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Retirement Reporting Staff Assignments

Room 605 — Main Line 858-292-3691 — FAX 858-279-2953

Amy Baldwin-Granger

Retirement Technician

(CalSTRS)

858-292-3629

CalSTRS Defined Benefit Accounting; CalSTRS Cash Balance Accounting; CalSTRS Service Credit Repurchase Accounting; CalSTRS Year to Date Salary Subject Figures;  CalSTRS Address File; CalSTRS Penalties and Interest.

Alex Aragon

Account Clerk III

(CalSTRS)

(858) 292-3709

​CalSTRS Certificated Calendar Days (CDAYS); Certificated Reduced Workload Program (RWP) Contracts; CalSTRS Excess Contribution Refunds; Service Credit Repurchases (General Deductions); Service Credit Discrepancy Inquiries.

Renée Evans

Account Clerk II​

(CalSTRS 1-45, 50, 52)

858-292-3675​

​CalSTRS Payroll Reporting; Retirement Membership Enrollments; Permissive Elections; Right of Elections; Payroll Adjustments; 60 Hours and 100 Days Reports; Salary Computations Worksheets; Refund Applications; Retirements (Express Benefit or MS 554 forms); Certificated Retiree I-30s.

Lindsay O'Brien

Account Clerk II

(CalSTRS 46-189, 60)

858-292-3692

​CalSTRS Payroll Reporting; Retirement Membership Enrollments; Permissive Elections; Right of Elections; Payroll Adjustments; 60 Hours and 100 Days Reports; Salary Computations Worksheets; Refund Applications; Retirements (Express Benefit or MS 554 forms); Certificated Retiree I-30s.

Benjamin Vickery

Retirement Technician

(CalPERS)

858-569-5309

CalPERS Defined Benefit Accounting; Salary Overpayments; Right of Elections Review; PERS Summer School Reporting; CalPERS Year to Date Salary Subject Figures;

Allie White

Account Clerk III

(CalPERS)

(858) 292-3704

CalPERS Service Credit Repurchases (General Deductions);

Denise Aquino

Account Clerk II 

(CalPERS 1-45, 50, 52)

858-569-5438

CalPERS Payroll Reporting; Retirement Membership Enrollments, Right of Elections; Payroll Adjustments; 1,000 Hours Reports; AESD-2 Forms:  Memberships, Separations, Name Changes, and Address Changes; Refunds; Retirements; Service Credit Discrepancy Inquiries.

Clarissa De Los Santos 

Account Clerk II

(CalPERS 46-189, 60)

858-292-3693

CalPERS Payroll Reporting; Retirement Membership Enrollments, Right of Elections; Payroll Adjustments; 1,000 Hours Reports; AESD-2 Forms:  Memberships, Separations, Name Changes, and Address Changes; Refunds; Retirements; Service Credit Discrepancy Inquiries.

Melissa Williams

Retirement Technician

Charter Schools

858-569-5315​​​​

​CalSTRS Charter School Independent Reporting; CalPERS Charter School Independent Reporting; Charter School Fees.

Maria Juarez

Retirement Technician

(Social Security, Medicare)

858-292-3708

Social Security and Medicare Tax Reporting and Deposits; Payroll Adjustments; Retirement Incentives (RNCTV); Non-Resident Aliens; Student Workers; Social Security Cards for Number Changes; Salary Overpayments (Prior Year); Quarterly 941 form filing and 941X; W-2 Retirement Reportable Items; Deceased Employees; W-2 Retirement Balancing.

Laura Benavides

Account Clerk III

(Social Security, Medicare)

858-569-5308

Corrected W-2s, W-3c and 941X;

Vacant

Retirement Technician

(CalPERS and CalSTRS)

(858) 292-3702

Retroactive Pay - School District Contact; Retirement Unit Support; CalPERS and CalSTRS Special Projects.

Luisa Herrera

Account Clerk III

(CalPERS and CalSTRS)

(858) 292-3703

Retirement Unit Support; CalPERS and CalSTRS Special Projects.

Vanessa Aquino

Retirement Reporting Analyst

858-569-5307

PeopleSoft Unit Support; PeopleSoft Testing; PeopleSoft Special Projects.

Carolyn Squeo

Retirement Reporting Analyst

858-569-5439

PeopleSoft Unit Support; PeopleSoft Testing; PeopleSoft Special Projects.

Beth Valderrama

Supervisor III,
Retirement Reporting

858-569-5441

Retirement Reporting Unit Supervision.

Tammy Britt

Manager,
Retirement Systems 

858-569-5341

PeopleSoft maintenance of:  CHRS, Job Codes, Retirement related EE & ER Rates.