STATE EMPLOYEES RETIREMENT COMMISSION
OFFICE OF THE STATE COMPTROLLER
55 ELM STREET
HARTFORD, CONNECTICUT 06106

MEETING AGENDA

July 15, 2010

CALL TO ORDER

CHAIRMANS' REPORT

DIVISION DIRECTOR'S ADMINISTRATIVE AND SUBCOMMITTEE REPORTS

NEW MATTERS

1. REQUEST COMMISSION APPROVAL OF THE JUNE 17, 2010 MINUTES (attached)

2. REQUEST COMMISSION APPROVAL OF THE STATE EMPLOYEES RETIREMENT COMMISSION CHAIRMAN'S PER DIEM EXPENSES REIMBURSEMENTS (attached)

3. REQUEST COMMISSION APPROVAL OF THE STATE EMPLOYEES RETIREMENT SYSTEM SERVICE RETIREMENTS FOR THE MONTH OF JUNE 2010 (attached)

4. REQUEST COMMISSION APPROVAL OF THE STATE EMPLOYEES RETIREMENT SYSTEM VOLUNTARY PENDING DISABILITY RETIREMENTS FOR THE MONTH OF JUNE 2010

5. REQUEST COMMISSION ACCEPTANCE OF THE STATE EMPLOYEES RETIREMENT SYSTEM DISABILITY RETIREMENTS FOR THE MONTH OF JUNE 2010 AS APPROVED BY THE MEDICAL EXAMINING BOARD ON MAY 31, 2010 (attached)

6. REQUEST COMMISSION APPROVAL OF THE STATE EMPLOYEES RETIREMENT SYSTEM RETROACTIVE RETIREMENTS FOR THE MONTH OF JUNE 2010 (attached)

7. REQUEST COMMISSION APPROVAL OF THE CONNECTICUT PROBATE JUDGES AND EMPLOYEES RETIREMENT FUND PERSONAL EXPENSES FOR THE MONTH OF JUNE 2010 (attached)

8. REQUEST COMMISSION APPROVAL OF THE JUDGES, FAMILY MAGISTRATES AND COMPENSATION COMMISSIONERS RETIREMENT SYSTEM RETIREMENTS FOR JUNE 2010

9. REQUEST COMMISSION ACCEPTANCE OF RECOMMENDATIONS OF OF THE MEDICAL EXAMINING BOARD FROM ITS MEETING ON JUNE 11, 2010 RELATIVE TO APPLICATIONS FOR DISABILITY
RETIREMENT RECEIVED FROM THE MUNICIPAL EMPLOYEES RETIREMENT SYSTEM.

10. REQUEST COMMISSION APPROVAL OF THE MUNICIPAL RETIREMENT SYSTEM RETIREMENTS (attached)

11. REQUEST COMMISSION APPROVAL OF THE STATE EMPLOYEES RETIREMENT COMMISSION'S UNION TRUSTEES PER DIEM AND TRAVEL EXPENSES REIMBURSEMENTS FOR THE MONTH OF
JUNE 2010 (attached)

12. REQUEST COMMISSION APPROVAL OF THE STATE EMPLOYEES RETIREMENT COMMISSION'S MANAGEMENT TRUSTEES PER DIEM AND TRAVEL EXPENSES REIMBURSEMENTS FOR THE MONTH
OF JUNE 2010 (attached)

13. REQUEST COMMISSION CONSIDERATION OF THE JUNE 29, 2010 RECOMMENDATIONS RECEIVED FROM ITS SUBCOMMITTEE ON REGULATIONS AND OVERPAYMENTS (attached case histories)

James Fewell (MERS) - (member) Overpayment due to receiving a workers compensation benefit

Action: Mr. Coffey moved; Mr. Caliendo second to recommend to the Commission to deny the request for a waiver of repayment of an overpayment as Mr. Fewell failed to meet all the statutory and regulatory requirements required for approval. Unanimous decision.

Francis Light (MERS) - (member)
Overpayment due to receiving a workers compensation benefit.

Action: Mr. Culley moved; Mr. Coffey second to recommend to the Commission to deny the request for a waiver of repayment of an overpayment as Ms. Light failed to meet all the statutory and regulatory requirements required for approval. Unanimous decision.

Louis Rascoe (MERS) - (member)
Overpayment due to receiving a workers compensation benefit.

Action: Mr. Coffey moved; Mr. Culley second to recommend to the Commission to deny the request for a waiver of repayment of an overpayment as Ms. Light failed to meet all the statutory and regulatory requirements required for approval. Unanimous decision.

Wanda Hoyle (SERS) - (member)
Overpayment due to receiving a social security disability benefit

Action: Mr. Culley moved; Mr. Coffey second to recommend to the Commission to deny the request for a waiver of repayment of an overpayment as Ms. Hoyle failed to meet all the statutory and regulatory requirements required for approval. Unanimous decision of members voting - Mr. Casella abstained.

Luis Santana (MERS) - (member)
Overpayment due to receipt of social security disability benefit

Action: Mr. Coffey moved; Mr. Caliendo second to recommend to the Commission to deny the request for a waiver of repayment of an overpayment as Mr. Santana failed to meet all the statutory and regulatory requirements required for approval. Unanimous decision.

Carol Corthouts (MERS) - (surviving spouse of a member)
Overpayment due to receipt of social security disability benefit
Action: Mr. Coffey moved; Mr. Caliendo second to recommend to the Commission to deny the request for a waiver of repayment of an overpayment as Ms. Corthouts failed to meet all the statutory and regulatory requirements required for approval. Unanimous decision.

Maria Sevivas (MERS) (member)
Overpayment due to MERS service credit calculation.

Action: Mr. Coffey moved; Mr. Casella second to recommend to the Commission to deny the request for a waiver of repayment of an overpayment as Ms. Corthouts failed to meet all the statutory and regulatory requirements required for approval. Unanimous decision.

14. REQUEST COMMISSION DECISION ON TIE VOTE OF TWO MATTERS CONSIDERED AT THE JUNE 29, 2010 MEETING OF THE SUBCOMMITTEE ON REGULATIONS AND OVERPAYMENTS (attached case histories)

Julio Santiago (MERS) - (member)
Overpayment due to receiving a workers compensation benefit.

Action: Mr. Coffey moved; Mr. Casella second to recommend to the Commission to deny the request for a waiver of repayment of an overpayment as Mr. Santiago failed to meet all the statutory and regulatory requirements required for approval. Tie Vote: Messrs. Coffey and Caliendo voting in favor of the motion: Messrs. Casella and Culley voting against.

Ronald Shepard (MERS) - (member)
Overpayment due to receiving a workers compensation benefit.

Action: Mr. Coffey moved; Mr. Casella second to recommend to the Commission to deny the request for a waiver of repayment of an overpayment as Mr. Shephard failed to meet all the statutory and regulatory requirements required for approval. Tie Vote: Messrs. Coffey and Caliendo voting in favor of the motion: Messrs. Casella and Culley voting against.

15. REQUESTS FOR RECONSIDERATION OF THE COMMISSION'S DECISION FROM ITS MARCH 2010 MEETING ON THE FOLLOWING REQUESTS FOR WAIVERS OF REPAYMENT OF OVERPAYMENTS (attached case history):

REQUEST FOR RECONSIDERATIONS: HEARING

Appearances:

Marie Laterza (SERS) Attachment A

Ms. Laterza has requested reconsideration of the Commission's decision to deny her a waiver. Her hearing has been set for 10:45 am: both she and her attorney, Donald G. Walsh Esq. plan to attend.

16. REQUEST RECEIVED FROM DANIEL MICARI THAT THE COMMISSION REVIEW AND RECONSIDER ITS DENIAL OF HIS REQUEST TO RECEIVE ADDITIONAL RETIREMENT CREDIT IN TIER II FOR HIS PRIOR SERVICE WITH THE STATE OF MASSACHUSETTS.

17. REQUEST RECEIVED FROM RUTHE BUBAR THAT THE COMMISSION REVIEW AND RECONSIDER ITS DENIAL OF HER REQUEST TO RECEIVE HAZARDOUS DUTY RETIREMENT CREDIT FOR HER PRIOR CONTRACTUAL SERVICE FROM 1989 TO 1992.

18. DISCUSSION - FOLLOW UP - SETTLEMENT/ SETTLEMENT POLICY ISSUES RE: SEC. 5-142A OVERPAYMENT ITEM (COZZOLINO) - EXECUTIVE SESSION

ADJOURNMENT

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