66th Annual National Conference of State Social …Stephanie Fecteau WASHINGTON Kim Smith MARYLAND...

66th Annual National Conference of State

Social Security Administrators

September 11-14, 2016

Best Western Plus Grantree Inn Bozeman, Montana

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66th Annual Conference Bozeman, Montana

September 11-14, 2016

Executive Committee 5 Committee Assignments 6 Conference Attendees: State Attendees 8 Federal Attendees 9 Executive Committee Meetings: Seattle, Washington – July 29, 2015 10 Bozeman, Montana – September 10, 2016 11 Business Session Meetings: Bozeman, Montana – September 11, 2016 12 Bozeman, Montana – September 14, 2016 13 Recap of Conference Sessions: Presidents Welcome Dr. Maryann Motza, PhD (CO), NCSSSA President Presentation of Colors National Anthem Keynote Address: 14 Speaker – The Honorable Mary Lisa Lewandowski

Assistant Regional Commissioner, SSA

Conference Participants Introductions TJ Reardon (MD), NCSSSA

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Conference Presentations and Moderator Reports 29 Legislative Update 30 Speakers: Sue Bussman, SSA Hank Kim Anthony Roda, Esq, Williams & Jensen We’re Here for You! 31 Speakers: Ben Prevas, Kirk Jockell, Jessica McBride

Chris McDermott & Fred Sanchez, SSA

IRS Future State for Outreach & Education (Q&A) 32 Speakers: Dwayne Jacobs, IRS FSLG Rhonda Kingsley, IRS FSLG Information Sharing & Enhancing Partnerships with IRS & SSA 33 Speaker: TJ Reardon (MD), NCSSSA IRS Top Exam Issues & Risks 35 Speaker: Dwayne Jacobs, IRS FSLG Rhonda Kingsley, IRS FSLG Medicare for Non-Participating Organizations (Pre 1986 Employees) 36 Speaker: Dean Conder (CO), NCSSSA Exclusions from Coverage (Mandatory vs. Voluntary) 37 Speaker: John Fox, SSA Rehired Annuitants 39 Speaker: Jim Burgess, SSA Kirk Jockell, SSA Evolution of an Entity 40 Speakers: John Fox, SSA Fred Sanchez, SSA Error Modification 41 Speakers: Shawn Cole Sergei Aden, SSA What Happens Next? (After the Modification/Referendum) 42 Speakers: W. Grant Wright (NM) & Melanie Piccin (WA), NCSSSA Error Modifications after Implementation of Mandatory Coverage 43 Speakers: Dean Conder (CO) & TJ Reardon (MD), NCSSSA Anthony Roda, Esq., Williams & Jensen, PLLC

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Committee Reports Standing Committee

Election 44 Governing Documents 45 Program 46 Resolution 47 Time and Place 50 Ad Hoc – Strategic Planning 52 Auditing 54 Internet Communications 55 Legislative 56 Membership 62 Networking Sessions 63 Training and Succession Planning 65

Executive Committee Treasurer’s Report 66 Secretary's Report 67 Region I Vice President 68 Region II Vice President 69 Region III Vice President 70 Region IV Vice President 72 Region V Vice President 73 Region VI Vice President 74 Region VII Vice President 76 Past Presidents 78 Past Conference Sites 79 Roster of Officials 80 Resolutions 90

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2015 - 2016

PRESIDENT

Dr. Maryann Motza, Colorado

FIRST VICE PRESIDENT James Sawyer, Texas

VICE PRESIDENT DESIGNATE

Meghann Spring, Montana

SECRETARY Tammy Taylor, Kentucky

2015-2017

TREASURER Richard Beckstead, Utah

2014-2016

REGIONAL VICE PRESIDENTS Region 1 – Kevin Mack, New York Region 2 – T.J. Reardon, Maryland

Region 3 – Barbara Taylor, Mississippi Region 4 – Gene Janke, Wisconsin Region 5 – Angie Dowdy, Louisiana

Region 6 – Gwynne James, Wyoming Region 7 – Pamella Johnson, Oregon

IMMEDIATE PAST PRESIDENT

Vandee DeVore, Missouri

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2015 - 2016 AUDITING ELECTIONS Ron Carlson, NE – Chairperson Kevin Mack, NY - Chairperson Madison Davis, AR Angie Dowdy, LA Gracie Fahie, VI Gwynne James, WY Barry Faison, VA Gene Janke, WI James Sawyer, TX Trista Stine, MI Meghann Spring, MT PROGRAM GOVERNING DOCUMNETS James Sawyer, TX - Chairperson T.J. Reardon, MD – Chairperson Dean Conder, CO Rick Beckstead, UT Angie Dowdy, LA Ron Carlson, NE Gracie Fahie, VI Dean Conder, CO Mary Griffin, TN Madison Davis, AK Danielle Huffine, IA Angie Dowdy, LA Meghann Spring, MT Danielle Huffine, IA T.J. Reardon, MD Kevin Mack, NY Grant Wright, NM Maryann Motza, CO James Sawyer, TX RESOLUTION Mark Shelhammer, WV Danielle Huffine, IA – Chairperson Meghann Spring, MT Barry Faison, VA Tammy Taylor, KY Pamella Johnson, OR Tammy Taylor, KY LEGISLATIVE Dr. Maryann Motza, CO – Chairperson MEMBERSHIP Kathleen Baxter, AL Meghann Spring, MT – Chairperson Dean Conder, CO Angie Dowdy, LA Vandee DeVore, MO Gwynne James, WY Angie Dowdy, LA Gene Janke, WI Nick Favorito, MA Pamella Johnson, OR Rita Foltman, ID Kevin Mack, NY Mary Griffin, TN T.J. Reardon, MD Omar Masood, DE Barbara Taylor, MS T.J. Reardon, MD James Sawyer, TX Meghann Spring, MT

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TIME & PLACE NETWORKING SESSIONS Meghann Butler, MT – Chairperson Danielle Huffine, IA – Chairperson Ron Carlson, NE Kathleen Baxter, AL Madison Davis, AR Rick Beckstead, UT Gracie Fahie, VI Angie Dowdy, LA Danielle Huffine, IA Barry Faison, VA T.J. Reardon, MD Joyce Morgan, FL David Rust, OH David Rust, OH TRAINING & SUCCESSION PLANNING INTERNET COMMUNICATIONS Dean Conder, CO – Chairperson Tammy Taylor, KY – Chairperson Nancy Burklow, IL Ron Carlson, NE Angie Dowdy, LA Barry Faison, VA Rita Foltman, ID Barbara Taylor, MS Mary Griffin, TN T.J. Reardon, MD 218 Council Jim Sawyer, TX Angie Dowdy, LA T.J. Reardon, MD

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2015 – 2016

STATE SOCIAL SECURITY ADMINISTRATORS & STAFF

ALASKA NEBRASKA Melanie Helmick Ron Carlson Katherine Gouyton – Retiree

NEW MEXICO ARIZONA Grant Wright Michael McCarthy NEW YORK ARKANSAS Kevin Mack Madison Davis OHIO CALIFORNIA David Rust Robert Sharp OKLAHOMA COLORADO Susan Hohmann Maryann Motza Dean Conder OREGON Pamella Johnson FLORIDA Joyce Morgan SOUTH DAKOTA Penni Almond IOWA Danielle Huffine TEXAS Jim Burke Jim Sawyer

Pamela Maas KENTUCKY Tammy Taylor UTAH Rick Beckstead MAINE Stephanie Fecteau WASHINGTON

Kim Smith MARYLAND Melanie Piccin T.J. Reardon WEST VIRGINA MISSISSIPPI Mark Shelhammer Shirley Sessoms Barbara Taylor WISCONSIN

Gene Janke MONTANA Cheryl Grey WYOMING

Gwynne James

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2015 – 2016

FEDERAL OFFICIALS

SOCIAL SECURITY ADMINISTRATION

Sergei Aden Jessica MacBride Rey Arquero Chris McDermott

Regina Bachini John Molinaro James Burgess Sarah Moum Sue Bussman Jorge Ortiz Israel Carrillo Benjamin Prevas Shawn Cole Timothy Reiley John Fox Paul Sachelari Latrice Ivy Fred Sanchez Kirk Jockell Fatima Shah Armond Joseph Edward Swierczek

INTERNAL REVENUE SERVICE

Dwayne Jacobs Rhonda Kingsley Paul Marmolejo

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July 29, 2015

1st Executive Committee Meeting

Closed Meeting

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September 10, 2016

2nd Executive Committee Meeting

Closed Meeting

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September 11, 2016

1st Business Session

Closed Meeting

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September 14, 2016

2nd Business Session

Closed Meeting

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Talking Points for the Keynote Address

National Conference of State Social Security Administrators (NCSSSA)

[pronounced “N C triple-S A”]

Bozeman, Montana (MT)

It is my pleasure to welcome you to Bozeman, MT, which is part of Social Security’s Denver Region.

Thank you for inviting me and allowing me to speak at your 66TH Annual Conference.

The NCSSSA has been a great partner in helping us get the word out about our programs, online services, and initiatives that our agency promotes to the states.

This Spring, NCSSSA leadership visited SSA headquarters and met with our colleagues to discuss important issues raised by NCSSSA membership, such as:

o Policy and Legislation;

o Assessing the possibility of data exchanges with State and Local Government entities and NCSSSA’s role; and

o Agency engagement to assist with section 218 technical support and communications with every state, recognizing the importance of the State Social Security Administrator and their role with section 218 of the Social Security Act. As an example, I know that the SSSA in Montana – who is hosting

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this year’s conference – has worked closely with my Regional Office over the years.

When people need help, organizations like the NCSSSA and government agencies like Social Security/IRS have important roles to play. In my work at Social Security, I see firsthand up how our programs provide an important safety net to individuals and families.

Of course, Social Security is unique because it’s an EARNED benefit. People who pay into the system over a long enough period can get something back out later in life. That’s true whether you make $200,000 a year or $20,000.

This is equally true for many individuals who work for state and local governments, both in this Region and across the country. As you know, the collaboration between SSA, the IRS, and you as State Social Security Administrators is what allows this safety net to be available to many people at the state and local government level.

Many people may not be aware that there are a number of state and local government employees who enjoy Social Security coverage that has been extended to them under Section 218 of the Social Security Act. But, as you all know, this Section of the Act provides a way for some of these employees to get coverage.

The FY2017 President’s Budget includes a provision that SSA establish data exchanges with State and local entities to obtain pension information for wages not covered by Social Security.

SSA is pursing the feasibility of a data exchange with Colorado Dept. of Labor and Employment. The purpose is to find a solution to agency issues we encounter involving Title II Windfall Elimination Provision (WEP) and Government Pension Offset (GPO). These

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provisions rely on self-reporting of receipt of pensions based on earnings NOT subject to the OASDI payroll tax. Self-reporting is a major cause of SSA’s improper payments to Social Security beneficiaries. The Colorado Department of Labor and Employment (CDLE) is the principal department of the Colorado state government responsible for local government assistance, property taxation, property assessment appeals, affordable housing, and housing construction regulation. If all goes well, this will be pursued nationally with other states as well.

We recognize just how important your role as State Social Security Administrator is, because you provide the link between the state (and its various state and local government entities) and our federal agency.

At our Regional Office, we’re focused on the day-to-day operations at the agency. One operational aspect that I’d like to discuss in a bit more detail is the amount of information that is submitted by SSSAs when seeking guidance and approval by SSA of a particular modification to their state’s 218 agreement.

One thing that would foster even greater collaboration between the members of the NCSSSA and SSA in the upcoming year is to encourage each of you to compile as much information – whether through documentary evidence, written descriptions, or something else – on the front end before guidance is sought from SSA.

Compiling as much information as possible with your submission then allows us at the Regional Office to have a full perspective of the situation and to put us in the best possible position to provide you with the guidance and approval you need to move forward.

As you know, SSA provides benefits to millions of beneficiaries in the U.S. every year.

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Number of retirement benefit recipients

As of end of December 2015, *49,156,959 people receiving Retirement and Survivors benefits (*43,073,398 retirement and *6,083,561 survivors) https://www.ssa.gov/oact/STATS/OASDIbenies.html

• *5.4 million awarded benefits in 2015. 52% or *2,839,000 were Retirement claims (Close to 8k retirees per day or 240k per month)

https://www.ssa.gov/policy/docs/chartbooks/fast_facts/2016/fast_facts16.html#page5

Number of disability claims filed and processed • As of end of December 2015, *10,806,466 people receiving SSIDI

DIB benefits

https://www.ssa.gov/oact/STATS/OASDIbenies.html

• As of end of December 2015, *8,309,564 people receiving SSI benefits

https://www.ssa.gov/policy/docs/statcomps/ssi_monthly/2016-07/table01.html

• *2,412,267 SSIDI disability applications filed in 2015

• *775,739 were approvals

https://www.ssa.gov/OACT/STATS/dibStat.html

Baby boomers retiring • The 2016 Trustees Report projects that the number of retired

workers will grow rapidly, as members of the post–World War II baby boom continue to retire in increasing numbers. The number of retired workers is projected to double in about 50 years. People are also living longer, and the birth rate is low. As a result, the Trustees project that the ratio of 2.8 workers paying Social Security taxes to each person collecting benefits in 2015 will fall to 2.1 to 1 in 2037.


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https://www.ssa.gov/policy/docs/statcomps/ssi_monthly/2016-07/table01.html

https://www.ssa.gov/OACT/STATS/dibStat.html



Given the scale of our agency’s operations, you can appreciate that we are faced with an ever-increasing workload. We also want to be able to provide you with the best service that we can. Your efforts to compile comprehensive information about the guidance that you seek from our agency about a 218 matter will go a long way towards achieving that goal.

Thank you for keeping this in mind in the upcoming year.

Because of your hard work as State Social Security Administrators, we are able to provide everything that our agency can offer to employees at the state and local level across the country.

Today I’d like to talk a little about how the system works and give you some facts and tools that can help state and local employees who may be considering voting for Social Security coverage to make an informed decision about their possible future Social Security benefits. The decision to vote for Social Security coverage is an important one that some state and local employees may be faced with in the future.

Additionally, I wanted to highlight the benefits of what SSA has to offer to remind everyone of just what is at stake with the important work that we do every day in the 218 realm. It is also a good reminder for those state and local employees who already pay into Social Security of the full range of benefits available to them.

Everyone’s situation is different. Whatever your unique set of circumstances happens to be, having good information at your fingertips is key to developing a sound financial plan that makes the most sense for you and your family.

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As Acting Deputy Regional Commissioner for the Denver Region, I have the privilege of partnering with State and Local government agencies, Tribal Governments and organizations to hear their constituents concerns and help the public understand our programs and services.

Social Security is there:

o On Day One, with a Social Security card and number that will stay with you throughout your life.

o As you grow, protecting your family in case of death or disability.

o When you get your first job, helping your employer secure your identity and report your earnings accurately.

o If you become severely disabled, to help you cope by replacing a portion of your lost income.

o When you marry, to protect your NEW family and change your name if you wish.

o And, of course, at your retirement, to provide an extra measure of financial security or help put a grandchild through college.

Social Security Basics

Before I get to retirement planning, let me say a few words about your Social Security protections.

When you work and pay Social Security and Medicare taxes, you earn Social Security credits. Credits can count toward your retirement benefits and can qualify you and your family for disability and survivors insurance. In addition, you’re earning Medicare

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protection that can be available to you when you reach age 65, or sooner if you become disabled.1

Although we usually don’t like to think about it, Americans need to be financially prepared not only for a distant tomorrow, but also for what could happen to any of us TODAY.

The unfortunate reality is that we expect one in eight of today’s 20-year-olds who are covered under Social Security to die before reaching age 67, and one in four to become disabled.2

Retirement Eligibility

I mentioned Social Security credits. For 2016, you have to make a little under $1,300 to earn one credit. You can earn up to four credits a year. Most of today’s workers need at least 40 credits to apply for retirement benefits. That’s ten years of work. Of course, you need to be old enough to retire, too!

You can start receiving retirement benefits as early as age 62. However, we’ll reduce the amount of your monthly benefit if you begin receiving benefits before your full retirement age.

You can find out your full retirement age and get estimates of your benefit amount for various retirement scenarios by going to SocialSecurity.Gov and selecting “Retirement Estimator.”

To get your full-retirement age, use the retirement-age calculator available through the links on the right-hand side of the Retirement Estimator web page.

1 http://mwww.ba.ssa.gov/pubs/EN-05-10127.pdf 2 http://www.ssa.gov/news/press/basicfact.html

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http://www.ssa.gov/news/press/basicfact.html

I’ll mention our Retirement Estimator page throughout this presentation. This is a tremendous resource that can help you set your retirement goals and answer just about any question you’re likely to have about Social Security retirement benefits.

Claiming retirement benefits before your full retirement age can permanently reduce your monthly benefit payment by about half a percent for every month that you retire early.

The reduction is greater if you retire more than 3 years before your full retirement age. In that case, we reduce your monthly payment by about 1 percent.3

You can also DELAY retirement benefits.

If you delay benefits past your full retirement age, your monthly benefit will increase by about half to two-thirds of a percent for each month you delay, up to age 70. The exact percentage depends on when you were born. Past age 70, there’s no additional advantage to waiting.4

Claiming Considerations

People frequently ask us when they should start taking retirement benefits. That’s a natural question. The truth is, there’s no one-size-fits-all ‘best age.’ It depends on your individual circumstances, priorities, and how long you expect to live.

If you live to the average life expectancy for someone your age, you’ll receive about the same amount in lifetime payments NO MATTER WHEN you start receiving retirement benefits.5

3 http://www.ssa.gov/oact/quickcalc/early_late.html 4 http://www.ssa.gov/planners/retire/delayret.html 5 http://www.ssa.gov/pubs/EN-05-10147.pdf

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http://www.ssa.gov/oact/quickcalc/early_late.html

http://www.ssa.gov/planners/retire/delayret.html

http://www.ssa.gov/pubs/EN-05-10147.pdf

You can get a rough estimate of how long you or your spouse may live by using the life expectancy calculator off of our Retirement Estimator web page.

If your spouse or children will qualify for benefits with you, you might decide that taking retirement benefits EARLY is the best decision for your family. On the other hand, starting early could reduce the survivors benefit for your spouse if you die before your full retirement age.6

If you start retirement benefits early while continuing to work, we’ll reduce your monthly payment by one dollar for every two dollars you earn over a certain limit — until you reach full retirement age. For 2016, the limit is a little under $16,000 a year.7

Keep in mind that your additional earnings during this period and checks we withhold could increase your monthly benefit after full retirement age.

If you expect to live long, you might decide that DELAYING retirement benefits makes the most sense for you. More than one in three of today’s 65-year-olds will live to age 90, and more than one in seven will live to 95.8

And, of course, women tend to live longer than men. In the United States, a man reaching age 65 today can expect to live until age 84 on average. For women, it’s 86.9

Those figures are considerably under the national average I just quoted.

6 http://www.ssa.gov/planners/retire/otherthings.html 7 http://www.ssa.gov/planners/retire/whileworking.html 8 http://www.ssa.gov/pubs/EN-05-10147.pdf 9 http://www.ssa.gov/planners/lifeexpectancy.html

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http://www.ssa.gov/planners/retire/otherthings.html

http://www.ssa.gov/planners/retire/whileworking.html

http://www.ssa.gov/pubs/EN-05-10147.pdf

http://www.ssa.gov/planners/lifeexpectancy.html

These are just a few points to consider when deciding when to start your retirement benefits. On our Retirement Estimator web page, you’ll find a number of useful calculators and an informative fact sheet titled “When To Start Receiving Retirement Benefits.”

These resources can help you make an informed decision about the best time to retire.

Medicare

Whatever you end up deciding, be sure to sign up for Medicare at age 65. The sign-up period for Medicare begins 3 months BEFORE the month you turn 65 and ends 3 months AFTER that month. If you don’t sign up during this period, your Medicare coverage could be delayed and cost you more.10

You can apply for both retirement benefits and Medicare at SocialSecurity.Gov, or for just Medicare if you aren't ready to receive retirement benefits yet.

Family Benefits

When you start receiving Social Security retirement benefits, certain family members may also qualify to receive benefits on your record.

Your spouse, divorced spouse, and minor children may qualify to receive up to half of your full-retirement benefit amount, even if you retired early. Children under 20 who are full time-students may also qualify, as well as grown children living with a disability that started before age 22.

10 http://www.medicare.gov/sign-up-change-plans/get-parts-a-and-b/when-sign-up-parts-a-and-b/when-sign-up-parts-a-and-b.html

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http://www.medicare.gov/sign-up-change-plans/get-parts-a-and-b/when-sign-up-parts-a-and-b/when-sign-up-parts-a-and-b.html

http://www.medicare.gov/sign-up-change-plans/get-parts-a-and-b/when-sign-up-parts-a-and-b/when-sign-up-parts-a-and-b.html

Your benefit amount won’t change because one or more family members also receive benefits on your record. However, there is a limit on the monthly amount one family can receive. This computation doesn’t count divorced spouses.

If you qualify for benefits on your own record, we’ll pay that amount first. If the benefit on your spouse’s record is higher, you’ll get an additional amount on your spouse’s record so that the combination of benefits equals the higher amount.

The same rules I mentioned a moment ago for retiring early also apply when claiming benefits as a spouse or divorced spouse.

Whether you’re applying for retirement benefits on your own record, your spouse’s record, or both, you can apply online at SocialSecurity.Gov in as little as 15 minutes.

The earliest you can apply for retirement benefits is 3 months before you turn 62. To keep from receiving benefits sooner than you want, wait to apply until no more than 4 months before you’re ready for your benefits to begin.

Benefit Amount

I’ve talked a lot so far about WHEN you choose to begin receiving retirement benefits. But exactly how MUCH can you expect from Social Security in retirement?

I hope you’ll all take advantage of our Retirement Estimator to get benefit estimates for retirement scenarios you are considering. Since the Retirement Estimator uses your actual Social Security record, this is an excellent tool for picking out a target retirement date that suits your individual circumstances.

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We base your retirement benefit on your average earnings over your working years, up to a certain maximum. For 2016, the maximum monthly benefit at full retirement age is a little over $2,600. For those retiring early at age 62, that amount DROPS by over $500 a month. For people who wait until age 70 to claim retirement benefits, it INCREASES by over $900 a month.11

Those are substantial differences!

When you’re ready to retire, we calculate your benefit amount based on the 35 years in which you earned the most.12 To receive the maximum benefit, you need to have made the maximum taxable earnings during 35 or more years.13

For workers who retire at their full retirement age, Social Security replaces about 55 percent of taxed pre-retirement monthly earnings for low earners, about 34 percent for higher earners, and about 27 percent for those who made the maximum taxable earnings throughout their working life.14

If you’re interested in learning how we calculate your benefit amount, I recommend that you read our summary fact sheet, Your Retirement Benefit: How It’s Figured. You can get to this publication from our Retirement Estimator web page by selecting “Other Things To Consider” in the list of links on the right.

my Social Security

11 http://faq.ssa.gov/link/portal/34011/34019/Article/3735/What-is-the-maximum-Social-Security-retirement-benefit-payable 12 http://www.ssa.gov/pubs/EN-05-10070.pdf 13 http://www.investopedia.com/ask/answers/102814/what-maximum-i-can-receive-my-social-security-retirement-benefit.asp 14 Michael Stephens, OCACT (November 2015)

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http://faq.ssa.gov/link/portal/34011/34019/Article/3735/What-is-the-maximum-Social-Security-retirement-benefit-payable

http://faq.ssa.gov/link/portal/34011/34019/Article/3735/What-is-the-maximum-Social-Security-retirement-benefit-payable

http://www.investopedia.com/ask/answers/102814/what-maximum-i-can-receive-my-social-security-retirement-benefit.asp

If you haven’t already, I strongly encourage everyone here to create a my Social Security account at SocialSecurity.Gov. It’s free, fast, and secure!

Your my Social Security account gives you convenient access to your personalized Social Security Statement. The Statement provides estimates of your future benefits at a glance and lets you check to be sure the earnings information we have for you is correct.

Since we base our benefit calculations on earnings, it’s a good idea to check your online Statement every year. In addition to ensuring accuracy, reviewing your Statement also helps guard against identity theft.

Your personalized Social Security Statement shows you:

o Your taxed Social Security and Medicare earnings for every year you’ve worked;

o How much you and your employers have contributed in Social Security and Medicare taxes; and

o Estimates of your future retirement benefits if you decide to retire at your full retirement age, age 70, or age 62.

The Statement also lists your estimated disability, family, and survivors benefits and tells you whether you qualify for Medicare.

Once you create a my Social Security account, it’s yours for life. After you start receiving benefits, you can continue using it to take care of important Social Security business, like changing your address or requesting a replacement Medicare card.

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Now our customers in many states can use their my Social Security account to request a replacement Social Security card — and the number of states is growing.

I encourage you to visit www.ssa.gov/myaccount to see your state and of course create a my Social Security account.

Additional Resources

I also recommend taking a look at the Retirement Toolkit we developed in collaboration with the Department of Labor and the Centers for Medicare and Medicaid Services.

This publication is packed with information and helpful links to guide you through all aspects of retirement planning, not just Social Security. You’ll find it on our Retirement Estimator web page along with the other tools and publications I mentioned.

Besides using what you learn today to fine-tune your own financial plan, I encourage you to share these tools with your friends, family, and colleagues — as well as with the general public.

Closing

We are committed to section 218, and conducting Education and Outreach about our programs and services to help people make informed decisions about their financial future.

We look forward to our continued work with the NCSSSA leadership and members to continue this important effort.

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http://www.ssa.gov/myaccount

Enjoy the rest of the conference, take this time to network and get to know each other. You are all a good resource moving forward when there are questions or issues.

Thank You!

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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


September 11–14, 2016

Moderator’s Report

September 12, 2016 Session Title: Legislative Update Speaker: Sue Bussman, SSA, Tony Roda, ESQ Moderator: Gwynne James

This presentation was divided into two parts. Part one by Sue Bussman, discusses H.R. 711. This bill would replace the current WEP law with an added provision to add a formula that represents the work history of people in non-covered jobs. This will allow everyone to be treated fairly. This bill also would have provided a monthly rebate to those subject to current law WEP.NCSSSA supported the bill. The bill would have been cost neutral. In March 2016, the Ways and Means Social Security Subcommittee held a hearing on the bill. Changes were made to the bill, support weakened and it was pulled from the mark-up, was not considered and was not voted on. Chairman Brady and Congressman Neal are committed to solving the WEP issue. H.R. 711 will likely be reintroduced in the 115th Congress. Tony Roda’s presentation focused on PEPTA, the Annuity Accumulation plan and Normal Pension Costs. PEPTA is the Public Employee Pension Transparency Act. PEPTA provides annual reports to the Treasury Department which include the current assumed rate of return and a supplemental report based on FMV of assets and U.S. Treasury obligation yield curve. The Annuity Accumulation Plan is a proposed plan that is being positioned as a replacement for DB plans. Only employer contributions are allowed in the individual, deferred, fixed-rate annuities. Normal Pension Cost was attempted in 2015 on the Every Student Succeeds Act but was stopped because of unintended consequences. This legislation would affect the use of ESEA dollars by states. Normal cost would not equal unfunded liabilities.

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September 12, 2016

Session Title: We’re Here for You Speakers: Ben Prevas, Kirk Jockell, Jessica McBride, Chris McDermott and Fred Sanchez (SSA) Moderator: TJ Rearden, MD

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September 12, 2016 Session Title: IRS Future State for Outreach & Education Speakers: Dwayne Jacobs and Rhonda Kingsley Moderator: Mark Shelhammer, WV Dwayne began the program discussing a slide that represented some of the major initiatives being undertaken by the IRS. He then discussed the IRS’ previous outreach and service paradigm. He described new technology upgrades being utilized by IRS personnel to increase efficiency. He explained that the new electronic based model was justified based on both diminishing resources and the shift toward meeting the needs of you taxpayers. The resulting new model is designed to be both effective and efficient. Dwayne discussed various improvements to educational/outreach resources available through the web relative to voluntary compliance within government entities. Dwayne reminded the group that while the IRS cannot commit to every invitation to speak, it is often possible that a personal address can be made to large audiences. Future state needs through digital opportunities was discussed as a “what’s next” scenario and listed several action items to empower IRS customers through educations and tools to help everyone be more effective. Rhonda discussed the FSLG webpage and the resources and webinars available there and informed the group that two more webinars will be coming out in the near future. She then answered questions regarding new the new Jan. 31, 2017, deadline for filing W-2s, W-3s and 1099-MISC (Box 7). Rhonda encourage us, and to recommend to our “customers”, to sign up for the FSLG Distribution list in order to get timely access to information that will benefit us all.

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September 12, 2016 Session Title: Information Sharing & Enhancing Partnerships with IRS & SSA Speakers: Maryann Motza, PhD, and TJ Reardon, JD Moderator: Maryann Motza, PhD This session included Maryann Motza (Colorado) providing a summary of the issues and concerns that were discussed during the May 2016 NCSSSA leadership team meetings with various federal agencies, departments, and Congressional staff members. The leadership team consisted of Maryann Motza (President), James Sawyer (Vice President), Meghann Spring (Vice President Designate), and TJ Reardon (NCSSSA Section 218 Council member). One of the principal issues discussed during the leadership team meetings with NCSSSA’ s federal partners, i.e., Social Security Administration (SSA), Internal Revenue Service (IRS), and Treasury Counsel, was how to better use the Section 218 Council which was jointly formed by the three groups in September 2011.1 Dr. Motza also provided a historical overview of the original purpose and reasons the Section 218 Council was created in September 2011. The Council was formed in response to issues and concerns that were raised by Congress asking the Government Accountability Office (GAO) to examine how Social Security coverage and taxes are being managed nationwide due to concerns that arose out of a Missouri Task Force Report issued in 2009.2

1 See attached letter to SSA and IRS officials, dated April 28, 2016, and the summary notes from all leadership team meetings that were held in Washington, D.C. in May 2016. 2 See: M. Grochowski, et al., REPORT -- Federal Section 218 Task Force For Missouri School Districts, March 31, 2009, http://oa.mo.gov/acct/033109FederalTaskForceReport.pdf . See, also: U.S. Government Accountability Office. “Report to Congressional Requesters. Social Security Administration: Management Oversight Needed to Ensure Accurate Treatment of State and Local Government Employees.” September 2010, GAO-10-938.

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http://oa.mo.gov/acct/033109FederalTaskForceReport.pdf

TJ Reardon (Maryland), one of two current representatives on the Section 218 Council (Angie Dowdy, Louisiana, is the other member), provided information on plans for the Council to be more effectively used by all parties in the future. Among the ideas to be explored are: generally how to improve the use of the Council by all parties (i.e., SSA, IRS, and NCSSSA) , establish and maintain a 360º input and feedback loop among NCSSSA members and our Council representatives so our issues are identified and feedback is provided as to what the Council is considering to address our concerns (which will include the Council members asking for suggested topics to discuss and sharing the agenda of topics to be discussed with all NCSSSA members), and ensuring a regular meeting/conference call schedule is adhered to by the Council. Attached are: the PowerPoint slides used during the session, the final Section 218 Council Charter, the letter that was sent to our federal partners in April 2016, and the final summary notes from the May 2016 NCSSSA Leadership Team meeting.

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Monday, September 12, 2016 Session Title: IRS TOP EXAM ISSUES & RISKS Speakers: Dwayne Jacobs – IRS, FSLG Rhonda Kingsley – IRS, FSLG Moderator: Pamella Johnson, OR The presenters reviewed a number of Section 218 risk areas including:

• School “teacher” positions • Police & fire positions • Pension plan contributions following changes made to qualifying FICA

replacement plans • Government entity restructuring due to consolidations and annexations • Charter schools • Mandatory Medicare coverage • Part time positions and part time exclusions • Appropriate application of student exclusions

It was noted that the definition of a government entity is primarily driven by who can be in the government pension plan. The statistical results of IRS examinations for entities under a Section 218 modification were shared. Categories included: worker reclassifications; adjustment of FICA wages; Medicare only coverage; unreported compensation; and employee usage of employer owned vehicles. Audience response found this presentation informative and beneficial.

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September 13, 2016

Session Title: Medicare for Non-Participating Organizations (Pre 1986 Employees) Speakers: Dean Conder, CO, NCSSSA Moderator: James Sawyer, TX

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September 13, 2016

Session Title: Exclusion from Coverage (Mandatory vs Voluntary) Speaker: Mr. John Fox, SSA, OGC, Kansas City Moderator: Mr. Madison Davis (AR) Mr. Fox provided the attendees with a detailed explanation on exclusions from coverage when a state elects to extend Section 218 coverage to a coverage group, it has the option of excluding or covering certain services and positions. Mr. Fox explained each of the following Voluntary Social Security Coverage Required Exclusions:

• Services performed by individuals hired to be relieved from unemployment. (This does not include many programs financed from Federal funds where the primary purpose is to give the employee work experience or training.)

• Services performed in a hospital, home or other institution by a patient or inmate thereof as an employee of a state or local government employer;

• Services performed by an employee on a temporary basis in case of fire, storm, snow, earthquake, flood or other similar emergency;

• Transportation services covered under Section 210(k) of the Act. • Services that would be excluded if performed for a private employer because the

work is not defined as employment under Section 210(a) of the Act (e.g., non-resident aliens with F-1, J-1, M-1, and Q-1 visas).

During his explanation of Required Exclusions he pointed out that these exclusions apply to voluntary Social Security coverage situations (coverage via a Section 218 Agreement) and should not be confused with the different set of exclusions that applies to required Social Security and required Medicare situations.

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Mr. Fox continued with an explanation of the Optional Exclusions from Voluntary (Section 218) Social Security Coverage:

• Agricultural labor, but only those services that would be excluded if performed for a private employer;

• Elective positions; • Election workers and election officials whose pay in a calendar year is less than

the amount mandated by law, unless Section 218 agreement covers election workers;

• Positions compensated solely by fees that are subject to SECA (Self-Employment Contributions Act), unless Section 218 Agreement covers these services;

• Part-time positions; • Students enrolled and regularly attending classes at the school, college or

university where they are working. Mr. Fox noted that beginning July 2, 1991, services optionally excluded from coverage under a Section 218 Agreement may be mandatorily covered unless the employee is a member of a public retirement system or the services are excluded from mandatory coverage. John’s presentation was complete, well organized and brought simplicity and clarity to help us guide our “customers” in regards to Exclusions from Coverage (Mandatory vs Voluntary). Respectfully Submitted,

Madison Davis, (AR) Moderator

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9/13/2016 Session Title: Rehired Annuitants (Made Simple…) Speaker: Jim Burgess – SSA; Kirk Jockell - SSA Moderator: Gene Janke Jr. – WI The purpose of the presentation was to try to simplify, if possible, the situations and main principles regarding rehired annuitants to assist in effective administration. The presentation included:

• A detailed explanation of what is an annuitant and rehired annuitant; • Laws and policy regarding rehired annuitants; • rehired annuitants and mandatory SS coverage; • Several examples of rehired annuitant situations; • Detailed explanation of relevant factors that determine coverage or exclusion; • Discussion of ineligibles, and; • Referendum votes and how they relate to rehired annuitants

When discussing rehired annuitants state administrators need to have a complete picture – IRS rules, SS rules/218 agreement. See presentation for key points and examples. Gets very complicated very quickly! Question 1: Retaining membership – what do you mean? A1: Rules of the retirement system say that they maintain their vote under a divided vote referendum. Question 2: Is it up to the individual retirement system to determine membership rules? A2: Yes.

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September 13, 2016

Session Title: Evolution of an Entity Speakers: John Fox and Fred Sanchez, SSA Moderator: Kevin Mack, NY

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September 13, 2016 Session Title: What Happens Next? Speakers: W. Grant Wright, Social Security Administrator, New Mexico

Melanie Piccin, Social Security Coordinator, Washington Moderator: There was no moderator for this session Melanie Piccin was the first presenter with procedures after a Majority Vote Referendum. She discussed her use of a check sheet that she uses for each referendum to ensure all steps are followed. Pertinent information from the check sheet is then entered into a database that she uses to prepare the Section 218 Modification. She also mentioned that the state of Washington assesses an annual charge to all entities with a Section 218 Modification for file maintenance and support of the Section 218 program, including her office staffing. W. Grant Wright was the second presenter with procedures after a Divided Vote Referendum. He went through all the actual documents that must be held by the Social Security Administrator in a Divided Vote Referendum. These include originals of the following: Resolution, Notice of Referendum, Referendum Roster, Referendum Certification, Certification Tally of “Yes” votes, Certification Tally of “No” votes, and all ballots. He also explained that New Mexico has about 100 charter schools, half of which have gone through the Section 218 Modification process. In addition to the mentioned documents, two additional documents are needed for charter schools: A letter from the Administrator stating the chartering authority and a copy of the school’s actual charter. Melanie and Grant both prepare 3 originals of the actual Modification, and forward it along with required documents to the respective SSA Regional Office for review and final approval/signature by the Regional Commissioner. After signature, the regional office retains 1 original, and 2 originals are returned to the Administrator. One of these goes to the entity and one is retained in the Administrator’s file. In the case of a Divided Vote Referendum, the entity is notified that it can apply for a refund of FICA contributions for its employees who voted “No” on Social Security coverage.

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September 13, 2016

Session Title: Error Modification after Implementation of Mandatory Coverage Speakers: Dean Conder, CO, TJ Rearden, MD, Anthony J. Roda, Williams & Jensen, PLLC Moderator: James Sawyer, TX

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Elections Committee Name

Chair Kevin Mack, NY

Committee Members

Angie Dowdy, LA Gwynne James, WY

Gene Janke, WI Trista Stine, MI

Respectfully Submitted, Kevin Mack, Chair Elections Committee

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Governing Documents Committee

Chair T.J. Rearden, MD

Committee Members Rick Beckstead, UT

Ron Carlson, NE Dean Conder, CO Madison Davis, AK Angie Dowdy, LA

Danielle Huffine, IA Kevin Mack, NY

Maryann Motza, CO James Sawyer, TX

Mark Shelhammer, WV Meghann Spring, MT Tammy Taylor, KY

Respectfully Submitted, T.J Rearden, Chair Governing Documents Committee

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Program Committee

Chair James Sawyer, TX

Committee Members

Dean Conder, CO Angie Dowdy, LA Gracie Fahie, VI Mary Griffin, TN

Danielle Huffine, IA Meghann Spring, MT

T.J. Rearden, MD Grant Wright, NM

Respectfully Submitted, James Sawyer, Chair Program Committee

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9/13/2016

Ad Hoc Committee on Strategic Planning

Chair Mark Shelhammer, WV

Committee Members

Mary Griffin, TN TJ Reardon, MD

James Sawyer, TX Meghann Spring MT

The high-functioning workgroup first began by developing the ground rules which set the expectations on the “process” of our meetings and the behaviors that would guide our efforts. After adoption we turned our attention to defining an Objective. The definition of creating SMART Objectives was agreed to by consensus. SMART Objectives demand that the objective follow this criteria: S –Specific M – Measureable A – Achievable R – Relevant T – Time Sensitive Once all of the process engineering was completed, we took each Vision Statement individually and took time to dwell on it individually, and provide an email to each member prior to the following meeting describing our thoughts (brainstorming). At each meeting ideas were vetted with the author being responsible to “defend” their position. Once consensus was achieved, and not until then, did we move to the next vision statement. James agreed to be our liaison to the Executive Committee as he was already attending all meetings. James was able to provide updates, answer questions and relay any

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pertinent information back to the team. The final document was vetted by all team members, revisions noted and submitted to the Executive Committee in February 2016. It was approved by the Executive Committee and now will serve as a guide to the 2017 officers. The final step in the process will be for the appropriate individuals (committee chairpersons, executive committee members, etc.) to develop the actual tactical plans to accomplish each of these objectives. Mark Shelhammer volunteered to hold a session to discuss a process that “owners” may want to consider and a tracking mechanism that will allow the Executive Committee to monitor the pace of our endeavors. I would like to thank Dr. Motza, the Executive Committee, and especially the GREAT people that served on this team for your input and support. I look forward to continue working for the betterment of the NCSSSA. Respectfully Submitted, Mark Shelhammer, West Virginia, Chair Ad Hoc on Strategic Planning Committee

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September 14, 2016

Internet Communications

Chair Tammy Taylor, Kentucky

Committee Members

Ron Carlson, Nebraska Barry Faison, Virginia

Barbara Taylor, Mississippi The 2016 Conference Presentations were added to the NCSSSA website prior to the Conference and attendees were notified ahead of time to print any materials or handouts. Roster changes for State Administrators and Social Security Regional contacts are current as of September 2016. All updates are made in as timely manner as possible as information is made available. Respectfully Submitted, Tammy Taylor, Chair Internet Communications Committee

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Date: September 14, 2016

Legislative Committee Chair

Maryann Motza, PhD, Colorado

Committee Members Kathleen Baxter, PhD, Alabama

Dean J. Conder, Colorado Vandee DeVore, Missouri Angie Dowdy, Louisiana

Nick Favorito, Massachusetts Rita Foltman, Idaho

Mary Griffin, Tennessee Omar Masood, Delaware T.J. Reardon, Maryland James Sawyer, Texas

Meghann Spring, Montana 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 2015-2016 Legislative Committee conducted an organizational conference call on September 15, 2015. 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 networking/liaison relationships with thirty-one (31 organizations or policy-

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making bodies at the national level which included the addition of several 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 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 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 apprised of significant national-level issues and developments and have direct input into establishing priorities for the Legislative Committee.

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

1 Listed alphabetically, not to indicate relative importance.

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A. Continued to monitor IRS’s 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. Based on feedback received from the IRS in September 2016, the proposed revisions will be provided to NCSSSA for review and comment during the early part of the 2016-2017 program year. 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 elsewhere in the 2016 NCSSSA Annual Conference Proceedings Book.

C. Identified issues and concerns with reports published by both the Center for Retirement Research at Boston College and the Brookings Institute that support expansion of Social Security (Old Age, Survivor, Disability Insurance, “OASDI”) to all newly hired state and local government employees. During the 2015-2016 program year the Legislative Committee members decided not to draw further attention to either study since neither one received much publicity or support. The information which had been accumulated that contradicts the assumptions and conclusions reached in those studies will be retained by the Legislative Committee, however, so it can easily be used in the future when similar proposals are presented, especially if any Congressional action seems possible.

D. 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 2015-2016.

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

A. Universal Social Security issues.

B. Windfall Elimination Provision (WEP) Proposal introduced by Representatives Brady and Neal, H.R. 711 (see https://waysandmeans.house.gov/hr711/ ). See, also, the NCSSSA 2016 Legislative Issues Statement (Appendix A) and Appendix B for H.R. 711 Fact Sheets and Chairman Brady’s opening statement at the mark-up on July 13, 2016 documenting developments related to H.R. 711 that put the measure on hold. The letter of support, dated March 14, 2016, that was submitted by Public Pension Network members, including NCSSSA, discussed below in 5.B. of this report prior to Chairman Brady pulling the measure from consideration during the House Ways and Means Committee hearing in July

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

2016 is included as Appendix C.

C. Medicare Opt-in. 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.

D. Latest Annual Reports of the Social Security and Medicare Trustees (2016). Link to reports: https://www.ssa.gov/oact/tr/2016/tr2016.pdf and https://www.cms.gov/Research-Statistics-Data-and-Systems/Statistics-Trends-and-Reports/ReportsTrustFunds/downloads/tr2016.pdf .

E. Continued to monitor developments related to Senator Hatch’s proposal Secure Annuities for Employee (SAFE) Retirement Act of 2013). See the next section of this report (work with the Public Pension Network) for further information; see 5.A. of this report.

F. Reviewed, compared, and contrasted proposed rules related to the definition of political subdivisions that was issued by the IRS/Treasury Department on March 7, 2016 (https://www.irs.gov/irb/2016-10_IRB/ar17.html?_ga=1.46136612.1830561211.1476917779 ) for Tax Exempt Bonds (TEB) and Indian Tribal Governments (ITG) against what Employee Plans issued last year and the information FSLG provided during the Seattle Annual Conference. The Committee determined that the proposed rules only related to TEB and ITG, not to Internal Revenue Code Section 414 so it was unnecessary for NCSSSA to submit any comments on the proposed rules.

5. Continued active involvement in the Public Pension Network (PPN), which began during 2007-2008, after Ms. Barrie Tabin-Berger, Assistant Director, Federal Liaison Center, 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 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.

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https://www.ssa.gov/oact/tr/2016/tr2016.pdf

https://www.cms.gov/Research-Statistics-Data-and-Systems/Statistics-Trends-and-Reports/ReportsTrustFunds/downloads/tr2016.pdf

https://www.cms.gov/Research-Statistics-Data-and-Systems/Statistics-Trends-and-Reports/ReportsTrustFunds/downloads/tr2016.pdf

https://www.irs.gov/irb/2016-10_IRB/ar17.html?_ga=1.46136612.1830561211.1476917779

https://www.irs.gov/irb/2016-10_IRB/ar17.html?_ga=1.46136612.1830561211.1476917779

NCSSSA was a signatory on three (3) letters sent by the PPN during the 2015-2016 NCSSSA program year:

A. Letter dated December 11, 2015, sent to multiple members of Congress, opposing the public pension requirements that were contained in the Puerto Rico Assistance Act of 2015 (Senate Bill 2381). Those provisions were subsequently removed from the final bill, but attempts continued, especially by Senator Hatch (Utah) to link PEPTA and Puerto Rico aid. See Appendix D for both the letter and emails from members of the Public Pension Network that discussed those issues.

B. Support for H.R. 711 (WEP revision co-sponsored by Representatives Brady of Texas and Neal of Massachusetts). Copy of the final letter, dated March 14, 2016, is included as Appendix C (mentioned above in 4.B. of this report.

C. Letter dated March 14, 2016, sent to multiple members of Congress expressing opposition to the Public Employee Pension Transparency Act (PEPTA). See Appendix E for a copy of the letter.

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.

6. Drafted legislative briefing materials for the NCSSSA leadership team (President Maryann Motza, First Vice-President James Sawyer, and Vice-President Designate Meghann Spring). The 2016 Legislative 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 Washington, D.C. in May 2016 (see Appendix A for the final that was used during the meetings. Also see Appendix F for a copy of the April 28, 2016, letter and meeting agenda that was sent to the SSA and IRS for the May 23, 2016, joint meeting that was held by the NCSSSA leadership team members. Summary notes from all of the leadership team meetings that were held in May 2016 are included as Appendix G.

7. At the beginning of the 2015-2016 program year the NCSSSA Executive Committee asked the Legislative Committee to examine issues that arose in the State of Missouri associated with the U.S. Social Security Administration’s (SSA) requirement that an absolute coverage modification, rather than conduct a retirement system referendum election, to address an apparent erroneous payment by a Missouri political subdivision. This issue was brought forward due to the global effect on all states. The Legislative Committee formed a subcommittee to discuss the matter. The SSA subsequently (in late October 2015) issued an update to its Policy and Procedures Manual System (POMS) for SL 40001.465.B. Extensive research and numerous conference calls among members of the subcommittee and full Legislative Committee followed. In April 2016, a letter was sent to both SSA and IRS officials expressing concerns about the process that was followed in addressing the issue as well as concerns that the Section 218 Council was not used to discuss and properly consider the matter. See Appendix F for a copy of the April 28th letter,

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including the attachments that further explain this matter (also discussed above in #6).

During 2016-2017, the Legislative Committee will need to review proposed changes to the Federal-State Reference Guide (IRS Pub. 963) both during 2016 and 2017. The IRS was delayed during 2016 in providing suggested edits for NCSSSA to review so the 2015-2016 Legislative Committee was unable to review and comment on suggested edits that will be included in the revised version of Pub. 963 later in calendar year 2016.

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

Click here to view Appendix A through G

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http://www.ncsssa.org/2016-LegislativeCommitteeReport-AppA-G.pdf




Membership Committee

Chair Meghann Spring, MT

Committee Members

Angie Dowdy, LA Gwynne James, WY

Gene Janke, WI Pamella Johnson, OR

Kevin Mack, NY T.J. Rearden, MD

Barbara Taylor, MS Respectfully Submitted, Meghann Spring, Chair Membership Committee

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Training and Succession Planning Committee

Chair Dean J. Conder, CO

Committee Members

Thomas Reardon, MD Mary Griffin, TN

Nancy Burklow, IL Angie Dowdy, LA

James Sawyer, TX Rita Foltman, ID

The Training and Succession Planning Committee conducted three regional training events during the program year: Providence, Rhode Island; Springfield, Illinois; and Portland, Oregon. Unfortunately, the attendance at these events was low due to on-going budgetary constraints within the states, with Portland being the most successful. Of particular concern, was the lack of federal officials’ participation. The Committee is looking at how we deliver training in this challenging fiscal environment. While we contend that “in-person” training is the most effective training method, the low attendance questions the continued expenditure of NCSSSA funds on providing regional training events. Changes to the training methods need to address these concerns: Will the use of technology increase participation? If so, which platform is best? How do we ensure federal officials participation? Proper analysis of these questions should be the basis for future plans. Respectfully Submitted,

Dean J. Conder, Chair Training and Succession Planning Committee

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September 14, 2016

Treasurer’s Report

Rick Beckstead, Utah Respectfully Submitted, Rick Beckstead, Utah NCSSSA Treasurer 2015-16

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September 14, 2016

Secretary’s Report

Tammy Taylor, Kentucky The Proceedings Book for the 65th Annual NCSSSA Conference held in Seattle, Washington will be posted to the NCSSSA Forum, http://www.ncsssa.org/index.php. An announcement and link will be sent via Google Group to notify members that the book is available. A copy of the Proceedings Book will be provided to the Social Security Historian as a permanent historical record. A copy of the Proceedings Book that does not include the NCSSSA Business session notes will be available on the NCSSSA website at www.ncsssa.org/ProceedingsBook. Many thanks are extended to NCSSSA President Maryann Motza, for leading the 2016 NCSSSA Annual Conference. Further thanks to all NCSSSA officers and Committee members, State Social Security Administrators, Federal Social Security Administration officials, Federal Internal Revenue Service officials, and other attendees for their presentations and participation in the 2016 NCSSSA Conference. Respectfully Submitted, Tammy Taylor, Kentucky NCSSSA Secretary 2015-16

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http://www.ncsssa.org/index.php

http://www.ncsssa.org/ProceedingsBook




September 14, 2016

Region I Report

Kevin Mack, NY

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

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


Kevin Mack, New York Region 1 Vice President

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September 14, 2016

Region II Report

T.J. Rearden, Maryland

States Delaware, Maryland, Pennsylvania,

Virginia, West Virginia


T.J. Rearden, Maryland Region 2 Vice President

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September 14, 2016

Region III Report

Region III Vice President Barbara A. Taylor, State of Mississippi

States Alabama, Florida, Georgia, Kentucky, Mississippi,

North Carolina, South Carolina and Tennessee

Regional Activities for Year 2016

Region III did not encounter any major issues or concerns throughout calendar year 2016. However, the State of Mississippi conducted 2 referendums, 1 in June 2016 and 1 in July 2016 and both referendums were for a Planning and Development District. The 2 referendums were the first such action in several decades by the Mississippi SSSA. Both referendums were favorable.

Summary of Region III Caucus Meeting at 66th Annual Conference

Region III Caucus meeting convened September 11, 2016 at 2:00 p.m. in the Clark/Hyalite Room, Best Western Grantree Inn. States present for the meeting were:

Florida Joyce Morgan Kentucky Tammy Taylor Mississippi Shirley Sessoms and Barbara A. Taylor

SSA representative was not present due to flight scheduling.

The points of discussions were as provided by the national agenda, to include but not limited to the following:

• Issues and concerns being encountered by each state and its governments’public pension plans…. None at this time

• Encouraged states to review and comment on the IRS Pub 963 draft updates• Status of HR 711• Recommendations to get more states involved in NCSSSA activities

o Discounts for non-dues paying members for trainingo Webinars

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o Various scholarships/incentives to attend first conference• Training/Succession planning

The group re-elected Barbara A. Taylor as Region III Vice President.

Meeting adjourned at 3:00 p.m.


Barbara A. Taylor Region III Vice President

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9/11/16

Region IV Report

Gene Janke, WI

Illinois Indiana

Michigan Minnesota

Ohio Wisconsin

There is nothing of significance to report for the 8/1/2015 through 7/31/2016 time period.

Several discussions were handled through email. State administrators that participated in discussions did not report any significant issues.

Only Ohio and WI were present at annual meeting and voted to continue to have Gene from Wisconsin continue as Region VP.


Gene Janke, Wisconsin Region 4 Vice President

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September 14, 2016

Region V Report

Angie Dowdy, Louisiana

States Arkansas, Iowa, Kansas, Louisiana, Missouri,

Nebraska, New Mexico, Oklahoma, Texas


Angie Dowdy, Louisiana Region 5 Vice President

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September 14, 2016

Region VII Report

Region VP Pamella Johnson, OR

States Alaska Arizona

California Hawaii Idaho

Nevada Oregon

Washington

State Administrators: The 2015- 2016 program year saw several changes in state administrators. Melanie Helmick has succeeded Kay Guyton in Alaska and a new team comprised of Irene Ho, Shay Jackson, Veronica Gill, Jennifer Rocca, and Robert Sharp, as the names administrator, is in place in California. The state of Nevada’s administrator position continued to remain vacant as it has since the retirement of Paul Brugger in 2014.

Referenda: With six states responding to a request for a year-end recap, 24 referenda were conducted in Region VII. Of these 20 (84 per cent) were favorable and four were unfavorable. Nine of the 24 referenda (38 percent) conducted were error modifications.

Challenges by State: Cited by states were the following challenges to their respective Section 218 program:

• Rehired annuitants working for mandatory employers with the same pensionsystems; one employer is working on a $2m refund of overpaid/collected FICAtaxes

• Staffing, funding, program strategies

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• In the early stages of reviewing coverage obtained for traditional school districtsthat referenced an abolished retirement system in the modifications. Publiccharter schools, virtual schools, and local education agencies will be included inthe review

• Referenda for police officer positions• Multiple separate political subdivisions that have been withholding and paying

under the state’s agency EIN as directed in the code which created these entitieswith the assumption that the state’s Social Security modification covers them.This does not appear to be correct. The challenge is how to separate the sevenfrom the state’s EIN (with significant impact to their budgets) and SS coverageand change legislation which requires them to be treated as a state agency whilethat same statute clearly states they are not an agency.

• Meeting employer requests for training in a time of severely reduced budgets onthe part of our federal partners

Communication within Region VII: All communication within the region was conducted via e-mail including requests for feedback from the NCSSSA Executive Committee, updates on legislation (WEP/GPO), regional training opportunities, requested survey responses, dues requests, nominations and voting opportunities, as well as annual conference information.

NCSSSA Regional training: Regional training was hosted in Portland OR in May 2016. States participating included CA, ID, OR and WY. NCSSSA trainers were Angie Dowdy, LA and Rita Foltman, ID.

At the annual conference conducted September 10 – 14, 2016, Pamella Johnson was selected to serve as Regional Vice President for the 2016 – 2017 program year.


Pamella Johnson, OR

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 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 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 Thomas L. White, Jr., Comptroller RSA Union Building 100 North Union Street, Suite 274 Montgomery, AL 36130-2602 334-242-7063

*Jamie D. Jackson 334-353-1285 Agency Distribution Section Fax: 334-353-4407

[email protected]

Kathleen D. Baxter, Accounting Director 334-242-4857 Alabama Comptroller’s Office [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, AdministratorArizona 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 *Robert SharpState Social Security Administrator California Public Employees’ Retirement System (CALPERS)

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mailto:[email protected]






400 Q Street 916-795-0422 Sacramento, CA 95811 [email protected]

*Shay JacksonState Social Security Administrator 916-795-0912

[email protected]

COLORADO Region VI *Maryann Motza, PhDState 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]

Dean Conder 303-318-8060 Deputy State Social Security Administrator [email protected]

WEBSITE: http://pess.cdle.state.co.us/

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 850-414-6371 Bureau of Enrollment & Contributions Fax: 850-410-2061

[email protected]

GEORGIA Region III

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http://pess.cdle.state.co.us/





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

*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 *Kanoe Margol, Executive DirectorEmployees Retirement System of Hawaii 808-586-1636 201 Merchant St, Suite 1400 Fax: 808-586-1677 Honolulu, HI 96813-2929 [email protected]

Jaime Hirata 808-586-1700 Secretary 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

*Rita Foltman 208-332-8734 State Social Security Manager 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

*Nancy Burklow, Accounting Division Supervisor 217-524-1938 Acting Social security Administrator 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

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http://www.sssa.ky.gov/




Chief Deputy Executive Director and Legal Counsel 800-451-9800 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

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Benefit Services [email protected]

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 *Meghann Spring, 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

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Trenton, NJ 08625 609-292-3678 *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 Steven C. Toole, Deputy State Treasurer and Director of Retirement Systems Division Department of State Treasurer 325 North Salisbury Street Raleigh, NC 27603-1385 919-508-5377 *Don Perry, Research and Planning Officer 919-508-5377 N. C. Department of State Treasurer Fax: 919-508-1022 Retirement Systems Division [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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http://www.pera.state.nm.us/





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 *Jennifer Berrier, 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.okdhs.org/programsandservices/ss/default.htm



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 Robert P. Schultz, 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 Claudette Watson-Anderson, Commissioner

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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 Glen B. Gainer III, 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 Carrie Chambers [email protected] Auditor Assistant

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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N C S S S A


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WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, gratefully acknowledges the participation of Dr. Maryann Motza; and WHEREAS, Dr. Motza has supported the National Conference of State Social Security Administrators as our Conference President, and the Chairperson of the Legislative Committee; and WHEREAS, Dr. Motza has further aided the success of the Annual Conference as an integral member of the Governing Documents Committee, and as a moderator for the Information Sharing & Enhancing Partnerships with IRS & SSA; 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 11th DAY OF SEPTEMBER, 2016 AT THE 66th ANNUAL NCSSSA MEETING IN BOZEMAN, MONTANA.

_________________________________ ______________________________ Maryann Motza, PhD, Colorado Tammy Taylor, Kentucky

President 2015-2016 Secretary 2015-2016

Resolution 2016-01

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WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, gratefully acknowledges the participation of Mr. James Sawyer; and WHEREAS, Mr. Sawyer has supported the National Conference of State Social Security Administrators as our Conference First Vice-President, and the Chairperson of the Program Committee; and WHEREAS, Mr. Sawyer has further aided the success of the Annual Conference as an integral member of the Auditing Committee, and member of the Governing Documents Committee, and member of the Legislative Committee, and member of the Training and Succession Planning Committee, and moderator for Medicare for Non-participating Organizations/pre 1986 Employees, and presenter for the Program Committee Presents: What Happens Next?; 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 2016-02

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WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, gratefully acknowledges the participation of Mrs. Meghann Spring; and WHEREAS, Mrs. Spring has supported the National Conference of State Social Security Administrators as our Conference Vice-President Designate, and the Chairperson of the Membership Committee, and the Co-Chairperson of the Time and Place Committee; and WHEREAS, Mrs. Spring has further aided the success of the Annual Conference as an integral member of the Auditing Committee, and member of the Governing Documents Committee, and member of the Legislative Committee, and member of the Program Committee; 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 2016-03

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WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, gratefully acknowledges the participation of Ms. Tammy Taylor; and WHEREAS, Ms. Taylor has supported the National Conference of State Social Security Administrators as our Conference Secretary, and the Chairperson of the Internet Communications Committee; and WHEREAS, Ms. Taylor has further aided the success of the Annual Conference as an integral member of the Resolution Committee; 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 2016-04

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WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, gratefully acknowledges the participation of Mr. Richard Beckstead; and WHEREAS, Mr. Beckstead has supported the National Conference of State Social Security Administrators as our Conference Treasurer; and WHEREAS, Mr. Beckstead has further aided the success of the Annual Conference as an integral 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 2016-05

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WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, gratefully acknowledges the participation of Mr. Kevin Mack; and WHEREAS, Mr. Mack has supported the National Conference of State Social Security Administrators as our Conference Region I Vice-President, and the Chairperson of the Elections Committee; and WHEREAS, Mr. Mack has further aided the success of the Annual Conference as an integral member of the Governing Documents Committee, and member of the Membership Committee, and moderator for the Evolution of an Entity; 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 2016-06

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WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, gratefully acknowledges the participation of Mr. T.J. Reardon; and WHEREAS, Mr. Reardon has supported the National Conference of State Social Security Administrators as our Conference Region II Vice-President, and the Chairperson of the Governing Documents Committee; and WHEREAS, Mr. Reardon has further aided the success of the Annual Conference as an integral member of the Legislative Committee, and member of the Program Committee, and member of the Membership Committee, and member of the Time and Place Committee, and member of the Training and Succession Planning Committee, and member of the 218 Council, and moderator for the We're Here for You, and presenter for the Information Sharing & Enhancing Partnerships with IRS & SSA, and present for the Program Committee Presents: What Happens Next?; 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 2016-07

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WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, gratefully acknowledges the participation of Ms. Barbara Taylor; and WHEREAS, Ms. Taylor has supported the National Conference of State Social Security Administrators as our Conference Region III Vice-President; and WHEREAS, Ms. Taylor has further aided the success of the Annual Conference as an integral member of the Membership Committee, and member of the Internet Communications Committee; 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 2016-08

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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 66th annual meeting in Bozeman, Montana, gratefully acknowledges the participation of Mr. Gene Janke; and WHEREAS, Mr. Janke has supported the National Conference of State Social Security Administrators as our Conference Region IV Vice-President; and WHEREAS, Mr. Janke has further aided the success of the Annual Conference as an integral member of the Elections Committee, and member of the Membership Committee, and as moderator for the Rehired Annuitants; 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 2016-09

98

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, gratefully acknowledges the participation of Mrs. Angie Dowdy; and WHEREAS, Mrs. Dowdy has supported the National Conference of State Social Security Administrators as our Conference Region V Vice-President; and WHEREAS, Mrs. Dowdy has further aided the success of the Annual Conference as an integral member of the Governing Documents Committee, and member of the Networking Committee, and member of the Legislative Committee, and member of the Elections Committee, and member of the Program Committee, and member of the Membership Committee, and member of the Training and Succession Planning Committee, and member of the 218 Council; 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 2016-10

99

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, gratefully acknowledges the participation of Ms. Gwynne James; and WHEREAS, Ms. James has supported the National Conference of State Social Security Administrators as our Conference Region VI Vice-President; and WHEREAS, Ms. James has further aided the success of the Annual Conference as an integral member of the Elections Committee, and member of the Membership Committee, and as moderator for the Legislative Update; 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 2016-11

100

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, gratefully acknowledges the participation of Ms. Pamella Johnson; and WHEREAS, Ms. Johnson has supported the National Conference of State Social Security Administrators as our Conference Region VII Vice-President; and WHEREAS, Ms. Johnson has further aided the success of the Annual Conference as an integral member of the Resolution Committee, and member of the Membership Committee, and as moderator for the IRS Top Exam Issues & Risks, and hosting Regional Training; 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 2016-12

101

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, gratefully acknowledges the participation of Mrs. Vandee DeVore; and WHEREAS, Mrs. DeVore has supported the National Conference of State Social Security Administrators as our Conference Past President; and WHEREAS, Mrs. DeVore has further aided the success of the Annual Conference 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. DeVore for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Mrs. Vandee DeVore.




Resolution 2016-13

102

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, gratefully acknowledges the participation of Mr. Ron Carlson; and WHEREAS, Mr. Carlson has supported the National Conference of State Social Security Administrators as the Chairperson of the Auditing Committee; and WHEREAS, Mr. Carlson has further aided the success of the Annual Conference as an integral member of the Governing Documents Committee, and member of the Time and Place Committee, and member of the Internet Communications Committee; 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 2016-14

103

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, gratefully acknowledges the participation of Mrs. Danielle Huffine; and WHEREAS, Mrs. Huffine has supported the National Conference of State Social Security Administrators as the Chairperson of the Networking Sessions Committee, and the Chairperson of the Resolution Committee, and the Co-Chair of the Time and Place Committee; and WHEREAS, Mrs. Huffine has further aided the success of the Annual Conference as an integral member of the Governing Documents Committee, and member of the Program Committee, as the moderator for Error Modifications; 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 2016-15

104

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, 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; and WHEREAS, Mr. Conder has further aided the success of the Annual Conference as an integral member of the Governing Documents Committee, and member of the Legislative Committee, and member of the Program Committee, and as presenter for the Overview History of SS and Section 218, and as presenter for Medicare for Non-participating Organziations/pre 1986 Employees, and as moderator for Error Modifications after Implementation of Mandatory Coverage; 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 2016-16

105

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, 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, and 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 the moderator for Exclusions from Coverage; 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 2016-17

106

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, gratefully acknowledges the participation of Ms. Gracie Fahie; and WHEREAS, Ms. Fahie has supported the National Conference of State Social Security Administrators as an integral member of the Auditing Committee, and member of the Program Committee, and member of the Time and 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. Fahie for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Ms. Gracie Fahie.




Resolution 2016-18

107

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, 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 Auditing Committee, and member of the Networking Sessions Committee, and member of the Resolution Committee, and member of the Internet Communications Committee; 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 2016-19

108

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, 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; and WHEREAS, Mr. Shelhammer has further aided the success of the Annual Conference as an integral member of the Governing Documents Committee, and as moderator for IRS Future State for Outreach & Education; 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 2016-20

109

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, 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 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 2016-21

110

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, 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 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 2016-22

111

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, 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 member of the Time and Place 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 2016-23

112

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, 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 2016-24

113

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, 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, and 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 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 2016-25

114

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, 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 member of the Program Committee, and 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 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 2016-26

115

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, gratefully acknowledges the participation of Mr. Omar Masood; and WHEREAS, Mr. Masood 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. Masood for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Mr. Omar Masood.




Resolution 2016-27

116

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, gratefully acknowledges the participation of Ms. Trista Stine; and WHEREAS, Ms. Stine has supported the National Conference of State Social Security Administrators as an integral 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. Stine for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Ms. Trista Stine.




Resolution 2016-28

117

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, 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, and as the Official Sheriff of NCSSSA; and WHEREAS, Mr. Wright has further aided the success of the Annual Conference as a presenter for the Program Committee Presents: What Happens Next?; 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 2016-29

118

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, gratefully acknowledges the participation of Ms. Nancy Burklow; and WHEREAS, Ms. Burklow has supported the National Conference of State Social Security Administrators as an integral member of the Training and Succession Planning Committee; and WHEREAS, Ms. Burklow has further aided the success of the Annual Conference for hosting Regional Training; 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 2016-30

119

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, gratefully acknowledges the participation of Ms. Alethia Heide; and WHEREAS, the National Conference of State Social Security Admnistrators would like to thank Ms. Heide for singing the National Anthem during our opening ceremony; THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Ms. Heide for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Ms. Alethia Heide.




Resolution 2016-31

120

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, gratefully acknowledges the participation of Deputy Regional Commissioner Lewandowski; and WHEREAS, Deputy Regional Commissioner Lewandowski has supported the National Conference of State Social Security Administrators by delivering the keynote address at our annual conference; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Deputy Regional Commissioner Lewandowski for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Deputy Regional Commissioner Lewandowski.




Resolution 2016-32

121

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, 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 for the Legislative 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 2016-33

122

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, gratefully acknowledges the participation of Mr. Hank Kim; and WHEREAS, Mr. Kim has supported the National Conference of State Social Security Administrators as the presenter for the Legislative Update; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Mr. Kim for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Mr. Hank Kim.




Resolution 2016-34

123

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, gratefully acknowledges the participation of Mr. Anthony Roda; and WHEREAS, Mr. Roda has supported the National Conference of State Social Security Administrators as the presenter for the Legislative Update; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Mr. Roda for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Mr. Anthony Roda.




Resolution 2016-35

124

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, gratefully acknowledges the participation of Mr. Benjamin Prevas; and WHEREAS, Mr. Prevas has supported the National Conference of State Social Security Administrators as the presenter for We're Here for You, and the presenter for Error Modifications after Implementation of Mandatory Coverage; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Mr. Prevas for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Mr. Benjamin Prevas.




Resolution 2016-36

125

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, 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 for We're Here for You, and as the presenter for Rehired Annuitants; 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 2016-37

126

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, gratefully acknowledges the participation of Mr. Chris McDermott; and WHEREAS, Mr. McDermott has supported the National Conference of State Social Security Administrators as the presenter for We're Here for You; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Mr. McDermott for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Mr. Chris McDermott.




Resolution 2016-38

127

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, 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 for We're Here for You, and as the presenter for the Evolution of an Entity; 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 2016-39

128

N C S S S A


♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, gratefully acknowledges the participation of Ms. Jessica MacBride; and WHEREAS, Ms. MacBride has supported the National Conference of State Social Security Administrators as an integral member as the presenter for We're Here for You; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Ms. MacBride for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Ms. Jessica MacBride.




Resolution 2016-40

129

N C S S S A


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WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, 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 for the IRS Future State for Outreach & Education, and as the presenter for the IRS Top Exam Issues & Risks; 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 2016-41

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WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, 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 for the Exclusions from Coverage, and as the presenter for the Evolution of an Entity, and the presenter of the Error Modifications after Implementation of Mandatory Coverage; 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 2016-42

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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 66th annual meeting in Bozeman, Montana, gratefully acknowledges the participation of Mr. Jim Burgess; and WHEREAS, Mr. Burgess has supported the National Conference of State Social Security Administrators as the presenter of Rehired Annuitants; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Mr. Burgess for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Mr. Jim Burgess.




Resolution 2016-43

132

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WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, 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 for the IRS Future State for Outreach & Education, and as the presenter for the IRS Top Exam Issues & Risks; 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 2016-44

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WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, 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 for the Error Modifications; 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 2016-45

134

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WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, 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 for the Error Modifications; 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 2016-46

135

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WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, gratefully acknowledges the participation of Ms. Katherine Gouyton; and WHEREAS, upon her retirement, the National Conference of State Social Security Administrators would like to further acknowledge Ms. Gouyton for her twenty-four years of service as the State Social Security Administrator for the great state of Alaska and her eighteen years of valuable contributions to the Conference as a chairperson and member of many committees, as the only editor of the Conference newsletter, and as a moderator of many conference sessions; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Ms. Gouyton for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Ms. Katherine Gouyton.




Resolution 2016-47

136

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WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, gratefully acknowledges the participation of Ms. Breyan Foltz O'Brien; and WHEREAS, the National Conference of State Social Security Administrators would like to acknowledge Ms. Foltz O'Brien’s service in the Seattle SSA office 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. Foltz O'Brien for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Ms. Breyan Foltz O'Brien.




Resolution 2016-48

137

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WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, gratefully acknowledges the participation of Ms. Amy Crane; and WHEREAS, Ms. Crane has supported the National Conference of State Social Security Administrators for hosting Regional Training; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Ms. Crane for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Ms. Amy Crane.




Resolution 2016-49

138

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WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, gratefully acknowledges the participation of Ms. Amanda Schmitgen; and WHEREAS, Ms. Schmitgen has supported the National Conference of State Social Security Administrators as our Conference Region VI Vice-President, and the Chairperson of the Resolution Committee; and WHEREAS, the National Conference of State Social Security Administrators would like to acknowledge Ms. Schmitgen’s dedication to the conference as State Social Security Adminsistrator, Region VI Vice-President, singing the national anthem, chair of the Resolution Committee and a moderator. The National Conference of State Social Security Administors would like to wish her the best of luck with 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. Schmitgen for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Ms. Amanda Schmitgen.




Resolution 2016-51

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WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, gratefully acknowledges the participation of Detachment 450, AFROTC, MSU Bozeman; and WHEREAS, Detachment 450, AFROTC, MSU Bozeman has supported the National Conference of State Social Security Administrators during our annual conference with their Presentation of Colors at our opening session; and THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Detachment 450, AFROTC, MSU Bozeman for helping create a successful Conference; and BE IT FURTHER RESOLVED that the Conference president forwards this resolution to

Detachment 450, AFROTC, MSU Bozeman.




Resolution 2016-52

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WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, gratefully acknowledges the participation of Treasure State Cowboy Mounted Shooting Association; and WHEREAS, The National Conference of State Social Security Administrators would like to than the Treasure State Cowboy Mounted Shooting Association for the demonstration presented to the National Conference of State Social Security Administrators for 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 Treasure State Cowboy Mounted Shooting Association for helping create a successful Conference; and

BE IT FURTHER RESOLVED that the Conference president forwards this resolution to Treasure State Cowboy Mounted Shooting Association.

ADOPTED THIS 11th DAY OF SEPTEMBER, 2016 AT THE 66th ANNUAL

NCSSSA MEETING IN BOZEMAN, MONTANA.



Resolution 2016-53

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WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, 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 as the presenter for the Program Committee Presents: What Happens Next?; 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 2016-57

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WHEREAS, the National Conference of State Social Security Administrators at its 66th annual meeting in Bozeman, Montana, gratefully acknowledges the participation of Ms. Shelia Hogan; and

WHEREAS, Ms. Hogan has supported the National Conference of State Social Security Administrators as an integral member by presenting during the Montana Welcome Reception; and

THEREFORE, be it resolved that the National Conference of State Social Security Administrators, duly expresses our appreciation and sincere thankfulness to Ms. Hogan for helping create a successful Conference; and

BE IT FURTHER RESOLVED that the Conference president forwards this resolution to Ms. Shelia Hogan.




Resolution 2016-58

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66th Annual National Conference of State Social …Stephanie Fecteau WASHINGTON Kim Smith MARYLAND...

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