TRS Staff Contact Information
Page last updated February 27, 2023
- Administration
- Active Members
- Retired Members & Benefit Recipients
- Membership, Refunds, Withdrawals, Rollovers
- Employer Contribution Reporting
- Auditing
- Information Technology
View the TRS Organizational Chart
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 Manager | (406) 444-0139 |
Tina West | Administrative Assistant | (406) 444-3754 |
Contact these staff members for: ♦ Agency Administration ♦ Legislative Issues ♦ Administrative Rules ♦ Legal Issues ♦ Public Relations
Active Members
Name | Title | Phone |
---|---|---|
Johnelle Sedlock | Active Benefit Supervisor | (406) 444-4113 |
Jessie Hill | Benefit Officer | (406) 444-3091 |
Sherry Smith | Benefit Officer | (406) 444-3324 |
Cathy Leonard | Benefit Specialist | (406) 444-3132 | Vacant | Benefit Specialist |
Contact these staff members for: ♦ Account Balance Information ♦ Beneficiary Designation (active members only) ♦ Eligibility for Membership ♦ Estimate of Retirement Benefits ♦ Family Law Orders & Divorce ♦ Irrevocable Elections ♦ Member Statement of Account ♦ Name Change (active members only) ♦ Purchase of Creditable Service ♦ Redeposit of Withdrawn Service ♦ Retirement Application Materials ♦ Retirement Benefit Options ♦ Retirement Planning ♦ Termination Pay ♦ Transfer of Service (PERS to TRS or TRS to PERS) ♦ Vesting
Retired Members & Benefit Recipients
Name | Title | Phone |
---|---|---|
Natalie Chamberlain | Retired Benefit Supervisor | (406) 444-3135 |
Andrea Davidson | Retired Benefit Specialist | (406) 444-3185 |
Becca Bremner | Retired Benefit Specialist | (406) 444-2912 |
Janine Whitley | Retired Benefit Technician | (406) 444-2441 |
Contact these staff members for: ♦ 1099-R (Retirees and Benefit Recipients) ♦ Address Changes (Retirees & Benefit Recipients only) ♦ Beneficiary Changes (Retirees only) ♦ Death of Beneficiary or Joint Annuitant ♦ Direct Deposit ♦ Earnings Limitation for Working Retirees ♦ Family Law Orders and Divorce ♦ Federal Income Tax Withholding ♦ Guaranteed Annual Benefit Adjustment (GABA) ♦ Group Health Insurance Premium Withholding ♦ Name Change (Retirees & Benefit Recipients only) ♦ Return to Work after Retirement ♦ State Income Tax Withholding (Montana only) ♦ Survivor Benefits ♦ Tax Excludable Information
Membership / Refunds / Withdrawals / Rollovers
Name | Title | Phone |
---|---|---|
Christian Ward | Accountant | (406) 444-3323 |
Nolan Brilz | Accounting/Fiscal Manager | (406) 444-3679 |
Contact these staff members for: ♦ New Member Enrollment Process ♦ Name or Address Change (active members only) ♦ 1099-R for Lump Sum Distribution ♦ Application for Withdrawal ♦ Member Account Balance Rollover ♦ Refund of Member Contributions ♦ Refund to Employer ♦ Tax Excludable Information
Employer Contribution Reporting
Name | Title | Phone |
---|---|---|
Christian Ward | Accountant | (406) 444-3323 |
Nolan Brilz | Accounting/Fiscal Manager | (406) 444-3679 |
Ali Holland | Accounting Technician | (406) 444-2540 |
Contact these staff members for: ♦ Employer Contribution Reporting Deadlines ♦ Employer Monthly Reporting Questions ♦ Overage/Shortage Questions
Auditing
Name | Title | Phone |
---|---|---|
Chris Fish | Auditor | (406) 444-6173 |
Nolan Brilz | Accounting/Fiscal Manager | (406) 444-3679 |
Contact these staff members for: ♦ Questions About TRS Audits
Information Technology
Name | Title | Phone |
---|---|---|
John Noble* | Information Systems Manager | (406) 444-3395 |
Rex Merrick* | Information Systems Admin | (406) 444-9293 |
Melissa Goodman | Imaging/Quality Control Tech | (406) 444-5227 |
Tracy Tice | Imaging/Quality Control Tech | (406) 444-1886 |
*Contact John or Rex for: ♦ Online Access and Support for My TRS Member Portal or Employer Reporting Systems
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