A Tale of 2 Pensions
Margaret Hart-Mahon, St. Louis County Employees' Retirement Fund & Deferred Comp Plan, mhart-mahon@stlouisco.com
7/28/2009
Accepting FAX Documents
Charles Serine, Pennsylvania Public School Employees' Retirement System, cserine@state.pa.us
8/22/08
Actuarial Contracts
Alan Thompson, Missouri Public School Retirement System, athompson@psrsmo.org
4/30/2008
Additional Annuities
Mary Jo Curwen, Los Angeles CERS, Fire & Police, & DWP Employees' Retirement Plan, maryjo.curwen@lacity.org
10/12/2007
Address Changes
Timothy Rankin, Ohio Police and Fire Pension Fund, trankin@op-f.org
5/30/2008
Administrative Expenses
Karen Buffkin, Connecticut Office of the State Comptroller, karen.buffkin@po.state.ct.us
9/9/2008
Agreement with Operating Bank
Julie Master, Colorado Public Employees' Retirement Association, jmaster@copera.org
4/22/2008
Alternative Investment Panel - NAPPA Conference - Follow-up
Marte Castanos, California Public Employees' Retirement System, marte_castanos@calpers.ca.gov
7/6/2009
Alternative Investments Working Group
David Muir, Los Angeles County Employees' Retirement Association, dmuir@lacera
3/6/2008
Anti-spiking Language
Hank H. Kim, National Conference on Public Employee Retirment Systems, hank@ncpers.org
12/22/2008, 12/23/2008
Article on Increasing IRS Scrutiny
Wayne Schneider, New York State Teachers' Retirement System, wschneid@nystrs.ny.us
4/30/2008
Article on Social Investing
Alan Manning, Article on Social Investing, alan.manning@lacity.org
8/16/2007
Asheville Highlights
Terry A.M. Mumford, Ice Miller, terry.mumford@icemiller.com
4/26/2010
Assistance Needed in Providing Ethics and Fiduciary Duties - - a Question from the World Bank
Tamara Greemanova, World Bank, tgreemanova@worldbank.org
10/29/2009
Attorney Referral for Potential Investment Action
Carolyn Welch Clifford, Ottosen Britz Kelly Cooper & Gilbert, Ltd., cclifford@obkcg.com
8/22/2007
Australian Class Action - GPT Group
David H. Lantzer, Orange County Retirement System, dlantzer@ocers.org
12/2/2008
Background Checks
Kevin Lindahl, Colorado Fire and Police Pension Association. klindahl@fppaco.org
3/11/2009
Bankruptcy Cases
Wayne Schneider, New York State Teachers' Retirement System, wschneid@nystrs.state.ny.us
7/2/2008
Bankruptcy Court Orders vs. Anti-Alienation Clauses
Jonathan Needle, Houston Firefighters' Relief and Retirement Fund, jonathan@hfrrf.org
9/9/2009
Bankruptcy - Treatment of Plan Loans for the Purpose of Determining Abuse
Wayne Schneider, New York State Teachers' Retirement System, wschneid@nystrs.state.ny.us
9/26/2007
Benefit Changes for Active Employees
Daniel Anderson, Utah Retirement Systems, dda@hpalaw.com
4/6/2009
Benefit Questions
Victoria Hale, Denver Employees' Retirement Plan, vhalliday@derp.org
8/23/2010
Board of Trustee Education Programs
Thomas Davidson, Indiana State Teachers' Retirement Fund, tdavidson@trf.in.gov
2/8/2010
Board Members Seeking Employment
Jennifer Kabat, Colorado Public Employees' Retirement Association, jkabat@copera.org
11/14/2008
California Court of Appeal Decision Regarding CalSTRS
Kathleen Andleman, California State Teachers' Retirement System, kandleman@calstrs.com
9/04/2007
California Supreme Court to Hear San Diego Pension Official's Appeal
Wayne Schneider, New York State Teachers' Retirement System, wschneider@nystrs.state.ny.us
11/30/2007
Can a 415(m) Excess Plan Be Excess to a Defined Contribution 403(b) plan?
Everett Moreland, Hershner Hunter, LLP, emoreland@hershnerhunter.com
5/20/2008
Change in Beneficiary for Benefits in Pay Status
Peter A. Gold, Buck Consultants, peter.gold@buckconsultants.com
2/14/2008
Change in Participation Status
Robert C. Sundberg, II, Law Office of Robert C. Sundberg, rcsundberg@comcast.net
3/ 26/2010
Changing COLA & Drop Interest Rate
Elizabeth R. Stevens, Florida Department of Management Services, elizabeth.stevens@dmsmyflorida.com
3/19/2010
Changes in Representation on Plan Boards of Trustees
Michael Kramer, Kramer & Patel, LLC, mkramer@kramerpatel.com
10/05/2007
Changing IRS' Position on Using the New Withholding Tables
Luke Bailey, Strasburger & Price, LLP, luke.bailey@strasburger.com
3/19/2009
Changing IRS' Position on Using the New Withholding Tables
Christopher Schatzman, New Mexico Educational Retirement Board, chris.schatzman@state.nm.us
3/18/2009
Changing IRS' Position on Using the New Withholding Tables
Wayne Schneider, New York State Teachers' Retirement System, wschneid@nystrs.state.ny.us
3/19/2009
COBRA and Retiree - Only Healthcare Plans
Susan Kortokrax, Cook County Retirement Fund & Forest Preserve District Retirement Fund, skortokrax@countypension.com
3/17/2009
Code of Conduct from the CFA Institute
Nancy Williams, Ennis Knupp + Associates, n.williams@ennisknupp.com
9/10/2008
Common Law Marriage
Chris Bulman, New Mexico Public Employees' Retirement Association, christopher.bulman@state.nm.us
4/23/2008
Compensation Policies
Dori Ditty, South Carolina Retirement Systems Investment Commission, dditty@ic.sc.gov
8/21/2009
Compliance Officer Job Description
John Milazzo, Maine Public Employees' Retirement System, john.milazzo@mainepers.org
1/12/2010
Compromised Data Notification
Kevin Lindahl, Fire and Police Pension Association, klindahl@fppaco.org
12/11/2008
Conflict of Interest - Code of Conduct Policies
Victoria Halliday, Denver Employees' Retirement Plan, vhalliday@derp.org
4/22/2010
Consultant Contract
Victoria Halliday, Denver Employees' Retirement Plan, vhalliday@derp.org
2/13/2008
Contract Clause - Impairment of Contract
Michael R. Santos, City of Overland Park, KS, mike.santos@opkansas.org
11/14/2008
Contract Language RE: New SEC Rule 206(4)-5 (Prevention of Pay to Play)
Beth Conradson Cleary, City of Milwaukee Employes' Retirement System, bcleary@milwaukee.gov
8/23/2010
Coverage Under Social Security and 218 Agreements
Charles H. Campbell, Jackson Walker, ccampbell@jw.com
7/7/2010
CSSC Investment Advisory Services, Inc.
Scott Lang Harper, Employees Retirement System of the City of St. Louis, harpers@stlouiscity.com
7/2/2010
Cycle C Determination Letters
Paul Madden, Whiteford, Taylor & Preston, pmadden@wtplaw.com
6/3/2010
Death Benefit - Foreign Beneficiary
Gayle Mambro-Martin, Rhode Island Employees' Retirement Association, gmambro@ersri.org
4/16/2008
Definition of “Asset Allocation”
William H. Rice, Vermont Office of the State Treasurer, bill.rice@state.vt.us
1/2/2008
Definition of Killed in the Line of Duty
Margaret Hart-Mahon, St. Louis County Employees' Retirement Fund & Deferred Comp Plan, mhart-mahon@stlouis.com
4/27/2009
Description of Recent Pension Changes in Illinois
Wayne Schneider, New York State Teachers' Retirement System, wschneid@nystrs.state.ny.us
3/30/2010
Determination Letter Filings
Robert Sundberg II, Law Office of Robert C. Sundberg, II, rcsundberg@comcast.net
7/2/2010
Determination Letters - Notice to Interested Parties
Robert C. Sundberg II, Law Office of Robert C. Sundberg, II, LLC, rcsundberg@comcast.net
8/5/2008, 8/6/2008
Detrimental Reliance on Erroneous Grant of Benefits
Larry Brya, Michigan State Operations Division, bryal@michigan.gov
1/15/2008
Direct Real Estate Investments by Pension Plan
Christa S. Clark, Arkansas Teacher Retirement System, christac@arts.gov
6/3/2009
Disability Application Timeliness
James B. Loper, Law Offices of James B. Loper, jloper@loperlaw.com
10/9/2007
Disability Question - Re: Annuity Payments
Hank H. Kim, National Conference on Public Employee Retirement Systems, hank@ncpers.org
12/22/2008
Disability Retirement Filed by Veterans Injured in Iraq
James Castranova, Los Angeles County Employees' Retirement Association, jcastranova@lacera
5/1/2008
Disaster Recovery Plan
Victoria Halliday, Denver Employees' Retirement Plan, vhalliday@derp.org
4/22/2010
Divestment Policies
Ethan Lipsig, Paul, Hastings, Janofsky & Walker, LLP, ethanlips@paulhastings.com
6/3/2008
Document Acceptance Policy
William Frayer, Indiana Public Employees' Retirement Fund, wfrayer@perf.in.gov
4/27/2006
Do You Deny Benefit Rights to Members Who Are Convicted of a Felony?
Greg Smith, Colorado Public Employees' Retirement Association, gsmith@copera.org
11/13/2007
Divestment Policies
Ethan Lipsig, Paul, Hastings, Janofsky & Walker, LLP, ethanlips@paulhastings.com
6/3/2008
Early Retirement Incentive Question
Victoria Halliday, Denver Employees' Retirement Plan, vhalliday@derp.org
8/6/2009
Education Benefit Pay-Backs
Jonathan Needle, Houston Firefighters' Relief and Retirement Fund, jonathan@hfrrf.org
4/29/2009
Equal Employment Opportunity Commission (EEOC) Litigation of Interest
David Muir, Los Angeles County Employees' Retirement Association, dmuir@lacera.com
9/21/2007
Electronic Beneficiary Designations
Elizabeth Stevens, Florida Department of Management Services, elizabeth.stevens@dms.myflorida.com
8/12/2009
Electronic Transfer of Pension Payments
Larry Brya, Michigan State Operations Division, bryal@michigan.gov
4/15/2008
Emerging/Minority Manager Mandates or Policies
Victoria Hale, Denver Employees' Retirement Plan, vhalliday@derp.org
8/23/2010
Employer Contribution Pick-Up Election
Brian J. Goodman, Virginia Retirement System, bgoodman@varetire.org
8/19/08
Errors & Omissions Insurance
William E. Robinson, Baker, Donelson, Bearman, Caldwell & Berkowitz, PC, wrobinson@bakerdonelson.com
12/28/2007
Ethics and Communications Policies
Erin Perales, Houston Municipal Employees Pension System, emack@hmeps.org
7/2/2010
E-Trading
Nancy Williams, EnnisKnupp + Associates, n.williams@ennisknupp.com
12/2/2008
Executive Director Employment Contract
Alan Thompson, Missouri Public School Retirement System, athompson@psrsmo.org
5/29/2008
Failure to Meet Minimum Funding Standard
Robert Sundberg, Law Office of Robert C. Sundberg II LLC, rcsundberg@comcast.net
5/6/2009
Fannie Mae
Lori K. Schnall, Alameda County Employees' Retirement Association, lschnall@acera.org
11/4/2008
February Benefits Section Meeting
Wayne Schneider, New York State Teachers' Retirement System, wschneid@nystrs.state.ny.us
11/18/2008
Federal Reimbursement of Pension Costs
David Muir, LACERA, dmuir@lacera.com
8/1/2008
Fiduciary Duty Speaker
Cynthia Fain, Teachers' Retirement System of the State of Illinois, cfain@trs.illinois.gov
12/11/2009
Fiduciary Liability Insurance: How Much Coverage Is Appropriate?
Mary Particia Burns, Burke Burns & Pinelli, mburns@bbp-chicago.com
11/5/2009
Fiduciary Training Related to Plan Design Modification
Denise Pizzini, Montana Teachers' Retirement System, dpizzini2@mt.gov
11/9/2009
Financial Crisis Inquiry Commission Request for Information
William T. Stephens, Retirement Systems of Alabama, bill.stephens@rsa-al.gov
5/14/2010
Follow Up to Pension Fund Governance Best Practices Panel in Boston
Keith L. Johnson, Reinhart Institutional Investor Services, kjohnson@reinhartlaw.com
7/2/2008
Foreign Bank and Financial Accounts Report (FBAR)
David Riley, New York State Common Retirement Fund, driley@osc.state.ny.us
4/29/2009
Foreign Bank and Financial Accounts Report (FBAR) Comments from National Pension Organizations
Jonathan Needle, Houston Firefighters' Relief and Retirement Fund, jonathan@hfrrf.org
4/26/2010
Foreign Bank and Financial Accounts Report (FBAR) 2-26-10 Notice.pdf
Jonathan Needle, Houston Firefighters' Relief & Retirement Fund, jonathan@hrrf.org
2/26/2010, 3 /1/2010
Foreign Bank and Financial Accounts Report (FBAR) Filing Requirements for Public Sector Plans
Abraham Schwartz, City of Baltimore Fire & Police Employees' Retirement System, aschwartz@bcfpers.org
6/29/2009
Foreign Bank and Financial Accounts Report (FBAR) Update (Deadline Extension)
Everard Davenport, Dallas Police & Fire Pension System, e.davenport@dpfp.org
6/25/2009
Forged Spousal Acknowledgment
Elizabeth Stevens, Florida Department of Management Services, elizabeth.stevens@dms.myflorida.com
8/2/2010
Form 990 Question
Jay J. Chaudhuri, North Carolina Department of State Treasurer, jay.chaudhuri@nctreasurer.com
2/15/2010
Fortis Litigation in Belgium
Kara Petteway, North Carolina Department of the State Treasurer, kara.petteway@nctreasurer.com
6/16/2010
Fraud and Criminal Acts Policies
Roxanne Story Parks, San Diego City Employees' Retirement System, rparks@sdcers.org
3/19/2009
Funding of Staff Positions for Smaller Funds
Ellen Hinchee, City of Tulsa Minicipal Employees' Retirement Plan, ehinchee@cityoftulsa.org
8/21/2009
Furloughed Employees & Deemed Earnings
Mary Alice Irvine McGreevy, Wisconsin Department of Employee Trust Funds, maryalice.mcgreevy@etf.state.wi.us
5/18/2009
Fund of Fund IMA Terms
Jaye Pershing Johnson, Vermont State Office of the Attorney General, jjohnson@atg.state.vt.us
7/7/2010
FX Fees - Custody Contract
Denise E. Aguilera, Hartford Retirment System, daguilera@hartford.gov
3/29/2010
General Account vs. Stable Value Fund
Denise Aguilera, Hartford Retirement System, daguilera@hartford.gov
10/9/2009
Good Tax Law Class
Everard Davenport, Dallas Police and Fire Pension System, e.davenport@dpfp.org
2/24/2010
Government Authority Office (GAO) Report on State and Local Pension Plans
Keith L. Johnson, Reinhart Institutional Investor Services, kjohnson@reinhartlaw.com
10/29/2007
Health and Human Services Issues Interim Final Rules, re: Breach of Unsecured PHI
Bernard J. Smith, Tucker Ellis & West, bsmith@tuckerellis.com
8/25/2009
Healthcare Enhancement for Public Safety Officers Act (HELPS) Implementation
Tom R. Krueger, Texas County & District Retirement System, tom@tcdrs.org
7/8/2009
Heart Bill
Wayne Schneider, New York State Teachers' Retirement System, wschneid@nystrs.state.ny.us
7/7/2008
Heart Bill Text
Wayne Schneider, New York State Teachers' Retirement System, wschneid@nystrs.state.ny.us
7/3/2008, 7/14/2008
Hedge Funds Counsel
Maureen Hazen, Florida State Board of Administration, maureen.hazen@sbafla.com
11/23/2009
Identity Theft Policy
Alan Thompson, Public School Retirement System of Missouri, athompson@psrsmo.org
11/15/2007
Impact Statements Regarding Contributions and Paying Actuarial Fees
Nancy Williams, EnnisKnupp + Associates, n.williams@ennisknupp.com
4/3/2009
Imputed Compensation
Amy Moskowitz, Montgomery County, MD Retirement System, amy.moskowitz@montgomerycountymd.gov
3/17/2009
Incentive Plans
Everard Davenport, Dallas Police and Fire Pension System, e.davenport@dpfp.org
11/19/2007
Indemnity Policy - Comments?
Keith Thornburg, MoDOT & Patrol Employees' Retirement System, keith.thornburg@modot.mo.gov
11/2/2009
Independent Audits
William Robinson, Baker, Donelson, Bearman, Caldwell & Berkowitz, PC, wrobinson@bakerdonelson.com
4/14/2008
Initial Public Offering Securities Litigation
Jaye Pershing Johnson, Vermont State Office of the Attorney General, jjohnson@atg.state.vt.us
8/3/2009
Insider Trading
Paul Silver, Washington State Investment Board, pauls@atg.wa.gov
3/7/2008
Insider Trading Policies
Jennifer Kabat, Colorado Public Employees' Retirement Association, jkabat@copera.org
2/23/2008
Institutional Limited Partners Association (ILPA) Equity Principles and Related Press Release
Marte Castanos, California Public Employees' Retirement System, marte_castanos@calpers.ca.gov
9/9/2009
Interest
Robert Sundberg, Robert Sundberg Attorney at Law, rcsundberg@comcast.net
2/5/2010
Internal Revenue Service (IRS) Determination Letter Filings for DB Plans
Peter A. Gold, Buck Consultants, peter.gold@buckconsultants.com
8/24/2010
Internal Revenue Service (IRS) Form TD F90.22.1
Amy Moskowitz, Montgomery County, MD Retirement System, amy.moskowitz@montogmerycountymd.gov
6/22/2009
Internal Revenue Service (IRS) Governmental Plan Survey Issued
Kevin Lindahl, Fire and Police Pension Association, kkindahl@fppaco.org
2/19/2009
Internal Revnue Service (IRS) Guide Book for Governmental
Robert Franson, Missouri Local Government Employees Retirement System, rfranson@molagers.org
8/5/2010
Internal Revenue Service (IRS) Guide Book for Governmental Plans
Eric Wampler, Kentucky Teachers' Retirement System, eric.wampler@ky.gov
4/23/2010
Internal Revenue Service (IRS) Guidelines and Disclaimers Inquiry
Beth Conradson Cleary, City of Milwaukee Employes' Retirement System, blceary@milwaukee.gov
3/20/2008
Internal Revenue Service (IRS) Issues Reprieve For Some With Respect to FBAR Filings
Jane Hamblen, State of Wisconsin Investment Board, jane.hamblen@swib.state.wi.us
8/7/2009
Internal Revenue Service (IRS) Law Rule or Law
Robert Franson, Missouri Local Government Employees Retirement System, rfranson@molagers.org
1/26/2009
Internal Revenue Service (IRS) Questionnaire to Governmental Plans
Stephen H. Cypen, Cypen & Cypen, scypen@cypen.com
3/11/2009
Internal Revnue Service (IRS) Pilot Questionnaire
Terry A.M. Mumford, Ice Miller, LLP, terry.mumford@icemiller.com
4/22/2009
Internal Revenue Service (IRS) Private Letter Ruling on Pop Up/Pop Down Retirement Option
Wayne Schneider, New York State Teachers' Retirement System, wschneid@nystrs.state.ny.us
3/4/2008
Internal Revenue Service (IRS) Section 115 Trusts
Robert C. Sundberg, II, Law Office of Robert C. Sundberg, II, LLC, rcsundberg@comcast.net
5/19/2008
Investment Counsel
Christi Worth, Teacher Retirement System to Texas, christi.worth@trs.state.tx.us
9/25/2008
Judge Dismisses San Diego Federal Case
Wayne Schneider, New York State Teachers' Retirement System, wschneid@nystrs.state.ny.us
4/8/2010
Judicial Commentary on an Attempt to Get a Mega Pension
Wayne Schneider, New York State Teachers' Retirement System, wschneid@nystrs.state.ny.us
7/16/2010
Kentucky Retirement Systems v. EEOC
Wayne Schneider, New York State Teachers' Retirement System, wschneid@nystrs.state.ny.us
9/25/2007Kentucky Retirement Systems v. EEOC—U.S. Supreme Court Amicus
Eric Wampler, Kentucky Retirement Systems, eric.wampler@kyret.com
10/31/2007
Lead Plaintiff - Countrywide Financial Class Action
Christopher M. Jacobson, Michigan Department of Treasury, Bureau of Investments, cjacobson@invest.treas.state.mi.us
10/05/2007
Legal Committees of Boards
Craig Slaughter, West Virginia Investment Management Board, craig.slaughter@wvimb.org
12/17/2009
Legislation for Emerging Managers
Amy Moskowitz, Montgomery County, MD Retirement System, amy.moskowitz@montgomerycountymd.gov
5/8/209
Letters
Mary Beth Braitman, Ice Miller, LLP, braitman@icemiller.com
8/14/08
Liability Insurance of Fidelity Bond for Retirment Boards
Jay J. Chaudhuri, North Carolina Department of State Treasurer, jay.chaudhuri@nctreasurer.com
2/22/2010
Licensing Credit Ratings for Back Office Use
Jennifer Kabat, Colorado Public Employees' Retitrement Association, jkabat@copera.org
3/8/2010
Limitation Period for Benefits/Refund Claim
Brian Goodman, Virginia Retirement System, bgoodman@varetire.org
9/16/2009
Link to Article by The Dark Side
Wayne Schneider, New York State Teachers' Retirement System, wschneid@nystrs.state.ny.us
11/15/2007
Litigation Re: Reduction in Retiree Health Benefits
Robert Blum, Hanson, Bridgett, Marcus, Vlahos & Rudy, LLP, rblum@hansonbridgett.com
12/5/2007
Lost Invesment Opportunity
Cathy Smith, Virgin Islands Government Employees' Retirement System, csmith@usvigers.com
10/21/2009
Losses From Mistake of Fact Contributions
Elizabeth Stevens, Florida Department of Management Services, elizabeth.stevens@dms.myflorida.com
7/29/2008
Lost Participants
Robert C. Sundberg, II, Law Office of Robert C. Sundberg, II, LLC, rcsundberg@comcast.net
2/13/2008
Mainsail II Fund - Response Greatly Appreciated
Robert Sugarman, Sugarman & Susskind, P.A., sugarman@sugarmansusskind.com
11/02/2007
Mandatory State Tax Withholding
Amy Moskowitz, Montgomery County, MD Retirement System, amy.moskowitz@montogomerycountymd.gov
11/4/2009
Mandatory Victims Restitution Act (MVRA) 18 U.S.C.A. § 3613: 18 U.S.C.A. § U.S.C.A. § U.S.C.A. § 3663A
Michale Weinstein, Illinois Muncipal Retirement Fund, mweinstein@imrf.org
3/18/2010
Master Lilmited Partnerships
Victoria Halliday, Denver Employees' Retirement Plan, vhalliday@derp.org
11/12/2009
Market Value/Riskless Rate of Return Liability Issue Survey and Results
Terry Mumford, Ice Miller, LLP, terry@mumford@icemiller.com
2/17/2009, 3/2/2009
May 2010 Newsletter
Pam Anderson, NAPPA, pama@nappa.org
5/14/2010
Minnesota Law School: Research Paper: Public Pension Plan Reform - Laws Protecting Publc Pensions
Roderick Crane, TIAA-CREF, rcrane@tiaa-cref.org
3/29/2010
Model Investment Compliance Manuels
Timothy Wei, Teacher Retirement System of Texas, timothy.wei@trs.state.tx.us
2/4/2010
NAPPA IRS 2010 Winter Seminar Information
Terry A.M. Mumford, Ice Miller, terry.mumford@icemiller.com
4/26/2010
NAPPA Mentors Needed
Kevin Lindahl, Colorado Fire & Police Pension Association, klindahl@fppaco.org
5/28/2010
NASRA/NCPERS/NCTR Amicus Brief in Ky. Ret. Systems v. EEOC Supreme Court Case
Wayne Schneider, New York State Teachers' Retirement System, wschneid@nystrs.state.ny.us
12/11/2007
Negotiating Fiduciary Liability Insurance
David Muir, Los Angeles County Employees' Retirement Association, dmuir@lacera.com
3/3/2009
Negotiating Fiduciary Liability Insurance Booklet
David Muir, Los Angeles County Employees' Retirement Association, dmuir@lacera.com
8/16/2007
Negotiating Limits on the Use of Derivaties for "Core" Investments
Jaye Pershing Johnson, Vermont State Office of the Attorney General, jjohnson@atg.state.vt.us
9/28/2009
New ADEA Police and Firefighter Decision
Wayne Schneider, New York State Teachers' Retirement System, wschneid@nystrs.state.ny.us
7/20/2009
New Bankruptcy Decision - IRS§403(b) Annuities Excluded From Bankruptcy Estate
Wayne Schneider, New York State Teachers' Retirement System, wschneid@nystrs.state.ny.us
8/20/2007
New Decision Relating to the Police Exception in ADEA
Wayne Schneider, New York State Teachers' Retirement System, wschneid@nystrs.state.ny.us
9/24/2008
New Department of Labor Letter on Social Investment
Wayne Schneider, New York State Teachers' Retirement System, wschneid@nystrs.state.ny.us
7/14/2008
New Internal Revenue Service (IRS) Safe Harbor Rollover Form
Wayne Schneider, New York State Teachers' Retirement System, wschneid@nystrs.state.ny.us
9/9/2009
New Paper on the Differences Between Public and Private Sector Pension Plans
Wayne Schneider, New York State Teachers' Retirement System, wschneid@nystrs.state.ny.us
11/14/2007
New York State Bar Association Comments on FBAR
Gary Lawson, Strasburger & Price, LLP, gary.lawson@strasburger.com
7/28/2009
Non-US Equities Question
Julie Master, Colorado Public Employees' Retirement Association, jmaster@copera.org
6/2/2008
Normal Retirement Age Question
Paige A. Martin, Kutak Rock LLP, paige.martin@kutakrock.com
8/13/2008, 9/15/2008, 10/13/2008, 10/15/2008
Notarized Statement of Earnings by Disability Retirees
R. Stephen Stark, Louisiana State Employees' Retirement System, sstark@laseronline.org
6/3/2008
Outside Tax Counsel
Robert H. Arthur, Houston Police Officer's Pension System, barthur@hpops.org
5/1/2008
Open Records
M. Catherine Nolan, Pennsylvania State Employees' Retirement System, canolan@state.pa.us
3/6/2008, 4/29/2008
Opportunity to Present Questions to IRS Speaker
Paul Madden, Whiteford, Taylor & Preston, L.L.P., pmadden@wtplaw.com
12/17/2008
Ordinance/Statutory/Rules Provisions (samples) Relating to Service-Related Disability Retirement
James T. Walker, City of Fort Pierce, Florida, jimw@jimwalkerlaw.com
10/1/2007
Other Post-Employment Benefits (OPEB) Trust Document
Robert Franson, Missouri Local Government Employees' Retirement System, rfranson@molagers.org
4/23/2008
Participant Directed Investments
James B. Loper, Law Office of James B. Loper, jloper@loperlaw.com
11/2/2009
Pension Funding Requirements
Paige Martin, Kutak Rock, paige.martin@kutakrock.com
7/12/2010
Pension Bonds
Brian McLeod, Wichita Retirement Systems, bmcleod@wichita.gov
4/30/2009
Pension Protection Technical Corrections Act of 2007
Mary Jo Curwen, Los Angeles CERS, Fire & Police, & DWP Employees' Retirement Plan, maryjo.curwen@lacity.org
10/23/2007
Pension System Management Reviews
Ethan Lipsig, Paul, Hastings, Janofsky & Walker, ethanlipsig@paulhastings.com
7/14
Performance Bond
Jonathan Needle, Houston Firefighters' Relief and Retirement Fund, jonathan@hfrrf.org
8/12/2008
Peru Capital Gain Tax Compliance
L. Gerald Rigby, Archer & Greiner, P.C., grigby@archerlaw.com
5/12/2010
Pew Report on Funding State Retiree Benefits
Wayne Schneider, New York State Teachers' Retirement System, wschneid@nystrs.state.ny.us
12/19/2007
Pick-Up Contribution Question
Lesley Russo, Bowles Rice McDavid Graff & Love LLP, lrusso@bowlesrice.com
4/4/2008
Placement Agent Disclosure Policies
Gina Ratto, California Public Employees' Retirement Association, gina_ratto@calpers.ca.gov
4/28/2009
Plan Administration Problem/Incompetent Retiree
Leslie King, DC Retirement Board, leslie.king@dc.gov
3/5/2009
Post Employmetn DROP
Kevin Lindahl, Fire and Police Pension Association, klindahl@fppaco.org
10/9/2009
Post Retirement Salary
Christa Clark, Arkansas Teacher Retirement System, christac@artrs.gov
4/16/2009
Pre-funding OPEB Liability & Vesting Issue
Cheryl Comer, Tacoma Employees' Retirement System, ccomer@cityoftacoma.org
12/23/2008
Prejudgment Interest
James B. Loper, Law Offices of James B. Loper, jloper@loperlaw.com
11/29/2007
PREQUIN Book
Marc R. Lieberman, Kutak Rock LLP, marc.lieberman@kutakrock.com
9/24/2007
Private Equity Investments and Diversity
Gerald Gornish, Pennsylvania Public School Employees' Retirement System, ggornish@state.pa.us
6/6/2008
Proof of Reasonableness for Age 60 Nornal Retirement Age
Peter Gold, Buck Consultants, peter.gold@buckconsultants.com
8/3/2010
Proposed Question
Jan Webster, Pillsbury Winthrop Shaw Pittman LLP, jan.webster@pillsburylaw.com
11/09/2007
Proposed Treasury Regs Under Code Section 3402(t)
Wayne Schneider, New York State Teachers' Retirement System,
wschneid@nystrs.state.ny.us
2/23/2009
Public Access to Third Party's Records
M. Catherine Nolan, Pennsylvania State Employees' Retirement System, canolan@state.pa.us
2/9/2009
Public Fund Eleventh Amendment Victory
Wayne Schneider, New York State Teachers' Retirement System, wschneid@nystrs.state.ny.us
4/4/2008
Purchase of "Air Time"
Wayne Schneider, New York State Teachers' Retirement System, wschneid@nystrs.state.ny.us
7/6/2010
Purchase of Federal Government Service
Leslie King, DC Retirement System, leslie.king@dc.gov
5/26/2010
Purchase of Service
Gerald Gornish, Pennsylvania Public School Employees' Retirement System, ggornish@state.pa.us
8/19/2009
Purchase of Service with Tribal Employer
A. Kathleen Billings, Kansas Public Employees' Retirement System, kbillings@kpers.org
3/11/2009
Qualification of Accountant's Opinion
Paul W. Madden, Whiteford, Taylor & Preston L.L.P., pmadden@wtplaw.com
4/8/2008
Qualified Domestic Relations Order (QDRO) for Retirees
Robert Sundberg, Law Office of Robert C. Sundberg, II, LLC, rcsundberg@comcast.net
2/27/2008
Questions for IRS Speakers
Paul Madden, Whiteford, Taylor & Preston, L.L.P., pmadden@wtplaw.com
12/28/2009
Real Estate Investment Contract
Everard Davenport, Dallas Police and Fire Pension System, e.davenport@dpfp.org
3/25/2008
Recent Case - South Central Indiana School Trust v. Poyner, 2007 US Dist LEXIS 78804 (SD Ind, Oct 19 2007)
Wayne Schneider, New York State Teachers' Retirement System, wscheid@nystrs.state.ny.us
11/08/2007
Reach and Recovery of Overpayments
Ellen Hinchee, City of Tulsa Municipal Employees' Retirement Plan, ehinchee@cityoftulsa.org
12/22/2009
Recent Additional Normal Retirement Age Comments
Jonathan Needle, Recent Additional Normal Retirement Age Comments, jonathan@hfrrf.org
7/6/2010
Recent Court Case - Kentucky Retirement Systems v. Foster, 2010 Ky App LEXIS 134 (Ky Ct App July 23, 2010)
Wayne Schneider, New York State Teachers' Retirement System, wschneid@nystrs.state.ny.us
8/3/2010
Recent Department of Labor Fiduciary Opinion
Wayne Schneider, New York State Teachers' Retirement System, wschneid@nystrs.state.ny.us
1/14/2008
Recent News Articles on Double Dipping in Massachusetts
Paige Martin, Kutak Rock LLP, paige.martin@kutakrock.com
7/2/2008
Reemployment of Retirees Receiving a Pension Benefit - Inquiry Survey
Michael Kramer, Clements & Sweet, PC, michael@clements-sweet.com
9/30/2009
Referral to Law Firms, re: Investment Management Agreements
R. Paul Edmonds, Ontario Pension Board paul.edmonds@opb.ca
7/7/2008
Registration of Public Fund in Mexico
Wayne Schneider, New York State Teachers' Retirement System, wschneid@nystrs.state.ny.us
12/27/2007
Reporting 415(m) Districutions: W-2 or 1099?
Luke Bailey, Strasburger & Price, LLP, luke.bailey@strasburger.com
8/3/2009
Request for Information
Wanda Cochran, City of Mobile Police & Fire Fighters Pension Fund, wandajcochran@bellsouth.net
3/11/2009
Request for Proposal for Counsel
Karen Buffkin, Connecticut Office of the State Comptroller, karen.buffkin@po.state.ct.us
8/13/2008
Request for Real Estate Consultant Search Firm
Harvey L. Leiderman, Reed Smith LLP, hleiderman@reedsmith.com
7/29/2009
Resending Brian Buchholz contact info - - WSIB's Counsel
Paul Silver, Washington State Investment Board, pauls@atg.wa.gov
4/28/2008
Response to NAPPA Report Article - "Researchers Call on Congress to Avert Public Pension Crisis"
Richard Koppes, NAPPA, rich@nappa.org
8/17/2010
Retention of DC Records
Daniel Anderson, Utah Retirement Systems, dda@hpalaw.com
3/19/2008
Retirement Board Election Process
Susan G. Pittard, New Mexico Public Employees' Retirement Association, susan.pittard@state.nm.us
2/1/2008
Retirement Interest Subject to US Tax Lien Because It Is Excluded From Bankruptcy Estate
Wayne Schneider, New York State Teachers' Retirement System, wschneid@nystrs.state.ny.us
8/24/2010
Retirement Plan Loans Are Exempt From Reg Z
Wayne Schneider, New York State Teachers' Retirement System,
wschneid@nystrs.state.ny.us
3/15/2009
Rhode Island City Potentially Subject to ERISA Withdrawl Liabiity
Wayne Schneider, New York State Teachers' Retirement System,
wschneider@nystrs.state.ny.us
3/10/2009
Safe Harbor Explanation - Rollover Distributions
Kelly Jenkins, State Universities Retirement System of Illinois, kjenkins@surs.org
12/16/2009
San Diego County Employees' Retirement Association's RFP for Tax Counsel for Public Pension Benefits Administration
Regina Petty, San Diego County Employees' Retirement Association, rpetty@sdcera.org
6/30/2009
San Diego Order
Kelly Jenkins, State Universities Retirement System of Illinois, kellyjenkinsjd@gmail.com
4/8/2010
Scanning/Imaging of Documents with a Seal or Stamp
Timothy Rankin, Ohio Police and Fire Pension Fund, trankin@op-f.org
5/21/2008
Search for Securities LItigation Counsel
Maureen M. Hazen, Florida State Board of Administration, maureen.hazen@sbafla.com
10/16/2009
Secretary Geithner's Written Statement to the House Today
Wayne Schneider, New York State Teachers' Retirement System, wschneid@nystrs.state.ny.us
3/26/2009
Section 115 Trusts
Robert Sundberg, Law Office of Robert C. Sundberg, II, LLC, rcsundberg@comcast.net
5/23/2008
SEC Proposed Rule RE: Political Contributions by Certain Investment Advisors
Alan Manning, Los Angeles CIty Attorney's Office, Water and Power Employees' Retirement Plan, alan.manning@lacity.org
8/3/2009
SEC Proposes Ban on Political Contributions from Public Pension Plan Investment Advisors
Keith L. Johnson, Reinhart Institutional Investor Services, kjohnson@reinhartlaw.com
7/23/2009
SEC Release of Final Pay to Play Rules
Wayne Schneider, New York State Teachers' Retirement System, wschneid@nystrs.state.ny.us
7/12/2010
SEC Warns Public Pension Funds
Paul Silver, Washington State Investment Board, pauls@atg.wa.gov
3/7/2008
Securities Lending Agreements Revisited
Jonathan Needle, Houston Firefighters' Relief & Retirement Fund, jonathan@hfrrf.org
12/2/2009
Securities Lending Services
Michael E. Kramer, Kramer & Patel, LLC, mkramer@kramerpatel.com
8/29/2007
Securities Litigation Counsel RFQ Announcement
Jay J. Chaudhuri, North Carolina Department of State Treasurer, jay.chaudhuri@nctreasurer.com
12/9/2009
Seeking Samples of Recent Investment Management Agreements
Beth Conradson Cleary, City of Milwaukee Employes' Retirement System, bcleary@milwaukee.gov
2/26/2009
Self Directed Brokerage Accounts
Amy Moskowitz, Montgomery County, MD Retirement System, amy.moskowitz@montgomerycountymd.gov
6/3/2010
Senior Counsel Session in D.C.
Everard Davenport, Dallas Police & Fire Pension System, e.davenport@dpfp.org
1/3/2008, 1/28/2008
Shareholder Entries/Certificates
Tamara Greemanova, World Bank, tgreemanova@worldbank.org
10/02/2007
Special Needs Trusts
Alan L. Manning, Los Angeles CERS, Fire & Police, & DWP Employees' Retirement Plan, alan.manning@lacity.org
9/19/2008
Spousal Acknowledgement
Elizabeth Stevens, Florida Department of Management Services, elizabeth.stevens@dms.myflorida.com
6/22/2009
State and Local Legislative Update for NAPPA Conference
Julie Becker, Ohio Public Employees Retirement System, jbecker@opers.org
3/30/2010, 4/23/2010
State of Connecticut Division Director Retirement Services Job Announcement
Karen Buffkin, karen.buffkin@po.state.ct.us
1/6/2010
State of Illinois Retirement Systems
Carolyn Welch Clifford, Ottosen Britz Kelly Cooper Gilbert, Ltd., cclifford@obkcg.com
11/14/2008
State Street Bond Funds
Wayne Schneider, New York State Teachers' Retirement System, wschneid@nystrs.state.ny.us
10/05/2007
Stimulas Law
Gerald Gornish, Pennsylvania Public School Employees' Retirement System, ggornish@state.pa.us
2/18/2009
Stimulating Comments on the New Withholding Tables
Christopher Schatzman, New Mexico Educational Rtirement Board, chris.schatzman@state.nm.us
3/20/2009
Sudan Divestment
Wayne Schneider, New York State Teachers' Retirement System, wschneid@nystrs.state.ny.us
3/13/2008
Sudan Dives, ture Movement Goes After Mutual Funds
Wayne Schneider, New York State Teachers' Retirement System, wwchneid@nystrs.state.ny.us
2/28/2008
Sudan Divestment Act - Public Law 110-174
Wayne Schneider, New York State Teachers' Retirement System, w, , chneid@nystrs.state.ny.us
1/22/2008
Survey , on ETI Practices of Public Pension Plans
Nancy Williams, EnnisKnupp + Associates, n.williams@ennisknupp.com
9/30/2008
Tax Aspects of Alternative Investments
Jaye Pershing Johnson, Vermont State Office of the Attorney General, jjohnson@atg.state.vt.us
7/2/2008
Taxes Paid As an Element of Damages/Fiduciary Liability for Tax, Advise
Jon Kevin Murphy, Minnesota Attorney General's Office, jon.murphy@state.mn.us
1/15/2008
Tax Programs at the June NAPPA Conference
Wayne Schneider, New York State Teachers' Retirement System, wschneid@nystrs.state.ny.us
4/25/2008
Term Asse, t-B, a, cked Securities Loan Facility
Joanna Guilfoy, Idaho Public Employees' Retirement System, joanna.guilfoy@persi.idaho.gov
3/31/2009
Terminated Members
Kimberly Shields, Missouri Public School Retirement System, kshields@psrsmo.org
5/28/2009
Termination of Employment
Larry Brya, State of Michigan - Department of At, torney General, bryal@michig, an.gov
3/25/2009
Third Party Administra, tors for Disability Retirement
Joanna L. Guilfoy, Idaho Public Employees' Retirement System, joanna.guilfoy@persi.idaho.gov
3/29/2010
Transition Management Agreements
, Beth Conradson Cleary, City of Milwaukee Employes' Retirement System, bcleary@milwaukee.gov
7/7/2010
Travel Policy
,, , , Paul Silver, Washington State Investment Board, pauls@atg.wa.gov
4/30/2008
Treasury Notice 2007-69 Containing Request for Comments on Service-Base, d “normal retirement age”
Jonathan Needle, Houston Firefighters' Relief and Retirement Fund, jonathan@hfrrf.org
8/16/2007
,Treasu, ry Priority Guidance Items Notice as of 8-13-07
Jonathan Needle, Houston Firefighters' Relief and Retirement Fund, jonathan@hfrrf.org
8/30/2007
Tyco International Ltd. Federal Securities Class Litigation
Emily Reid, Illinois State Board of Investment, ereid@mail.state.il.us
, 9/14/2007
Updated: Treasury Committee Comment Letter
Greg Smith, Colorado Public Employees' Retirement Association, gsmith@copera.org
7/2/2008
Updates to State Pension Laws
Carolyn Clifford, Ottosen Britz Kelly C ooper & Gilbert, Ltd., cclifford@obkcg.com
11/14/2007
Using the New Withholding Tables for Pension Retirees
Tom R. Krueger, Texas County & District Retirement System, tom@tcdrs.org
3/17/2009
VEBA Contributions
Bonni Spatara Jensen, Hanson, Perry & Jensen, P.A., bsjensen@hpjlaw.com
9/2/2008
Various Policies and Procedures Relating to Personal Securities Trading By Employees
Conni H. Brennan, Teacher Retirement System of Texas, conni.brennan@trs.state.tx.us<, /a>
8/16/2007mhart-mahon@, stlouis.com
5/6/2008
Voluntary Insurance Benefits
Margaret Hart-Mahon, St. Louis County Employees' Retirement Fund & Deferred Comp Plan,
WA State's Response to Pew Report
Anne E. Hall, Washington State Attorney General's Office, anneh@atg.wa.gov
12/31/2007
Website Password
Pam Anderson, NAPPA, pama@nappa.org
2/16/2, 010
Wellcare Health Plans
Roland Wiedaenders, Teacher Retirement System of Texas, rolandw@trs.state.tx.us
11/06/2007
,When Is a Document Filed?
Charles Serine, Pennsylvania Public School Employees' Retirement System, cserine@state.pa.us
, 9/9/2008
Whistleblower Policies
Jennifer Kabat, Colorado Public Employees' Retirement Association, jkabat@copera.org
2/17/2009
Who Hires the Fund Actuary?
William E. Robinson, Baker, Donelson, Bearman, Caldwell & Berkowitz,, PC,, wrobinson@bakerdonelson.com<, /a>
5/6/2008maryalice.mcgreev, y@etf.state.wi.us
, 1/26/2009
Wisconsin Retirement Employee Trust Funds Board RFP for Federal Tax Counsel Services for the Wisconsin Retirement System & Related Programs
, Mary Alice Irvine McGreevy, Wisconsin Department of Employee Trust Funds,
Writs of Garnishment from US DOJ
Christopher Bulman, New Mexico Public Employees Retirement Association, christopher.bulman@state.nm.us
12/28/2007
2009 Cornerstone Study of Federal Secu, rities Cla, ss Actions Issued Wayne Schneider, New York State Teachers' Retirement State, wschneid@nystrs.state.ny.us
3/24
403(b) Programs
Julia Pe, nny Clar, k, Bre, dhoff & Kaiser, PLLC, jpclark@bredhoff.com
8/30/2007
7th Circuit Action on Tellabs Remand
Wayne Schneider, New York State Teachers' Retirement System, wschneid@nystrs.state.ny.us
1/18/2008
$700 Billion Bailout & Market Rate of Interest
Hank H. Kim, National Conference on Pubic Employees' Retirement Systems, hank@ncpers.org
9/29/2008