CUCEA/CUCRA Joint Meeting

Oct. 28, 2010


Attendance: Marian Gade, Chair CUCRA and Ernest Newbrun, Acting Chair, CUCEA Dick Walters, Acting Secretary; and members and guests of both CUCEA and CUCRA. Also, UC Berkeley Vice Provost Sheldon Zedeck. Others attending included several UC Office of the President representatives: Joe Lewis, Randy Scott, and Anne Wolf. In addition, several directors of campus Retirement Centers were present, including Sue Barnes (D), Patrick Cullinane (B), Jeri Frederick (I), Debra Martin (SB), and Eddie Murphy (LA).


Marian Gade introduced Sheldon Zedeck, Vice Provost for Academic Affairs and Faculty Welfare, UC Berkeley, who welcomed CUCEA and CUCRA members in attendance. (He noted that he will become emeritus later this year and looks forward to participating as an emeritus.) Vice Provost Zedeck described some of the key facilities available to retirees at Berkeley and thanked retirees for their ongoing support of UC activities. He also listed a few of the recent accomplishments, awards, and high standing rankings of the Berkeley campus, and he invited CUCEA/CUCRA members to tour the campus as they had time during their visit.


Remembrance of Colin Bloor: Richard Attiyeh (San Diego) noted the passing earlier in the year of Colin Bloor, Professor Emeritus and Chair, CUCEA. A moment of silence was held in his honor.


Review of Joint Benefits Committee (JBC): Adrian Harris (LA) summarized some of the key points covered in the JBC report submitted to participants (See Attachment). He indicated, upon review of the report, that CUCEA and CUCREA might wish to forward, with their endorsement, some or all of the recommendations of JBC. Some of the items discussed included the reduction of UC contributions to retiree medical premiums towards a floor of 70%, questions  regarding the Minimum Required Distribution (options relating to which funds should be used in generating the MRD). It was pointed out that CUCRA had fully endorsed the report and its recommendations at their meeting the previous day. Adrian hoped that CUCEA would do the same.


Report on Post Employment Benefits Task Force: Randy Scott, Executive Director, Talent Management and Staff Development, reported on the activities of the PresidentŐs Task Force on Post Employment Benefits. The recommendations and related details of their work can be found on the UC Futures website:


The goals of the Task Force included finding ways to mitigate ongoing University paid and retiree costs of the retiree health program. . The Task Force recommendations seek to provide a plan for pension, retiree health and funding to sustain these programs over the next 20-30 year time period.


Secretarial Duties for Joint Meeting: Ernest Newbrun noted that, this year, minutes were being taken by the CUCEA secretary, which represented an added load for this person that could perhaps be undertaken by someone else. During the discussion, he suggested that the host campus accept responsibilities for summarizing the joint meeting, pointing out that this would be a burden only once every 8 years, since it would alternate between host CUCEA and CUCRA. Newbrun recommended that a specific host-campus organization person such as the Secretary be designated and it was agreed that if that person were unavailable, another host member would record the minutes.


Retirement Services Center: Joe Lewis, Director of the Retirement Administration Service Center, introduced Anne Wolf, System-wide Coordinator of Internal Communications, (in UC External Relations). He also introduced several key people in the Retirement Services Center with specific responsibilities for different functions. They included

Ellen Lorenz: Ellen Business Controls & Customer Service Director;           

Richard Townsend: Operational Compliance Manager (which includes COLA);

Stephanie Rosh: Retiree Insurance Manager;

Robert Pettit: Retirement Operations Director;

Daniel Scuiry: Disbursements and Verifications Supervisor; and

Michael Waldman, Customer Service Manager.

Each of these individuals spoke briefly about their individual responsibilities.

Contact information for the Service Center: 1-800-888-8267, email address: as well as the individuals noted above. Some discussion followed.


Spring Joint Meeting: The next joint CUCEA/CUCRA meeting will be held at UCLA April 28, 2011. Details will be sent out prior to that date.


Respectfully submitted,


Dick Walters (secretary pro-tem; also secretary, CUCEA)