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Board notes pending service-purchase, portability and QILDRO items for follow-up
Summary
The board flagged unresolved member matters: a military service purchase request for Daniel Dempsey (no response to a Dec. 30, 2025 calculation letter), a portability true-cost calculation for James Burke in progress, and QILDRO paperwork received for Gregory Schoon requiring a recalculation of retirement benefits.
Trustees noted several pending member-administration items requiring follow-up. The board recorded that Lauterbach & Amen sent correspondence on Dec. 30, 2025 to Daniel Dempsey about the amount due to purchase military service time; no response from Dempsey has been received and the matter will be revisited at the next regular meeting.
The board also noted that a True Cost Calculation related to portability for James Burke is in progress and will be discussed at a future meeting. Separately, the board received QILDRO documentation for Gregory Schoon after his retirement was calculated and recorded that a new calculation will be required once the QILDRO paperwork is processed.
No formal votes were taken on these items; they were entered for administrative follow-up.
