TRS Staff

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

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♦ Member Statement of Account ♦ Name Change (active members only) ♦ Purchase of Creditable Service ♦ Redeposit of Withdrawn Service ♦ Retirement Application Materials ♦ Retirement Benefit Options ♦ Retirement Planning ♦ Termination Pay ♦ Transfer of Service (PERS to TRS or TRS to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