Search:

Type: Posts; User: Dave DeJonge

Page 1 of 6 1 2 3 4

Search: Search took 0.06 seconds.

  1. Replies
    3
    Views
    72

    Hello Art, I was referred your questions...

    Hello Art,

    I was referred your questions related to compliance issues for ERS of Texas. I started a new role as the Investment Compliance Officer at ERS at the beginning of this year. You’ll see...
  2. Replies
    3
    Views
    72

    Art, I reached out to our compliance officer...

    Art,

    I reached out to our compliance officer here at INPRS and she gave me the following answers. If you have any more questions please feel free to reach out.

    1. Yes
    2. Since late 2013...
  3. Replies
    3
    Views
    72

    Hi Art, We have investment compliance...

    Hi Art,
    We have investment compliance responsibilities within the investment dept. and overall system compliance in our Legal area. It has been this way for several years. We have one individual...
  4. Replies
    3
    Views
    72

    Compliance Program

    Definition: Compliance is adhering to and demonstrating adherence to external laws and regulations as well as the policies and procedures of the pension plan.
    1. Does your organization have a...
  5. For our portal, we use a person authentication...

    For our portal, we use a person authentication process via Lexus/Nexus for account set up. I was on a panel at the last P2F2 conference on this topic – the handouts might be helpful?
    As to Green Dot...
  6. Hi Tracy – I am an accountant with MOSERS. I can...

    Hi Tracy – I am an accountant with MOSERS. I can address how we handle payments to debit cards. We have a “pay card” agreement set up with our local bank who issues the cards to members if they...
  7. The School Employees Retirement System of Ohio...

    The School Employees Retirement System of Ohio has two information requests.
    1. For those systems that have a member self-service portal, what controls are in place to prevent the creation of a...
  8. Tracy – This is what Ohio PERS does. 1. ...

    Tracy – This is what Ohio PERS does.
    1. For those systems that have a member self-service portal, what controls are in place to prevent the creation of a fraudulent member account? For the...
  9. The School Employees Retirement System of Ohio...

    The School Employees Retirement System of Ohio has two information requests.
    1. For those systems that have a member self-service portal, what controls are in place to prevent the creation of a...
  10. Controls--Online Portals and Prepaid Debit Cards

    The School Employees Retirement System of Ohio has two information requests.
    1. For those systems that have a member self-service portal, what controls are in place to prevent the creation of a...
  11. Replies
    8
    Views
    508

    I have responded in red below. If you have any...

    I have responded in red below. If you have any questions, please let me know.

    1. Does your organization currently use (or considering the use of) foreign tax service providers (local or global)?...
  12. Replies
    8
    Views
    508

    Please see NM PERA’s responses to your questions...

    Please see NM PERA’s responses to your questions below, in red:

    1. Does your organization currently use (or considering the use of) foreign tax service providers (local or global)? Yes, NM PERA...
  13. Replies
    8
    Views
    508

    Ben, On behalf of the Public School &...

    Ben,

    On behalf of the Public School & Education Employee Retirement System of Missouri (PSRS/PEERS) we have provided below, answers to your questions regarding international tax service providers....
  14. Replies
    8
    Views
    508

    We are reviewing our existing local/global...

    We are reviewing our existing local/global foreign tax service providers. I would appreciate any responses.

    1. Does your organization currently use (or considering the use of) foreign tax service...
  15. Replies
    8
    Views
    508

    I received your email from Chuck and Dave. ...

    I received your email from Chuck and Dave. Please see my responses below.

    1. Does your organization currently use (or considering the use of) foreign tax service providers (local or global)?
    ...
  16. Replies
    8
    Views
    508

    We are reviewing our existing local/global...

    We are reviewing our existing local/global foreign tax service providers. I would appreciate any responses.

    1. Does your organization currently use (or considering the use of) foreign tax service...
  17. Replies
    8
    Views
    508

    Ben, We use several tax service providers...

    Ben,

    We use several tax service providers depending on the location:

    Australia – KPMG: tax reclaims, we contract with them on an as need basis only;
    India – Jayant Ghevaria & Co: annual tax...
  18. Replies
    8
    Views
    508

    We do use an international tax service provider...

    We do use an international tax service provider for markets requiring a tax consultant. We just hired three of the 4 big firms to participate in a consultant pool. You can contact Dino Patiag with...
  19. Replies
    8
    Views
    508

    International Tax Service Providers

    We are reviewing our existing local/global foreign tax service providers. I would appreciate any responses.

    1. Does your organization currently use (or considering the use of) foreign tax service...
  20. Replies
    3
    Views
    302

    We have not. We use internal staff....

    We have not. We use internal staff. Historically, we have also outsourced this work. Our external auditors also perform procedures related to employer payroll and member census data.

    Robin...
  21. Replies
    3
    Views
    302

    Hello Alise, Happy holidays!! Staff of the...

    Hello Alise,

    Happy holidays!!

    Staff of the State of Florida Auditor General audit the financial reporting for the Florida Retirement System (FRS) Pension Plan and a separate direct payment...
  22. Replies
    3
    Views
    302

    Alise, We do this as our only procedure to...

    Alise,

    We do this as our only procedure to validate employer payroll data for all of our cost-sharing and our single employer plans. We don’t have any legislative authority to audit our employers...
  23. Replies
    3
    Views
    302

    Employer Audits

    CTPF has the following inquiry:

    We are looking to implement Payroll Audits for Census data from our largest employer pursuant to determining the appropriate amounts for total pension liability,...
  24. Replies
    6
    Views
    661

    The State of Alaska does not have a provision for...

    The State of Alaska does not have a provision for allowing members to cancel their refunds.

    Teresa Kesey
  25. Replies
    6
    Views
    661

    Ohio PERS, at this point in time, issues paper...

    Ohio PERS, at this point in time, issues paper warrants to members electing to refund from the system. We does allow members who have refunded from the plan to cancel their refund within 30 days of...
Results 1 to 25 of 135
Page 1 of 6 1 2 3 4