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

MINUTES OF November 15, 2012 MEETING

TRUSTEES PRESENT

Charles Casella, Robert Coffey, Linda Yelmini

TRUSTEE ABSENT

Ron McLellan,

OTHERS PRESENT

Brenda Halpin, Director, Retirement Services Division

Colin Newman, Assistant Director, Retirement Services Division

Bonnie Price, Assistant Director, Retirement Services Division

The meeting began at 12:30 p.m.

The Subcommittee discussed the following claims that had been administratively denied by the Retirement Services Division. All of the recommendations were unanimous.

Vincent DeRosa #340880 - Request received from Mr. DeRosa that his retirement pension be recalculated with the inclusion of his mandatory overtime earnings and as a result the 130% cap would not be applicable.

Action: Ms. Yelmini moved, seconded by Mr. Casella to recommend denial of Mr. DeRosa's request for a recalculation of his retirement pension.

Scott Fieldhouse #528734 - Request received from Mr. Fieldhouse's widow that she be allowed to receive pre-retirement survivor benefits from the State Employees Retirement System (SERS).

Action: Ms.Yelmini moved, seconded by Mr. Casella to recommend denial of Ms. Fieldhouse's request for pre-retirement survivor benefits following the death of Mr. Fieldhouse.

John Fogg #372984 - Request received from Mr. Fogg, a June 1, 2003 retiree, to change his income payment election option subsequent to the commencement of retirement benefit.

Action: Ms. Yelmini moved, seconded by Mr. Casella to recommend denial of Mr. Fogg's request to change his income payment election option.

Christina Gotowka #267268- Request received from Ms. Gotowka, an October 1, 2011 retiree, to change her income payment election option subsequent to the commencement of her retirement benefit.

Action: Ms. Yelmini moved, seconded by Mr. Casella to recommend denial of Ms. Gotowka's request to change her income payment election option.

Barbara Pearce #045122- Request received from Ms. Pearce that she be allowed to rescind her SERS Tier IIA plan membership so that she may enroll in the Teachers Retirement System (TRS).

Action: Mr. Casella moved, seconded by Mr. Coffey to recommend denial of Ms. Pearce's request that she be allowed to rescind her Tier IIA plan membership for the purposes of enrolling in the TRS.

Donna Sampieri #380674- Request received from Ms. Sampieri that she be allowed to transfer her SERS plan membership from Tier II to Tier I beyond the October 1, 1985 deadline associated with this type of action.

Action: Ms. Yelmini moved, seconded by Mr. Casella to recommend denial of Ms. Sampieri's request to transfer her SERS plan membership from Tier II to Tier I.

Robert Whitman # 120583- Request received from Mr. Whitman that he be allowed to rescind his 1981 spouse option election for the purpose of being able to elect a different income payment election option at the time of retirement.

Action: Mr. Coffey moved, seconded by Mr. Casella to recommend denial of Mr. Whitman's request to rescind his 1981 spouse option election in order to be able to elect a different income payment option at the time of retirement.

Tabled matter: Salvatore Maimone

The meeting was adjourned at approximately 1:30 p.m.

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