to employees who, for instance, suffer a permanent psychological disability as a result of layoff news, but does not deny benefits if the exact same news results in a permanent physical disability.

In the decision, the SJC also affirmed that disabling injuries, to qualify for accidental disability retirement, must occur while working and not merely “at work.”  In other words, the employee likely would not have been eligible for benefits had the heart attack resulted from learning at work about a family tragedy.  The SJC concluded here that the employee’s injury arose during the performance of work duties given that she was ordered to participate in a meeting with her supervisor.