STATE EMPLOYEES RETIREMENT COMMISSION
SUBCOMMITTEE ON REGULATIONS AND OVERPAYMENTS

Minutes of the July 8, 2014 Meeting

TRUSTEES PRESENT: Michael Carey, Charles Casella, Robert Coffey, Laila Mandour

OTHERS PRESENT: Brenda Halpin, Director Retirement Services Division, Colin Newman, Assistant Division Director, Kishore Solanki, Assistant Division Director Municipal Employee Retirement System, Amy Schwarzkopf, Retirement Services Division, Jean Reid, Retirement Services Division and Tom Woron, Retirement Services Division

The meeting began at approximately 2:40 p.m.

2. Agenda Items

Requests for Waiver of Overpayments

Diane Bahamundi (SERS) - member -
Failure to report receipt of Social Security Disability

Action: Mr. Casella moved, Ms. Mandour seconded to recommend denial of the waiver request due to failure to report the receipt of Social Security Disability. Unanimous decision.

Carol Gauthier - (SERS) - member -
Administrative Error

Action: Ms. Mandour moved, Mr. Casella seconded to recommend approval of the waiver based on hardship and administrative error. Unanimous decision.

Mr. Coffey moved and Mr. Carey seconded that the question on applicability of the six (6) year statutory limitations to cases that arise under the regulations to grant a waiver in hardship cases be referred to the Commission Counsel in reference to cases that appear before the Regulations and Overpayment Subcommittee. Unanimous decision.

Diana Joiner - (CMERS) - member -
Failure to report receipt of Social Security Disability

Action: Mr. Coffey moved, Mr. Carey seconded to deny due to failure to report receipt of Social Security Disability. Unanimous decision.

Robin Peoples - (SERS) - member -
Failure to report receipt of Social Security Disability

Action: Mr. Casella moved, Mr. Coffey seconded to deny the request for waiver due to insufficient information on the claim for hardship. Unanimous decision.

Kathleen Proctor - (SERS) - member -
Failure to report receipt of Social Security Disability

Action: Mr. Coffey moved, Mr. Carey seconded to deny request of waiver did not meet all the statutory and regulatory requirements required for approval. Unanimous decision.

Outstanding Overpayments - requests for write-off
Discussion centered around two previous requests for write-off from the Retirement Services Division - John Knapp and Maureen Ayrton, deceased retirees with outstanding overpayments. Mr. Coffey moved, seconded by Mr. Casella to have the Division contact the Attorney General's Office to see if there are any options to handle recovery of the overpayments at this point in time. Unanimous decision.

Copies of the Accounts Receivable Reports for both the State Employees Retirement System (SERS) and the Municipal Employee Retirement System (MERS) for fiscal year ending June 30, 2014 were distributed at the meeting. Copies will be provided to the Retirement Commission at the July 17, 2014 meeting.

The meeting was adjourned at approximately 4:17 p.m

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