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04-17-2018, 09:50 AM

Dave DeJonge replied to a thread CAFR Preparation Software in Reporting/GASB

Hi Alise, About a year ago, we went with Workiva's Wdesk. They were the only software we really considered. Their headquarters is only about a...

4 replies | 45 view(s)

04-17-2018, 09:49 AM

Dave DeJonge replied to a thread CAFR Preparation Software in Reporting/GASB

Alise, Wisconsin Department of Employee Trust Funds has implemented Wdesk to help with our CAFR preparation this year. So far, we love it. We are...

4 replies | 45 view(s)

04-17-2018, 06:47 AM

Dave DeJonge replied to a thread CAFR Preparation Software in Reporting/GASB

I work for the City of Dallas Pension Fund. Last year we utilized Gravity software from IGM Technology. I am pleased with the software. I will be...

4 replies | 45 view(s)

04-17-2018, 06:28 AM

Dave DeJonge replied to a thread CAFR Preparation Software in Reporting/GASB

Hi Alice, We are not using currently CAFR preparation tool, but we are in the process of evaluating Workiva – Wdesk system for our CAFR...

4 replies | 45 view(s)

04-17-2018, 06:27 AM

Dave DeJonge started a thread CAFR Preparation Software in Reporting/GASB

Chicago Teachers Pension Fund would like to know if other Funds utilize a CAFR preparation software. If so what system is your Fund utilizing? Also...

4 replies | 45 view(s)

04-06-2018, 04:13 PM

Dave DeJonge replied to a thread Accepting Demographic and Payment Changes in Benefits/Tax

We accept changes to address, phone number and email address through the secure online account, by phone or in writing. We accept direct deposit and...

3 replies | 223 view(s)

04-04-2018, 09:50 AM

Dave DeJonge replied to a thread Accepting Demographic and Payment Changes in Benefits/Tax

Good Morning, In response to your inquiry below… LASERS accepts demographic and tax changes through either fax, email, mail, or online. For...

3 replies | 223 view(s)

04-04-2018, 07:51 AM

Dave DeJonge replied to a thread Accepting Demographic and Payment Changes in Benefits/Tax

Hi Stephen, In response to your P2F2 question regarding demographic and payment changes, please see below on how CERF currently handles these: ...

3 replies | 223 view(s)

04-04-2018, 07:51 AM

Dave DeJonge started a thread Accepting Demographic and Payment Changes in Benefits/Tax

Under what methods do you accept demographic and payment changes, including ACH change, address changes, and tax election change? • Online;...

3 replies | 223 view(s)

04-02-2018, 09:05 AM

Dave DeJonge replied to a thread Handling Unclaimed Checks in Benefits/Tax

Hello Alise, At NYSTRS our policy is to send out 3 letters to the last known address indicating that there is an uncashed check written to them. ...

4 replies | 277 view(s)

04-02-2018, 09:01 AM

Dave DeJonge replied to a thread Handling Unclaimed Checks in Benefits/Tax

Good afternoon, Alise: We just revised our policy. We always attempt to make contact with the recipient first, but we don’t leave checks open for...

4 replies | 277 view(s)

04-02-2018, 08:59 AM

Dave DeJonge replied to a thread Handling Unclaimed Checks in Benefits/Tax

Alise – In our system, our checks are staledated after 3 months but we only stop payment on the check and put it in a suspended status but do not...

4 replies | 277 view(s)

04-02-2018, 08:59 AM

Dave DeJonge replied to a thread Handling Unclaimed Checks in Benefits/Tax

Hi Alice, NDPERS has legislation going into effect that gives us the ability to suspend a member’s benefit if they have more than 2 uncashed...

4 replies | 277 view(s)

04-02-2018, 08:59 AM

Dave DeJonge started a thread Handling Unclaimed Checks in Benefits/Tax

Chicago Teachers Pensions has a question for the P2F2 membership: How are they handling unclaimed checks for members and vendors? Do they have...

4 replies | 277 view(s)

03-22-2018, 10:43 AM

Dave DeJonge replied to a thread Direct Deposit Prenotes in Benefits/Tax

Good morning Jim. In response to your question about prenoting changes to direct deposit instructions-yes here at LASERS we prenote all changes. ...

14 replies | 968 view(s)

03-21-2018, 06:40 AM

Dave DeJonge replied to a thread Direct Deposit Prenotes in Benefits/Tax

SDCERS does not prenote. We now require retirees use direct deposit. Prior we did have prenote and sent first payment as a check. We have not had...

14 replies | 968 view(s)

03-20-2018, 09:50 AM

Dave DeJonge replied to a thread Direct Deposit Prenotes in Benefits/Tax

Tennessee Consolidated Retirement System (TCRS) discontinued the prenote practice about 5 years ago. Our final deciding factor was the NACHA rule...

14 replies | 968 view(s)

03-20-2018, 09:49 AM

Dave DeJonge replied to a thread Direct Deposit Prenotes in Benefits/Tax

LASERS pre-notes both new direct deposit instructions and changes to existing ones. Thanks, Artie Arthur P. Fillastre IV CPA Chief Financial...

14 replies | 968 view(s)

03-20-2018, 09:49 AM

Dave DeJonge replied to a thread Direct Deposit Prenotes in Benefits/Tax

Hi Jim, We pre-note all direct deposits including new pension inceptions and any changes members have initiated on-line. Thanks, Rob Dolphin,...

14 replies | 968 view(s)

03-20-2018, 09:48 AM

Dave DeJonge replied to a thread Direct Deposit Prenotes in Benefits/Tax

Hi Jim, We still prenote 99% of our new and changing direct deposit authorizations. However, on occasion if we get in a direct deposit change late...

14 replies | 968 view(s)

03-20-2018, 09:48 AM

Dave DeJonge replied to a thread Direct Deposit Prenotes in Benefits/Tax

Hello Jim – STRS Ohio requires prenotes for all member bank information, both new and changed. The bank provides a daily report on the validity...

14 replies | 968 view(s)

03-20-2018, 09:47 AM

Dave DeJonge replied to a thread Direct Deposit Prenotes in Benefits/Tax

Hi Jim, Here is the response from Wisconsin Department of Employee Trust Funds. Yes. All changes and new additions are prenoted for annuitant...

14 replies | 968 view(s)

03-20-2018, 09:47 AM

Dave DeJonge replied to a thread Direct Deposit Prenotes in Benefits/Tax

Good morning, Jim: If the member is changing to a new bank/account, we do a pre-note for the next check. If they are changing deposit amounts...

14 replies | 968 view(s)

03-20-2018, 07:20 AM

Dave DeJonge replied to a thread Direct Deposit Prenotes in Benefits/Tax

CalSTRS continues to prenote direct deposits for new and changed accounts. Melissa Roth MRoth@CalSTRS.com

14 replies | 968 view(s)

03-20-2018, 07:19 AM

Dave DeJonge replied to a thread Direct Deposit Prenotes in Benefits/Tax

Yes, Alaska pre-notes all direct deposit (adds and changes). Teresa Kesey teresa.kesey@alaska.gov

14 replies | 968 view(s)

03-20-2018, 07:19 AM

Dave DeJonge replied to a thread Direct Deposit Prenotes in Benefits/Tax

SURS still sends its prenote file to Northern Trust (TNT) for verification of members’ banking information. This verification takes place before the...

14 replies | 968 view(s)

03-20-2018, 07:11 AM

Dave DeJonge replied to a thread Direct Deposit Prenotes in Benefits/Tax

Hi Jim, Our system continues to require new and changed direct deposits to be prenoted; and we have no plans for changing that process. Thanks,...

14 replies | 968 view(s)

03-20-2018, 07:10 AM

Dave DeJonge replied to a thread Direct Deposit Prenotes in Benefits/Tax

Hi Jim – MOSERS eliminated the prenote function about 8 yrs ago. We have an EFT population of around 50,000 payments and have anywhere from 10-30...

14 replies | 968 view(s)

03-20-2018, 07:09 AM

Dave DeJonge started a thread Direct Deposit Prenotes in Benefits/Tax

Does your system require new direct deposit instructions or changes to be prenoted? If you have eliminated this requirement, what were the reasons...

14 replies | 968 view(s)