HomeMy WebLinkAboutPension General_Documentation_Tab 12_05/07/2007L
Memo
To: General Pension Board, Village of Tequesta
From: Merlene Reid, HR Manager
Date: January 19, 2007
Re: Robert Garlo & Russell White
The FRS formally advised the Village that Robert Garlo and Russell White had not
properly terminated their employment with the Village, as they had not severed
employment for a full calendar month (email attached). They were therefore
ineligible to join the Village's General Pension plan, as they were still members of the
FRS. Based on the calculations of the Finance department (spread-sheet attached),
the board is being asked to approve:
1. Refund of employee pension contribution to Russell White in the amount of
• $2,377.63
2. Refund of employer pension contribution to the Village of Tequesta in the
amount of $19,378.26.
Merlene Reid
From: Snuggs, Andy [Andy Snuggs@dms myflorida comb
nt: Tuesday, November 28, 2006 11 06 AM
Merlene Reid
ubject: RE TE~UESTA RETIREES -WHITE, MORRILL & GARLO
Dear f~ls. Reid:
This is in reference cur pY:one conversation regarding the three
employees
(Robert Garlo, Michael Morril, and Russell white) of the Village of
Tequesta who commenced receiving Florida Retirement System benefits
without r_erminating their employment.
Tc receive retirement benefits under the Florida Retirement System !FRS)
a member must be terminated from all FRS employment for a full calendar
month. If a member returns to work for any FRS employer in any capacity
during the first calendar month of retirement, a member will not be
considered to have retired. The member s application will be voided and
the member must repay all retirement benefits received by the member.
After reviewing the facts of this situation, the Division of Retirement
has determined that these members may enroll in DROP retroactive to
their initial retirement dates. To accomplish this the Division will
require the Village submit a Form DP-ELE for each member. These forms
should be faxed to Doug Cherry at 850-4i0-2072. In additicn the Village
will need to submit monthly payroll adjustments under retirement plan
code DP for each individual. If you have any questions regarding the
submission of these adjustments, please contact the Retirement
Contributions Section at 877-377-1266.
members will not be required to return any retirement benefits
received through November 30, 2006. Or.ce the members terminate
employTnent, they will be eligible to commence receiving their FRS
benefits plus any benefits in their DROP accounts. Zf any of the members
involved in t:.is situation terminate 11!30/2006 and remain off all FRS
employment through December 31, 2066, the members will be eligible to
receive a December retiremer.~t check and any benefits in the DROP
account. These members can participate in DROP for up to 60 months form
their initial retirement date.
If you have any questions, please call me at 850-414-7055.
-----Original Message-----
From: Merlene Reid [mailto:
Sent: Tuesday, November 07,
To: Snuggs, Andy
Subject: TEQUESTA RETIREES
Dear Mr. Snuggs:
mreid@tequesta.org]
2006 2:10 PM
WHITE, MORRILL & GARLO
It seems that we keep missing each other. I was trying to get an update
on
your division's determination in respect of the above-named employees.
Please advise on any additional information that you have since we last
spoke.
Sincerely,
~er.e Reid
Human Resources Manager
Village of Tequesta
~~
~' al
~ ~~
~~O„ ~ Y~
Dsna~i~~Y~r.ToFMa~AcEn+ovr
~ 1 ~~~
January 29, 2007
f~:1ERLENE REID
HUt~1AN RESOURCES MANAGER
VILLAGE OF TEQUESTA
250 TEQUESTA DR, ST 300
TEQUESTA FL 33469
Dear Ms. Reid
~e.creLarv I-~nda 1$. South
Di~~ir~on olRedremea~t
T3ureau of Retirement Calculations
P O I3ox 9000
Tallahassee, P'L 32315-)000
TOLL 1~rEE 7'1;L 888.'738.2252
TI;L 850.488.6491 PAk 850.4) 0 2195
http //dms myflorida com
This is in reference to the-three employees (Robert Garlo, Michael Morrill, and Russell White) of the
Village of Tequesta who commenced receiving Florida Retirement System benefits without
terminating their employment.
To receive retirement benefits under the Florida Retirement System (FRS) a member must be
Terminated from all FRS employment for a full calendar month. If a member returns to work for any
FRS employer in any capacity during the first calendar month of retirement, a member will not be
considered to have retired, The member's application will be voided and the member must repay all
retirement benefits received by the member.
After reviewing the facts of this situation, the Division of Retirement has determined that these
embers may enroll in DROP retroactive to their initial retirement dates. To accomplish this, the
Division will require the Village submit a Form DP-ELE for each member. These forms should be
faxed to Doug Cherry at 850-410-2072, In addition the Village will need to submit monthly payroll
adjustments under retirement plan code DP for each individual. If you have any questions regarding
the submission of these adustments, please contact the Retirement Contributions Section at 877-
377-1266.
The members will not be required to return any retirement benefits received through November 30,
2006. Once the members terminate employment, they will be eligible to commence receiving their
FRS benefits plus any benefits in their DROP accounts. If any of the members involved in this
situation terminate 11/30/2006 and remain off all FRS employment through December 31, 2006, the
members will be eligible to receive a December retirement check and any benefits in the DROP
account. These members can participate in DROP for up to 60 months from their initial retirement
date.
If you have any questions, please call me at 850-414-7055.
Sincerely,
i
~.
i % `~
Ar`~-tiy Snuggs
Benefits. Administr t
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