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HomeMy WebLinkAboutDocumentation_Pension Public Safety_Tab 14_05/07/2007• Memo To: Public Safety Pension Board, Village of Tequesta From: Merlene Reid, HR Manager Date: January 19, 2007 Re: Michael Morrill The FRS formally advised the Village that Michael Morrill had not properly terminated his employment with the Village, as he had not severed employment for a full calendar month (email attached). He was therefore ineligible to join the Village's Public Safety Pension plan, as he was still a member of the FRS. Based on the calculations of the Finance department (spread-sheet attached), the board is being asked to approve: • 1. Refund of employer pension contribution to the Village of Tequesta in the amount of $11580.52. • Merlene Reid From: Snuggs, Andy [Andy SnuggsLdms.myflorida com] ~t: Tuesday, November 28. 2006 11 06 AM Merlene Reid Subject: RE TE~UESTA RETIREES -WHITE, MORRILL & GARLO Dear Ms. Reid: This is in reference our phone com~ersaticn regarding the three employees (Robert Garlo, Michael Morril, and Russell White) of tY:e Village of Tequesta w}:o commenced receiving Florida Retirement System benefits without terminating their employment. To receive retirement benefits under the Florida Retirement System (FRSi 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 d wring 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 tc their initial retirement dates. To accomplish this the Division will require the Village submit a Form DF-ELE for each member. These forms should be faxed to Doug Cherry at 850-410-2072. In additior. the Village -ill 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 ~tributions Section at 877-377-1266. members will net be required to return any retirement benefits received through November 30, 2006. Or.ce 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 11j30/2606 and remain off all FRS employment through December 31, 2C06, the members will be eligible to receive a December retirement check and any benefits in the DROP account. These members can participate ir. DROP for up to 6C months form their initial retirement date. If you have any questions, please call me at 850-414-7055. -----Original Message----- From: Merlene Reid [mailto:mreid@tequesta.org] Sent: Tuesday, November 07, 2006 2:10 PM To: Snuggs, Andy Subject: TEQUESTA RETIREES - WHITE, MORRILL & GARLO Dear Mr. Snuggs: 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 }~eu have since we last. spoke . ~cerely, ~iene Reid Human Resources n9anager Village of Tequesta f/ - _ ~T°^~ `~oV v~.l Y.1tJ'd- p~f~afl1~ ~r)~C `. "~ ~ Secretar~~ Lima T$. 5~ut~ ~ ~, )1i~'ision OLHeiiremet~t Bureau of Retirement Calculations D~~nR~rm~ti~~roFMnn~asrn+Frr? P 0 Box 900G ~~~~~~ Tallahassee,PL 3?~LS-900[1 TOLL 1 REE 7'EL 838 ~ 3~ 2252 1 I L BSG.4~48-6491 I'AX fl50 ~l,l 0 21.95 http/~dms m~~f7orida com January 29, 2007 t,1ERLENE REID HUMAN RESOURCES MANAGER VILLAGE OF TEQUESTA 250 TEQUESTA DR, ST 300 TEQUESTA FL 33469 Dear Ms Reid This is in reference to the three employees (Robert Garlo, Michael Morrill, and Russell V'~~hite) 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 .members may enroll in DROP retroactive to their initial retirement dates. To accom lish this th 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 adjustments, 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. 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