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TRUSTEES PRESENT:
Chairman Peter Adomeit, Charles Casella, Robert Coffey. OTHERS PRESENT Cindy Cieslak, Retirement Commission Counsel
Colin Newman, Assistant Division Director, Retirement Services Division
Jeffrey Bieber, Retirement Benefit Systems Coordinator, Retirement Services Division
Jose Jimenez
The meeting started at 9:05 a.m. The Subcommittee discussed the following requests for waivers of the repayment of an overpayment:
A. Jose Jimenez (SERS) (member) � The waiver request was previously tabled at the Regulation and Overpayment Subcommittee meeting of March 5, 2018 to allow the Division to contact Social Security and obtain a detailed payment history. As a result of the receipt of both Social Security Disability and Family Income in combination with workers compensation payments there is an overpayment of the SERS disability benefit of $12,772.35.
Action: Mr. Coffey moved; Mr. Casella second to recommend to the Commission to table the request for a waiver of repayment of an overpayment until such time that requested information from the Office of Attorney General becomes available.
Unanimous decision.
Trustee Michael Carey entered the meeting at approximately 9:30 a.m.
B. Jackie Dagitz (SERS) (member) - Overpayment of $58,273.95 due to receiving a Social Security Disability award and not reporting it to SERS.
Action: Mr. Coffey moved; Mr. Carey second to recommend to the Commission to deny the request for a waiver of repayment of an overpayment as Ms. Dagitz failed to meet all the statutory and regulatory requirements required for approval.
Unanimous decision.
C. Elaine Carvalho (MERS) (member) - Overpayment of $ 72,215.86 due to the receipt of a MERS pension while re-employed in a participating municipality from January 10, 2017 through November 30, 2018 and therefore not being in compliance with relevant statutes following a Connecticut Superior Court decision on January 4, 2016.
Action: Mr. Coffey moved; Mr. Carey second to recommend to the Commission to deny the request for a waiver of repayment of an overpayment as the facts of evidence are not in the favor of approving the request.
Unanimous decision.
D. Ana Crespo (MERS) (member) - Overpayment of $135,004.49 due to the receipt of a MERS pension while re-employed with a participating municipality from January 1, 2015 through November 30, 2018 and therefore not being in compliance with relevant statutes following a Connecticut Superior Court decision on January 4, 2016.
Action: Mr. Casella moved; Mr. Coffey second to recommend to the Commission to deny the request for a waiver of repayment of an overpayment as the Trustees were unable to discern hardship.
Unanimous decision.
E. Eileen Rotchford (MERS) (member) - Overpayment of $12,478.26 due to receipt of a MERS pension while re-employed in a participating municipality from January 1, 2015 through November 30, 2018 and therefore not being in compliance with relevant statutes following a Connecticut Superior Court decision on January 4, 2016.
Action: Mr. Cary moved; Mr. Coffey second to recommend to the Commission to deny the request for a waiver of repayment of an overpayment as the Trustees were unable to discern hardship.
Unanimous decision.
The meeting adjourned at approximately 11:59 a.m.
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