agenda meeting...agenda monday, august 24, 2020 1:00 p.m. benefits advisory committee conference...

AGENDA Monday, August 24, 2020

1:00 p.m. BENEFITS ADVISORY COMMITTEE Conference Telephone #: 312-626-6799

Meeting ID: 982 2626 4459

1) Call to Order / Roll Call of Members

2) Election of Officers

3) Approval of April 27, 2020, Meeting Minutes 4) CEO Report – Greg Samorajski

5) Investment Board Appointment (Active Educational Member) – Greg Samorajski 6) Bona Fide Retirement Period for Certain Educators – David Martin and Matt Carver 7) BAC’s FY2021 Budget – Darla Iverson

8) Staff Reports

Benefits Update – David Martin

Investments Update – Karl Koch

Communications Update – Shawna Lode

Appeals Report – Elizabeth Hennessey

9) Other Business

10) Public Comments

11) Future Meeting Dates

Investment Board Meetings – September 16-17, 2020

BAC Meeting – October 26, 2020

Investment Board and BAC Meeting – December 3, 2020

Confirm Calendar Year 2021 Meeting Dates

1

BENEFITS ADVISORY COMMITTEE

MEETING MINUTES

Video / Telephonic Meeting

April 27, 2020

The following people attended the IPERS Benefits Advisory Committee (BAC) meeting held on Monday, April 27, 2020.

Members of the Benefits Advisory Committee – Present

Len Cockman, Chair

Lowell Dauenbaugh, Vice Chair

Matt Carver

Susanna Cave Matt Cosgrove

Andrew Hennesy

Steve Hoffman

Danny Homan Connie Kuennen

Erin Mullenix

Jim Romar Melissa Peterson

Phil Tetzloff

Members of the Benefits Advisory Committee – Absent Paul Trombino

Members of the Investment Board Lisa Stange, Chair Marlene Sprouse, Vice Chair

David Creighton

Treasurer Michael Fitzgerald

Justin Kirchhoff

Phyllis Peterson

Kris Rowley

Representative Mary Mascher

Representative Mary Ann Hanusa Senator Mark Lofgren Senator Pam Jochum

IPERS Administration and Staff Donna Mueller, Chief Executive Officer David Martin, Chief Benefits Officer

Melinda McElroy Executive Assistant

Karl Koch, Chief Investment Officer

Shawna Lode, Director of Communications

Darla Iverson, Chief Financial Officer Rick Hindman, Chief Information Officer

Elizabeth Hennessey, General Counsel

2

Call to Order

Len Cockman, chair, called the meeting to order at 1:00 p.m. He welcomed and thanked

the Investment Board for joining the meeting.

Introduction of New IPERS Personnel – Donna Mueller

Donna introduced two new staff at IPERS. Elizabeth Hennessey hired as IPERS’ general counsel and Jim Graham hired as the bureau chief and supervisor for the special services,

death and disability bureau.

Incoming CEO Introduction – Greg Samorajski

Governor Kim Reynolds appointed Greg Samorajski, former Deputy Commissioner of the Alaska Department of Revenue, as the next CEO of IPERS effective May 1, 2020. Greg

introduced himself to the group.

Report on IPERS’ Activities and Responses during the Declared Health Emergency

Each IPERS division provided highlights of activities taken in their respective divisions

due to the declared health emergency. Donna reported that IPERS continues to provide services to members and employers without interruption.

Approval of BAC Meeting Minutes from January 27, 2020

Matt Carver made the motion to approve the minutes from the January 27, 2020, Benefits

Advisory Committee meeting. Jim Romar seconded, the motion carried by unanimous roll call vote.

BAC Membership Elections

Three voting positions on the BAC were up for election. The statue requires one of these

vacancies be held by a constituent group representing teachers. Lowell Dauenbaugh

nominated the Iowa State Education Association. Matt Carver seconded the nomination. The nomination was approved by unanimous roll call vote of the full BAC membership.

The statue requires one of these vacancies be held by an organization that represents cities. Lowell Dauenbaugh nominated the Iowa League of Cities. Matt Carver seconded

the nomination. The nomination was approved by unanimous roll call vote of the full BAC membership.

The statue requires one voting seat be held by a public citizen who is not a member of

IPERS. Phil Tetzloff nominated Lowell Dauenbaugh as the citizen representative on the BAC. Matt Carver seconded the nomination. The nomination was approved by

unanimous roll call vote of the voting membership. Farewell by Departing CEO Donna Mueller

Donna thanked the members of the Investment Board and Benefits Advisory Committee

for their support and dedication to her and IPERS during her 17 years as CEO.

3

Public Comments

None

Other Business

None

Future Meeting Dates

The next BAC meeting is scheduled for Monday, August 24, 2020. With no further

business to come before the committee, Danny Homan made the motion to adjourn the meeting. Lowell Dauenbaugh seconded, the motion carried by unanimous voice vote.

Meeting adjourned at 2:20 p.m.

August 19, 2020

TO: IPERS Benefits Advisory Committee FR: Greg Samorajski, CEO RE: Applications for Investment Board Educational Seat

Pursuant to §97B.8A(4)(b), the BAC is charged with submitting to the Governor a slate of at least two nominees per position to the IPERS Investment Board designated for the three IPERS membership positions. The seat currently vacant on the IPERS Investment Board member is designated as an active member who is an employee of a school district, area education agency or merged area. Iowa Code §§69.16 and 69.16A require appointive boards to be balanced by gender and political affiliation. The gubernatorial appointments to the Investment Board are currently equally balanced as to gender, three males and three females, and political affiliation is as follows: (3) republicans, (2) democrats and (1) independent. One-half the membership plus one of a particular affiliation complies with the balance requirement. Please see the attached applications submitted by Mr. James Duncan, Ms. Brooke Fischels, Ms. Kristi Fisher and Mr. Kurt Subra.

Application InformationBoard: Investment Board of the IPERS

Applied Date: 07/14/2020

Application Status: In Process

Biography InformationPrefix: Mrs.

First Name: Brooke Middle Name: Renee Last Name: Fischels

Suffix:

Other Name:

Gender: Female Other:

Address 1:

Address 2:

City: Ottumwa State: IA Zip Code: 52501

County: Wapello

Email:

Email Other:

Phone Number: Cell Number: ( Fax Number:

Political Party: Democrat Other:

Personal InformationBirth Date:

Household Income: $

Education: Graduate/advanced/professional degree

Other:

Application Questions

Application Hear About

Application Background Check

Appointment InformationSucceeding:

Title:

Appointment Date: Confirmation Date:

Member Begin Date: Member End Date:

Term Begin Date: Term End Date:

Application DocumentLetter of Interest Letter of Interest IPERS 2020 Letter of Interest IPERS

2020.pdf07/17/2020

Iowa Talent Bank Application

Occupation: Secondary School Teachers Other:

Social Media Website:

Volunteer Experience: Grace Fellowship Ministry Council Chair, Grace Fellowship - various community activities, helped make Take-Home Science Kits for 1200 students during the pandemic, gave away K-6 books during Holiday Nights 'N Lights in Ottumwa

Board and Commission Experience: I have served on several boards where I have been responsible for agendas, minutes, budgets, and following through on actions. Specifically, I served in various positions (President, President-Elect, Past President, Regional Director, Program Co-Chair) of the Iowa Council of Teachers of Mathematics from 2001 - 2018. I served Ottumwa Education Association in various positions (President, Vice-President, Secretary, Building Rep) from 2010 - present. I serve currently on the Iowa State Education Association Executive Board as a representative of my region. I serve currently as the Grace Fellowship Ministry Council Chair.

Are you interested in serving on a state board or commission? Yes

Have you ever been on active duty in the U.S. Armed Forces? No

Are you registered to vote in Iowa? Yes

Language Is PrimaryEnglish True

Ethnicity

Education HistorySchool Name: Iowa State University Degree: Master of School Mathematics

City: Ames State: Iowa

Start Month: June Start Year: 2001

End Month: August End Year: 2004

School Name: University of Northern Iowa Degree: Bachelor of Arts Secondary Mathematics Education

City: Cedar Falls State: Iowa

Start Month: August Start Year: 1996

End Month: May End Year: 1999

School Name: Indian Hills Community College Degree: Associate of Arts

City: Ottumwa State: Iowa



Professional LicenseLicense Type: School Teacher Number:

Start Date: 06/01/1999 End Date: 06/30/2022

Employment History


Are you currently employed? Yes

Employer: Ottumwa Community School District Title: Mathematics Teacher

Address 1: 1112 N. Van Buren

Address 2:


Phone: (641) 683-4444 Extension: 77302 Cell:

Fax: 641-682-7528


End Month: June End Year: 2021

Employer: Rochester Public Schools Title: Mathematics Teacher

Address 1: 615 7th St SW

Address 2:

City: Rochester State: MN Zip Code: 55902

Phone: (507) 328-3000 Extension: Cell:

Fax:



Professional ExperienceName: Iowa State Education Association Title: Executive Board Member for State Unit

Nine

Address 1: 777 3rd Street

Address 2:

City: Des Moines State: IA Zip Code: 50309



Name: Grace Fellowship Title: Ministry Council Chairperson

Address 1: P.O. Box 953

Address 2:


Start Month: January Start Year: 2019

End Month: December End Year: 2020

Name: John Deere Ottumwa Works Title: Teacher Extern (Windrower Hydraulics Team)

Address 1: 928 E Vine Street

Address 2:


Start Month: May Start Year: 2012

End Month: July End Year: 2012


Name: Ottumwa Education Association Title: Vice President & various positions

Address 1: 109 N Court

Address 2:




Name: Iowa Council of Teachers of Mathematics Title: President & various board roles

Address 1: 2382 Highway 24

Address 2:

City: New Hampton State: IA Zip Code: 50659



InterestEducation

STEM

Document




Application Status: Applied

Biography InformationPrefix: Dr.

First Name: Kristie Middle Name: Last Name: Fisher

Suffix:

Other Name:

Gender: Female Other:

Address 1:

Address 2:

City: Marshalltown State: IA Zip Code: 50158-

County: Marshall

Email:

Email Other:

Phone Number: Cell Number: Fax Number:

Political Party: Independent/No Party Other:


Household Income:



Application Background CheckName: Category 2 Status: Not Completed

Request Date: Complete Date:


Title:




Application Document



Other:

Occupation: Education Administrators Other:

Social Media Website: iavalley.edu

Volunteer Experience: Marshalltown Chamber of Commerce, Cedar Rapids Chamber of Commerce, Vision Marshalltown, United Way

Board and Commission Experience: Served on the College Community School Board for two terms.




Language Is Primary

Ethnicity

Education HistorySchool Name: Iowa State University Degree: PhD/Educational Leadership and Policy

Studies




School Name: University of Iowa Degree: MBA

City: Iowa City State: Iowa



School Name: University of Iowa Degree: BA/Communication Studies

City: Iowa City State: Iowa



School Name: Kirkwood Community College Degree: Associate of Arts

City: Cedar Rapids State: Iowa



Professional License

Employment HistoryAre you currently employed? Yes

Employer: Iowa Valley Community College District Title: Chancellor

Address 1: 3702 S Center Street

Address 2:

City: Marshalltown State: IA Zip Code: 50158


Phone: Extension: Cell:

Fax:

Start Month: July Start Year: 2019

End Month: End Year:

Employer: ACT Title: AVP/Senior Director

Address 1:

Address 2:

City: Iowa City State: IA Zip Code:


Fax:

Start Month: November Start Year: 2014


Employer: Kirkwood Community College Title: Vice President Student Services

Address 1:

Address 2:

City: Cedar Rapids State: IA Zip Code: 52404


Fax:


End Month: November End Year: 2014

Professional Experience

Interest

Document





Biography InformationPrefix: Mr.

First Name: Kurt Middle Name: Last Name: Subra

Suffix:

Other Name:

Gender: Male Other:

Address 1:

Address 2:

City: Polk City State: IA Zip Code: 50226

County: Polk

Email:

Email Other:


Political Party: Republican Other:


Household Income:






Title:







Other:

Occupation: Financial Managers Other:


Volunteer Experience: See resume

Board and Commission Experience: See resume




Language Is PrimaryEnglish True

Ethnicity

Education HistorySchool Name: Iowa School Business Management

AcademyDegree: School Business Management


Start Month: May Start Year: 2001


School Name: Iowa State University Degree: M.S. in Business Administration




School Name: University of Northern Iowa Degree: Accounting

City: Cedar Falls State: Iowa



Professional LicenseLicense Type: Coaching Authorization Number:

Start Date: 05/21/2015 End Date:

License Type: School Business Official Authorization Number:


License Type: Certified Public Accountant (CPA) Number:


Employment History


Are you currently employed? Yes

Employer: Area Education Agency 11 Title: Chief Financial Officer

Address 1: 6500 Corporate Drive

Address 2:

City: Johnston State: IA Zip Code: 50131

Phone: (515) 270-9030 Extension: 14613 Cell:

Fax: 515-270-5880



Employer: West Des Moines CSD Title: Chief Financial Officer

Address 1: 3550 Mills Civic Parkway

Address 2:

City: West Des Moines State: IA Zip Code: 50010


Fax:



Employer: Ames CSD Title: Chief Financial Officer

Address 1: 2005 24th Street

Address 2:

City: Ames State: IA Zip Code: 50010


Fax:

Start Month: March Start Year: 2001


Employer: Pioneer Hi-Bred International Title: Finance Director

Address 1: 7000 NW 62nd Avenue

Address 2:

City: Johnston State: IA Zip Code: 50131


Fax:


End Month: March End Year: 2001

Employer: KPMG LLP Title: Tax Manager

Address 1: 4200 Wells Fargo Center

Address 2: 90 South Seventh Street

City: Minneapolis State: MN Zip Code: 55402



Fax:


End Month: July End Year: 1989


InterestEducation

Finance

Healthcare/Public Health

Document

Resume Kurt Subra resume Kurt Subra resume.doc 07/31/2020





Biography InformationPrefix:

First Name: Michael Middle Name: Last Name: Duncan

Suffix:

Other Name:

Gender: Male Other:

Address 1:

Address 2:

City: Bettendorf State: IA Zip Code: 52722

County: Scott

Email:

Email Other:


Political Party: Republican Other:


Household Income:






Title:







Other:

Occupation: Elementary and Middle School Teachers

Other:


Volunteer Experience:

Board and Commission Experience:




Language Is Primary

Ethnicity

Education HistorySchool Name: Western Illinois University Degree: MA Sports Management

City: Macomb State: Illinois

Start Month: September Start Year: 1990


School Name: Simpson College Degree: BA Physical Education

City: Indianola State: Iowa

Start Month: September Start Year: 1981


Professional License

Employment HistoryAre you currently employed? Yes

Employer: Pleasant Valley Community School District Title: Teacher

Address 1: 525 Belmont Road

Address 2:

City: Bettendorf State: IA Zip Code: 52722


Fax:




InterestChildren/Youth


Education

Document


August 19, 2020 TO: IPERS Benefits Advisory Committee FR: David Martin, Chief Benefits Officer RE: Request for Actuarial Cost Study The School Administrators of Iowa have previously discussed with the Benefits Advisory Committee their legislative priority to study the cost impact of reducing the bona fide retirement period for certain educators. The BAC at their January 27, 2020, meeting established a subcommittee of Len Cockman, Matt Carver, Melissa Peterson and Phil Tetzloff to further explore the option. To aid the actuary in identifying licensed teachers, beginning July 1, 2020, IPERS employers reported licensed teachers under a new occupation code. The number of reported licensed teachers was 21,864. School Administrators of Iowa proposed the following amendment to Iowa Code 97B.52A. Bona fide retirement—licensed teachers. For retirees whose first month of entitlement is no earlier than ______ and no later than ___________, a retiree who is reemployed as a “licensed teacher” by a “school district” does not have a bona fide retirement until all employment with covered employers is terminated for at least one calendar month. In order to receive retirement benefits, the member must file a completed application for benefits form before returning to any employment with a covered employer. “Licensed teacher” means a teacher who is required to be licensed under Iowa Code chapter 272. “School district” means a political subdivision of the state of Iowa that is authorized by legislative authority. This subrule only applies to reemployments that meet all the foregoing requirements and in addition occur following a “complete termination of employment.” Prior to employing a retired teacher pursuant to this subrule, the employing school district shall meet the following requirements:

1. The school district must post the opening for a teaching position pursuant to Iowa Code §256.27.

2. Make a reasonable and good faith effort to employ a non-retired teacher, licensed under chapter 272 (for the purposes of this subrule “good faith effort” means the same as defined in Iowa Code Chapter 279.19A, subsection 9 (see below*).

A “complete termination of employment” means: 1. The employer must post the opening and conduct a job search;

2. the retired member must receive all termination payouts that are mandatory for other terminated employees of that employer; and

3. the retired member must not enter into a reemployment agreement with the prior employer or another school district as defined in this subrule prior to or during the first month of entitlement.

*Iowa Code Chapter 279.19A subsection 9 – For the purposed of this section, ‘good faith effort” includes advertising for the position in an appropriate publication, interviewing applicants, and giving serious consideration to those licensed or authorized, and otherwise qualified applicants who apply. If approved, this would be a permanent benefit change, unlike the licensed health care providers whose shortened bona fide retirement period had a sunset provision. Possible motion: I move that the BAC approve an actuarial cost study to estimate the cost impact of reducing the bona fide retirement period for licensed teachers from the current four months to one month. The BAC will pay for the study from its budget.

8/18/2020

2:41 PM

Benefits Advisory Committee-Budget Authority

FY2017 FY2018 FY2019 FY2020 FY2021 FY2022/2023Actual Actual Actual Actual* Projection Budget Request

101-Per diems 1,024.28 1,245.97 541.46 648.49 3,000.00 3,000.00202-Meeting Travel Expenses 531.84 430.58 646.64 574.81 1,800.00 1,800.00205-Out-of-State Training/Travel Expenses 1,754.61 4,610.13 5,447.36 1,809.80 9,000.00 9,000.00301-Memberships 6,397.50 6,512.50 6,550.00 6,932.50 7,000.00 7,000.00309-Member Communications 0.00 0.00 0.00 0.00 500.00 500.00402-Room Rental 0.00 0.00 0.00 0.00 3,000.00 3,000.00405-Consulting Services 0.00 0.00 18,000.00 0.00 25,000.00 25,000.00406-Outside Services 0.00 0.00 0.00 0.00 200.00 200.00602-Other Expenses & Obligations 0.00 0.00 0.00 60.00 500.00 500.00

Total $9,708.23 $12,799.18 $31,185.46 $10,025.60 $50,000.00 $50,000.00

Iowa Code chapter 97B.7(3)(c) authorizes a standing appropriation from the IPERS Trust Fundof up to $50,000 per fiscal year for actual expenses of the Benefits Advisory Committee.

*Actual as of 8/04/2020

Member Demand Measures

Current

Month

FY to Date

2020

Same Month

Last Year

FY to Date

2019

Benefits Counseling

Number counseled at IPERS' Office 202 3,212 275 3,227

Number Counseled throughout the State 0 4,381 199 4,104

Number of estimates prepared 1,510 31,078 2,445 33,107

Retired Death Benefits

Number of reported deaths 363 4,321 303 4,039

Amount paid in IPERS death benefits $995,268.50 $15,349,531.22 $1,132,531.07 $12,610,555.40

Number of beneficiaries paid 156 2,121 163 1,898

Average death benefit paid $6,379.93 $7,236.93 $6,948.04 $6,644.13

Active Death Benefits

Number of reported deaths 76 714 46 658

Amount paid in IPERS death benefits $1,431,051.53 $15,850,308.25 $1,888,524.90 $16,505,700.50

Number of beneficiaries paid 35 382 44 343


Retirement Benefits

Amount paid in IPERS retirement benefits $187,763,086.03 $2,220,383,405.24 $179,604,861.31 $2,121,765,067.10

Number of IPERS retirees 127,364 124,480

Number of IPERS disability retirees 4,213 4,216

Number of new retirees added to payroll 955 6,157 830 5,968

Average monthly benefit $1,474.22 $1,442.84

Average years of service for retirees 22.62 22.60

Refunds

IPERS refund requests paid 372 5,488 569 6,080

Total paid as refunds $3,869,383.26 $57,190,081.23 $6,715,337.54 $60,989,269.59

(supplementary refunds) $24,745.94 $293,759.17 $91.51 $324,812.93

Average refund paid $10,401.57 $10,420.93 $11,802.00 $10,031.13

Average refunded years of service 4.21 4.10 4.51 4.09

Amount of retired reemployed refunds $428,890.53 $8,384,646.04 $501,682.63 $8,163,077.20

Number of retired reemployed refunds 70 1018 37 863

Service Purchases

Paid service purchases 5 92 5 82

Totals paid in service purchases $303,405.05 $4,603,001.94 $288,212.44 $3,753,810.70

Average service purchase $60,681.01 $50,032.63 $57,642.49 $45,778.18

Average years purchased 4.10 4.37 4.80 4.19

Miscellaneous Information

Phone calls logged by staff 6,282 92,545 7,385 89,538

Statement of account requests 53 953 60 934

Direct deposit additions/changes 1,424 16,191 1,358 13,915

Outside of office presentations 3 54 8 53

Outside of office attendees 229 2,368 242 1,801

Actuarial equivalent claimants 49 552 47 614

Gross actuarial equivalents totals paid $131,865.11 $1,302,487.88 $116,350.24 $1,340,962.33

Age 70 notifications 560 6,795 514 6,322

Retirees with adjustments 162 2,248 150 2,417

Number of emails received 1,058 14,155 869 11,335

MEMBER DEMAND MEASURES FOR JUNE 2020

Member Demand Measures

Current

Month

FY to Date

2021

Same Month

Last Year

FY to Date

2020

Benefits Counseling

Number counseled at IPERS' Office 179 179 379 379

Number Counseled throughout the State 0 0 306 306

Number of estimates prepared 2,561 2,561 3,446 3,446

Retired Death Benefits


Amount paid in IPERS death benefits $748,784.24 $748,784.24 $1,094,315.55 $1,094,315.55



Active Death Benefits


Amount paid in IPERS death benefits $1,856,482.04 $1,856,482.04 $1,447,601.45 $1,447,601.45



Retirement Benefits

Amount paid in IPERS retirement benefits $190,139,971.12 $190,139,971.12 $182,304,093.50 $182,604,093.50

Number of IPERS retirees 128,283 125,606

Number of IPERS disability retirees 4,205 4,223

Number of new retirees added to payroll 1,159 1,159 1,361 1,361

Average monthly benefit $1,482.19 $1,451.40

Average years of service for retirees 22.65 22.63

Refunds

IPERS refund requests paid 461 461 558 558

Total paid as refunds $4,906,480.56 $4,906,480.56 $6,405,818.51 $6,405,818.51

(supplementary refunds) $20,725.16 $20,725.16 $65,584.96 $65,584.96

Average refund paid $10,643.12 $10,643.12 $11,479.96 $11,479.96

Average refunded years of service 3.94 3.94 4.38 4.38

Amount of retired reemployed refunds $1,072,017.43 $1,072,017.43 $1,184,178.04 $1,184,178.04

Number of retired reemployed refunds 164 164 86 86

Service Purchases

Paid service purchases 5 5 9 9

Totals paid in service purchases $211,789.18 $211,789.18 $699,315.14 $699,315.14

Average service purchase $42,357.84 $42,357.84 $77,701.68 $77,701.68

Average years purchased 3.15 3.15 4.94 4.94

Miscellaneous Information

Phone calls logged by staff 7,651 7,651 8,280 8,280

Statement of account requests 50 50 64 64

Direct deposit additions/changes 1,250 1,250 1,188 1,188

Outside of office presentations 4 4 7 7

Outside of office attendees 187 187 216 216

Actuarial equivalent claimants 46 46 62 62

Gross actuarial equivalents totals paid $132,753.62 $132,753.62 $143,670.02 $143,670.02

Age 70 notifications 605 605 564 564

Retirees with adjustments 108 108 118 118

Number of emails received 1,094 1,094 1,037 1,037

MEMBER DEMAND MEASURES FOR JULY 2020

Bolded text indicates new information since last report. 1

August 2020 Appeal Status Report for Benefits Advisory Committee

# ISSUE STATUS

538-20 Member appeals suspension of IPERS

disability benefits due to current IPERS-

covered wages while retaining SSDI

eligibility

Initial appeal received 01/14/2020. Letter to member on 01/15/2020. Final Agency

Determination issued 05/19/2020. No further appeal received. Done.

539-20 Member appeals suspension of IPERS

disability benefits due to current IPERS-

covered wages while retaining SSDI

eligibility



541-20 Member contends he verbally requested

option change before the deadline but

IPERS failed to make the change



542-20 Member appealed to preserve rights while

payroll issues were corrected by his former

employer and resubmitted to IPERS

Initial appeal received 02/3/2020. Payroll corrections received from member’s employer and

members benefit adjusted retroactive to January 2020 on 02/07/2020. Recalculation notice and

letter mailed 2/7/2020. No response received from member. Done.

543-20 Member appeals calculation of IPERS

benefit with anti-spiking calculation

Initial appeal received 03/31/2020. Letter to member not sent as office was completely shut

down due to Covid-19. Final Agency Determination issued 04/16/2020. Appeal of Final

Agency Determination received 05/15/2020. 05/19/2020: Email sent to member that appeal

is moot at this point as the member plans to continuing working and will not be retiring.

Member has not retired, appeal is moot. Done.

544-20 Daughter of deceased member disputes

IPERS attempts to collect overpayment

she received from member’s bank

account

Initial appeal received 04/27/2020. Letter to member’s daughter on 04/29/2020. Final

Agency Determination issued 06/01/2020—IPERS waived repayment based on hardship

appeal. Write-off issued. Done.

545-20 POA of deceased Member disputes

IPERS’ attempts to collect overpayment

and denies overpayment is a “result of

wrong doing, negligence,

misrepresentation, or omission of the

recipient.”

Initial appeal received 07/08/2020. Letter of receipt mailed to POA at home address,

prison address, and attorney’s office per POAs request, 07/13/2020. On hold per general

counsel.

546-20 Member appeals IPERS’ denial of his

special service disability request.

Initial appeal received 07/14/2020. Letter of receipt mailed to member on 07/21/2020.

Final Agency Determination being drafted.

Bolded text indicates new information since last report. 2

IPERS’ Appeal Process. An IPERS member or beneficiary can appeal a decision that impacts their rights. Typically, an initial appeal is filed after IPERS makes

an “initial agency decision” on some matter. Pursuant to Iowa Code chapter 97B, each initial appeal is routed through an internal review process. During this

internal review, IPERS’ staff conduct a thorough review of the facts and law surrounding the initial appeal. Frequently, this review includes gathering additional

information and may include further discussions with the appellant. Once the initial review is finished, a Final Agency Determination (FAD) is issued. The

FAD can affirm, modify, or rescind the initial agency decision. The FAD is sent to the appellant who has the opportunity to appeal the FAD. If the FAD is

appealed, IPERS transfers the case to the Department of Inspections & Appeals for assignment of an administrative law judge to hold a contested case hearing.

After the contested case hearing is held and the administrative law judge issues a proposed agency decision, IPERS or the appellant can appeal the proposed

agency decision to the Employment Appeal Board (EAB). The EAB reviews the records and proposed agency decision. The EAB issues its own opinion that

can affirm, deny, or modify the proposed agency decision. If IPERS or the appellant are unsatisfied with the EAB’s decision, then a Petition for Judicial Review

can be filed. Ultimately, IPERS or the appellant can appeal all the way to the Iowa Supreme Court.

S M T W T F S S M T W T F S S M T W T F S

1 2 1 2 3 4 5 6 1 2 3 4 5 6

3 4 5 6 7 8 9 7 8 9 10 11 12 13 7 8 9 10 11 12 13

10 11 12 13 14 15 16 14 15 16 17 18 19 20 14 15 16 17 18 19 20 February

17 18 19 20 21 22 23 21 22 23 24 25 26 27 21 22 23 24 25 26 27

24 25 26 27 28 29 30 28 28 29 30 31

31 March

S M T W T F S S M T W T F S S M T W T F S April

1 2 3 1 1 2 3 4 5

4 5 6 7 8 9 10 2 3 4 5 6 7 8 6 7 8 9 10 11 12

11 12 13 14 15 16 17 9 10 11 12 13 14 15 13 14 15 16 17 18 19

18 19 20 21 22 23 24 16 17 18 19 20 21 22 20 21 22 23 24 25 26

25 26 27 28 29 30 23 24 25 26 27 28 29 27 28 29 30

30 31


1 2 3 1 2 3 4 5 6 7 1 2 3 4

4 5 6 7 8 9 10 8 9 10 11 12 13 14 5 6 7 8 9 10 11

11 12 13 14 15 16 17 15 16 17 18 19 20 21 12 13 14 15 16 17 18

18 19 20 21 22 23 24 22 23 24 25 26 27 28 19 20 21 22 23 24 25

25 26 27 28 29 30 31 29 30 31 26 27 28 29 30


1 2 1 2 3 4 5 6 1 2 3 4

3 4 5 6 7 8 9 7 8 9 10 11 12 13 5 6 7 8 9 10 11

10 11 12 13 14 15 16 14 15 16 17 18 19 20 12 13 14 15 16 17 18

17 18 19 20 21 22 23 21 22 23 24 25 26 27 19 20 21 22 23 24 25

24 25 26 27 28 29 30 28 29 30 26 27 28 29 30 31

31

M A Y

J U L Y A U G U S T S E P T E M B E R

J U N E

OctoberOCTOBER NOVEMBER DECEMBER

A P R I L

4/26/21 - BAC Meeting

2 0 2 1



January

BAC Meetings

M A R C HF E B R U A R YJ A N U A R Y

December

12/2/21 - Investment Board & BAC Mtg



(Actuarial Valuation Presentation)


August

agenda meeting...agenda monday, august 24, 2020 1:00 p.m. benefits advisory committee conference...

Documents