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One North Capitol, Suite 001 | Indianapolis, IN, 46204 | (888) 286-3544 | www.inprs.in.gov Pension Secretary Seminar December 4, 2015

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Page 1: Pension Secretary Seminar - IN.govOne North Capitol, Suite 001 | Indianapolis, IN, 46204 | (888) 286-3544 |  Pension Secretary Seminar December 4, 2015

One North Capitol, Suite 001 | Indianapolis, IN, 46204 | (888) 286-3544 | www.inprs.in.gov

Pension Secretary Seminar December 4, 2015

Page 2: Pension Secretary Seminar - IN.govOne North Capitol, Suite 001 | Indianapolis, IN, 46204 | (888) 286-3544 |  Pension Secretary Seminar December 4, 2015

One North Capitol, Suite 001 | Indianapolis, IN, 46204 | (888) 286-3544 | www.inprs.in.gov

Agenda

§ Welcome  and  Introduc/ons    -­‐    Floyd  Teamer  §  INPRS  Updates    -­‐    Shelley  Horner  §  Statewide  Baseline  Examina/on  Overview    -­‐    Dr.  Darren  Higginbotham,    

       DLH  Counseling  &  Consul/ng,  LLC  §  Disability  Process  Overview    -­‐    Bruce  KnoM,  Pension  Secretary,  Carmel  Fire  Department  

Page 3: Pension Secretary Seminar - IN.govOne North Capitol, Suite 001 | Indianapolis, IN, 46204 | (888) 286-3544 |  Pension Secretary Seminar December 4, 2015

One North Capitol, Suite 001 | Indianapolis, IN, 46204 | (888) 286-3544 | www.inprs.in.gov

Shelley Horner

Page 4: Pension Secretary Seminar - IN.govOne North Capitol, Suite 001 | Indianapolis, IN, 46204 | (888) 286-3544 |  Pension Secretary Seminar December 4, 2015

One North Capitol, Suite 001 | Indianapolis, IN, 46204 | (888) 286-3544 | www.inprs.in.gov

INPRS Updates – Pension Relief

§  New  Valida/on  and  Warning  Message  §  Confirm  all  payees  on  last  year’s  report  that  did  not  also  have  a  date  of  death  are  included  on  this  year’s  report.  

§ Warning  will  appear  on  Summary  screen  below  totals  and  before  Employer  Comments.  

§ Warning  will  contain  payee  informa/on,  divided  by  Member  or  Survivor.  

Page 5: Pension Secretary Seminar - IN.govOne North Capitol, Suite 001 | Indianapolis, IN, 46204 | (888) 286-3544 |  Pension Secretary Seminar December 4, 2015

One North Capitol, Suite 001 | Indianapolis, IN, 46204 | (888) 286-3544 | www.inprs.in.gov

INPRS Updates – Pension Relief (cont)

§  If  these  payees  should  be  included,  click  on  the  Make  More  Changes  buMon  and  follow  the  instruc/ons  to  add  the  members  and  survivors.  

§  If  these  payees  should  not  be  included,  add  a  Note  in  the  Employer  Comments  box  explaining  the  reason  the  payee  should  be  excluded  this  year.  

Page 6: Pension Secretary Seminar - IN.govOne North Capitol, Suite 001 | Indianapolis, IN, 46204 | (888) 286-3544 |  Pension Secretary Seminar December 4, 2015

One North Capitol, Suite 001 | Indianapolis, IN, 46204 | (888) 286-3544 | www.inprs.in.gov

INPRS Updates – Pension Relief (cont)

§  Early  December    -­‐    Expect  request  to  confirm  current  status  of  non-­‐re/red  members  §  1925  &  1953  Police  Pension  Funds  §  1937  Firefighters’  Fund  

§  January  4,  2016    -­‐    Link  in  ERM  will  be  ac/ve  §  January  31,  2016    -­‐    Reports  due  in  ERM  

Page 7: Pension Secretary Seminar - IN.govOne North Capitol, Suite 001 | Indianapolis, IN, 46204 | (888) 286-3544 |  Pension Secretary Seminar December 4, 2015

One North Capitol, Suite 001 | Indianapolis, IN, 46204 | (888) 286-3544 | www.inprs.in.gov

Statewide Baseline Examinations

§  Current  form:    State  Form  4928  (R12/4-­‐15)  §  Review  for  proper  comple/on  §  Page  10,  Sec/on  A  § Make  a  copy  for  your  records,  if  desired  §  Submit  to  INPRS  upon  comple/on;  do  not  hold  to  send  all  at  one  /me  

Page 8: Pension Secretary Seminar - IN.govOne North Capitol, Suite 001 | Indianapolis, IN, 46204 | (888) 286-3544 |  Pension Secretary Seminar December 4, 2015

One North Capitol, Suite 001 | Indianapolis, IN, 46204 | (888) 286-3544 | www.inprs.in.gov

Statewide Baseline Examinations (cont)

§  Allow  30  days  for  processing  of  properly  completed  forms  §  From  date  INPRS  receives  forms  to  date  of  approval  leMer  

§ May  take  longer  if  INPRS  Fund  Physician  requests  addi/onal  documenta/on  

Page 9: Pension Secretary Seminar - IN.govOne North Capitol, Suite 001 | Indianapolis, IN, 46204 | (888) 286-3544 |  Pension Secretary Seminar December 4, 2015

One North Capitol, Suite 001 | Indianapolis, IN, 46204 | (888) 286-3544 | www.inprs.in.gov

EPPA Contact Information

§  Employer  Pension  Plans  Administra/on  (EPPA)  §  Phone:    (888)876-­‐2707  §  Fax:    (317)234-­‐6692  §  Email:    [email protected]  §  Fax  number  to  be  used  only  for  submigng  correc/ons  to  statewide  baseline  examina/ons:  §  (317)974-­‐1616