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Retirement Reporting Staff Assignments

Room 605 — FAX 858-279-2953

Laura Benavides

Retirement Technician

(CalSTRS)

858-295-6927

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.

Allie White (1/23/2020)

Account Clerk III

(CalSTRS)

(858) 295-6908

​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)

858-295-6898

​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)

 

​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)

858-295-6734

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

Clarissa DeLos Santos

Account Clerk III

(CalPERS)

(858) 295-6905

CalPERS Service Credit Repurchases (General Deductions);

Blake Kupetsky

Account Clerk II 

(CalPERS 1-45, 50, 52)

858-295-6902

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.

Vacant

Account Clerk II

(CalPERS 46-189, 60)

858-295-6615

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

 

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

Alex Aragon

Retirement Technician

(CalPERS and CalSTRS)

(858) 295-6925

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

Denise Aquino

Account Clerk III

(CalPERS and CalSTRS)

(858) 295-6906

Retirement Unit Support; CalPERS and CalSTRS Special Projects.

Vanessa Aquino

Retirement Reporting Analyst

858-295-6917

PeopleSoft Unit Support; PeopleSoft Testing; PeopleSoft Special Projects.

Carolyn Squeo

Retirement Reporting Analyst

858-295-6919

PeopleSoft Unit Support; PeopleSoft Testing; PeopleSoft Special Projects.

Beth Valderrama

Supervisor III,
Retirement Reporting

858-295-6932

Retirement Reporting Unit Supervision.

Tammy Britt

Manager,
Retirement Systems 

858-295-6913

CalPERS system access administrator.  CalSTRS system access administrator.  PeopleSoft maintenance of:  CHRS, Job Codes, Retirement related EE & ER Rates.  PeopleSoft Unit Support; PeopleSoft Testing; PeopleSoft Special Projects.