Retirement Services Division December 27, 2018 Minutes of Meeting Subcommittee on Purchase of Service and Related Matters

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STATE EMPLOYEE RETIREMENT COMMISSION
SUBCOMMITTEE ON PURCHASE OF SERVICE AND RELATED MATTERS

MINUTES OF DECEMBER 27, 2018 MEETING

TRUSTEES PRESENT
Sandra Fae Brown-Brewton, Charles Casella, Robert Coffey Ron McLellan

OTHERS PRESENT

Peter Adomeit, Retirement Commission Chairman
Cindy Cieslak, Retirement Commission Counsel
Colin Newman, Assistant Division Director, Retirement Services Division
Dawn Lapan
Susan Palmer                                                                                                       

The meeting began at 2:40 p.m.

The Subcommittee discussed the following claims that had been administratively denied by the Retirement Services Division (Division). All of the recommendations are unanimous unless noted accordingly.

James Doughty (Deceased) - Request received for the Trustees to recommend that a posthumous non-service connected disability retirement application be processed as this was Mr. Doughty�s intention prior to his death.   

Action: Mr. Casella moved, seconded by Mr. Coffey to recommend tabling the request for the processing of a posthumous non-service connected disability retirement application for Mr. Doughty. Ms. Brown-Brewton dissenting.  Majority decision.

James Lapan (Deceased) - Request received from Ms. Dawn Lapan that following the death of her spouse while in active employment that her survivor benefit is paid pursuant to the 100% contingent annuitant income payment option.

Action: Mr. McLellan moved, seconded by Ms. Brown-Brewton to recommend tabling of Ms. Lapan�s request to receive her survivor benefit pursuant to the 100% contingent annuitant income payment option.

Nancy Martinez (Deceased) - Request received from the Division as to whether it should pay a retirement benefit pursuant to the income payment option selected by Ms. Martinez now deceased despite the submission of incomplete retirement paperwork associated with the payment of a non-service connected disability benefit.

Action: Mr. McLellan moved, seconded by Ms. Brown-Brewton to recommend a denial of the income payment option election made by Ms. Martinez to allow for the income payment option to default pursuant to Connecticut General Statutes, Section 5-192q(a).

Peter Palmer (Deceased) - Request received from Ms. Lori Palmer that she be allowed to receive a survivor benefit pursuant to the 100% contingent annuitant income payment option if the application for a non-service connected disability retirement is approved .

Action: Ms. Brown-Brewton moved, seconded by Mr. Casella to recommend approval of Ms. Palmer�s request that she receive a survivor benefit pursuant to the 100% contingent annuitant income payment option if the application for a non-service connected disability retirement benefit is approved. 

Richard Pavlich - Request received from Mr. Pavlich that the Trustees allow a change in the type of retirement benefit from non-service connected disability to service connected disability after receiving such benefit since 2009.          

Action: Mr. McLellan moved, seconded by Mr. Coffey to recommend denial of Mr. Pavlich's request for a change in the type of retirement benefit that he has been receiving since 2009.                                                                                     

Meeting adjourned at 4:30p.m.  

 

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