2009-07-29 Retirement Board Minutes

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INFORMATION/QUESTIONS/OTHER ITEMS • Discussed payment options for a buyback of previous service that was refunded. A member has asked that if he starts a buyback by making payments through payroll deductions and if he is able to make a lump sum payment when he has extra money, would his biweekly payroll payments be reduced? The board has agreed that he can make additional payments at any time, but his bi-weekly payroll deductions would not be reduced. All medical records for Linda Polcari have been received and a Request for Appointment of a Regional Medical Panel has been sent to PERAC. A "Notification of Termination" has been received from PERAC regarding Paul Sheridan and Charles Johnson, Jr. for failure to file their required Annual Statement of Earned Income. The Board administrator notified both members that they have an opportunity to be heard by the Board and that they can attend the board meeting on July 29, 2009 or ask for another date more convenient for them. • Charles Johnson called on 6/29/09 stating that he filed the requested paperwork to PERAC months ago. Per Sandra King at PERAC, they do not have his W-2 for 2008. Mr. Johnson resent the information. Received notification from PERAC that they have received the completed 2008 Annual Statement of Earnings from Charles Johnson, Jr. • Received letter from DALA that they have received Suzanne Haverty's appeal letter and a docket number has been assigned to her appeal. • Update on Robert Toussaint's case. Received a call from Kate Hogan at PERAC's Disability Unit regarding Mr. Toussaint's medical panel for accidental disability. Based on PERAC's legal review, the deposition of the hearing that the board held to determine the approval/denial of accidental disability application was not submitted to the Medical Panel. PERAC did allow the videotape, which was a surveillance that was completed by Workers' Comp, to be submitted to the Medical Panel. • Received memo from PERAC regarding Accidental Disability retiree, Charles Johnson, Jr. Mr. Johnson has been examined by 3 restoration to service physicians on February 26, 2002. The physicians were unanimous in their decision, finding Charles Johnson able to return to service. Please advise Jane Carritte, PERAC Nurse Case Manager, as to the status of a same or similar position. If a same or similar position is likely to become available, PERAC will schedule a new physician medical evaluation to re-confirm fitness for duty. • Received memo from PERAC that they are in receipt of the information they requested as part of the review process for the waiver of submitting superannuation retirement calculations for approval. They have completed their analysis of the data and have determined that no further information is needed. The board will continue to be granted the waiver. • Received memo from PERAC regarding G.L. c. 32, § 91A. PERAC enclosed a Verification of Information Report that lists disability retirees who have reported earnings in an amount that may result in an adjustment to their disability retirement allowance. The board administrator will review the report and update or make any necessary changes to the annual current salary, annuity, pension, dependency, and/or worker compensation offset amounts. Data must be returned to PERAC on or before August 17, 2009. • A check was received on June 2, 2009 from Middlesex County Retirement Board for full payment of its Section 3(8)(c) reimbursement. • All Section 3(8)(c) payments to the Reading Retirement Board have been received. All Section 3(8)(c) payments to other systems have been paid by the Reading Retirement Board, except to Middlesex. Reading has not been billed from this board. • Received application from member, Dorothy Solomon, who has elected to have retirement deductions withheld beyond the age of 70. • Helen Downs, Option C beneficiary of deceased retiree Clayton Downs, died June 28, 2009.