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TRUSTEES PRESENT
Sandra Fae Brown Brewton, Charles Casella, Robert Coffey, Ron McLellan
OTHERS PRESENT
Colin Newman, Assistant Division Director, Retirement Services Division
Amanda Alfonso, Retirement Services Division
The meeting began at 2:32 p.m.
The Subcommittee discussed the following claims that had been administratively denied by the Retirement Services Division. All of the recommendations are unanimous unless noted accordingly.
At 2:33: Mr. McLellan moved, seconded by Mr. Casella to amend the agenda to add Judith Albright.
Thomas Evans - Request received from Mr. Evans to appeal the Division?s administrative decision to adjust his benefit because he is collecting Social Security.
Action: Ms. Brown-Brewton moved, seconded by Mr. Casella to recommend a denial of Mr. Evans request to adjust his benefit because he is collecting Social Security.
Myriam Herrera - Request received from Ms. Herrera that the type of retirement from SERS reconsidered as a disability retirement.
Action: Mr. Casella moved, seconded by Ms. Brown-Brewton to recommend to recommend a denial of Ms. Herrera?s change the type of retirement from SERS reconsidered as a disability retirement.
Jay Hickey - Request received from Mr. Hickey that he be allowed to exercise the one-time opportunity provided to employees hired between April 1, 1982 and January 1, 1984 to elect membership in either Tier 1 or Tier 2.
Action: Ms. Brown-Brewton moved, seconded by Mr. McLellan to recommend an approval of the request made by Mr. Hickey that he be allowed to change Tiers.
Rene J. Keida - Request received from Mr. Keida that he be allowed to remove his current contingent beneficiary and substitute the current contingent beneficiary with his son.
Action: Mr. McLellan moved, seconded by Mr. Casella to recommend a denial of Mr. Hickey?s request to remove his current contingent beneficiary and substitute the current contingent beneficiary with his son.
Robert Martineau- Request received by Mr. Martineau that he be allowed to obtain retirement credit for his prior military service.
Action: Mr. Casella moved, seconded by Mr. McLellan to recommend a denial of Mr. Martineau?s request that he be allowed to obtain retirement credit for his prior military service.
Kenneth Mathews - Request received from Mr. Matthews that he be allowed to retroactively change his retirement plan membership election from SERS Tier III Hybrid to TRS.
Action: Mr. McLellan moved, seconded by Mr. Casella to recommend a denial of Mr. Matthew?s request that he be allowed to retroactively change his retirement plan membership election from SERS Tier III Hybrid to TRS.
Tim Rockefeller - Request received from Mr. Rockefeller that he be allowed to purchase retirement credit for prior military service.
Action: Ms. Brown- Brewton moved, seconded by Mr. McLellan to recommend a denial of Mr. Rockefeller?s request that he be allowed to purchase retirement credit for prior military service.
Paul Tobin - Request received from Mr. Tobin that he be allowed to purchase retirement credit for prior military service.
Action: Ms. Brown- Brewton moved, seconded by Mr. McLellan to recommend an approval of Mr. Tobin?s request that he be allowed to purchase retirement credit for prior military service.
Judith Albright (Deceased)- Request received from Mr. Albright that the Commission waive the minimum 10 years of vesting service requirement that his deceased spouse needed to be eligible for a non-service connected disability retirement benefit.
Action: Ms. Brown-Brewton moved, seconded by Mr. Coffey to recommend a denial of Mr. Albright?s request that he be granted a retirement benefit.
Ms. Brown-Brewton moved, seconded by Mr. McLellan to adjourn the meeting.
Meeting adjourned at 3:30 p.m.
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