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Pensions and Benefits
TEACHERS' PENSION AND ANNUITY FUND
JANUARY 12, 2017
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 2017 annual meeting schedule was mailed to the Secretary of State, Star Ledger and the Trenton Times on December 20, 2016.

DISCLOSURE OF THE OPEN PUBLIC MEETINGS ACT

(A) When necessary, the Board shall adopt Resolution A to go into closed session to consider individuals’ disability applications, which states:

In accordance with the provisions of the Open Public Meetings Act, N.J.S.A. 10:4-13, be it resolved that the Board of Trustees go into closed session for purposes of discussing matters pertaining to disability retirement which involves material involving personal medical and health records, data, reports and recommendations relating to specific individuals, pursuant to N.J.S.A. 10:4-12(3). Those matters are confidential unless expressly waived by the individual involved.

The actions taken during closed session relating to a disability retirement are anticipated to become available to the public immediately at the conclusion of the meeting and will be posted on the Division of Pensions and Benefits’ website within a reasonable time; however, personal information pertaining to an individual shall be redacted from the minutes of such meeting and shall remain confidential until after such time as the Board determines that the need of confidentiality no longer exists and the matters discussed can be disclosed.


(B) When necessary, the Board shall adopt Resolution B to go into executive session to request/receive attorney-client advice from the Deputy Attorney General, which states:

In accordance with the provisions of the Open Public Meetings Act, N.J.S.A. 10:4-13, be it resolved that the Board of Trustees go into closed session to discuss matters falling within the attorney client privilege, and/or matters in which litigation is pending or anticipated, pursuant to N.J.S.A. 10:4-12(7).

The minutes of such meeting shall remain confidential until after such time as the Board determines that the need of confidentiality no longer exists and the matters discussed can be disclosed and the Board waives the attorney-client privilege.


RETIREMENT LISTS

Option Changes - none
Veteran - none


OPEN SESSION


Called to Order: 10:42 AM

Adjourned: 2:00 PM

Roll Call:

James Joyner, Howard Lipoff, Edward McCarthy, Paul Orihel, Irene Savicky, Susanne
Culliton


Absent:  

Also Present: DAG Jeff Ignatowitz; Angelina Scales; Mary Ellen Rathbun; William Tedder; Valerie
McManus; Amy Cerovsky; Kara Ansley; Sharon Barnes; Luann Barnett; Sunanda
Rana; Jaysahn Veal; Jim Wrightson; Trooper Ruczynski; Robert Murphy, NJPSA;
Sarah Favinger, NJEA; Sheri Cummines; Melanie Pudelko; Sandy Huster; Samuel J.
Halpern, Esq.; Joan Heleine; Paul Kallas; Stethy Kallas; Allan Roth, Esq.; Heather Fay



OPEN SESSION

Minutes

Minutes from the meeting of December 1, 2016
Approved (Trustee Savicky and Trustee Culliton abstained)


OPEN SESSION

Miscellaneous Issues

B-1
Election Results
Noted
   


OPEN SESSION

Retirement and Death Lists

C-1
Active and Retired Death Lists
Approved
C-2 Retirement List
Approved
C-3 Chapter 221
Approved
C-4 Return to Employment
Approved
 

CLOSED SESSION

Ordinary Disability

 
MEMBER'S NAME
AND NO.
EMPLOYER
EFFECTIVE
DATE
OPT
DECISION
D-1 Ludwig, Daniel
Paterson BOE   5 Request to apply for Ordinary
Disability retirement benefits
Denied request; Offer Deferred
D-2 Koscica, Annmarie
Scotch Plains
Fanwood BOE
7/1/2016 A Denied Ordinary, Offer Deferred
D-3 Potorski, Diane
Princeton Charter
School
4/1/2016 D Reconsidered and Approved
D-4 Cummines, Sheri
Bridgeton BOE 1/1/2017 5 Tabled for new IME
D-5 Monthly OD Grid       Approved with the exception of
Candace Mcalinden, which was
tabled for an Honorable Service
review
(See list below)
D-6 Rappaport, Sharon
Newark Public Schools 7/1/2016 5 Reconsidered and Approved

ORDINARY DISABILITY APPROVALS

Member's
Name

Effective
Date

Opt

Employer

Adelson, Stephen E

07/17

A

Essex Co Vocational School

Bell, Rosemary

04/17

A

Montville Twp BOE

Jenkins, Vanessa J

12/16

5

Gloucester Twp BOE

Jones, Jesemine A

07/16

5

Middletown Twp BOE

Kahn, Lynn A

05/16

A

Garfield City BOE

Koppenaal, Maureen M

07/16

C

South Orange-Maplewood BOE

Lindley, Kim A

07/16

5

Carteret BOE

Maloney-Smith, Nancy

01/17

5

Hillside BOE

*Mcalinden, Candace L

03/16

5

Hamilton Twp BOE (Mercer)

Millman, Maura M

10/16

5

Long Hill Twp BOE

Morey, Josephine M

07/16

5

Neptune Twp BOE

Parker, Andrea L

01/17

5

Elizabeth BOE

Phillip, Janet R

12/16

5

Edison Twp BOE

Sacks, Stuart N

12/16

D

Camden City BOE

Severino, Debra M

07/16

5

Union City BOE

Sharkey, Colleen

10/16

5

Franklin Twp BOE (Gloucester)

Sutton, Sarah V

12/16

5

Irvington BOE

Vazquez, Marisol

06/16

5

Passaic BOE

Yeager, Anna Mary

11/16

D

Union Co Educ Serv Commission

*Tabled for Honorable Service review                                Approved = 18; Tabled = 1; Total = 19
 


CLOSED SESSION

Accidental Disability 

 

MEMBER'S NAME
AND NO.

EMPLOYER

EFFECTIVE
DATE

OPT

ACCIDENT
DATE

DECISION

E-1

Ku, Earl
Irvington BOE 4/1/2016 A 4/17/2012
9/4/2012
Denied Accidental Granted Ordinary
E-2 Pudelko, Melanie
Bridgeton BOE 3/1/2016 5 2/19/2015 Tabled for additional information

E-3

Dawkins, Joel
Newark Public
Schools
1/1/2017 B 1/7/2014 Denied Accidental, Offer Deferred
E-4 Lyde, Denise
Camden City BOE 4/1/2016 D 4/17/2015 Denied Accidental, Offer Deferred

E-5

Holloway, Marilyn
Paterson BOE 3/1/2016 5 1/23/2006 Denied Accidental, Offer Deferred
E-6 Moore-Shields, Toni
Passaic BOE 10/1/2016 5 9/17/2014 Denied Accidental, Offer Service

 


OPEN SESSION

Retirement Issues

F-1 Kallas, Paul - Newark Public Schools - Issue of Bona Fide
Retirement
Approved as a Bona Fide Retirement
   


OPEN SESSION


Hearing Decisions

G-1+ Firestone, Robert - Elizabeth BOE - Settlement Proposal
Rejected Settlement Proposal; Continue in OAL
G-2 Perez, Marianela - Elizabeth BOE - Initial Decision ALJ affirmed
the Board's denial of Accidental Disability retirement benefits; Exceptions
Adopted ALJ's Decision; noted Exceptions
G-3 Massing, Lisa - Clearview Regional School District - Initial
Decision ALJ affirmed the Board's denial of Accidental Disability retirement benefits
Adopted ALJ's Decision
G-4 Staab, Walter - Bergen Co. Vocational School - Initial Decision
ALJ reversed the Board's decision and granted Accidental Disability retirement benefits;
Exceptions; Reply to Exceptions
Adopted ALJ's Decision with modification; noted Exceptions; noted Reply to Exceptions
G-5 Espinoza, Santiago - Franklin Twp BOE - Initial Decision ALJ affirmed the
Board's denial of Ordinary Disability retirement benefits
Adopted ALJ's Decision
G-6 Middletown Twp BOE - Appellate Division Decisions Appellate court affirmed the Board's
decision that the Middletown Township BOE offered its employees an unauthorized Early
Retirement Incentive and assessed the BOE the TPAF's consequent increased pension liability
Noted
   

OPEN SESSION


Hearing Requests

H-1 McWilliams, Christine - Holland Twp BOE - Appeals the Board's denial of
Accidental Disability retirement benefits
a.) Reconsideration
b.) Requests OAL Hearing
Denied Reconsideration; Denied request for OAL Hearing. The Board directed Secretary to
draft a Final Administrative Determination
H-2 Rappaport, Sharon - Newark Public Schools - Appeals the Board's denial of Ordinary Disability retirement benefits
a.) Reconsideration
b.) Requests OAL Hearing
PLEASE SEE D-6
H-3 Spirito, Maria - Trenton City BOE - Appeals the Board's denial of Accidental Disability retirement benefits
Approved for OAL hearing
H-4 Lee, Alice - Orange City BOE - Appeals the Board's denial of
Ordinary Disability retirement benefits
Approved for OAL hearing
H-5 Moonen, Brett - Camden City BOE - Appeals the Board's denial
of Accidental Disability Retirement Benefits
Approved for OAL hearing
   


OPEN SESSION

Active Membership Issues

J-1+ Safwat, Yasser - Paterson BOE - Request for reduction of
monthly loan payment amount
Denied
J-2+ Heleine, Joan - Netcong Borough BOE - Request for retroactive enrollment in
TPAF from 2003-2006
Tabled for additional information
   


OPEN SESSION

Death Claim Issues

  None
   


OPEN SESSION

Informational Issues

L-1 Trial Balance For September 30, 2016
Noted
L-2 Board Member Address List
Noted
L-3 Appellate Division Decisions Dominic Penna vs PFRS
Noted
L-4 Appellate Division Decisions Gerardo Martinez vs PFRS
Noted
L-5 Common Pension Fund D as of November 30, 2016
Noted
L-6 Common Pension Fund E as of November 30, 2016
Noted
L-7 Wire Transfers TPAF contributory group insurance policy #14300
Noted
L-8 Wire Transfers Non-contributory group insurance policy #14800 benefit claims
Noted
L-9 Trial Balance For October 31, 2016
Noted
   


OPEN SESSION

Reports

M-1 Outside Legal Counsel invoice dated November 30, 2016
Approved (Trustee Culliton and DAG Ignatowitz recused)
M-2 Pension Boards v. NJ - Appeal Update; Notice of Petition for Certification Pursuant to Rule
2:12-3
Noted (Trustee Culliton and DAG Ignatowitz recused)
M-3 Appellate Division brief regarding lawsuit
Noted (Trustee Culliton and DAG Ignatowitz recused)
   

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

The next meeting of the Board will be held on February 2, 2017.

 
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