67th annual national conference of state social security ...2016 - 2017 president james sawyer,...

67th Annual National Conference of State

Social Security Administrators

September 9-13, 2017

Charleston Marriott Town Center Charleston, West Virginia

67th Annual Conference Charleston, West Virginia

September 10-13, 2017

Executive Committee 5 Committee Assignments 6 Conference Attendees: State Attendees 8 Federal Attendees 9 Executive Committee Meetings: Bozeman, Montana – September 14, 2016 10 Charleston, West Virginia – September 10, 2017 11 Business Session Meetings: Charleston, West Virginia – September 10, 2017 12 Charleston, West Virginia – September 13, 2017 13

Recap of Conference Sessions: Presidents Welcome James Sawyer, NCSSSA President, TX Presentation of Colors National Anthem Keynote Address: Speaker – The Honorable Dawn S. Wiggins, Deputy Associate Commissioner Office of Income Security Programs Conference Participants Introductions TJ Reardon, MD

Conference Presentations and Moderator Reports 14 SSA OLCA Update 15 Speaker: Sue Bussman, SSA Mandatory SS vs 218 16

Speakers: Angie Dowdy, LA

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Public vs Private Entities 17 Speaker: Fred Sanchez and John Fox, SSA Databases and Name Changes 18 Speaker: Vandee DeVore, MO Legal Research 101 19 Speaker: Dean Conder, CO Corrections of Errors / 941x 20 Speaker: James Driver, IRS Predecessor/Successor Situations 21 Speaker: John Fox and Fred Sanchez, SSA Newly Created or Reclassified Positions 22 Speaker: Leah Golshani and Shawn Cole, SSA Change in Retirement System 23 Speakers: Kirk Jockell and Paul Sachelari, SSA Keys to Success: Collaboration and Communication 24 Speakers: Yana Usik, Kate Dempsey and Fred Sanchez, SSA Closing Agreements and Modifications 25 Speakers: Sergei Aden, SSA and Rhonda Kingsley, IRS Covering Police and Fire Fighters 28 Speakers: John Fox and Fred Sanchez, SSA IRS Audit Results 29 Speakers: Dwayne Jacobs, IRS

Committee Reports Standing Committee

Elections 30 Governing Documents 37 Program 38 Resolution 39 Time and Place 42 Auditing 43 Internet Communications 44 Legislative 45

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Membership 52 Networking Sessions 53 Training and Succession Planning 54

Executive Committee Treasurer’s Report 55 Secretary's Report 57 Region I Vice President 58 Region II Vice President 59 Region III Vice President 60 Region IV Vice President 61 Region V Vice President 63 Region VI Vice President 65 Region VII Vice President 67 Past Presidents 69 Past Conference Sites 70 Roster of Officials 71 Resolutions 81

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2016 - 2017

PRESIDENT

James Sawyer, Texas

FIRST VICE PRESIDENT Dean Conder, Colorado

VICE PRESIDENT DESIGNATE

TJ Reardon, Maryland

SECRETARY Tammy Taylor, Kentucky

2015-2017

TREASURER

Ron Carlson, Nebraska 2016-2018

REGIONAL VICE PRESIDENTS

Region 1 – Stephanie Fecteau, Maine Region 2 – Mark Shelhammer, West Virginia

Region 3 – Barbara Taylor, Mississippi Region 4 – Gene Janke, Wisconsin

Region 5 – Susan Hohmann, Oklahoma Region 6 – Gwynne James, Wyoming Region 7 – Pamella Johnson, Oregon

IMMEDIATE PAST PRESIDENT

Vandee DeVore, Missouri

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2016 – 2017

AUDITING ELECTIONS Melanie Helmick, AK – Chairperson Vandee DeVore, MO - Chairperson Rick Beckstead, UT Jennifer Berrier, PA Madison Davis, AR Angie Dowdy, LA Gwynne James, WY Rita Foltman, ID Gwynne James, WY GOVERNING DOCUMNETS

T.J. Reardon – Chairperson PROGRAM Dean Conder, CO - Chairperson Dean Conder, CO - Chairperson Rick Beckstead, UT Melanie Helmick, AK Ron Carlson, NE Susan Hohmann, OK Dean Conder, CO Danielle Huffine, IA Madison Davis, AK Mark Shelhammer, WV Angie Dowdy, LA Grant Wright, NM Danielle Huffine, IA Mark Shelhammer, WV Tammy Taylor, KY RESOLUTION Danielle Huffine, IA – Chairperson Barry Faison, VA LEGISLATIVE Pamella Johnson, OR Dr. Maryann Motza, CO – Chairperson Tammy Taylor, KY Kathleen Baxter, AL Dean Conder, CO Vandee DeVore, MO MEMBERSHIP Angie Dowdy, LA T.J. Reardon, MD – Chairperson Nick Favorito, MA Stephanie Fecteau, ME Rita Foltman, ID Susan Hohmann, OK Mary Griffin, TN Gwynne James, WY T.J. Reardon, MD Gene Janke, WI James Sawyer, TX Pamella Johnson, OR Mark Shelhammer, WV Barbara Taylor, MS

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TIME & PLACE NETWORKING SESSIONS Danielle Huffine, IA – Chairperson Angie Dowdy, LA – Chairperson Ron Carlson, NE Kathleen Baxter, AL T.J. Reardon, MD Rick Beckstead, UT Jennifer Barrier, PA Barry Faison, VA INTERNET COMMUNICATIONS Danielle Huffine, IA Tammy Taylor, KY – Chairperson Joyce Morgan, FL Barry Faison, VA David Rust, OH Barbara Taylor, MS

TRAINING & SUCCESSION PLANNING 218 Council Dean Conder, CO – Chairperson Angie Dowdy, LA Vandee DeVore, MO T.J. Reardon, MD Rita Foltman, ID Shay Jackson, CA Maryann Motza, CO Melanie Piccin, WA T.J. Reardon, MD Robert Sharp, CA

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2016 – 2017

STATE SOCIAL SECURITY ADMINISTRATORS & STAFF

ALABAMA NEW MEXICO Kathleen Baxter Grant Wright Jamie Jackson

NEW YORK ALASKA Michael Bazicki Melanie Helmick NORTH CAROLINA ARKANSAS David Starling Madison Davis OHIO CALIFORNIA David Rust Veronica Silva-Gil OKLAHOMA COLORADO Susan Hohmann Dean Conder

OREGON GEORGIA Pamella Johnson Amy Ley

SOUTH DAKOTA IDAHO Penni Almond Jackie McCleve TEXAS IOWA Jim Sawyer Danielle Huffine

Tina Koenen UTAH Rick Beckstead KENTUCKY JW Bryan VIRGINIA Tammy Taylor Barry Faison

MAINE WASHINGTON Stephanie Fecteau Melanie Piccin MARYLAND WEST VIRGINA T.J. Reardon Mark Shelhammer MISSISSIPPI WISCONSIN Shirley Sessoms Gene Janke Barbara Taylor WYOMING

MONTANA Gwynne James Anthony Cacace NEBRASKA

Ron Carlson

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2016 – 2017

FEDERAL OFFICIALS

SOCIAL SECURITY ADMINISTRATION

Sergei Aden Joan Heller Brian Baak Latrice Ivy Amy Bland Tiana McIntosh

Sue Bussman Elizabeth Roback Israel Carrillo Paul Sachelari Shawn Cole Pedro Salcedo-Irizarry Bernard Daniels Alfred Sanchez Katherine Dempsey Lauren Wilkens

John Fox Yana Usik Leah Golshani

INTERNAL REVENUE SERVICE

James Driver

Dwayne Jacobs Rhonda Kingsley

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September 14, 2016

1st Executive Committee Meeting

Closed Meeting

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September 9, 2017

Last Executive Committee Meeting

Closed Meeting

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September 10, 2017

First Business Session Meeting

Closed Meeting

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September 13, 2017

Second Business Session Meeting

Closed Meeting

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Conference Presentations

Moderator Reports Copies of the Presentation are located on the NCSSSA website:

http://www.ncsssa.org/conferencepresentations.html

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http://www.ncsssa.org/conferencepresentations.html

National Conference of State Social Security Administrators

Moderator’s Report

September 11, 2017

Session Title: Social Security Administration Legislative Update Speaker: Ms. Susan Bussman, Social Security Administration Moderator: W. Grant Wright, Social Security Administrator for the State of New Mexico Ms. Bussman started by giving the attendees a refresher on WEP/GPO. WEP is the Windfall Elimination Provision and GPA is the Government Pension Offset. Both provisions reduce Social Security benefits if a beneficiary receives a pension based on work that was not covered by Social Security. WEP:

Applies to retired and disabled workers who have less than 30 years of coverage and receive a pension based on their own non-covered work

Causes a reduction in the worker’s primary insurance amount

In 2017, a worker’s maximum WEP reduction is $442.50 per month

A worker’s WEP reduction is capped at one-half of his/her monthly pension amount

GPO:

Applies to spouses (including widows/widowers) who receive a government pension based on their own non-covered work

Reduces a spouse’s monthly benefit by two-thirds of the amount of his/her monthly pension

Ms. Bussman mentioned that there is pending legislation, Social Security Fairness Act of 2017 that would, if passed, repeal both WEP and GPO provisions, and would take effect after December 2017. However, the President’s 2018 budget does not include provisions that would change WEP/GPO. In closing, she asked for questions.

67th Annual Conference

Charleston, West Virginia September 9 – 11, 2017

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September 11, 2017

Session Title: Mandatory Social Security vs. Section 218 Speaker: Ms. Angie Dowdy, Social Security Administrator for the State of Louisiana Moderator: W. Grant Wright, Social Security Administrator for the State of New Mexico This session was an overview of the history of the Social Security program, focusing on the changes over time and the effect on Section 218 Modifications. Angie hit the highlights of the history and opened the floor to questions. Since there were few questions, this session was short and we took a short break to start the next session ahead of time.



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September 11, 2017

Session Title: Public vs. Private Entities Speaker: Fred Sanchez and John Fox, SSA Moderator: Barry Faison, VA



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September 11, 2017

Session Title: Electronic Records/Data Bases Speaker: Vandee DeVore Moderator: Melanie Helmick The presenter showed how she had set up a Microsoft ACCESS data base and provided live views on screen. Various fields and field names were discussed and example reports were previewed. The presenter next provided examples of other various spreadsheets used to track her social security work (ex. dissolutions and name change logs). Lastly, the presenter discussed the need to retain social security related documentation safely and discussed retention time frames. The audience responded well this presentation, new members especially. Shared examples would have been welcomed.



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9/11/17

Session Title: Legal Research 101 Speaker: Dean Conder, Colorado, State Social Security Administrator Moderator: Anthony Cacace, Montana, State Social Security Administrator

Presenter:

Reviewed 1987 Law Change - Tax collection no longer a part of the duty of a State

Social Security Administrator

Provided notice that the presentation is meant to cover the basics of legal research

Reviewed the hierarchy of law

o General make-up of the US Representative Republic

Detailed the hierarchy of court decisions

o How to cite and read US District court proceedings

Presented the various levels of IRS guidance

o How to cite and refer to IRS guidance

Went over various levels and types of Social Security Administration directives

Reviewed how to read and refer to West’s Case Law citations

Provided reminders about State statutes

o Example from Colorado about Police versus Marshall coverage



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Monday, September 11, 2017

Session Title: CORRECTIONS OF ERRORS / 941-X Speaker: James Driver – IRS, FSLG Moderator: Madison Davis, AR The Presenter discussed errors on previously filed Form 941 and how to correct errors using Form 941-X including:

Wages, Tips, and other compensation;

Income Tax withheld from wages, tips, and other compensation;

Taxable social security wages;

Taxable social security tips;

Taxable Medicare wages and tips;

Taxable wages and tips subject to Additional Medicare Tax withholding;

Qualified small business payroll tax credit for increasing research activities, and

Credits for COBRA premium assistance payments. The presenter noted that when you discover an error on a previously filed Form 941, you must correct errors using Form 941-X, File a separate Form 941-X for each Form 941 that you’re correcting, File Form 941-X separately and do not file Form 941-X with Form 941. Audience response found this presentation enlightening and useful.



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September 12, 2017

Session Title: Predecessor-Successor Situations Speaker: Fred Sanchez and John Fox, SSA Moderator: James Sawyer, TX

67th Annual Conference Charleston, West Virginia September 9 – 11, 2017

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Tuesday, September 12, 2017

Session Title: Newly Created or Reclassified Positions Speaker: Shawn Cole-SSA Leah Golshani- OGC, SSA Moderator: Danielle Huffine, IA The presenters discussed determining coverage for new and reclassified positions. First decision to make is whether it is a newly created position or if the position has just been reclassified. If the position is covered under a retirement system at the time of existence, they are not covered under the Section 218. If the position is created or reclassified after the absolute coverage group gained coverage, they are covered under the Section 218. This information is found in POMS SL 30001.380 The presenters defined retirement systems – POMS SL 30001.320, absolute coverage groups- POMS SL 30001.315, effective dates of coverage – POMS SL 30001.375, majority vote referendum process- POMS SL 30001.323, and the difference between majority vote and divided vote. Shawn and Leah had examples for conference attendees to participate in. They kept the presentation interactive with the examples and the use of music from Mission Impossible and Risky Business.



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September 12, 2017

Session Title: Change in Retirement System Speaker: Fred Sanchez and John Fox, SSA Moderator: Gwynne James, WY



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Monday, September 11, 2017

Session Title: Keys to Success: Collaboration and Communication Speakers: Yana Usik, SSA Kate Dempsey, SSA Fred Sanchez, SSA Moderator: Shirley Sessoms, MS

The speakers’ presentation was focused on communication and collaboration between State and

Federal partners as it relates to Section 218 coverage and changes or circumstances that may

impact the same. It was noted that the communication and collaboration is the key to avoiding

coverage errors.

Also discussed was the risk associated with coverage errors when there is a change in personnel,

staffing levels and state and local coverage rules.

Further, the speakers provided the audience with a listing of the following SSA regional

specialists and discussed the responsibilities of each:

State and Local Coverage Specialist

Employee Service Liaison Officer

Legal Staff

Policy Staff

Operations Staff

The overall message of the presentation, which was well received by the audience is that the

SSA recognizes its responsibility to Federal partners and State Administrators and is committed

to assisting them with coverage issues.



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Date of Presentation

Session Title: Closing Agreements and Modifications Speaker: Sergi Aiden (SSA/OGC) and Rhonda Kingsley (IRS) Moderator: Vandee DeVore Sergi Aiden started the presentation. The slides and descriptions were as follows:

Modifications to Original Agreement:

o Extends coverage to new groups

o Identifies new political subdivisions joining a retirement system

o Corrects errors in previous modifications

o To implement changes in federal/state laws

There are exhibits in SL40001.490

Two Basic Coverage Paths:

o Not under a retirement system (b5) is an absolute coverage group

o Retirement system coverage group

Absolute Coverage Modification Elements:

o Mod number

o Body—accept political subdivision as an additional b5 coverage group

o Political subdivision’s identifying information

o Signatures

o Exclusions

o May need documented legal authority to establish entity’s status as either an

independent legal entity or as a political subdivision

SL30001.316A

o Effective date and Designated date

Dates:

o Controlling Date—who is employed in the political subdivision, on this specific

date will be covered under the Modification



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o Effective Date—determines the date those defined by the controlling date will be

covered.

o Designated and Applicable Dates—individuals in employment relationship on this

date are eligible for retroactive purposes. This date must fall between the date the

Mod is mailed or otherwise delivered to SSA and the date it is signed (accepted)

by SSA.

Retirement System Coverage Group Modification Elements:

o Mod number

o Same requirements as the Absolute coverage group mods

o In the body, accept additional retirement system coverage group of the [Name] of

the retirement system

o Certification of Referendum (majority vote and divided vote)

Other Types of Notices and Modifications: o Notice of Dissolution

o Notice of new components

o Amend language to the original agreement

o Coverage of retirement system ineligibles

o Identifying a political subdivision that is joining the system-wide retirement

system group

o Transfer divided vote referendum to “no” votes

o Authorizing the ability to extend coverage to police &/or firefighter positions that

are under a retirement system

o Extend coverage to a previously excluded group or add retroactive coverage

o Medicare only coverage

o Correct errors.

Correcting Errors:

o Errors that do not need a Modification include:

Clerical errors on a submitted Mod that do not affect the coverage

intention

Entity is listed in multiple Modifications

o Errors that DO affect coverage.

Examples of Error Mods:

o It is important to note that each State has the ability to use Error Mods within their

own processes.

o Correct an Effective Date

o Correct an Optional Exclusion

o Remove an Entity

o Contributions without a 218 Agreement

Much discussion came from this line item. Under the current phrasing of

CFR, the only errors in payment allowed are those that occurred prior to

1987. Therefore there is no legal basis, in law or administrative law, for

States to use Error Mods for entities that paid taxes in error after 1987.

A State can always submit a Regular Mod (from this date forward), or a

Retroactive Mod validating payments up to six years from the Designated

date.

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Rhonda Kingsley from the IRS then presented on Closing Agreements.

Closing Agreements are required with Retroactive Coverage Modifications where the

payment has not already been made. It ensures that the coverage for the closed years

(after the 3 year statutorily open period) are paid.

Retroactive coverage applies up to the last day of the sixth calendar year preceding the

year coverage is designated.

The IRS has a statute of limitations for the assessment of Social Security and Medicare

taxes.

o The limitation is three years after:

1. April 15 of the year following the calendar year to which the returns relate

or

2. When the returns are actually filed or

3. Whichever is later.

Closing Agreement Requirements—SSA must sign and execute the Section 218

modification before the Closing Agreement process with the IRS begins.

The IRS sees no reason to complete a Closing Agreement when an entity has paid in

error.

Per the IRS Closing Agreement, the entity agrees to:

o A waiver of the statute of limitations for assessment

o An assessment in the amount of the tax to be paid, and

o Make a full payment for the years covered in the Modification.

o File Form W2C with SSA and furnish each covered employee a Form W2C.

o Complete these functions by January 31st of the year following the year in which

the Closing Agreement is executed by the IRS.

Much conversation occurred on the process for Closing Agreements since the validity of the

Modification is contingent upon the entity executing a Closing Agreement with the IRS:

The question was brought up about two separate issues:

o The first issue was that SSA does not have a sample Mod template for State

Administrators to use when using Retroactive coverage, but when the taxes had

already been paid. The IRS agreed there is no need for the Closing Agreement

language. (See above regarding Examples of Error Mods). SSA said they would

take this back to Central Office and discuss it internally.

o The second issue involves the communication back to the State Administrator

when a Closing Agreement has been completed and if there was a cross-check

between the IRS and SSA on an entity contacting the IRS to initiate the process.

While the Modification that the State Administrator has in possession appears to

be valid because all signatures are applied, it is actually contingent upon the

Closing Agreement being completed. The IRS communicates with SSA that the

Closing Agreement requirement has been satisfied, but

1. there is no communication back to the State Administrator that the

contingency clause has been fulfilled. The concern was that State

Administrators would NEVER know if an accepted Mod they hold is valid

without that follow-up.

2. And, there is no cross-check between SSA and the IRS to ensure that an

entity has initiated the process in a timely manner.

SSA again said they would take this issue back and discuss internally.

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September 12, 2017

Session Title: Covering Police and Firefighters Speaker: John Fox and Frank Sanchez Moderator: Kathleen D. Baxter and Jamie Jackson

There are special rules for coverage of police and firefighters positions that fall under retirement systems. State statutes and court decisions do not control whether positions qualify as police officer positions. Police force positions should be reviewed individually to determine if a preponderance of the position’s duties falls within one or more of:

• maintaining order • preventing/detecting crime • enforcing laws

Police office positions are based on the nature of the duties. Positions usually exist in police and fire departments of cities, towns, etc. Two ways to cover police and firefighters

• part of absolute coverage group, or • part of a retirement system coverage group

* police officers, or firefighters, or both, etc. If EMT’s morph into firefighter positions then these are considered new positions. 22 States and Puerto Rico could cover all police and firefighter positions under a retirement before P.L. 103-296. 12 State had police and firefighter modifications based on P.L. 103-296. 16 States have not modified their agreement to permit police and firefighter coverage.



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September 12, 2017

Session Title: IRS Audit Results Speaker: Dwayne Jacobs Moderator: TJ Reardon, MD



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September 9 - 13, 2017

September 10, 2017

Resolution Committee

Chair Danielle Huffine, Iowa

Committee Members

Barry Faison, Virginia Pamella Johnson, Oregon Tammy Taylor, Kentucky

The Resolution Committee offers the following resolutions to the 67th Annual Conference of State Social Security Administrators. NCSSSA

1. Dr. Maryann Motza, retiree 2. James Sawyer, Texas 4. Tammy Taylor, Kentucky 5. Richard Beckstead, Utah 6. Kevin Mack, New York 7. T.J. Reardon, Maryland 8. Barbara Taylor, Mississippi 9. Gene Janke, Wisconsin 10. Angie Dowdy, Louisiana 11. Gwynne James, Wyoming 12. Pamella Johnson, Oregon 13. Vandee DeVore, Missouri 14. Ron Carlson, Nebraska 15. Danielle Huffine, Iowa 16. Dean Conder, Colorado 17. Madison Davis, Arkansas 18. Barry Faison, Virginia 19. Mark Shelhammer, West Virginia

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20. Dr. Kathleen Baxter, Alabama 21. Joyce Morgan, Florida-Remove 22. David Rust, Ohio 23. Nick Favorito, Massachusetts 25. Mary Griffin, Tennessee 26. Grant Wright, New Mexico 28. Susan Hohmann, Oklahoma 29. Melanie Helmick, Alaska 30. Stephanie Fecteau, Maine 31. Jennifer Berrier, Pennsylvania 32. Penni Almond, South Dakota 33. Tina Koenen, Iowa 34. Shay Jackson, California 35. Melanie Piccin, Washington 45. Anthony Cacace, Montana 55. Shirley Sessoms, Mississippi

SSA 39. Susan Bussman 40. Kirk Jockell-Remove 41. Fred Sanchez 44. John Fox 47. Shawn Cole 48. Sergei Aden 51. Leah Golshani 52. Paul Sachelari 53. Kate Dempsey 54. Yana Usik IRS 43. Dwayne Jacobs 46. Rhonda Kingsley 50. James Driver Special Guests 37. Travis Mulanax, Pledge of Allegiance & National Anthem 38. Dawn Wiggins, Keynote Speaker 49. West Virginia National Guard 56. J.B. McCuskey, Reception Welcome Speaker 57. Nancy Pennington, West Virginia 58. Chef Paul Smith, Caterer

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59. Paige Payne, JQ Dickinson Salt-Works 60. Vicki L. Shannon- WV Governor’s Mansion Retirement or Reassignment 3. Meghann Spring, Montana 24. Rita Foltman, Idaho 27. Nancy Burklow, Illinois 36. Robert Sharp, California 42. Paul Marmolejo, IRS Respectfully Submitted, Danielle Huffine, Chair Resolution Committee

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September 10, 2017

Time and Place Committee

Chair Danielle Huffine, Iowa

Committee Members

Ron Carlson, Nebraska Madison Davis, Arkansas

Penni Almond, South Dakota Tina Koenen, Iowa

This year’s committee received two potential states for hosting the 2019 conference,

Alabama and Kentucky. Based on the initial information we received, the committee

decided to send RFP’s to Alabama. We only received information back for two hotels and

one was a resort, so we knew that travel to a resort would not be feasible for IRS and SSA.

We then decided to send an RFP to Louisville, KY.

We received 5 RFP’s back and evaluated the hotel information. The hotels were The Brown

Hotel, Embassy Suites Downtown, Galt House Hotel, Holiday Inn Louisville East and

Louisville Marriott East. We narrowed our selection down to The Brown Hotel and the Galt

House for further information. The Brown Hotel seemed to fit our needs better and were

very easy to work with as compared to the Galt House.

We presented our selection to the Executive Committee on May 8 and it was approved

during the Executive Call on May 9. The contract was finalized on July 11.

The 2019 NCSSSA Conference will be held September 7-11, 2019 in Louisville, KY at the

Brown Hotel, http://www.brownhotel.com/

Respectfully Submitted, Danielle Huffine, Chair Time and Place Committee

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http://www.brownhotel.com/




September 13, 2017

Internet Communications Committee

Chair Tammy Taylor, Kentucky

Committee Members Barry Faison, Virginia

Barbara Taylor, Mississippi

Roster changes for State Administrators and Social Security Regional contacts are

current as of September 2017.

Due to a new policy from the Social Security Administration (SSA) of not allowing SSA

materials to be published on Non-SSA websites, the SSA presentations will no longer

be uploaded to the NCSSSA website. The IRS has also requested their presentations

not be posted to the NCSSSA website. Beginning with the 2017 conference year, only

presentations presented by NCSSSA officials will be posted to the website. Copies of all

presentations can be obtained by email upon request.

Respectfully Submitted, Tammy Taylor, Chair Internet Communications Committee

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September 13, 2017

Legislative Committee

Chair Maryann Motza, PhD, Colorado

Committee Members

Kathleen Baxter, PhD, Alabama Mary Griffin, Tennessee Dean Conder, Colorado Omar Masood, Delaware Vandee DeVore, Missouri TJ Reardon, Maryland Angie Dowdy, Louisiana James Sawyer, Texas Nick Favorito, Massachusetts Meghann Spring, Montana Rita Foltman, Idaho (Retired) (through June 2017)

The purpose of the NCSSSA Legislative Committee is to: monitor, maintain, assess, and disseminate proposed legislative, policy, and regulatory changes affecting Social Security and employment tax programs at the federal and state levels of government. Provide analyses and proposed responses to NCSSSA leadership and other appropriate officials. The 2016-2017 Legislative Committee conducted an organizational conference call on November 15, 2016. The Committee was extremely active again this year, having accomplished the following: 1. Held multiple conference calls during the program year. During the first conference

call, it was again decided that the most efficient way to approach Committee responsibilities was to divide the workload and assignments among all Committee members. An agenda was distributed prior to each meeting and summary notes, including action items, were provided after each conference call. Between conference calls numerous email exchanges occurred to ensure issues were addressed as quickly as possible.

2. Continued and/or initiated networking/liaison relationships with over 30 organizations or policy-making bodies at the national level which included the addition of several

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new ones that have similar issues and concerns to NCSSSA. The organizations or policy-making bodies being monitored are:1

Advisory Committee on Tax Exempt and Government Entities (ACT) Association of Government Accountants (AGA) BenefitsLink Brookings Institution Buck Consultants Center for Retirement Research at Boston College (CRR) Center for State and Local Government Excellence (SLGE) Coalition to Preserve Retirement Security (CPRS) Council of State Governments Federal Emergency Management Administration (FEMA) Gabriel-Roeder-Smith Consulting Governing Government Finance Officers Association (GFOA) Government Relation Network (GRN) KPMG – The Washington Report National Association of Counties (NAC) National Association of Public Pension Attorneys (NAPPA) National Association of State Auditors, Comptrollers and Treasurers (NASACT) National Association of State Retirement Administrators (NASRA) National Conference of Public Employees Retirement Systems (NCPERS) National Conference of State Legislatures (NCSL) National Council on Teacher Retirement Systems (NCTRS) National Governors’ Conference (NGA) National League of Cities (NLC) Pension Research Council Public Pension Network (PPN) Segal Consulting Section 218 Council The Urban Institute U.S. House Ways and Means Committee U.S. Senate Finance Committee U.S. Social Security Administration Federal Register postings U.S. Treasury Department/Internal Revenue Service Federal Register postings Washington Update prepared by Williams & Jensen, PLLC (work with NCPERS)

Each committee member selected one or more of the above organizations to monitor and highlight any significant information for other committee members so appropriate actions could be taken by the full committee, including any recommendations for actions by the NCSSSA Executive Committee. Between conference calls, informational emails and reports from the above organizations were shared with members of the Legislative Committee, which includes the current NCSSSA leadership team members, thereby ensuring the NCSSSA leaders are kept

1 Listed alphabetically, not to indicate relative importance.

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apprised of significant national-level issues and developments and have direct input into establishing priorities for the Legislative Committee.

3. Follow-up assignments from 2015-2016. The Legislative Committee had three follow-up assignments that carried over into 2016-2017. Those items were:

A. Continued to monitor IRS’ plans to update the Federal-State Reference Guide (IRS Pub. 963). Due to other demands on IRS staff members’ time the IRS was unable to provide proposed changes to NCSSSA prior to the conclusion of the 2015-2016 program year. The same constraints continued throughout the 2016-2017 program year. When the IRS finally provides a draft for NCSSSA to review, the Legislative Committee will again coordinate feedback from NCSSSA’s members and consolidate that information so the IRS (and SSA) receive consistent and properly vetted suggestions for edits and improvements to the publication.

B. Continued to monitor and solicit feedback from the IRS on the risk areas they have identified. During the 2015-2016 program year no new updates were provided, but the IRS provided a summary of the risk areas during the 2016 Annual Conference in Bozeman, Montana. Information on that session can be found in the 2016 NCSSSA Annual Conference Proceedings Book (available under the link to the main Proceedings Book

page, http://www.ncsssa.org/proceedingsbook.html ).

C. Continued to monitor any developments related to the University of Colorado

at Colorado Springs report entitled “An Analysis of SMART Options: Reinstatement of the Section 218 Option”, dated February 2014. No new developments occurred during NCSSSA program year 2016-2017.

4. Monitored legislative and regulatory activities and publications of interest to NCSSSA members, including:

A. Universal Social Security issues. No new developments occurred during NCSSSA program year 2016-2017. The Legislative Committee will continue to monitor any developments that may occur in the future.

B. The Equal Treatment of Public Servants Act of 2015 (H.R. 711) was introduced by the U.S. House of Representatives’ Ways and Means Committee Chairman at the time (Kevin Brady, R-TX) and Rep. Richard Neal (D-MA). According to the announcement by the bill’s sponsors, H.R. 711 would reform the Social Security Act by replacing an unfair formula for calculating benefits – known as the Windfall Elimination Provision — with a new, fairer formula that treats teachers, police officers, firefighters, and other public servants like the rest of America’s workers (see https://waysandmeans.house.gov/hr711/ ). It has yet to be reintroduced in the current session of Congress which began in January 2017. The

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http://www.ncsssa.org/proceedingsbook.html

https://waysandmeans.house.gov/hr711/

Legislative Committee will continue to monitor any developments that may occur in the future.

C. Social Security Fairness Act of 2017. According to the press release dated April 20, 2017, the Social Security Fairness Act would eliminate provisions of the Social Security Act that significantly reduce benefits for more than two million Americans and 225,000 Ohioans – including many teachers, firefighters, and police officers. The Social Security Fairness Act would repeal these provisions so public sector workers receive full Social Security benefits. Press release available at: https://www.brown.senate.gov/newsroom/press/release/brown-collins-introduce-bipartisan-bill-to-support-police-firefighters-teachers. The Legislative Committee will continue to monitor any developments that may occur in the future.

D. Medicare Opt-in. See the 2012 Proceedings Book for details on NCSSSA’s recommendations and support for Congressional action regarding the Medicare Opt-in proposal, available at: http://192.168.1.1:8181/http://www.ncsssa.org/ProceedingsBook-2012.pdf. No further action on this proposal is expected to be taken by Congress. The Legislative Committee will continue to monitor any developments that may occur in the future.

E. Latest Annual Reports of the Social Security and Medicare Trustees (2017). Links to 2017 reports: https://www.ssa.gov/news/press/releases/#/post/7-2017-1, https://www.ssa.gov/OACT/TR/2017/, and https://www.cms.gov/Research-Statistics-Data-and-Systems/Statistics-Trends-and-Reports/ReportsTrustFunds/index.html?redirect=/reportstrustfunds/. On July 13, 2017, the Social Security Board of Trustees released its annual report on the long-term financial status of the Social Security and Medicare Trust Funds. The combined asset reserves of the Old-Age and Survivors Insurance, and Disability Insurance (OASDI) Trust Funds are projected to become depleted in 2034, the same as projected last year, with 77 percent of benefits payable at that time. The DI Trust Fund will become depleted in 2028, extended from last year’s estimate of 2023, with 93 percent of benefits still payable. The estimated depletion date for the Medicare (Health Insurance, “HI”) Trust Fund is 2029, one year later than in last year’s report. As in past years, the Trustees have determined that the Medicare Trust Fund is not adequately financed over the next 10 years. The Legislative Committee will continue to monitor any developments that may occur in the future.

F. Continued to monitor developments related to Senator Hatch’s proposal entitled the Secure Annuities for Employee (SAFE) Retirement Act of 2013. See the 2016 Legislative Committee report for further details (available

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https://www.brown.senate.gov/newsroom/press/release/brown-collins-introduce-bipartisan-bill-to-support-police-firefighters-teachers

https://www.brown.senate.gov/newsroom/press/release/brown-collins-introduce-bipartisan-bill-to-support-police-firefighters-teachers

http://192.168.1.1:8181/http:/www.ncsssa.org/ProceedingsBook-2012.pdf

https://www.ssa.gov/news/press/releases/#/post/7-2017-1

https://www.ssa.gov/news/press/releases/#/post/7-2017-1

https://www.ssa.gov/OACT/TR/2017/

https://www.cms.gov/Research-Statistics-Data-and-Systems/Statistics-Trends-and-Reports/ReportsTrustFunds/index.html?redirect=/reportstrustfunds/



under the link to the main Proceedings Book

page, http://www.ncsssa.org/proceedingsbook.html ). The Legislative Committee

will continue to monitor any developments that may occur in the future.

G. Reviewed the U.S. Treasury Department’s Notice 2017-28 asking for public comment on recommendations for the IRS’ 2017-2018 priority guidance. NCSSSA submitted the following recommendations: (1) naming the State Social Security Administrators as a group to be allowed to receive information from the IRS because it will improve voluntary compliance by state and local government entities, reduce improper Social Security or Medicare coverage and taxation, and also reduce the tax gap; and (2) clarification as to what constitutes a qualifying Federal Insurance Contributions Act (FICA) public pension replacement plan. NCSSSA’s comments and the Notice are included as Appendix A. All comments, including those filed by NCSSSA are available at: https://www.regulations.gov/document?D=IRS-2017-0008-0001 and https://www.regulations.gov/docket?D=IRS-2017-0008. The Legislative Committee will continue to monitor any developments that may occur in the future.

5. Drafted legislative and regulatory briefing materials, agendas for the meetings with SSA and IRS, and the background document on NCSSSA for the leadership team (President James Sawyer, First Vice-President Dean J. Conder, and Vice-President Designate TJ Reardon). The 2017 Legislative and Regulatory Issues Statement was used by the leadership team during the meetings with NCSSSA’s federal partners as well as with U.S. House Ways and Means Committee staff and with representatives from several of the NCSSSA Public Pension Network partners, while participating in the leadership meetings held in Baltimore, Maryland, and Washington, D.C. in June 2017 (see Appendix B for the final documents that were used during the meetings).

6. At the request of the Ad Hoc Committee on Strategic Planning, the Legislative Committee members prepared a strategic plan during several conference calls. The strategic plan was finalized and sent to NCSSSA President Sawyer and Ad Hoc Committee Chair Shelhammer in March 2017. See Appendix C for the Committee’s strategic plan.

7. NCSSSA drafted letters for President James Sawyer to send to California and Montana encouraging continuing support for the State Social Security Administrators in those two states. Copies of both final letters are included as Appendix D.

8. NCSSSA authorized attendance by Maryann Motza, Legislative Committee Chair,

and TJ Reardon, Vice President Designate, at the National Conference on Public Employee Retirement Systems (NCPERS) 2017 Legislative Conference. The agenda and presentation materials are available at:

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http://www.ncsssa.org/proceedingsbook.html

https://www.regulations.gov/document?D=IRS-2017-0008-0001

https://www.regulations.gov/docket?D=IRS-2017-0008

http://www.ncpers.org/legislative. See Appendix E for a summary of the conference that was prepared by Dr. Motza and Mr. Reardon.

9. Nick Favorito attended the National Association of State Retirement Administrators (NASRA) Legislative Conference in February 2017; see http://www.nasra.org/meetings. A summary of that conference that was prepared by Leigh Snell of the National Council on Teacher Retirement (NCTR) is included as Appendix F.

10. The U.S. House of Representatives’ Committee on Ways and Means’ Subcommittees on Social Security and Oversight invited NCSSSA (and the SSA and IRS) to testify before Congress on June 29, 2017. The title of the hearing was: Complexities and Challenges of Social Security Coverage and Payroll Tax Compliance for State and Local Governments. Due to problems with active State Social Security Administrators’ attempts to obtain approval to travel to Washington, D.C. with only two weeks’ advance notice, retired Colorado State Social Security Administrator Maryann Motza (as Legislative Committee Chair) was asked to appear on behalf of NCSSSA. Appendix G includes copies of documents that were filed by NCSSSA which are part of the official record. Links to all documents associated with the Joint Subcommittee hearing are available at: https://waysandmeans.house.gov/ways-means-presses-ssa-irs-states-improve-oversight-payroll-tax-collection-compliance-state-local-governments/ and https://waysandmeans.house.gov/event/joint-hearing-complexities-challenges-social-security-coverage-payroll-tax-compliance-state-local-governments/. The Legislative Committee will continue to monitor any developments that may occur in the future.

11. Committee members discussed rumors that the Government Accountability Office (GAO) will be conducting another study of state and local governments’ Social Security coverage and management. No confirmation was received during the 2016-2017 program year that a new GAO study is currently planned.

12. Sent an email on August 31, 2017, to the IRS’ Employee Plans section of the Tax Exempt and Government Entities Division containing NCSSSA’s recommendations for the presentation that Employee Plans is developing for its pre-approved plans opinion letter program. A copy of the email is included as Appendix H.

13. Continued active involvement in the Public Pension Network (PPN), which began during 2007-2008, after Ms. Barrie Tabin-Berger, Assistant Director, Federal Liaison Center, Government Finance Officers Association (GFOA), sponsored NCSSSA’s membership. The PPN consists of a group of organizations that lobby Congress and federal agencies regarding many issues with which NCSSSA members are also concerned. Among participating organizations in the Network, in addition to the GFOA, are: National Conference of Public Employees Retirement Systems (NCPERS), National Association of State Retirement Administrators (NASRA), the National Council on Teacher Retirement (NCTR), National Association of

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http://www.ncpers.org/legislative

http://www.nasra.org/meetings

https://waysandmeans.house.gov/ways-means-presses-ssa-irs-states-improve-oversight-payroll-tax-collection-compliance-state-local-governments/

https://waysandmeans.house.gov/ways-means-presses-ssa-irs-states-improve-oversight-payroll-tax-collection-compliance-state-local-governments/

https://waysandmeans.house.gov/event/joint-hearing-complexities-challenges-social-security-coverage-payroll-tax-compliance-state-local-governments/

https://waysandmeans.house.gov/event/joint-hearing-complexities-challenges-social-security-coverage-payroll-tax-compliance-state-local-governments/

Government Defined Contribution Administrators (NAGDCA), and the National Conference of State Legislatures (NCSL). Involvement in the Public Pension Network has proven to be extremely valuable to NCSSSA in two major ways:

A. Ensures that NCSSSA is apprised immediately of any federal-level

developments (Presidential, Congressional, or regulatory) that impact any aspects of NCSSSA’s areas of interest, e.g., Social Security, Medicare, employment taxes, and public pension system requirement oversight.

B. Provides high-profile exposure for NCSSSA on significant national issues

when NCSSSA signs on to letters expressing concern or support for proposed actions at the Federal level.

NCSSSA was not a signatory on any PPN letters during the 2016-2017 NCSSSA program year. NCSSSA’s Legislative Committee will continue to participate in PPN activities and provide the NCSSSA President with any draft letters so he/she can decide if NCSSSA should be a signatory.

As chairperson of the Legislative Committee, I want to personally thank the other members (listed on page one of this report) for their contributions and continued support of the efforts of the Committee. Their work and dedication to the Committee was invaluable to ensuring NCSSSA members are kept informed in a timely manner of critical national level regulatory and legislative developments that are of importance to State Administrators and public employers/employees throughout the country and that NCSSSA’s voice is heard at the national level on important policy issues. Respectfully Submitted,

Maryann Motza, PhD, Chair Program Committee Appendices

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September 13, 2017

Networking Sessions Committee

Chair Angie Dowdy, Louisiana

Committee Members

Danielle Huffine, Iowa Rick Beckstead, Utah Barry Faison, Virginia

Kathleen Baxter, Alabama Joyce Morgan, Florida

David Rust, Ohio Jennifer Berrier, Pennsylvania

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Balance

ASSETS:

Checking Account $28,331.13

Money Market Account $43,133.67

Total Checking and Money Market $71,464.80

TOTAL ASSETS: $71,464.80

LIABILITIES & EQUITY:

LIABILITIES: $0.00

EQUITY: $71,464.80

TOTAL LIABILITIES & EQUITY: $71,464.80

10/1/2016 to

Category Description 8/31/2017

INFLOWS

2017 Dues $12,600.00

2017 Conference Registration $23,175.00

Interest Income $56.98

TOTAL INFLOWS $35,831.98

OUTFLOWS

2017 Conference Expenses $1,979.57

Annual Leadership Meeting Expenses $5,966.14

NCPERS Legislative conference $2,204.29

Bank and Website Fees $1,522.69

Liability Insurance $500.00

Survey Monkey $300.00

Misc Expenses $258.96

TOTAL OUTFLOWS $12,731.65

NCSSSA Treasurer's Report

Interim Balance Sheet - As of 8/31/2017

Interim Cash FlowOctober 1, 2016 through August 31, 2017

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NET CASH FLOW FOR PERIOD $23,100.33

Beginning Cash Balance $48,364.47

Ending Cash Balance $71,464.80

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September 13, 2017

Secretary’s Report

Tammy Taylor, Kentucky

The Proceedings Book for the 66th Annual NCSSSA Conference held in Bozeman, Montana was posted to the NCSSSA Forum. A copy with the minutes from the Business and Executive Committee meetings excluded was posted to the NCSSSA website. Many thanks are extended to NCSSSA President James Sawyer for leading the 67th Annual NCSSSA Conference in Charleston, West Virginia. Special thanks to Mark Shelhammer for going above and beyond to host the conference. Further thanks to all NCSSSA officers and committee members, State Social Security Administrators, Social Security Administration and Internal Revenue Service officials and other attendees for their presentations and participation in the 2017 Conference. Respectfully Submitted, Tammy Taylor, Secretary 2015-17

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September 13, 2017

Region I Report

Stephanie Fecteau, Maine

States Connecticut, Maine, Massachusetts, New Hampshire, New Jersey,

New York, Puerto Rico, Rhode Island, Vermont, Virgin Islands



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September 13, 2017

Region II Report

Mark Shelhammer, West Virginia

States Delaware, Maryland, Pennsylvania,

Virginia, West Virginia



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September 10, 2017

Region III Report

Barbara Taylor, Mississippi

States Alabama, Florida, Georgia, Kentucky, Mississippi, North Carolina, South Carolina, Tennessee

Regional Activities for Year 2017 Region III did not encounter any major issues or concerns throughout calendar year 2017. However, the State Social Security Administrator for MS, Pat Robertson, has announced her retirement from PERS of MS, effective in 2018. The PERS of MS Board has stated that her replacement should be named as early as October 2017. Also, the State of North Carolina has a new working State Social Security Administrator (SSSA), David Starling. Summary of Region III Caucus Meeting at 67th Annual Conference Region III Caucus meeting convened September 10, 2017 at 1:00 p.m. in Salon D, Charleston Marriott Town Center. States present for the meeting were:

Alabama Kathleen Baxter and Jamie Jackson North Carolina David Starling Kentucky Tammy Taylor Mississippi Shirley Sessoms and Barbara A. Taylor

SSA representative, Kirk Jockell, was not in attendance due to the effects of Hurricane Irma and the SSSA for the State of Florida was also unable to attend due to the hurricane. The new working SSSA for North Carolina, David Starling, made his first appearance at the conference. The points of discussions were as follows:

Issues and concerns being encountered by each state and its governments’ public pension plans….

o GA and KY addressed and resolved issues concerning charter schools o AL and MS incurred no issues or concerns; however, AL wish to perform some clean-up

with data-keeping, i.e. dissolved entities

Region III made the recommendation to change the scheduled days of the conference to Sunday-Thursday going forward. Also, Region III made the recommendation to move the conference back to July in each calendar year

Meeting adjourned at 2:00 p.m. Respectfully Submitted, //Signed// Barbara A. Taylor, Region III Vice President


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September 13, 2017

Region IV Report

Gene Janke, Wisconsin

States Illinois, Indiana, Michigan,

Minnesota, Ohio, Wisconsin Illinois: State SSA did not report anything of significance from 8/1/2016 through 7/31/2017.

Indiana: State SSA did not report anything of significance from 8/1/2016 through 7/31/2017.

Michigan: Amended master agreement in 2015 to allow police and fire coverage. That affects about

1,300 entities. Just notified those entities, and SSA this year. This result in many referendums in the

future. Currently, there are about 7-8 entities participating in the referendum process. There have also

been several retirement system structural changes that may impact 218 administration.

Minnesota: There were two important SS matters resolved in MN.

Charter Schools

The OGC raised questions as to whether a Minnesota charter school is a political subdivision for

purposes of Section 218 and requested that we obtain an opinion from the Minnesota Attorney

General’s Office regarding the status of charter schools. After reviewing statutory and case law, as well

as letters from the Minnesota Attorney General, OGC concluded there is sufficient support to find that

Minnesota charter schools are instrumentalities of the State. Therefore, the State may continue to

extend Section 218 coverage to employees of Minnesota charter schools who are covered by the

Minnesota Public Employees Retirement Association and the Teachers Retirement Association.

Applicability of Social Security Taxes on Wages of Tribal Police Officers

The Minnesota Public Employees Retirement plan (PERA) is a plan covering a variety of Minnesota’s

public employees serving multiple units of government, including police officers. Minnesota Statutes

allow tribal police officers with State arrest powers to participate in PERA. Various private letter rulings

(PLRs) were issued concerning whether contributions made by the tribal police department as the

employer are considered a contribution of an agency or instrumentality of the State of Minnesota for

purposes of section 414(d) of the Internal Revenue Code. The PLRs concluded that these contributions


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will be considered a contribution by an agency or instrumentality of the State of Minnesota for this

purpose.

MN sought clarification from the Social Security Administration and the Internal Revenue Service

concerning the applicability of social security taxes on wages paid to tribal police officers who are

members of the PERA Police and Fire Fund. Both federal agencies concluded that the Minnesota

statutes and PLRs notwithstanding, Section 7871 of the Internal Revenue Code provides certain specific

purposes for which an Indian tribe will be treated as a State. Section 7871 does not include employment

taxes (including section 3121) as one of those purposes. The resulting effect is that tribal police officers

in Minnesota who are members of the PERA Police and Fire Fund are subject to mandatory social

security tax withholding.

Ohio: Receiving inquiries from employees concerned about Medicare coverage for pre-1986 coverage,

and opting in or out of Medicare coverage.

Wisconsin: State SSA did not report anything of significance from 8/1/2016 through 7/31/2017.

Several discussions were handled through email throughout the year. Emails were sent to the state

administrators when information needed to be disseminated from the Regional VP.

Ohio, WI, and Michigan were present at annual meeting, and Kara Gamboa of Michigan was voted

Region IV VP for the upcoming year.

Respectfully Submitted, Gene Janke, Region IV Vice President

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September 13, 2017

Region V Report

Susan Hohmann, Oklahoma

States Arkansas, Iowa, Kansas, Louisiana, Missouri,

Nebraska, New Mexico, Oklahoma, Texas

General: All states in Region V have paid annual NCSSSA dues. Dallas SSA Regional Contact, Jorge Ortiz, has cancer and continues undergoing

treatment. He has been working from home but still performs S218 duties. Israel Carrillo, who attended conference last year with Jorge, should be included in email communications.

FICA Replacement Plan survey and Training Announcement distributed to states.

States:

Arkansas: Legislators wanted to know if they should be covered by Social Security.

Madison Davis testified before Committee.

Iowa: Mods pending since 2011. Two have been denied because they are considered

private and covered under Mandatory.

Kansas: No input from Kansas this Conference year.



63

Louisiana: Election for State Treasurer (named SSSA) to be held in October 2017. 2% proposed across-the-board raise being considered for State employees.

Missouri:

Continuing issue with the St. Louis Airport Police. Referendum in process. Encouraged NCSSSA to request SSA to amend CFR Subsection M. 40 Mods waiting for approval. Vandee DeVore provided input on the Section 218 Council input request. She

suggested it should be specified that Mods can only be dated as far back as 6 years among other things. A copy of the input received was forwarded to Executive Committee for further discussion.

Nebraska: Business as usual.

New Mexico:

Considerable backlog of S218 Mods at Dallas Regional SSA Office. The oldest pending is dated December 1, 2016.

Oklahoma:

Deputy General Counsel to the Governor (SSSA’s point of contact) left her position and no new appointment made. Legal Assistant in that office is contact until further notice.

Respectfully Submitted, Susan Hohmann, Region V Vice President

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September 13, 2017

Region VI Report

Gwynne James, Wyoming

States Colorado, Montana, North Dakota,

South Dakota, Utah, Wyoming

Attendees: Gwynne James, Anthony Cacace, Rick Beckstead, Dean Conder, and

Penni Almond.

1. How many referendums were conducted in the past year for your state? 15

A. How many were favorable? 12 voted for Social Security coverage.

B. How many failed? 3 voted against Social Security coverage.

C. Of the total number of referendums conducted, how many were error mods? 13

2. Is there any new state legislation which will impact your State Social Security

program? Montana had a reduction in force that eliminated the full time employee

that was the Social Security Administrator, Meghan Butler Spring. We welcomed

Anthony Cacace as the Social Security Administrator for Montana.

3. List any specific challenges you dealt with during the course of this past year.

Succession planning, firefighter issues, more education needed, SSA reviews,

complexity of retirement system

4. Are there any emerging trends you have identified during this past year?

Conservation districts requiring 218 agreements, government budget problems

and Medicare only.



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5. How is your relationship with your Federal partners?

Overall good for both SSA and IRS.

A. How would you rate the turnaround time for your mods?

Mostly good but a couple of states mentioned slow

response times. The average time is about two months.

B. How would you rate the turnaround time for your

questions to SSA or IRS?

Mostly, quick turnaround times for the SSA while IRS is

a little slower.

6. Is there any additional information that you would like to see on the NCSSSA

website?

The website is great! One state requested federal contacts information.

7. Are there any additional topics you would like to have covered in the new webinars

(recorded and made available on the website)? Police/Fire, recent legislative

changes and how it affects the work of NCSSSA.

8. Are there any other topics you would like to see presented at the annual NCSSSA

conference? None mentioned.

9. Would it be beneficial to your state to change the annual NCSSSA from the weekend

start to a Monday start? There was one yes, one no and three indifferent votes.

10. Are you supported by your upper management? If not, where do you need

additional support? Generally yes, but funding and back are not sufficient in

several states.

Gwynne James was elected as Region VI Vice President. Respectfully Submitted, Gwynne James, Region VI Vice President

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September 13, 2017

Region VII Report

Pamella Johnson, Oregon

States Alaska, Arizona, California, Hawaii,

Idaho, Nevada, Oregon, Washington

ADMINISTRATOR UPDATES In December 2016 Rita Foltman, the Idaho state administrator, retired. Rita served as NCSSSA president in 2013 – 2014. Her willingness to share her hard earned knowledge in the realm of Section 18 and its interplay with police and fire will always be appreciated. She truly is a subject expert in this area. Replacing Rita is Jackie McCleve. She is a welcome addition to the region as she fills big shoes left in Rita’s retirement. Robert Sharp, California state administrator, has moved to another arena within CalPERS and Irene Ho has recently retired. California continues to be energetically served by Veronica Silva-Gil, Shay Jackson, and their most recent addition of Lolita Lueras. Since January 2015 the position of Nevada state administrator has been vacant. The five other member states’ administrators have remained unchanged during the program year.

REGIONAL STATISTICS AND OBSERVATIONS

Region VII conducted a combined total of 12 referenda during the program year, of which ten were favorable. Of these 12, five referenda were error modifications.



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Only Washington State reported any new legislation impacting its Section 218 program noting: “ Definition of firefighter (for purposes of one our retirement systems) changed; expanded entity types other than fire

departments. Did research, consulted/confirmed with SSA and IRS, and came to conclusion/resolution on how to handle the main question of, “does the entity’s absolute coverage obtained back in 1969 extend to these positions now being enrolled in the retirement system in 2017?” Administrators reported the following challenges: “Dwindling resources on the part of federal partners with increasing demand by employers for training.” “Internally: staffing, funding. Externally: our authority.” Emerging trends identified by Region VII include: “Discovering erroneous reporting” “Agencies wanting to contract for Medicare only agreements” “Mandatory employers and rehired annuitant withholding errors” “Taxable fringe benefits withholding errors”

REGIONAL MEETING CONDUCTED AT THE 2017 CONFERENCE Five of our member states were in attendance at the 2017 conference. These included Alaska, California, Idaho, Oregon, and Washington. Discussion at the regional meeting highlighted program funding, rehired annuitants, along with communication with our federal partners and employers. Melanie Piccin was elected Vice President for Region VII for the new program year. Respectfully Submitted, Pamella Johnson, Region VII Vice President

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PAST PRESIDENTS

1952-53 William Farris, Tennessee 1990-91 James A. Correll, North Carolina 1953-54 Charles H. Smith, Virginia 1991-92 Nicholas C. Merrill, Jr., Illinois 1954-55 Donald M. O’Hara, Michigan 1992-93 Nicholas C. Merrill, Jr., Illinois 1955-56 Bruce Parkinson, Arizona 1993-94 Daryl Dunagan, Kentucky 1956-57 Tatum W. Gressette, South Carolina 1994-95 Steve Lortz, Nebraska 1957-58 Steven E. Schanes, New Jersey 1995-96 Dawn Evans, California 1958-59 James B. Atlee, Texas 1996-97 Johnnie Morales Sr., Texas 1959-60 Edward W. Bush, Illinois 1997-98 Russell Graves, Oklahoma

1998-99 Charles R. Severn, Idaho 1999-00 Donald C. Rohan, Arizona

1960-61 W. Frank DeLamar, Georgia 2000-01 Doug Peterson, South Dakota 1961-62 Frederick N. MacMillin, Wisconsin 2001-02 Maryann Motza, Colorado 1962-63 John F. Sasek, Montana 2002-03 Steve Delaney, Oregon 1963-64 B.E. “Bus” Friday, Arkansas 2003-04 Teresa Commeau, New Hampshire 1964-65 William J. Cudding, Pennsylvania 2004-05 Barry Faison, Virginia 1965-66 Carl J. Blechinger, California 2005-06 Dean Conder, Colorado 1966-67 Lawrence L. Farrell, Michigan 2006-07 Dean Conder, Colorado 1967-68 Murray L. Blegalle, Kentucky 2007-08 James Driver, Kentucky 1968-69 Robert A. Healy, Delaware 2008-09 James Driver, Kentucky 1969-70 Arnold W. Jaeger, North Dakota 2009-10 Linda Yelverton, Louisiana

1970-71 Sidney M. Van Deventer, Oklahoma 2010-11 Maryann Motza, PhD, Colorado 1971-72 Abe Domain, Georgia 2011-12 Michele Briggs, Arizona 1972-73 Fred E. Henne, Arkansas 2012-13 Angie Dowdy, Louisiana 1973-74 Alta E. Moore, Wisconsin 2013-14 Rita Foltman, Idaho 1974-75 Edward A. Baublits 2014-15 Vandee DeVore, Missouri 1975-76 William J. Joseph, New Jersey 2015-16 Dr. Maryann Motza, PhD., Colorado 1976-77 Harold G. Purser, Oklahoma 1977-78 Gerald P. Slaybaugh, Kansas 1978-79 Edwin C. Gallison, Vermont 1979-80 Purvis W. Collins, South Carolina

1980-81 Starlene Mitchell, South Dakota 1981-82 David I. Herbert, Pennsylvania 1982-83 Carlos A. Gallegos, New Mexico 1983-84 Jim Larche, Georgia 1984-85 Daniel J. McAuley, New York 1985-86 Gary R. King, Maine 1986-87 Dennis B. Snodgrass, Missouri 1987-88 Michael Blankenship, Illinois 1988-89 Patrick Doyle, Kentucky 1989-90 Bobby J. Malley, Mississippi

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PAST CONFERENCE SITES

1951 Bloomington, Indiana 1990 Kansas City, Missouri 1952 Nashville, Tennessee 1991 Washington, D.C. 1953 Chicago, Illinois 1992 Newport, Rhode Island 1954 Baltimore, Maryland 1993 Louisville, Kentucky 1955 Baltimore, Maryland 1994 Olympia, Washington 1956 Atlanta, Georgia 1995 Des Moines, Iowa 1957 Denver, Colorado 1996 Denver, Colorado 1958 St. Louis, Missouri 1997 Chicago, Illinois 1959 Chicago, Illinois 1998 Biloxi, Mississippi

1999 San Antonio, Texas

1960 Philadelphia, Pennsylvania 2000 Baltimore, Maryland 1961 San Francisco, California 2001 San Diego, California 1962 Miami Beach, Florida 2002 Rapid City, South Dakota 1963 Billings, Montana 2003 Portland, Oregon 1964 Boston, Massachusetts 2004 Merrimack, New Hampshire 1965 Milwaukee, Wisconsin 2005 Denver, Colorado 1966 Gearheart, Oregon 2006 Williamsburg, Virginia 1967 Fort Lauderdale, Florida 2007 Anaheim, California 1968 Tucson, Arizona 2008 Louisville, Kentucky 1969 San Juan, Puerto Rico 2009 Chicago, Illinois

1970 Louisville, Kentucky 2010 Kansas City, Missouri 1971 Hot Spgs Nat’l Park, Arkansas 2011 Cheyenne, Wyoming 1972 Seattle, Washington 2012 Scottsdale, Arizona 1973 New Orleans, Louisiana 2013 Philadelphia, Pennsylvania 1974 Santa Fe, New Mexico 2014 New Orleans, Louisiana 1975 Mobile, Alabama 2015 Seattle, Washington 1976 Las Vegas, Nevada 2016 Bozeman, Montana 1977 Kansas City, Missouri 1978 Sun Valley, Idaho 1979 Williamsburg, Virginia

1980 Hershey, Pennsylvania 1981 Biloxi, Mississippi 1982 Hartford, Connecticut 1983 Portland, Oregon 1984 St. Paul, Minnesota 1985 Topeka, Kansas 1986 Park City, Utah 1987 Myrtle Beach, South Carolina 1988 Boston, Massachusetts 1989 Baltimore, Maryland

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ALABAMA Region III

Kathleen D. Baxter, PhD., Comptroller 334-242-4857 RSA Union Building [email protected] 100 North Union Street, Suite 274 334-242-7063 Montgomery, AL 36130-2602 *Jamie D. Jackson 334-353-1285

Accounting Manager Fax: 334-353-4407 [email protected]

ALASKA Region VII

Division of Retirement & Benefits P O Box 110203 6th Floor Office Building 333 Willoughby Avenue Juneau, AK 99811-0203 *Melanie E. Helmick 907-465-4469

Division Auditor Fax: 907-465-3570 State Social Security Administrator [email protected] Nimeri Denis 907-465-4469 Internal Auditor/State Social Security Assistant [email protected]

ARIZONA Region VII *Michele Briggs, Administrator

Arizona State Retirement System 3300 North Central 602-240-2022 P O Box 33910 Fax: 602-240-5303 Phoenix, AZ 85067-3910 [email protected]

ARKANSAS Region V

Gail Stone, Social Security Administrator Arkansas Public Employees’ Retirement System One Union National Plaza 124 W Capital, Suite 400 501-682-7855 Little Rock, AR 72201 [email protected] *Madison Davis 501-683-0890

Social Security Manager [email protected]

CALIFORNIA Region VII *Veronica Silva-Gil

State Social Security Administrator California Public Employees’ Retirement System (CALPERS) 400 Q Street 916-795-0422 Sacramento, CA 95811 [email protected]

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mailto:[email protected]







*Shay Jackson

State Social Security Administrator 916-795-0912 [email protected]

COLORADO Region VI *Dean Conder

State Social Security Administrator Public Employees’ Social Security Section Colorado Department of Labor & Employment 303-318-8061 633 17th Street, 7th Floor Fax: 303-318-8069 Denver, CO 80202-2117 [email protected]

CONNECTICUT Region I

Kevin Lembo, Director Retirement & Benefit Services Division Office of the State Comptroller 55 Elm Street Hartford, CT 06106-1797 860-702-3481 *Jeffrey G. Bieber 860-702-3524

Coordinator Fax: 860-702-3489 Social Security Unit [email protected]

DELAWARE Region II

Ken Simpler State Treasurer Office of State Treasurer 302-672-6700 820 Silver Lake Boulevard, Suite 100 Fax: 302-739-5635 Dover, DE 19904 *Omar Masood 302-672-6723

Advisor Fax: 302-739-5635 [email protected]

FLORIDA Region III

Elizabeth Stevens, State Retirement Director Division of Retirement 850-488-5540 P O Box 9000 Fax: 850-921-0371 Tallahassee, FL 32315-9000 [email protected] *Joyce Morgan, PhD. 850-414-6371

Bureau of Enrollment & Contributions Fax: 850-410-2061 [email protected]

GEORGIA Region III

James A. Potvin, Executive Director Employees’ Retirement System of Georgia Two Northside 75, Suite 300 404-603-5605 Atlanta, GA 30318 [email protected]

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*Amy Ley 404-603-5663

Social Security Coordinator Fax: 404-350-6309 [email protected] Danise Thaxton 404-603-5602 Assistant to the Executive Director Fax: 404-350-6309 [email protected]

HAWAII Region VII *Thomas Williams, Executive Director

Employees Retirement System of Hawaii 808-586-1636 201 Merchant St, Suite 1400 Fax: 808-586-1677 Honolulu, HI 96813-2929 [email protected] Lori Kim 808-586-1700 Executive Assistant Fax: 808-586-1677 [email protected]

IDAHO Region VII

Brandon D. Wolf, State Social Security Administrator Joe R. Williams Building 700 West State Street P O Box 83720 Boise, ID 83720-0011 208-334-3100 *Jackie McCleve 208-332-8734

State Social Security Coordinator Fax: 208-334-3338 [email protected]

ILLINOIS Region IV

Timothy B. Blair, Executive Secretary State Employees Retirement System 2101 South Veterans Parkway P O Box 19255 217-785-7444 Springfield, IL 62794-9255 Fax: 217-785-7019 Alan Fowler, Social security Administrator 217-524-1938 Fax: 217-785-7019

[email protected] *Sandy K Rapp, Accounting Division Manager 217-524-1934

Fax: 217-785-7019 [email protected]

INDIANA Region IV

Steve Russo, Executive Director Indiana Public Retirement System One North Capitol, Suite 001 Indianapolis, IN 46204 *Tom Parker 317-233-4146

Legal Benefits Analyst [email protected]

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IOWA Region IV *Danielle Huffine

State Social Security Administrator Iowa Public Employees’ Retirement System 515-281-0089 7401 Register Drive Fax: 515-281-0053 Des Moines, IA 50321 [email protected]

KANSAS Region V *DeAnn Hill, Director

Department of Administration Office of the Chief Financial Officer Eisenhower State Office Building 785-296-2311 700 SW Harrison, Suite 300 Fax: 785-296-6841 Topeka, KS 66603 [email protected] Roger Basinger 785-296-8083 Office of the Chief Financial Officer [email protected]

KENTUCKY Region III

J. W. Bryan, Director Division of Local Government Services Social Security Coverage and Reporting Branch 501 High Street, 4th Floor – Station 11 502-564-3952 P O Box 639 Fax: 502-564-2124 Frankfort, KY 40602-0639 Website: www.sssa.ky.gov David Whittaker 502-564-6888 Assistant Director Fax: 502-564-2124 [email protected] *Tammy Taylor 502-564-6915

Social Security Program Manager Fax: 502-564-2124 [email protected]

LOUISIANA Region V

John Neely Kennedy, Administrator Department of Treasury Division of Social Security P O Box 44154 Baton Rouge, LA 70804-4154 *Angie Dowdy 225-342-0295

Social Security Program Director Fax: 225-342-1650 [email protected]

MAINE Region 1

Sandra J. Matheson, Executive Director Maine Public Employees Retirement System 207-512-3190 46 State House Station Fax: 207-512-3282 Augusta, ME 04333-0046 John Milazzo 207-512-3105 Chief Deputy Executive Director and Legal Counsel 800-451-9800

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Fax: 207-512-3284 [email protected] *Stephanie Fecteau 207-512-3305

Fax: 207-623-4507 [email protected]

MARYLAND Region II *Thomas J. (T.J.) Reardon, State Social Security Administrator

Office of Personnel Services and Benefits Department of Budget and Management 410-767-4773 301 West Preston Street Fax: 410-333-7603 Baltimore, MD 21201-2305 [email protected]

MASSACHUSETTS Region I *Nick Favorito, Deputy Treasurer/Executive Director

State Board of Retirement 617-367-7770 Ext 302 One Ashburton Place, Room 1219 Fax: 617-723-1438 Boston, MA 02108-1518 [email protected]

MICHIGAN Region IV *Kara Gamboa, Social Security Coordinator

State of Michigan Office of Retirement Services P O Box 30171 517-636-6082 Lansing, MI 48909 [email protected]

MINNESOTA Region IV

Mary Most Vanek, Social Security Administrator 651-296-7460 *Cheryl Keating

Administrative Services Manager Public Employees’ Retirement Association (PERA) 60 Empire Drive, Suite 200 651-355-0055 Saint Paul, MN 55103-2088 [email protected] Scott McLeod [email protected] Chris Arcand [email protected]

MISSISSIPPI Region III

Pat Robinson, Executive Director Public Employees’ Retirement System 429 Mississippi Street Jackson, MS 39201-1005 601-359-3589 *Shirley Sessoms 601-359-2257

Deputy Administrator Fax: 601-359-2124 Benefit Services [email protected] Barbara Taylor 601-359-2534 Benefit Services [email protected]

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MISSOURI Region V

Stacy Neal, Director Division of Accounting Office of Administration 573-751-4013 P O Box Fax: 573-526-9810 Jefferson City, MO 65102-0809 [email protected] *Vandee DeVore 573-751-1987

Deputy State Social Security Administrator Fax: 573-526-9810 [email protected] Beth Dillon 573-751-3289 State Social Security Coordinator [email protected]

MONTANA Region VI *Anthony Cacace, Social Security Administrator

Department of Administration P O Box 200102 406-444-2596 Helena, MT 59620-0102 [email protected]

NEBRASKA Region V Jerry Broz, Social Security Administrator

Department of Administrative Services P O Box 94664 402-471-0600 State Capitol Fax: 402-471-2583 Lincoln, NE 68509 [email protected] *Ron Carlson 402-471-0619

Assistant Fax: 402-471-2583 [email protected]

NEVADA Region VII *Vacant 775-684-6384

Division of Employment Security Fax: 775-684-6397 500 East Third St Carson City, NV 89713

NEW HAMPSHIRE Region I *Elizabeth Maynard, Chief Financial Officer

NH Dept. of Health & Human Services 603-271-9223 129 Pleasant Street, 3rd Floor Fax: 603-271-5590 Concord, NH 03301-3857 [email protected]

NEW JERSEY Region I

Florence Sheppard, Acting Director Division of Pensions 50 West State Street P O Box 295 Trenton, NJ 08625 609-292-3678

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*Sean Gorman 609-777-1569

Social Security Agency Fax: 609-292-3660 [email protected]

NEW MEXICO Region V *W. Grant Wright, State Social Security Administrator

Chief of Member Services Bureau 505-476-9358 Public Employees Retirement Association of NM Fax: 505-954-0342 P O Box 2123 [email protected] Santa Fe, NM 87504-2123 Website: www.pera.state.nm.us

NEW YORK Region I *Kevin Mack, Administrator

New York State & Local Retirement Systems Disability Services Bureau 518-474-0033 110 State St Fax: 518-474-3091 Albany, NY 12244 [email protected]

NORTH CAROLINA Region III

Retirement Systems Division Department of State Treasurer 325 North Salisbury Street Raleigh, NC 27603-1385 *David Starling, Research and Planning Officer 919-814-4185

[email protected] Donna Boyette 919-814-4031 [email protected]

NORTH DAKOTA Region VI *Kurt Ehrmantraut, State Social Security Administrator

Job Service – North Dakota 701-328-1680 P O Box 5507 Fax: 701-328-1882

Bismarck, ND 58506-5507 [email protected]

OHIO Region IV *David W. Rust, State Social Security Administrator

Department of Administrative Services Human Resource Division 614-466-4666 30 E. Broad St – 28th Floor Fax: 614-728-0312 Columbus, OH 43215 [email protected]

OKLAHOMA Region V *Susan Hohmann

State Administrator Department of Human Services 405-521-3555 P O Box 25352 Fax: 405-522-2082

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Oklahoma City, OK 73125-0352 [email protected] Website: www.okdhs.org

OREGON Region VII

Steven Patrick, Executive Director Oregon Public Employees’ Retirement System P O Box 23700 Tigard, OR 97281-3700 Jason Stanley Internal Audits Director *Pamella Johnson 503-603-7633

State Social Security Coordinator Fax: 503-598-1218 Oregon PERS [email protected]

PENNSYLVANIA Region II *Susan Morrison, State Administrator

Department of Labor and Industry 717-214-1003 651 Boas Street Fax: 717-787-8826 17th Floor - Room 1721 A [email protected] Harrisburg, PA 17121 Website: www.state.pa.us keyword-SSPE

PUERTO RICO Region I *Jayson Padilla Morales

Assistant Secretary for Central Government Accounting State Administrator for the Commonwealth of Puerto Rico Department of Treasury 787-721-5310 P O Box 9024 140 Fax: 787-723-6215 San Juan, PR 00902-4140 [email protected]

RHODE ISLAND Region I

Amy Crane Social Security Administrator 50 Service Avenue 401-462-7615 Warwick, RI 02886 [email protected] *Gayle C Mambro-Martin 401-462-7616

Working State Social Security Administrator Fax: 401-462-7691 [email protected]

SOUTH CAROLINA Region III

Peggy G. Boykin, CPA, Director SC Retirement Systems P O Box 11960 Capitol Station 803-737-6906 Columbia, SC 29211-1960 Fax: 803-737-6947 *Justin Werner 803-737-6894

[email protected]

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http://www.state.pa.us/




SOUTH DAKOTA Region VI *Penni Almond, State Social Security Administrator

State Social Security-IRS Division State Auditor’s Office 605-773-3325 500 E. Capitol Avenue Fax: 605-773-4942 Pierre, SD 57501-5070 [email protected]

TENNESSEE Region III *Mary Griffin, State Social Security Administrator-OASI

Treasury Department Legal, Compliance and Audit Division 502 Deaderick St Andrew Jackson Building, 13th Floor 615-741-7902 Nashville, TN 37243 [email protected]

TEXAS Region V *James Sawyer, State Social Security Administrator

Employees Retirement System of Texas 512-867-7373 P O Box 13207 Fax: 512-867-3379 Austin, TX 78711-3207 [email protected]

UTAH Region VI *Rick Beckstead, CPA, State Accountant

Division of Finance 801-538-3100 2110 State Office Building Fax: 801-538-3562 Salt Lake City, UT 84114 [email protected] Brandon Bagley 801-538-3110 Accounting Operations Manager [email protected]

VERMONT Region I *Laurie Lanphear, Director

Social Security Division Office of the State Treasurer 802-828-2302 109 State Street, 4th Fl Fax: 802-828-5182 Montpelier, VT 05609-6901 [email protected]

VIRGINIA Region II

Patricia S. Bishop, Director Virginia Retirement System 804-344-3120 P O Box 2500 Fax: 804-786-1541 Richmond, VA 23218-2500 [email protected] *Barry Faison 804-344-3128

Chief Financial Officer Fax: 804-786-1425 [email protected]

VIRGIN ISLANDS Region I

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Claudette Watson-Anderson, Commissioner Department of Finance Government of the Virgin Islands 340-774-1553 2314 2314 Kronprindsens Gade Fax: 340-776-4028 Charlotte Amalie, VI 00802 [email protected] *Grace Fahie 340-774-4750 Ext. 2252

Director, Central Payroll [email protected]

WASHINGTON Region VII *Kim Smith, State Social Security Administrator

Department of Retirement Systems P O Box 48380 360-664-7107 Olympia, WA 98504-8380 [email protected] Melanie Piccin 360-664-7165 Social Security Coordinator [email protected]

WEST VIRGINIA Region II

John B. McCuskey, State Auditor State Administrator for Social Security State Auditor’s Office 304-558-2251 West Wing, 100 State Capitol Building FAX: 304-558-5200 Charleston, WV 25305-0002 [email protected] * Mark D. Shelhammer 304-558-2261 Ext. 2101

Executive Director FAX: 304-340-5084 State Capitol, Building 1- Room W-125 [email protected] 1900 Kanawha Blvd. East Charleston, WV 25305

WISCONSIN Region IV *Gene Janke, State Social Security Administrator

Department of Employee Trust Funds P O Box 7931 608-261-8944

Madison, WI 53707 [email protected]

WYOMING Region VI

Ruth Ryerson, Director Wyoming Retirement System 6101 Yellowstone Rd, 5th Floor West Cheyenne, WY 82002-0001 307-777-7691 *Gwynn James 307-777-6114

Deputy Director FAX: 307-777-5995 [email protected]

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WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Dr. Maryann Motza; and WHEREAS, Dr. Motza has supported the National Conference of State Social Security Administrators as the Chairperson of the Legislative Committee, member of the Training and Succession Planning Committee; and WHEREAS, Dr. Motza has further aided the success of the Annual Conference as the Past President; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Dr. Motza for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Dr. Maryann Motza.

ADOPTED THIS 10th DAY OF SEPTEMBER, 2017 AT THE 67th ANNUAL NCSSSA MEETING IN CHARLESTON, WEST VIRGINIA.

_________________________________ ______________________________ James Sawyer, Texas Tammy Taylor, Kentucky

President 2016-2017 Secretary 2016-2017

Resolution 2017-01

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WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Mr. James Sawyer; and WHEREAS, Mr. Sawyer has supported the National Conference of State Social Security Administrators as an integral member of the Program Committee; and WHEREAS, Mr. Sawyer has further aided the success of the Annual Conference as the President; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Mr. Sawyer for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Mr. James Sawyer.




Resolution 2017-02

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WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Mrs. Meghann Spring; and WHEREAS, Mrs. Spring has supported the National Conference of State Social Security Administrators as an integral member of Time & Place Committee and as a successful State Administrator for the State of Montana; and WHEREAS, Mrs. Spring has further aided the success of the Annual Conference as the First Vice-President; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Mrs. Spring for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Mrs. Meghann Spring.




Resolution 2017-03

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WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Ms. Tammy Taylor; and WHEREAS, Ms. Taylor has supported the National Conference of State Social Security Administrators as an integral member of the Governing Documents Committee, member of the Resolution Committee, and Chairperson of the Internet Communications Committee; and WHEREAS, Ms. Taylor has further aided the success of the Annual Conference as the Secretary; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Ms. Taylor for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Ms. Tammy Taylor.




Resolution 2017-04

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WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Mr. Richard Beckstead; and WHEREAS, Mr. Beckstead has supported the National Conference of State Social Security Administrators as an integral member of the Auditing Committee, member of the Governing Documents Committee, and member of the Networking Sessions Committee; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Mr. Beckstead for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Mr. Richard Beckstead.




Resolution 2017-05

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WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Mr. Kevin Mack; and WHEREAS, Mr. Mack has supported the National Conference of State Social Security Administrators as an integral member of the Governing Documents Committee; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Mr. Mack for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Mr. Kevin Mack.




Resolution 2017-06

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WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Mr. T.J. Reardon; and WHEREAS, Mr. Reardon has supported the National Conference of State Social Security Administrators as the Chairperson of the Governing Documents Committee, Chairperson of the Membership Committee, member of the Training and Succession Planning Committee, member of the 218 Council, moderator for Attendee Introductions, and moderator for IRS Audit Results; and WHEREAS, Mr. Reardon has further aided the success of the Annual Conference as the Vice-President Designate; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Mr. Reardon for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Mr. T.J. Reardon.




Resolution 2017-07

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WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Ms. Barbara Taylor; and WHEREAS, Ms. Taylor has supported the National Conference of State Social Security Administrators as an integral member of the Membership Committee, and member of the Internet Communications Committee; and WHEREAS, Ms. Taylor has further aided the success of the Annual Conference as the Region III Vice-President; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Ms. Taylor for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Ms. Barbara Taylor.




Resolution 2017-08

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WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Mr. Gene Janke; and WHEREAS, Mr. Janke has supported the National Conference of State Social Security Administrators as an integral member of the Membership Committee; and WHEREAS, Mr. Janke has further aided the success of the Annual Conference as the Region IV Vice-President; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Mr. Janke for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Mr. Gene Janke.




Resolution 2017-09

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WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Mrs. Angie Dowdy; and WHEREAS, Mrs. Dowdy has supported the National Conference of State Social Security Administrators as an integral member of the Governing Documents Committee, Chairperson of the Networking Committee, member of the Legislative Committee, member of the Elections Committee, member of the Program Committee, and member of the 218 Council; and WHEREAS, Mrs. Dowdy has further aided the success of the Annual Conference as the presenter of Mandatory SS vs. 218 and making the 2017 Conference Program Booklet; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Mrs. Dowdy for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Mrs. Angie Dowdy.




Resolution 2017-10

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WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Ms. Gwynne James; and WHEREAS, Ms. James has supported the National Conference of State Social Security Administrators as an integral member of the Auditing Committee, member of the Elections Committee, and member of the Membership Committee; and WHEREAS, Ms. James has further aided the success of the Annual Conference as Region VI Vice-President, moderator or change in Retirement System; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Ms. James for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Ms. Gwynne James.




Resolution 2017-11

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WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Ms. Pamella Johnson; and WHEREAS, Ms. Johnson has supported the National Conference of State Social Security Administrators as an integral member of the Resolution Committee and member of the Membership Committee; and WHEREAS, Ms. Johnson has further aided the success of the Annual Conference as Region VII Vice-President; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Ms. Johnson for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Ms. Pamella Johnson.




Resolution 2017-12

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WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Mrs. Vandee DeVore; and WHEREAS, Mrs. DeVore has supported the National Conference of State Social Security Administrators as an integral member of the Legislative Committee, Chairperson of the Elections Committee, member of the Training and Succession Planning Committee, moderator for Closing Agreements and Modifications(panel), and presenter of Electronic Records/Databases; and WHEREAS, Mrs. DeVore has further aided the success of the Annual Conference as the Past President and a member of the IRS’ ACT Committee; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Mrs. DeVore for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Mrs. Vandee DeVore.




Resolution 2017-13

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WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Mr. Ron Carlson; and WHEREAS, Mr. Carlson has supported the National Conference of State Social Security Administrators as an integral member of the Governing Documents Committee and member of the Time and Place Committee; and WHEREAS, Mr. Carlson has further aided the success of the Annual Conference as the Treasurer; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Mr. Carlson for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Mr. Ron Carlson.




Resolution 2017-14

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WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Mrs. Danielle Huffine; and WHEREAS, Mrs. Huffine has supported the National Conference of State Social Security Administrators as an integral member of the Networking Sessions Committee, Chairperson of the Resolution Committee, Chairperson of the Time and Place Committee, member of the Governing Documents Committee, and member of the Program Committee; and WHEREAS, Mrs. Huffine has further aided the success of the Annual Conference as moderator for Newly Created or Reclassified Positions; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Mrs. Huffine for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Mrs. Danielle Huffine.




Resolution 2017-15

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WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Mr. Dean Conder; and WHEREAS, Mr. Conder has supported the National Conference of State Social Security Administrators as the Chairperson of the Training and Succession Planning Committee, member of the Governing Documents Committee, member of the Legislative Committee, Chairperson of the Program Committee, presenter of Overview and History of SS and Section 218, and presenter of Legal Research 101; and WHEREAS, Mr. Conder has further aided the success of the Annual Conference as First Vice-President and member of the IRS’ ACT Committee; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Mr. Conder for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Mr. Dean Conder.




Resolution 2017-16

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WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Mr. Madison Davis; and WHEREAS, Mr. Davis has supported the National Conference of State Social Security Administrators as an integral member of the Auditing Committee, member of the Governing Documents Committee, and member of the Time and Place Committee; and WHEREAS, Mr. Davis has further aided the success of the Annual Conference as moderator for Correction Errors/941x Process; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Mr. Davis for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Mr. Madison Davis.




Resolution 2017-17

97

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WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Mr. Barry Faison; and WHEREAS, Mr. Faison has supported the National Conference of State Social Security Administrators as an integral member of the Networking Sessions Committee, member of the Resolution Committee, and member of the Internet Communications Committee; and WHEREAS, Mr. Faison has further aided the success of the Annual Conference as moderator for Public vs. Private Entities; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Mr. Faison for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Mr. Barry Faison.




Resolution 2017-18

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N C S S S A


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WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Mr. Mark Shelhammer; and WHEREAS, Mr. Shelhammer has supported the National Conference of State Social Security Administrators as the Chairperson of the Ad Hoc Committee on Strategic Planning, member of the Governing Documents Committee, member of the Program Committee, member of the Membership Committee, and moderator for Predecessor-Successor Situations; and WHEREAS, Mr. Shelhammer has further aided the success of the Annual Conference as Region II Vice-President and as Host State Representative; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Mr. Shelhammer for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Mr. Mark Shelhammer.




Resolution 2017-19

99

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Dr. Kathleen Baxter; and WHEREAS, Dr. Baxter has supported the National Conference of State Social Security Administrators as an integral member of the Networking Sessions Committee and member of the Legislative Committee; and WHEREAS, Dr. Baxter has further aided the success of the Annual Conference as moderator for Covering Police & Firefighters; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Dr. Baxter for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Dr. Kathleen Baxter.




Resolution 2017-20

100

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Mrs. Joyce Morgan; and WHEREAS, Mrs. Morgan has supported the National Conference of State Social Security Administrators as an integral member of the Networking Sessions Committee; and WHEREAS, Mrs. Morgan has further aided the success of the Annual Conference as moderator for Change in Retirement System; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Mrs. Morgan for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Mrs. Joyce Morgan.




Resolution 2017-21

101

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Mr. David Rust; and WHEREAS, Mr. Rust has supported the National Conference of State Social Security Administrators as an integral member of the Networking Sessions Committee; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Mr. Rust for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Mr. David Rust.




Resolution 2017-22

102

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Mr. Nick Favorito; and WHEREAS, Mr. Favorito has supported the National Conference of State Social Security Administrators as an integral member of the Legislative Committee; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Mr. Favorito for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Mr. Nick Favorito.




Resolution 2017-23

103

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Mrs. Rita Foltman; and WHEREAS, Mrs. Foltman has supported the National Conference of State Social Security Administrators as an integral member of the Legislative Committee, member of the Elections Committee, and member of the Training and Succession Planning Committee; and WHEREAS, upon her retirement, The National Conference of State Social Security Administrators would like to further acknowledge Mrs. Foltman for her years of service as the State Social Security Administrator for the State of Idaho; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Mrs. Foltman for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Mrs. Rita Foltman.




Resolution 2017-24

104

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Mrs. Mary Griffin; and WHEREAS, Mrs. Griffin has supported the National Conference of State Social Security Administrators as an integral member of the Legislative Committee; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Mrs. Griffin for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Mrs. Mary Griffin.




Resolution 2017-25

105

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Mr. Grant Wright; and WHEREAS, Mr. Wright has supported the National Conference of State Social Security Administrators as an integral member of the Program Committee, moderator for SSA OLCA Update, and moderator for Mandatory SS vs 218; and WHEREAS, Mr. Wright has further aided the success of the Annual Conference as the Official Sheriff of NCSSSA; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Mr. Wright for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Mr. Grant Wright.




Resolution 2017-26

106

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Ms. Nancy Burklow; and WHEREAS, the National Conference of State Social Security Administrators would like to acknowledge Ms. Burklow’s service as the State Social Security Administrator for the State of Illinois and offer her best wishes in her future endeavors; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Ms. Burklow for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Ms. Nancy Burklow.




Resolution 2017-27

107

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Ms. Susan Hohmann; and WHEREAS, Ms. Hohmann has supported the National Conference of State Social Security Administrators as an integral member of the Program Committee and member of the Membership Committee; and WHEREAS, Ms. Hohmann has further aided the success of the Annual Conference as the Region V Vice-President; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Ms. Hohmann for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Ms. Susan Hohmann.




Resolution 2017-28

108

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Ms. Melanie Helmick; and WHEREAS, Ms. Helmick has supported the National Conference of State Social Security Administrators as the Chairperson of the Auditing Committee and member of the Program Committee; and WHEREAS, Ms. Helmick has further aided the success of the Annual Conference as moderator for Electronic Records/Databases; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Ms. Helmick for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Ms. Melanie Helmick.




Resolution 2017-29

109

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Ms. Stephanie Fecteau; and WHEREAS, Ms. Fecteau has supported the National Conference of State Social Security Administrators as an integral member of the Membership Committee; and WHEREAS, Ms. Fecteau has further aided the success of the Annual Conference as Region I Vice-President; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Ms. Fecteau for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Ms. Stephanie Fecteau.




Resolution 2017-30

110

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Ms. Jennifer Berrier; and WHEREAS, Ms. Berrier has supported the National Conference of State Social Security Administrators as an integral member of the Networking Committee and member of the Elections Committee; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Ms. Berrier for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Ms. Jennifer Berrier.




Resolution 2017-31

111

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Ms. Penni Almond; and WHEREAS, Ms. Almond has supported the National Conference of State Social Security Administrators as an integral member of the Time & Place Committee; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Ms. Almond for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Ms. Penni Almond.




Resolution 2017-32

112

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Ms. Tina Koenen; and WHEREAS, Ms. Koenen has supported the National Conference of State Social Security Administrators as an integral member of the Time & Place Committee; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Ms. Koenen for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Ms. Tina Koenen.




Resolution 2017-33

113

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Ms. Shay Jackson; and WHEREAS, Ms. Jackson has supported the National Conference of State Social Security Administrators as an integral member of the Training and Succession Planning Committee; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Ms. Jackson for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Ms. Shay Jackson.




Resolution 2017-34

114

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Ms. Melanie Piccin; and WHEREAS, Ms. Piccin has supported the National Conference of State Social Security Administrators as an integral member of the Training and Succession Planning Committee; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Ms. Piccin for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Ms. Melanie Piccin.




Resolution 2017-35

115

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Mr. Robert Sharp; and WHEREAS, Mr. Sharp has supported the National Conference of State Social Security Administrators as an integral member of the Training and Succession Planning Committee; and WHEREAS, the National Conference of State Social Security Administrators would like to acknowledge Mr. Sharp’s service as the State Social Security Administrator for the State of California and offer him best wishes in his future endeavors; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Mr. Sharp for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Mr. Robert Sharp.




Resolution 2017-36

116

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Mr. Travis Mulanax; and WHEREAS, Mr. Mulanax has supported the National Conference of State Social Security Administrators as an integral member for Singing the National Anthem for the 2017 Conference and leading the Pledge of Allegiance; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Mr. Mulanax for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Mr. Travis Mulanax.




Resolution 2017-37

117

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Ms. Dawn Wiggins; and WHEREAS, Ms. Wiggins has supported the National Conference of State Social Security Administrators as an integral member by delivering the Keynote Address for the 2017 NCSSSA Conference; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Ms. Wiggins for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Ms. Dawn Wiggins.




Resolution 2017-38

118

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Ms. Susan Bussman; and WHEREAS, Ms. Bussman has supported the National Conference of State Social Security Administrators as the presenter of SSA OLCA Update; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Ms. Bussman for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Ms. Susan Bussman.




Resolution 2017-39

119

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Mr. Kirk Jockell; and WHEREAS, Mr. Jockell has supported the National Conference of State Social Security Administrators as the presenter of Change in Retirement System; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Mr. Jockell for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Mr. Kirk Jockell.




Resolution 2017-40

120

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Mr. Fred Sanchez; and WHEREAS, Mr. Sanchez has supported the National Conference of State Social Security Administrators as the presenter of Public vs Private Entities, presenter of Predecessor-Successor Situations, presenter of Change in 218 Staffing & Personnel, presenter of Covering Police & Firefighters, and presenter of Change in Retirement system; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Mr. Sanchez for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Mr. Fred Sanchez.




Resolution 2017-41

121

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Mr. Paul Marmolejo; and WHEREAS, the National Conference of State Social Security Administrators would like to acknowledge Mr. Marmolejo’s service as Director of Federal State & Local Governments and offer him best wishes in his new position within the IRS; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Mr. Marmolejo for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Mr. Paul Marmolejo.




Resolution 2017-42

122

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Mr. Dwayne Jacobs; and WHEREAS, Mr. Jacobs has supported the National Conference of State Social Security Administrators as the presenter of IRS Audit Results; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Mr. Jacobs for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Mr. Dwayne Jacobs.




Resolution 2017-43

123

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Mr. John Fox; and WHEREAS, Mr. Fox has supported the National Conference of State Social Security Administrators as the presenter of Public vs Private Entities, presenter of Predecessor-Successor Situations, and presenter of Covering Police & Firefighters, and presenter of Change in Retirement System; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Mr. Fox for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Mr. John Fox.




Resolution 2017-44

124

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Mr. Anthony Cacace; and WHEREAS, Mr. Cacace has supported the National Conference of State Social Security Administrators as the moderator for Legal Research 101; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Mr. Cacace for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Mr. Anthony Cacace.




Resolution 2017-45

125

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Ms. Rhonda Kingsley; and WHEREAS, Ms. Kingsley has supported the National Conference of State Social Security Administrators as the presenter of Closing Agreements and Modifications(panel); and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Ms. Kingsley for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Ms. Rhonda Kingsley.




Resolution 2017-46

126

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Ms. Shawn Cole; and WHEREAS, Ms. Cole has supported the National Conference of State Social Security Administrators as the presenter of Newly Created or Reclassified Positions; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Ms. Cole for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Ms. Shawn Cole.




Resolution 2017-47

127

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Mr. Sergei Aden; and WHEREAS, Mr. Aden has supported the National Conference of State Social Security Administrators as the presenter of Closing Agreements and Modifications(panel); and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Mr. Aden for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Mr. Sergei Aden.




Resolution 2017-48

128

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of the West Virginia National Guard; and WHEREAS, the West Virginia National Guard has supported the National Conference of State Social Security Administrators in the Presentation of Colors for the 2017 Conference; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to the West Virginia National Guard for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

West Virginia National Guard.




Resolution 2017-49

129

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Mr. James Driver; and WHEREAS, Mr. Driver has supported the National Conference of State Social Security Administrators as the presenter of Correction of Errors/941x Process; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Mr. Driver for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Mr. James Driver.




Resolution 2017-50

130

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Ms. Leah Golshani; and WHEREAS, Ms. Golshani has supported the National Conference of State Social Security Administrators as the presenter of Newly Created or Reclassified Positions; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Ms. Golshani for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Ms. Leah Golshani.




Resolution 2017-51

131

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Mr. Paul Sachelari; and WHEREAS, Mr. Sachelari has supported the National Conference of State Social Security Administrators as the presenter of Change in Retirement System; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Mr. Sachelari for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Mr. Paul Sachelari.




Resolution 2017-52

132

N C S S S A


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WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Ms. Kate Dempsey; and WHEREAS, Ms. Dempsey has supported the National Conference of State Social Security Administrators as the presenter of Change in 218 Staffing & Personnel; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Ms. Dempsey for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Ms. Kate Dempsey.




Resolution 2017-53

133

N C S S S A


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WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Yana Usik; and WHEREAS, Yana Usik has supported the National Conference of State Social Security Administrators as the presenter of Change in 218 Staffing & Personnel; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Yana Usik for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Yana Usik.




Resolution 2017-54

134

N C S S S A


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WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Ms. Shirley Sessoms; and WHEREAS, Ms. Sessoms has supported the National Conference of State Social Security Administrators as the moderator for Change in 218 Staffing & Personnel; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Ms. Sessoms for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Ms. Shirley Sessoms.




Resolution 2017-55

135

N C S S S A


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WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Mr. J.B. McCuskey; and WHEREAS, Mr. McCuskey has supported the National Conference of State Social Security Administrators as the West Virginia Welcome Speaker; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Mr. McCuskey for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Mr. J.B. McCuskey.




Resolution 2017-56

136

N C S S S A


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WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Ms. Nancy Pennington; and WHEREAS, Ms. Pennington has supported the National Conference of State Social Security Administrators in your leadership and participation for hosting the 2017 West Virginia Conference; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Ms. Pennington for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Ms. Nancy Pennington.




Resolution 2017-57

137

N C S S S A


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WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Chef Paul Smith; and WHEREAS, Chef Smith has supported the National Conference of State Social Security Administrators in providing Catering for the 2017 West Virginia Conference and the Monday Night Event; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Chef Smith for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Chef Paul Smith.




Resolution 2017-58

138

N C S S S A


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WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Ms. Paige Payne; and WHEREAS, Ms. Payne has supported the National Conference of State Social Security Administrators as the contact person for the JQ Dickinson Salt-Works for the 2017 West Virginia Monday Night Event; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Ms. Payne for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Ms. Paige Payne.




Resolution 2017-59

139

N C S S S A


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WHEREAS, the National Conference of State Social Security Administrators at its 67th annual meeting in Charleston, West Virginia, gratefully acknowledges the participation of Ms. Vicki L. Shannon; and WHEREAS, Ms. Shannon has supported the National Conference of State Social Security Administrators as Hostess for the West Virginia Governor’s Mansion; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Ms. Shannon for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Ms. Vicki L. Shannon.




Resolution 2017-60

140