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

MINUTES OF June 4, 2014 MEETING

TRUSTEES PRESENT
Charles Casella, Robert Coffey, Ron McLellan, Linda Yelmini

OTHERS PRESENT
Brenda Halpin, Director, Retirement Services Division
Colin Newman, Assistant Director, Retirement Services Division
Regina Almond
Richard Roberts Steven Hunter
The meeting began at 1:12 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.

Theresa Kelley-Coffey #589952 - Request received from Ms. Kelley-Coffey that she be granted additional hazardous duty retirement credit for her prior contractual service from July 1, 1991 to July 7, 1994.


Action: Mr. Casella moved, seconded by Mr. Coffey to recommend denial of Ms. Kelly-Coffey's request for additional retirement credit for her prior contractual service.

Catherine Conlin #325396 - Request received from Ms. Conlin that she given an opportunity to purchase additional ARP service for the purposes of transferring more service credit into the SERS Hybrid Plan.


Action: Ms. Yelmini moved, seconded by Mr. Coffey to recommend denial of Ms. Conlin's request for an opportunity to purchase additional ARP service.


Edward Dobbins (MERS) - Request received from Mr. Dobbins that the effective date of his disability retirement be adjusted from December 5, 2011 to March 20, 2014.


Action: Mr. Coffey moved, seconded by Ms. Yelmini to recommend denial of Mr. Dobbin's request that the effective date of his disability retirement benefit be adjusted.


Olivia Fernandez (Deceased) #511785 - Request received from Ms. Fernandez's spouse to have a posthumous disability retirement application made on behalf of Ms. Fernandez.


Action: Ms. Yelmini moved, seconded by Mr. McLellan to recommend denial of the request to have a posthumous disability retirement application made for Ms. Fernandez.


Rudolph Morin II (Deceased) #494811- Request received from Mr. Morin's spouse to have a posthumous disability retirement application made on behalf of Mr. Morin.


Action: Mr. Casella moved, seconded by Ms. Yelmini to recommend approval of the request to have a posthumous disability retirement application made on behalf of Mr. Morin.


Thomas Okafor (Retiree) #580387- Request received from Mr. Okafor that his vested rights retirement benefit be made retroactive to August 1, 2012.


Action: Ms. Yelmini moved, seconded by Mr. Coffey to recommend denial of Mr. Okafor's request to receive his vested rights retirement benefit retroactive to August 1, 2012.


James J. O'Neill #713900- Request received from Mr. O'Neill that he be allowed to transfer his SERS retirement plan membership from Tier II to Tier I.


Action: Ms. Yelmini moved, seconded by Mr. Coffey to recommend denial of Mr. O'Neill's request to transfer his retirement plan membership.


Elaine O'Reilly #362123- Request received from Ms. O'Reilly that she receive retirement credit in Tier I without payment of any contributions that would be due for unpaid voluntary leave taken.


Action: Ms. Yelmini moved, seconded by Mr. Coffey to recommend denial of Ms. O'Reilly's request to receive retirement credit without payment of the necessary contribution amounts due.


John G. Patterson #552087- Request received from Mr. Patterson that he be allowed to change his type of retirement from hazardous duty to disability.


Action: Ms. Yelmini moved, seconded by Mr. Coffey to recommend denial of Mr. Patterson's request to change his type of retirement. Mr. Casella dissented. Majority decision.

Tabled Matters


Susan Hunter


The meeting adjourned at 2:53 p.m.



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