1. Maine Public Employees Retirement System ESS Employer Self-Service

2. Maine Public Employees Retirement System ESS Training Status Update Resource Material Update Test File Update Member Applications RULE! Plan & Rate Customizations Time Sensitive Deliverables

3. Maine Public Employees Retirement System Training Status Update  ESS training sessions  50 Sessions  450+ attendees  385 Employers  Working with last 45 Employers  Training needs at “Go-Live”  Written Instructions  Web based instructional material  Phone assistance  Group Meeting? Voluntary hands-on sessions?  Your suggestions?

4. Maine Public Employees Retirement System Resource Materials  Posted on web-site before “go-live”  Updated EPF Manual - minimal changes  Security Administrator Instructions  Complete ESS Instruction Manual  Including GLI instructions  Payroll Edit Guide – let’s look at a sample

5. Maine Public Employees Retirement System Test File Update  By the numbers  175 files received  165 test completed  255 files not yet received  What to do to bring more in...

6. Maine Public Employees Retirement System ESS – Membership Application  Membership Application Now:  Establi sh Membership/Decline  Membership Application in ESS:  Establish Membership/Decline  Create member Contract  Membership Application = Member Contract

7. Maine Public Employees Retirement System ESS MA=MC  Member Contract Components  ER Location/Plan/RSN/Position/PSC  Reporting Employer Location  Payroll different than current MC requires MA  Plan  Payroll different than current MC requires MA  RSN  Payroll different than current MC requires MA

8. Maine Public Employees Retirement System ESS MC=MA  Member Contract Components  Position Code  PLD payroll different than current MC requires MA  Teacher – only if Authorized or Extra Curricular position code change.  PSC  PSC “53” RRTW always requires MA  PLD - payroll different than current MC requires MA  Teacher – PSC change does not require MA

9. Maine Public Employees Retirement System Employer Specific Changes  Plan Code “squishing”  Teachers – everyone is 11000  PLD – “Special Plans” (F&P) all the same plan numbers  25 yrs determined by different RSN  Different Rate Schedule Numbers  PLD – “Special Plans”  PLD – employer paid employee contributions

10. Maine Public Employees Retirement System Time Sensitive Deliverables  Employers  Training and Testing complete-May 2010  Access sandbox-May 2010  Name Security Administrator–4 weeks prior

11. Maine Public Employees Retirement System Time Sensitive Deliverable  MainePERS  8-9 weeks prior to “go live”  Announce date and period affected  Send Security Administrator Request Forms  4 weeks prior to “go-live”  Post Final Guides and Instructions on web site  Additional training  2 weeks prior to “go-live”  Contact Security Admin with user/password GO – LIVE!

12. Maine Public Employees Retirement System Optional Election Optional Election Update

13. Maine Public Employees Retirement System By the Numbers #68 requests for member presentations #58 employers submitted forms #474 actual forms 18 + 10 = status quo

14. Maine Public Employees Retirement System Questions We Hear Most Employees ? How will it impact my Social Security? ? Will I be able to purchase service for the period I chose not to belong? ? Will I be able to refund my contributions? ? Why didn’t I receive a form?

15. Maine Public Employees Retirement System Questions We Hear Most Employers ? What is the real deadline? ? What if I give an employee a form and they refuse to complete it? ? Who is eligible? ? What if a Sub chooses yes with one school district and no with another? ? What do you mean by “same employer”?

16. Maine Public Employees Retirement System We Need Your EIN  EINs are important  Identifies “same employer”  We need your EIN  Helps us to automate member eligibility  How best to proceed with obtaining EINs?

17. Maine Public Employees Retirement System Dates to Remember Forms due back to you May 14, 2010 Forms due at MainePERS June 1, 2010 Last possible date to make a choice July 11, 2010

18. Maine Public Employees Retirement System GLI Group Life Insurance

19. Maine Public Employees Retirement System Group Life Insurance April 1 st Changes Dependent Coverage Web Calculator New Laws Portability Option Under Consideration

20. Maine Public Employees Retirement System GLI Level Questions Q:Can the participant’s level reduce? A:Yes, if the employee worked a full year but made less in 2009 than in 2008. Q:When would it not reduce? A:If the participant lost pay due to an approved leave of absence or if they were first eligible during 2009. Q:How do I establish someone’s level if they are approved for coverage through EOI? A:If they are already a participant and are increasing their coverage the standard rules apply; however, if they are getting coverage for the first time it is based on their current earnings.

21. Maine Public Employees Retirement System Dependent Children Q:Who is a dependent child? A: Any, unmarried, natural or legally adopted, born or unborn, member’s child, who is: Under 19 years of age; or Under 22 years of age and a full-time student; or Regardless of age or marital status, any child certified by the medical board to be permanently mentally incompetent or permanent physically incapacitated and determined by the executive director to be unable to engage in substantially gainful employment.

22. Maine Public Employees Retirement System Dependent GLI Q:Can dependent coverage extend beyond the normal age limitations? A:Yes, if proof is of permanent disability is provided prior to 31 days after the applicable termination date or 21 days from whenever the Dependent coverage takes effect, whichever is later. Q:What kind of proof must be provided? A:Generally a letter from the dependent’s physician is adequate.

23. Maine Public Employees Retirement System MainePERS Web Calculator Now a question for you?? MainePERS is changing the premium calculator on our website. Would you prefer it calculate the premiums on a: a.) monthly basis b.) annual basis

24. Maine Public Employees Retirement System New Laws Public Law Chapter 513 Makes a spouse and/or dependent child(ren) of a fire fighter potentially eligible for an accidental death benefit if the fire fighter dies as a result of either cardiovascular injury or disease or pulmonary disease. Public Law Chapter 515 Changes how the System disburses group life insurance proceeds when there is no beneficiary designation. If there is no designated beneficiary or surviving spouse the proceeds go to the appointed executor or personal representative for distribution according to a lawfully executed will.

25. Maine Public Employees Retirement System Portability vs. Conversion PortabilityConversion Coverage TypeGroup TermIndividual Whole Life RatesGroup RatesIndividual Rates Rate IncreasesYes, as risk pool changes No Filing Period31 days from termination90 days from termination Age ReductionsYesNo Maximum coverageUp to $500,000 with proof of insurability Only amount of group coverage being lost DependentsYes, until dependent status ceases Yes Available to all?Not available is sick, injured or disabled Yes