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TEACHERS' PENSION AND ANNUITY FUND
August 4, 2005
ORDER OF BUSINESS

Notice of this meeting has been provided through the annual notice of the schedule of regular meetings of the Board filed with and prominently posted in the offices of the Secretary of State. The 2005 annual meeting schedule was mailed to the Secretary of State, Star Ledger and the Trenton Times on November 30, 2004.

OPEN PUBLIC MEETING

The first portion of the meeting is open to the public. The second portion, in conformity with the Open Public Meetings Act, shall be closed to the public based upon the personal matters exception. Those matters are confidential unless expressly waived by the individual involved.

RETIREMENT LISTS
Service Early Veteran

Deferred Option Changes-none Totals


Open Session



Called to Order: 10:30 a.m.

Adjourned: 12:25 p.m.

Roll Call:

James Clemente; John Keeler; Grace Haislip; H. O’Neil Williams; Fred Beaver (left at 12:20 p.m.); Marie Flynn


Absent:  

Also Present: DAG Susanne Culliton; Kathleen Coates; Mary Ellen Rathbun; Gail Griffin; David Pointer; Sandy Horan; Wendy Jamison; Mike Czyzyk; Brian Volz, NJEA; Rich Klockner, NJSPA; Mary Lou Parker, Esq.; Linda Palma; Andrew Palma; Mark Palma; Teresa Boyle, Esq.; Bruce Lane; Viola Lane; Cheryl Petit; Bernard Petit; Lorie Fee; Daniel M. Hanifin, Esq.; Patricia Hanifin; Dennis Spaulding

OPEN SESSION


Minutes

Minutes from the meeting of July 7, 2005 - Approved


OPEN SESSION


Finance

A-1
Common Pension Fund D as of May 31, 2005 - Approved
A-2
Common Pension Fund A as of June 30, 2005 - Approved
A-3
Common Pension Fund B as of June 30, 2005 - Approved
A-4
Common Pension Fund D as of June 30, 2005 - Approved
          

OPEN SESSION


Retirement and Death Lists

C-1
Active and Retired Death Lists for July 22, 2005 - Approved
C-2
Retirement List - Approved
C-3
Chapter 221 - Approved
C-4
Return to Employment - Approved

 


CLOSED SESSION


Ordinary Disability

D-2
Monthly OD Grid
The Board approved the following applications for ordinary disability with no future examinations with the exception of (*).  The Board waived the 30 day waiting period for the disbursement of the first retirement check for applications effective August 1, 2005 and earlier.

Member's Name

M/S #

Effective Date

Opt

Employer

Blair, Barbara

433666

11/05

D

Island Heights Boro Bd of Ed

Bowen, Barbara H

410123

06/05

2

Hunterdon Central High School

Delre, Linda M

406740

10/05

A

Glen Rock Borough Bd of Ed

Fullerton, Dorothy L

465188

07/05

2

West Windsor Plainsboro Reg

Schafer, Gary E

373162

07/05

A

Pemberton Township Bd of Ed

Schulman, Ellen E

382162

07/05

D

Englewood City Bd of Ed

Shimmel, Nancy J

453160

03/05

5

Ramapo Indian Hills Reg H S D

Sorrentino, Andrea

456583

09/05

5

Hazlet Twp Bd of Ed

Total = 8

 

Accidental Disability

 
Member Name, No.
Employer
Effective
Date
Option
Accident
Date
TP
DR
 TE 
DM
Board's Decision
E-1
Schmaus, Lillian
1-443440
South Orange-Maplewood BOE
7/1/2005  
D
12/1/2004
 Y
 Y
Y
 
 

Approved

E-2 Herring Stanger, Gail
  1-427122
Egg Harbor Twp. BOE
1/1/2005
A
5/7/2002
 Y
 Y
Y
 
 

Approved



OPEN SESSION


Retirement Issues

F-1
Spaulding, Dennis #1-343293 (1-10-109098) - Pinelands Regional School District – Appeal of cancellation of purchase for time period 12/23/85 to 12/24/87; time already credited – Allowed member to retain the two (2) years of service credit in TPAF; rescind purchase credited in PERS    (Enrollment & Purchase, Retirements)
+F-2

Lane, Bruce #1-193887 (1-10-49729) - Somerset Co. Vocational School - Overpayment of Post-retirement benefits - Tabled in order to obtain additional information from employer clarifying Mr. Lane’s job description, the requirement of certification and confirmation of his duties.

F-3

Burke, John #1-380076 (1-10-80135) - Point Pleasant Boro. BOE –

a. Request to waive repayment of excess earnings - Denied waiver of repayment of excess earnings
b. Request to consolidate in OAL – The Board does not object to the request to consolidate this matter with the current matter in OAL.    (Retirement Bureau, External Audit)

Hearing Decisions

G-1

Gourley, Marlene #1-297791 (1-10-104587) - Education Dept. - Initial Decision – ALJ reversed the Board's decision and granted Accidental Disability (based on the issues of Direct Result and Delayed Manifestation) – Adopted (Retirement Bureau, Financial)

G-2
Peeler Davis, Elaine #1-337136 (1-10-108115) - Montclair BOE - Final Administrative Determination – Approved (Retirement Bureau)
G-3
Davis, Richard #1-365672 – Wyckoff Twp. BOE – Hearing Withdrawal - Noted

Hearing Requests

H-1

Hanifin, Patricia #1-423372 (1-10-96133) - Jersey City Public Schools –

a. Reconsideration of request to change retirement type from service to disability – Reaffirmed denial
b. Hearing request – Denied Hearing request; Issue Final Administrative Determination

Death Claim Issues

+K-1

Palma, Estate of Robert #1-239124 - South Orange - Maplewood BOE - Beneficiary Change – Denied request to change beneficiary posthumously. (Vote: 4:2; Trustees Williams and Flynn: Nae) (Claims Bureau)



OPEN SESSION


Informational Issues

L-1
Appellate Division Decisions regarding George Harris on behalf of Nancy Harris, deceased, PERS #2-10-175500 - Noted
L-2
Appellate Division Decisions regarding Elaine Broyles PERS #1073921 - Noted
L-3
Appellate Division Decisions regarding Mariano Delvalle PERS #2-10-189265 - Noted
L-4
Appellate Division Decisions regarding the Prosecutors Part of PERS - Noted
L-5
State Investment Council Minutes for the April 21, 2005 meeting - Noted
L-6
State Investment Council Minutes for the May 19, 2005 meeting - Noted
L-7
State Investment Council Minutes for the May 24, 2005 meeting - Noted
L-8
State Investment Council Minutes for the June 16, 2005 meeting - Noted
L-9
Appellate Division Decisions regarding Molly Baader PERS #2-752890 - Noted
L-10
Board Member Address List - Noted

"+" Indicates personal appearance
"=" Indicates items not mailed

The next meeting of the Board will be held on September 1, 2005.

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Division of Pensions and Benefits
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Last Updated: August 8, 2005