TRS Staff

TRS Staff Contact Information

 


Administration

Name Title Phone
Shawn Graham Executive Director (406) 444-3134
Tammy Rau Deputy Executive Director (406) 444-3134
Denise Pizzini Chief Legal Counsel (406) 444-3134
Darla Fitzpatrick Communications Officer (406) 444-0139
Shannon Buswell Executive Secretary (406) 444-3754
Dave Rau Administrative Support (406) 444-3134

Agency Administration ♦ Legislative Issues ♦ Administrative Rules ♦ Legal Issues ♦ Public Relations.


Active Members

Name Title Phone
Johnelle Sedlock Benefits Officer (406) 444-4113
Brynn Dennehy Benefits Officer (406) 444-3324
Jessie Hill Benefits Officer (406) 444-3091
Cathy Page Benefits Specialist (406) 444-3132
Sandra Donahue Benefits Specialist (406) 444-2465

Account Balance Information ♦ Beneficiary Designation ♦ Eligibility for Membership ♦ Estimate of Retirement Benefits ♦ Family Law Orders & Divorce ♦ Irrevocable Elections ♦ Member Handbook ♦ Member Statement of Account ♦ Name Change ♦ Purchase of Creditable Service ♦ Redeposit of Withdrawal for Montana TRS Service ♦ Retirement Application Materials ♦ Retirement Benefit Options ♦ Retirement Planning ♦ Roll Over, Service Credit ♦ Transfer of Service: PERS to TRS and TRS to PERS ♦ Vesting.


Retired Members & Benefit Recipients

Name Title Phone
Karla Scharf Retired Benefits Manager (406) 444-3135
Natalie Chamberlain Retired Benefits Specialist (406) 444-3185
Chris Fish Retired Benefits Specialist (406) 444-2912
Lori Hultin Retired Benefits Technician (406) 444-2441

Address Changes ♦ Retirees & Benefit Recipients ♦ Beneficiary Designation Updates: Retirees ♦ Change of Beneficiary: Death or Divorce ♦ Direct Deposit Setup & Changes ♦ Family Law Orders and Divorce ♦ Federal Income Tax Withholding ♦ Guaranteed Annual Benefit Adjustment (GABA) ♦ Group Health Insurance Premium Withholding ♦ Name Change: Retirees & Benefit Recipients ♦ Post-Retirement Earnings Limitations ♦ Return to Work after Retirement ♦ State Income Tax Withholding (Montana Only) ♦ Survivor Benefits ♦ Tax Excludable Information ♦ 1099-R: Retirees and Benefit Recipients.


Refunds

Name Title Phone
Joyce Love Accountant (406) 444-3323
Nolan Brilz Accounting/Fiscal Manager (406) 444-3679

Member Account Balance Roll-over ♦ Refund of Member Account ♦ Refund to Employer ♦ Tax Excludable Information ♦ 1099-R: Lump Sum Distributions


Membership

Name Title Phone
Joyce Love Accountant (406) 444-3323
Nolan Brilz Accounting/Fiscal Manager (406) 444-3679

Change of Address: Members ♦ Name Change: Member ♦ New Member Packets ♦ Record of Membership Form.


Employer Contribution Reporting

Name Title Phone
Joyce Love Accountant (406) 444-3323
Nolan Brilz Accounting/Fiscal Manager (406) 444-3679
Kim Lloyd Accounting Technician (406) 444-2540

Employer Contribution Reporting Deadlines ♦ Employer Monthly Reporting Questions ♦ Overage/Shortage Questions.


Information Technology

Name Title Phone
John Noble Information Systems Manager (406) 444-3395
Rex Merrick Information Systems Admin (406) 444-9293
Jeanie Schmidt Imaging Technician (406) 444-5227
Dave Rau Quality Control Technician (406) 444-1886

Online Account Support for members, benefit recipients, and employers.

 

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