Section 4 - Retired Public Employees Council of WA

Section 4 - Resources and General Information
Table of Contents
Subject
Page No.
Resources
RPEC Membership Committee
3
RPEC Chapter Membership Chairs
4-6
RPEC Chapter Presidents
7-9
RPEC Officers and Board Members
Chapter Meeting Schedule
10
11 – 12
General Information
General Information About RPEC
14
RPEC’s Significant Accomplishments
15
Washington Annuitants by County
Washington State Investment Board Flyer
16 – 22
23-24
Q & A on Retirement Security
25
RPEC Opposes Defined-Contribution Retirement System
Changes
26
AFSCME Piece on Medicare
27 – 28
ARA Piece on Social Security and Medicare
29 – 30
Tips on Getting More Members Signed Up for RPEC
31 – 32
Action Steps to Get Prospects To Join RPEC
Section 4 – Resources and General Information
Page 1
33
RESOURCES
Section 4 – Resources and General Information
Page 2
RPEC Membership Committee
2016
Tomas Sandoval, Chair
[email protected]
1608 Walnut PL
Wenatchee, WA 98407
Phone: (509) 630-1652
James Brandley
[email protected]
10630 32nd Drive SE
Everett, WA 98801
Phone: (425) 337-0884
29632
27
Louis Rivas
[email protected]
8140 11th Ave SW
Seattle, WA 98106
Phone: (206) 293-1632
28373
28
27831
6
Colleen McGinn
[email protected]
9245 37th Ave S
Seattle, WA 98118
Phone: (206) 725-6294
17190
3
Christine Clark
[email protected]
2002 W Hamilton Road
Deer Park, WA 99006
Phone: (509) 599-6881
23978
13
Deborah Axelson
24757
[email protected]
1081 E Treasure Island Drive
Allyn, WA 98524
Phone: (360) 275-7975
24
Carol Dotlich
[email protected]
8312 198th St E
Spanaway, WA 98387
Phone: (253)-846-6371
28476
12
Alpha O Laughlin
[email protected]
109 N Blue St
Walla Walla, WA 99362
Phone: (509) 520-3975
30368
11
John Pierson
[email protected]
2910 N Brooks Road
Medical Lake, WA 99022
Phone: (509) 220-6819
16272
14
Carol Thompson
[email protected]
PO Box 13
Kelso, WA 98626
Phone: (360) 425-3733
28381
20
Mike Watson, RPEC President
19814
[email protected]
1003 YEW AVE NE
Olympia, WA 98506
Phone: (360) 704-8313
Section 4 – Resources and General Information
Page 3
2
Revised 11/23/15
Section 4 – Resources and General Information
Page 4
CHAPTER MEMBERSHIP CHAIRS
Cha Last_name
pter
First_name
Address_1
City
St
at
e
02
STAUFFER
MARGIE E
4212
MERIDIAN
RD SE
OLYMPIA
W 98513
A
MARGLEE2@C (360)
OMCAST.NET 4913044
03
MCGINN
COLLEEN M
9245 37TH
AVE S
SEATTLE
W 98118
A
TREFRGFRM
[email protected]
06
BRANDLEY
JAMES A
10630 32ND
DR SE
EVERETT
W 98208
A
JS.Brandley@gm (425)
ail.com
3370884
07
HALL
JOEL D
3605
GALIANO
DR
FERNDALE
W 98248
A
hey_joel@hotma (360)
il.com
2010979
08
MCCLURE
VERNA A
7821 CABIN
CREEK RD
SEDRO
WOOLLEY
W 98284
A
(360)
8263547
10
FOSS
MARY JANE
4509 S L ST
TACOMA
W 98418
A
(253)
4749001
11
MANAHAN
MARTIN A
636
WASHING
TON ST
WALLA
WALLA
W 99362
A
martymanahan
@charter.net
13
CLARK
CHRISTINE
E
2002 W
HAMILTON
RD
DEER PARK
W 99006
A
denison39@gma (509)
il.com
2762006
14
PIERSON
JOHN F
2910 N
BROOKS
RD
MEDICAL
LAKE
W 99022
A
fjpierson@gmail
.com
(509)
2206819
16
ALSETH
IRENE H
3701 GUN
CLUB RD
UNIT 136
YAKIMA
W 98901
A
bobbia61@hotm
ail.com
(509)
2489544
17
ROBBINS
CRAIG D
256 CLARK
RD
ONALASKA
W 98570
A
cbrobbins78@g
mail.com
(360)
2623930
Section 4 – Resources and General Information
Page 5
Zip
Home_e_mail
Home_
phone
(206)
7256294
(509)
5252072
18
STRAUGHN
PAULETTE I
171 MOORE
RD
ELMA
W 98541
A
bpstraughn@co
mcast.net
20
THOMPSON
CAROL G.
116
LEXINGTO
N AVE
KELSO
W 98626
A
duanecarolthom (360)
[email protected]
4253733
21
DONLEY
BEULAH B
KENNEWIC
K
W 99336
A
(509)
7353432
22
JORGENSEN
CAROL R
312 S
COLUMBIA
CENTER
BLVD UNIT
38
2255
TOWNE
POINT AVE
PORT
TOWNSEN
D
W 98368
A
eric_jorgensen_5 (360)
[email protected]
3792738
23
ZINDEL
ROBERT A
508 S H ST
PORT
ANGELES
W 98363
A
bobzindel@msn
.com
(360)
4571435
25
TURNER
KENNETH
W
2150 ROAD
20 NE
SOAP LAKE
W 98851
A
chesawturners
@gmail.com
(509)
7704407
26
BARTLESON
STEVEN L
PO BOX
1522
OMAK
W 98841
A
[email protected]
m
(509)
8265132
28
RIVAS
LOUIS A
8140 11TH
AVE SW
SEATTLE
W 98106
A
l.rivas9085@yah (206)
oo.com
2931632
30
MOZZONE
DONNA
233 5TH
AVE S APT
218
KENT
W 98032
A
[email protected]
m
(253)
7977660
35
LEE
CYNTHIA I.
15108 SE
41ST PL
BELLEVUE
W 98006
A
leegardens@ms
n.com
(425)
6417664
37
JOHNSTON
DARLENE A
MOUNTLA
KE
TERRACE
W 98043
A
dajohnston@fro
ntier.com
(425)
6735168
45
WELLER
ERNESS E
23007
LAKEVIEW
DR UNIT
A104
25 PETES
RETREAT
RD
REPUBLIC
W 99166
A
Section 4 – Resources and General Information
Page 6
(360)
4822531
(509)
7753690
Section 4 – Resources and General Information
Page 7
RETIRED PUBLIC EMPLOYEES COUNCIL CHAPTER PRESIDENTS
Chapter 1 – East Pierce County
Nell Snodgrass
PO Box 7107 Bonney Lake, WA 98391
360-897-2300 H
253-307-7223 C
[email protected]
Chapter 2 – Olympia
Dennis Johnston
1303 Central St SE Olympia, WA 98501
360-357-4588 H
360-951-3429 C
[email protected]
Chapter 3 - Seattle
Marian VanDerHyde
2500 S 370TH ST UNIT 126
Federal Way, WA 98003
(253) 561-1782
[email protected]
Chapter 6 – Everett
James Kresge
8111 188th St NW Stanwood, WA 98292
360-652-8811
[email protected]
Chapter 7 – Bellingham
Joel Hall
3605 Galiano Dr. Ferndale, WA 98248
360-201-0979
[email protected]
Chapter 8 – Skagit/Island County
John Smith
PO BOX 337
Clear Lake, WA 98235
(360) 856-6901
[email protected]
Chapter 9 – Vancouver
Julie McBride
12802 NE 17th St Vancouver, WA 98684
360-254-4603
[email protected]
Section 4 – Resources and General Information
Page 8
Chapter 10 – Ft. Steilacoom
Evelyn Bogrand
1302 Browns Pt Blvd Tacoma, WA 98422
253-952-7057
[email protected]
Chapter 11 – Walla Walla
Chet Smith
759 E Tietan St, Walla Walla, WA 99362
509-525-7398
[email protected]
Chapter 12 - Tacoma
Carol Dotlich
8312 198TH ST E
Spanaway, WA 98387
(253) 846-6371
[email protected]
Chapter 13 - Spokane
Gail Spaeth
2534 E Central, Spokane, WA 99208
509-487-2158
[email protected]
Chapter 14 – Medical Lake
Howard Jorgenson
PO Box 1024, Medical Lake, WA 99022
509-710-3873
Chapter 16 – Yakima
Helen John
1011 Goodlander Dr. Selah, WA 98942
509-697-5641
Chapter 17 – Lewis County
Jon Gust
1673 S Market Blvd #103 Chehalis, WA 9853
360-748-0692
[email protected]
Chapter 18 – Grays Harbor
Jeannine Bramstedt
PO Box 499 Cosmopolis, WA 98537
360-533-4641
[email protected]
Chapter 19 – Kitsap County
Sandie Reynolds
PO Box 43, Vaughn, WA 98394
253-514-8435
[email protected]
Chapter 20 – Cowlitz/Wahkiakum
Judy DeVoe
3256 Ocean Beach Hwy Longview, WA 98632
360-414-3281
[email protected]
Don Boxford
1021 Lindy St Wenatchee, WA 98801
509-665-8818
[email protected]
Chapter 28 – Univ. of WA
Mary Marbles
2600 19th Ave S Seattle, WA 98144
206-322-4914
[email protected]
Chapter 21 – Tri-Cities Area
Harlan Fortner
9512 W RICHARDSON RD
Pasco, WA 99301
(509) 547-6294
[email protected]
Chapter 29 – Colville
Rose Gotham
341 Hwy 395 S, Colville, WA 99114
509-684-2969
Chapter 22 – Jefferson County
Michael Marston
PO Box 2006 Port Townsend, WA 98368
360-821-1211
[email protected]
Chapter 30 – So. King County
Buz Chromy
21323 103RD PL SE Kent, WA 98031
(253) 852-8296
[email protected]
Chapter 23 – Clallam County
Robert Zindel
508 South H St Port Angeles, WA 98363
360-457-1435
[email protected]
Chapter 35 – King County Metro
Dan Wasell
12345 LAKE CITY WAY NE # 149
Seattle, WA 98125
(206) 361-3711
[email protected]
Chapter 24 – Mason County
Earl Mallinger
173 E PHILLIPS LAKE LOOP RD
Shelton, WA 98584
(360) 426-5024
[email protected]
Chapter 37 – Lynnwood
Brenda Williams
6028 NE 203rd St Kenmore, WA 98028
206-399-2183
[email protected]
Chapter 25 – Grant County
Ken Turner
2150 ROAD 20 NE Soap Lake, WA 98851
(509) 770-4407
[email protected]
Chapter 39 – Asotin-Garfield
Darrell Russell
629 10th St Lewiston, ID 83501
208-798-1692
[email protected]
Chapter 26 – Okanogan County
Steven Bartleson
PO Box 1522 Omak, WA 98841
509-826-5132
[email protected]
Chapter 40 – Pacific County
Edith Shire
PO Box 633 Long Beach, WA 98631
360-642-2831
Chapter 27 – Chelan/Douglas County
Section 4 – Resources and General Information
Page 9
Chapter 44 – Ritzville
Eldo Klein
406 W 6th Ritzville, WA 99169
509-659-1289
Chapter 45 - Republic
Bobbi Weller
25 PETES RETREAT RD Republic, WA 99166
(509) 775-3690
[email protected]
Chapter 46 – Bellevue-Eastside
Brian Lindgren
6415 SE 24th St Mercer Island, WA 98040
253-205-6075
[email protected]
Updated: 11/25/15
Section 4 – Resources and General Information
Page 10
RETIRED PUBLIC EMPLOYEES COUNCIL OF WASHINGTON
906 Columbia St SW, Suite 501
Olympia, WA 98501
360.352.8262 or 800.562.6097, www.rpecwa.org
Updated:11/25/15
Section 4 – Resources and General Information
Page 11
Chapter Meeting Schedule
RPEC Chapter Information
Chapter Information
Meeting Place
President Name
Board Name
1– East Pierce County
nd
2 Thursday Monthly 11:00 am
2 – Olympia
nd
2 Thursday Monthly Sept-May 1:30
pm
3 – Seattle
rd
3 Tuesday Monthly Sept-May 11:30
pm
Midtown Grill
20609 WA-410 in Bonney Lake
The Olympia Center
222 N Columbia Ave, Room A -Olympia
Razzi’s Pizzeria,
8523 Greenwood Ave. N -- Seattle
Nell Snodgrass
253.897.2300
Denny Johnston
360.357.4588
Nell Snodgrass
360.897.2300
Nancy Heley
360.456.1236
Marian VanDerHyde
(253) 561-1782
6 – Everett
st
1 Tuesday Monthly Sept-June 1:30
pm
7 – Bellingham
st
1 Tuesday Monthly Sept-June 10:15
am
8 – Skagit County
nd
2 Thursday Monthly Sept-June 1:00
pm
9 – Vancouver
rd
3 Thursday Monthly 1:00 pm
10 – Western State Retirees
st
1 Thursday Sept-July 11:30 am
st
August Picnic 1 Friday
11 – Walla Walla
nd
2 Tuesday Sept-May 1:00 pm
12 – Tacoma
nd
2 Wednesday Monthly Sept-June
11:00 am
13 – Spokane
nd
2 Thursday Mo except Jan & July
11:00 am
14 – Medical Lake
th
4 Wednesday Mo Sept – June Noon
15 – Ellensburg
16 – Yakima
rd
3 Wednesday Mo Sept – May 11:45
am
17 – Lewis County
st
1 Wednesday Monthly 11:45 am
18 – Grays Harbor
nd
2 Tuesday Mo Sept – May 11:30 am
19 – Kitsap County
nd
2 Wednesday Sept – May 11:30 am
20 – Cowlitz-Wahkiakum
rd
3 Tuesday Mo Sept-May 1:00 pm
Carl Gipson Senior Center
3025 Lombard Ave -- Everett
Jim Kresge
360.652.881
Bill Zeigler
206.723.2607
Claude Burfect
206.719.0728
Bob Bandarra
360.778.1143
Bellingham Senior Center
315 Halleck St -- Bellingham
Joel Hall
360.201.0979
Bob Bandarra
360.778.1143
Sedro-Woolley Senior Center
724 State Street -- Sedro Woolley
John Smith
360.856-6901
Bob Bandarra
360.778.1143
Immanuel Lutheran Church
8310 MacArthur Blvd -- Vancouver
AAA Buffet
10310 South Tacoma Way, Lakewood,
WA 98499
Smith Family Restaurant
1425 W Pine – Walla Walla
Homestead Restaurant
7837 S Tacoma Way -- Lakewood
Julie McBride
360.245.4603
Duane Thompson
360.425.3733
Evelyn Bogrand
253.952.7057
Nell Snodgrass
360.897.2300
Chet Smith
509.525.7398
Carol Dotlich
253.985-3280
Alpha O Laughlin
509.520.3975
Nell Snodgrass
360.897.2300
Round Table Pizza/Town & County
Mall
1908 West Francis Ave -- Spokane
Medical Lake City Hall
124 S Lefevre St – Medical Lake
INACTIVE
Sea Galley
25 East Valley Mall Blvd – Union Gap
Gail Spaeth
509.487.2158
Kandy Kraig
509.868.8216
Howard Jorgenson
509.710.3873
Kandy Kraig
509.868.8216
Helen John
509.697.5641
Alpha O Laughlin
509.520.3975
Sunbirds Restaurant
1157 N National Ave -- Chehalis
Golden Dragon Restaurant
710 Simpson Ave -- Hoquiam
All Star Lanes
10710 Silverdale Way NW -- Silverdale
Shamrock Bar & Grill
th
1131 15 Ave in Longview
Jon Gust
360.748.0692
Jeannine Bramstedt
360.533.4641
Sandie Reynolds
253.514.8435
Judy DeVoe
360.414.3281
Duane Thompson
360.425.3733
Michael Marston
360.821.1211
Michael Marston
360.821.1211
Duane Thompson
360.425.3733
21 – Tri-Cities
th
4 Tuesday Monthly 11:00 am
22 – Jefferson County
nd
2 Tue Quarterly - Jan Apr July Oct
Noon
23 – Clallam County
Mar June Sept Dec 11:00am
The Old Country Buffet
Columbia Center Blvd -- Kennewick
Hwy 20 Road House
2152 Sims Way -- Port Townsend
Bernice Faries
509.582.2689
Michael Marston
360.821.1211
Alpha O Laughlin
509.520.3975
Michael Marston
360.821.1211
North Olympic Skills Center
th
905 W 9 Street -- Port Angeles
Bob Zindel
360.457.1435
Michael Marston
360.821.1211
Section 4 – Resources and General Information
Page 12
24 – Mason County
st
1 Thursday Monthly 11:30 am
25 – Grant County
rd
3 Thursday Monthly Noon
26 – Okanogan County
nd
2 Tuesday Monthly 11:30 am
27 – Chelan-Douglas County
nd
2 Thursday Sept – May Noon
28 – UW Retirees
rd
3 Tues Feb Apr Jun Aug Oct Dec
Noon
Alpine Way Senior Center
900 Alpine Way -- Shelton
Don’s Restaurant
14 Canna N -- Soap Lake
Magoo’s Restaurant
24 N Main St -- Omak
The Eagles Lodge
th
1510 9 St -- Wenatchee
Sizzler’s Restaurant
16615 South Center Pkwy -- Tukwila
Earl Mallinger
360.426.5024
Ken Turner
509.770-4407
Steve Bartleson
509.826.5132
Tomas Sandoval
360.425.3733
Mary Marbles
206.322.4914
29 – Colville
nd
2 Wednesday Monthly 11:30 am
30 – South King County
nd
2 Wed Feb Apr June Aug Oct Dec
12:15
Eagles Lodge
608 N Wynne -- Colville
Renton IHOP
610 Rainier Ave S -- Renton
Rose Gotham
509.684.2969
Buz Chromy
253.852.8296
32 – Whitman County
35 – King County Retirees
Jan Apr June Oct 11:00 am
INACTIVE
Sizzler Restaurant
16615 Southcenter Pkwy -- Tukwila
Dan Wasell
206.361.3711
36 – Klickitat County
37 – Lynnwood
st
1 Thursday Monthly Sept – June 1:00
pm
39 – Asotin-Garfield
rd
3 Wednesday Monthly
40 – Pacific County
rd
3 Tuesday Monthly Jan-Oct
41- Island County
44 –Ritzville
nd
2 Tues Mar Jun Sep Dec 9:00 am
45 – Republic Area
st
1 Monday Jan, Apr, July, Oct Noon
46 – Bellevue-Eastside
rd
3 Wednesday Monthly Aug–May
12:00 pm
Bill Ziegler
206.723.2607
Claude Burfect
206.719.0728
INACTIVE
Mountlake Terrace Library
th
23300 58 Ave W – Mountlake
Terrace
Varies
Bob Bandarra
360.778.1143
Bob Bandarra
360.778.1143
Darrell Russell
208.798.1692
Edith Shire
360.642.2831
Alpha O Laughlin
509.520.3975
Duane Thompson
360.425.3733
Roy Klein
509.659.1289
Bobbi Weller
509.775.3690
Brian Lindgren
253.205.6075
48 –Newport
Last Updated 2/2/16
Kandy Kraig
509.868.8216
Tomas Sandoval
360.425.3733
Bill Ziegler
206.723.2607
Claude Burfect
206.719.0728
INACTIVE
Varies
INACTIVE
Ritz Roadhouse
1604 Smittys Blvd -- Ritzville
Freckle Face Gourmet BBQ
18 N Clark Ave -- Republic
Family Pancake House
17621 Redmond Way -- Redmond
Section 4 – Resources and General Information
Page 13
Michael Marston
360.821.1211
Tomas Sandoval
360.425.3733
Tomas Sandoval
360.425.3733
Tomas Sandoval
360.425.3733
Bill Zeigler
206.723.2607
Claude Burfect
206.719.0728
Kandy Kraig
509.868.8216
Bill Ziegler
206.723.2607
Claude Burfect
206.719.0728
GENERAL INFORMATION
Section 4 – Resources and General Information
Page 14
General Information About RPEC
RPEC is an independent not-for-profit corporation, affiliated with the American Federation of State,
County & Municipal Employees (AFSCME) and the Washington State Labor Council. RPEC is a
member of the National Council of Senior Citizens, the Alliance of Retired Americans, and the
Washington Senior Citizen’ Lobby.
RPEC works with the Employee Retirement Benefits Board, the Department of Retirement Services
(DRS), and the Legislature on behalf of retired public employees.
RPEC clout comes from the strength of being a large organization with members who vote!
RPEC is divided geographically into 37 local chapters, each with its own elected officers and budget.
New members are assigned to the chapter in their home area unless they retired from one of these
employers. Members who move are automatically reassigned to the chapter nearest their new residence,
but they may make a request to remain with their old chapter.
RPEC membership dues are $7 per month, and can be deducted monthly from a members pension
check.
Many AFSCME locals will pay up to one year’s dues upon request. Chapters should contact
locals in their areas reminding them of this and urging them to do so. The ideal way to
accomplish this is to have the retiree fill out a deduction form and give it to the union to send in
with the check for the first year.
RPEC has an active PAC to help political candidates who support our issues.
RPEC represents over 9,800 retired state, city, counties, municipalities and political subdivisions.
RPEC has local chapter meetings and an annual convention.
RPEC has a website and regular newsletter with legislative updates and news that matters to you. The
web address is www.rpecwa.org.
Section 4 – Resources and General Information
Page 15
Retired Public Employees Council
of Washington
Significant Accomplishments
The Retired Public Employees Council focuses on issues important to retired public employees. These
include, but are not limited to the full funding of pensions, cost-of-living adjustments (COLAs), erosion of
purchasing power, rapidly rising health coverage costs, access to health coverage, retirement age, and
more. RPEC took a leadership role in promoting the following accomplishments, most of which required
lobbying the state Legislature for new legislation.
RPEC currently represents its members on the following boards, committees & coalitions:
Select Committee For Pension Policy
Public Employees Benefit Board
Washington State Investment Board
DRS Pension Advisory Committee
Public Employees for Pension Responsibility
Washington State Alliance for Retired Americans
Washington Senior Lobby
Healthy Washington Coalition
Due to RPEC’s efforts in the Legislature:
 The 2015 proposed budget cut of $40 per month to the subsidy for Medicare eligible retirees covered
through the Public Employee Benefit Board was defeated. This effort was also defeated in 2013. The
legislature had cut the subsidy from $182.89 to $150 in 2011.
 In 2015, the legislature passed HB 1168, the bill correction that would continue to allow PERS 1
members to return to work for up to 867 hours, which would not have been allowed after 2016
otherwise.
 In the 2013-2014 legislative session, we defeated SB 5851, the proposed bill creating a Plan 4 pension,
which would have undermined current pensions and cost the state a significant amount to set up.
 From 2010 to 2015, the state legislature has been fully funding their contribution to the pensions.
 2012 Legislative Session – RPEC was instrumental in the passage of the Healthcare Authority
Ombudsman via the Office of the Insurance commissioner. Currently, volunteer RPEC members are
being trained for our “Champion Program.” When training is completed, they will be available to
answer questions that retirees and seniors have on health care issues, and direct them if needed to the
appropriate agency for further assistance.
Section 4 – Resources and General Information
Page 16
Washington Annuitants by County
County
System
Active
ADAMS
ADAMS
ADAMS
ADAMS
ADAMS
ADAMS
ADAMS
ASOTIN
ASOTIN
ASOTIN
ASOTIN
ASOTIN
ASOTIN
ASOTIN
BENTON
BENTON
BENTON
BENTON
BENTON
BENTON
BENTON
BENTON
CHELAN
CHELAN
CHELAN
CHELAN
CHELAN
CHELAN
CHELAN
CHELAN
CLALLAM
CLALLAM
CLALLAM
CLALLAM
CLALLAM
CLALLAM
CLALLAM
CLARK
CLARK
CLARK
CLARK
CLARK
SERS
LEOFF
PSERS
PERS
WSP
TRS
Total:
SERS
LEOFF
PSERS
PERS
WSP
TRS
Total:
SERS
JUDICIAL
LEOFF
PSERS
PERS
WSP
TRS
Total:
SERS
JUDICIAL
LEOFF
PSERS
PERS
WSP
TRS
Total:
SERS
LEOFF
PSERS
PERS
WSP
TRS
Total:
SERS
JUDICIAL
LEOFF
PSERS
PERS
293
30
36
344
5
255
963
181
34
8
292
2
161
678
1953
0
419
238
3650
27
2552
8839
713
0
169
41
1787
16
984
3710
528
160
233
1776
14
603
3314
3810
0
724
152
5050
Inactive Annuitants
190
6
14
317
1
53
581
92
6
7
306
0
28
439
1125
0
65
65
3665
4
562
5486
467
0
23
17
1475
2
290
2274
317
26
112
1554
7
191
2207
3017
0
87
49
4458
Section 4 – Resources and General Information
Page 17
38
18
0
187
1
129
373
33
27
0
296
4
131
491
281
2
245
5
2089
21
1146
3789
132
3
195
2
1305
35
703
2375
137
158
3
1320
17
536
2171
565
5
355
3
2991
Total
Members
521
54
50
848
7
437
1917
306
67
15
894
6
320
1608
3359
2
729
308
9404
52
4260
18114
1312
3
387
60
4567
53
1977
8359
982
344
348
4650
38
1330
7692
7392
5
1166
204
12499
Total Monthly
Benefit
$566,797.00
$729,995.00
$7,278,399.00
$4,615,970.00
$3,659,929.00
CLARK
CLARK
CLARK
COLUMBIA
COLUMBIA
COLUMBIA
COLUMBIA
COLUMBIA
COLUMBIA
COLUMBIA
COWLITZ
COWLITZ
COWLITZ
COWLITZ
COWLITZ
COWLITZ
COWLITZ
COWLITZ
DOUGLAS
DOUGLAS
DOUGLAS
DOUGLAS
DOUGLAS
DOUGLAS
DOUGLAS
FERRY
FERRY
FERRY
FERRY
FERRY
FERRY
FERRY
FRANKLIN
FRANKLIN
FRANKLIN
FRANKLIN
FRANKLIN
FRANKLIN
FRANKLIN
GARFIELD
GARFIELD
GARFIELD
GARFIELD
GARFIELD
GARFIELD
GARFIELD
WSP
TRS
Total:
SERS
LEOFF
PSERS
PERS
WSP
TRS
Total:
SERS
JUDICIAL
LEOFF
PSERS
PERS
WSP
TRS
Total:
SERS
LEOFF
PSERS
PERS
WSP
TRS
Total:
SERS
LEOFF
PSERS
PERS
WSP
TRS
Total:
SERS
LEOFF
PSERS
PERS
WSP
TRS
Total:
SERS
LEOFF
PSERS
PERS
WSP
TRS
Total:
48
4624
14408
83
23
11
215
1
62
395
996
0
242
81
1786
20
981
4106
461
71
16
896
13
444
1901
69
8
6
151
1
59
294
870
133
223
1469
5
880
3580
27
8
2
74
1
26
138
11
1131
8753
53
7
4
168
0
16
248
611
0
28
29
1517
1
208
2394
275
8
6
585
3
99
976
62
6
4
175
0
15
262
559
23
46
1361
0
176
2165
9
1
0
95
0
13
118
Section 4 – Resources and General Information
Page 18
34
2041
5994
20
10
0
139
2
40
211
203
2
173
2
1324
14
710
2428
74
60
1
641
13
285
1074
13
16
0
132
1
39
201
108
70
0
609
7
304
1098
5
7
0
48
1
34
95
93
7796
29155
156
40
15
522
3
118
854
1810
2
443
112
4627
35
1899
8928
810
139
23
2122
29
828
3951
144
30
10
458
2
113
757
1537
226
269
3439
12
1360
6843
41
16
2
217
2
73
351
$10,852,169.00
$327,472.00
$4,440,183.00
$2,062,862.00
$327,775.00
$1,906,690.00
$138,401.00
GRANT
GRANT
GRANT
GRANT
GRANT
GRANT
GRANT
GRAYS HARBOR
GRAYS HARBOR
GRAYS HARBOR
GRAYS HARBOR
GRAYS HARBOR
GRAYS HARBOR
GRAYS HARBOR
GRAYS HARBOR
ISLAND
ISLAND
ISLAND
ISLAND
ISLAND
ISLAND
ISLAND
ISLAND
JEFFERSON
JEFFERSON
JEFFERSON
JEFFERSON
JEFFERSON
JEFFERSON
JEFFERSON
JEFFERSON
KING
KING
KING
KING
KING
KING
KING
KING
KING
KITSAP
KITSAP
KITSAP
KITSAP
KITSAP
KITSAP
SERS
LEOFF
PSERS
PERS
WSP
TRS
Total:
SERS
JUDICIAL
LEOFF
PSERS
PERS
WSP
TRS
Total:
SERS
JUDICIAL
LEOFF
PSERS
PERS
WSP
TRS
Total:
SERS
JUDICIAL
LEOFF
PSERS
PERS
WSP
TRS
Total:
SERS
JUDICIAL
LEOFF
PSERS
PERS
WSP
TRS
JUDGES
Total:
SERS
JUDICIAL
LEOFF
PSERS
PERS
WSP
1135
184
38
2098
19
1067
4541
772
0
232
177
2303
14
710
4208
562
0
211
47
1275
9
708
2812
161
0
70
14
543
3
176
967
12472
0
3826
457
39069
126
18059
0
74009
2040
0
640
156
4267
47
733
37
14
1646
3
190
2623
508
0
32
56
1821
2
151
2570
334
0
40
24
1254
0
270
1922
118
0
17
8
566
2
117
828
8701
0
542
183
41723
15
6804
0
57968
1255
0
75
58
4444
2
Section 4 – Resources and General Information
Page 19
174
131
0
1172
19
469
1965
168
1
209
2
1389
15
539
2323
147
1
165
1
1046
10
775
2145
57
1
69
0
474
5
282
888
1870
37
1896
8
16279
84
9568
4
29746
437
4
320
0
2509
25
2042
352
52
4916
41
1726
9129
1448
1
473
235
5513
31
1400
9101
1043
1
416
72
3575
19
1753
6879
336
1
156
22
1583
10
575
2683
23043
37
6264
648
97071
225
34431
4
161723
3732
4
1035
214
11220
74
$3,594,296.00
$4,065,234.00
$3,830,305.00
$1,476,912.00
$57,338,441.00
KITSAP
KITSAP
KITSAP
KITTITAS
KITTITAS
KITTITAS
KITTITAS
KITTITAS
KITTITAS
KITTITAS
KLICKITAT
KLICKITAT
KLICKITAT
KLICKITAT
KLICKITAT
KLICKITAT
KLICKITAT
KLICKITAT
LEWIS
LEWIS
LEWIS
LEWIS
LEWIS
LEWIS
LEWIS
LINCOLN
LINCOLN
LINCOLN
LINCOLN
LINCOLN
LINCOLN
LINCOLN
MASON
MASON
MASON
MASON
MASON
MASON
MASON
MASON
MASON
OKANOGAN
OKANOGAN
OKANOGAN
OKANOGAN
OKANOGAN
TRS
JUDGES
Total:
SERS
LEOFF
PSERS
PERS
WSP
TRS
Total:
SERS
JUDICIAL
LEOFF
PSERS
PERS
WSP
TRS
Total:
SERS
LEOFF
PSERS
PERS
WSP
TRS
Total:
SERS
LEOFF
PSERS
PERS
WSP
TRS
Total:
SERS
JUDICIAL
LEOFF
PSERS
PERS
WSP
TRS
JUDGES
Total:
SERS
LEOFF
PSERS
PERS
WSP
2072
0
9222
266
197
37
1537
24
533
2594
243
0
41
17
435
6
221
963
783
186
76
2227
32
764
4068
173
30
12
300
3
156
674
586
0
144
120
2108
16
421
0
3395
466
86
26
785
8
670
0
6504
224
15
19
1149
0
161
1568
174
0
3
3
484
1
68
733
509
33
12
1747
3
177
2481
95
6
6
240
2
42
391
394
0
14
45
1384
3
129
0
1969
334
18
7
847
0
Section 4 – Resources and General Information
Page 20
1588
1
4884
51
101
0
817
16
313
1298
47
1
36
0
380
6
129
599
183
147
1
1535
18
654
2538
40
27
0
260
4
118
449
122
2
153
0
1353
26
480
1
2137
109
101
0
693
11
4330
1
20610
541
313
56
3503
40
1007
5460
464
1
80
20
1299
13
418
2295
1475
366
89
5509
53
1595
9087
308
63
18
800
9
316
1514
1102
2
311
165
4845
45
1030
1
7501
909
205
33
2325
19
$8,481,058.00
$2,286,007.00
$906,300.00
$4,252,627.00
$729,101.00
$3,924,586.00
OKANOGAN
OKANOGAN
PACIFIC
PACIFIC
PACIFIC
PACIFIC
PACIFIC
PACIFIC
PACIFIC
PEND ORIELLE
PEND ORIELLE
PEND ORIELLE
PEND ORIELLE
PEND ORIELLE
PEND ORIELLE
PEND ORIELLE
PIERCE
PIERCE
PIERCE
PIERCE
PIERCE
PIERCE
PIERCE
PIERCE
PIERCE
SAN JUAN
SAN JUAN
SAN JUAN
SAN JUAN
SAN JUAN
SAN JUAN
SAN JUAN
SKAGIT
SKAGIT
SKAGIT
SKAGIT
SKAGIT
SKAGIT
SKAGIT
SKAGIT
SKAMANIA
SKAMANIA
SKAMANIA
SKAMANIA
SKAMANIA
SKAMANIA
TRS
Total:
SERS
LEOFF
PSERS
PERS
WSP
TRS
Total:
SERS
LEOFF
PSERS
PERS
WSP
TRS
Total:
SERS
JUDICIAL
LEOFF
PSERS
PERS
WSP
TRS
JUDGES
Total:
SERS
LEOFF
PSERS
PERS
WSP
TRS
Total:
SERS
LEOFF
PSERS
PERS
WSP
TRS
JUDGES
Total:
SERS
LEOFF
PSERS
PERS
WSP
TRS
463
1834
245
67
26
556
3
202
1099
114
27
0
237
2
105
485
6752
0
2956
562
16531
168
9153
0
36122
122
33
5
374
0
133
667
1155
299
69
2196
26
1205
0
4950
82
19
10
167
1
71
106
1312
217
10
11
473
0
52
763
72
5
1
182
0
28
288
3957
0
404
181
15342
28
2384
0
22296
94
6
2
308
0
73
483
742
43
17
2002
6
354
0
3164
60
0
0
179
0
20
Section 4 – Resources and General Information
Page 21
374
1288
57
42
0
501
5
195
800
33
25
1
203
2
109
373
1209
12
1244
7
8014
84
5071
1
15642
17
25
1
198
1
151
393
191
194
1
1640
35
1029
1
3091
16
14
0
140
0
61
943
4434
519
119
37
1530
8
449
2662
219
57
2
622
4
242
1146
11918
12
4604
750
39887
280
16608
1
74060
233
64
8
880
1
357
1543
2088
536
87
5838
67
2588
1
11205
158
33
10
486
1
152
$2,135,586.00
$1,324,730.00
$569,690.00
$29,455,624.00
$574,273.00
$5,542,642.00
SKAMANIA
SNOHOMISH
SNOHOMISH
SNOHOMISH
SNOHOMISH
SNOHOMISH
SNOHOMISH
SNOHOMISH
SNOHOMISH
SNOHOMISH
SPOKANE
SPOKANE
SPOKANE
SPOKANE
SPOKANE
SPOKANE
SPOKANE
SPOKANE
SPOKANE
STEVENS
STEVENS
STEVENS
STEVENS
STEVENS
STEVENS
STEVENS
STEVENS
THURSTON
THURSTON
THURSTON
THURSTON
THURSTON
THURSTON
THURSTON
THURSTON
WAHKIAKUM
WAHKIAKUM
WAHKIAKUM
WAHKIAKUM
WAHKIAKUM
WAHKIAKUM
WAHKIAKUM
WALLA WALLA
WALLA WALLA
WALLA WALLA
WALLA WALLA
Total:
SERS
JUDICIAL
LEOFF
PSERS
PERS
WSP
TRS
JUDGES
Total:
SERS
JUDICIAL
LEOFF
PSERS
PERS
WSP
TRS
JUDGES
Total:
SERS
JUDICIAL
LEOFF
PSERS
PERS
WSP
TRS
Total:
SERS
JUDICIAL
LEOFF
PSERS
PERS
WSP
TRS
Total:
SERS
LEOFF
PSERS
PERS
WSP
TRS
Total:
SERS
JUDICIAL
LEOFF
PSERS
350
5121
0
2201
575
14212
113
5833
0
28055
3632
0
1028
308
8811
84
5181
0
19044
465
0
60
16
625
3
397
1566
2311
0
778
311
19569
115
3035
26119
36
12
1
136
2
40
227
547
0
151
280
259
3160
0
204
157
12700
20
1696
0
17937
2109
0
128
130
7379
6
1339
0
11091
308
0
8
6
599
0
107
1028
1631
0
121
128
10276
11
875
13042
17
3
1
131
1
13
166
314
0
18
66
Section 4 – Resources and General Information
Page 22
231
869
6
1010
4
6620
58
3140
2
11709
795
11
876
3
5058
86
3286
1
10116
101
1
74
0
570
11
250
1007
398
8
339
2
9919
157
2160
12983
11
9
0
91
0
46
157
97
2
116
1
840
9150
6
3415
736
33532
191
10669
2
57701
6536
11
2032
441
21248
176
9806
1
40251
874
1
142
22
1794
14
754
3601
4340
8
1238
441
39764
283
6070
52144
64
24
2
358
3
99
550
958
2
285
347
$352,215.00
$22,954,263.00
$18,511,953.00
$1,568,840.00
$26,442,393.00
$254,709.00
WALLA WALLA
WALLA WALLA
WALLA WALLA
WALLA WALLA
WHATCOM
WHATCOM
WHATCOM
WHATCOM
WHATCOM
WHATCOM
WHATCOM
WHATCOM
WHATCOM
WHITMAN
WHITMAN
WHITMAN
WHITMAN
WHITMAN
WHITMAN
WHITMAN
YAKIMA
YAKIMA
YAKIMA
YAKIMA
YAKIMA
YAKIMA
YAKIMA
YAKIMA
OUT OF STATE
OUT OF STATE
OUT OF STATE
OUT OF STATE
OUT OF STATE
OUT OF STATE
OUT OF STATE
OUT OF STATE
OUT OF COUNTRY
OUT OF COUNTRY
OUT OF COUNTRY
OUT OF COUNTRY
OUT OF COUNTRY
OUT OF COUNTRY
OUT OF COUNTRY
DRS TOTAL
PERS
1567
WSP
7
TRS
605
Total:
3157
SERS
1434
JUDICIAL
0
LEOFF
583
PSERS
81
PERS
3514
WSP
26
TRS
1999
JUDGES
0
Total:
7637
SERS
286
LEOFF
98
PSERS
8
PERS
1641
WSP
7
TRS
335
Total:
2375
SERS
2633
JUDICIAL
0
LEOFF
450
PSERS
151
PERS
3881
WSP
35
TRS
3128
Total:
10278
SERS
360
JUDICIAL
0
LEOFF
244
PSERS
70
PERS
2386
WSP
6
TRS
1157
Total:
4223
SERS
1
LEOFF
0
PSERS
0
PERS
8
WSP
0
TRS
4
Total:
13
Total:
297980
1183
0
163
1744
859
0
54
29
3007
8
783
0
4740
220
11
5
1859
0
114
2209
1340
0
57
88
3570
6
610
5671
4292
0
434
119
22219
29
7745
34838
35
3
3
183
0
123
347
226838
Section 4 – Resources and General Information
Page 23
924
11
419
1570
252
3
252
1
2090
13
1302
1
3914
48
34
0
826
4
220
1132
430
2
342
0
2776
40
1667
5257
852
6
1630
8
9570
83
5145
17294
8
13
0
161
1
77
260
156489
3674
18
1187
6471
2545
3
889
111
8611
47
4084
1
16291
554
143
13
4326
11
669
5716
4403
2
849
239
10227
81
5405
21206
5504
6
2308
197
34175
118
14047
56355
44
16
3
352
1
204
620
681307
$2,717,220.00
$6,771,359.00
$1,734,971.00
$9,266,914.00
$27,276,589.00
$326,071.00
$285,571,550.00
Washington State Investment Board FAQ
Q. What agency should I contact for questions about my pension plan or the Deferred Compensation
Program?
A. The Department of Retirement Systems provides detailed information on the state’s pension plans and
deferred compensation supplemental savings program. The tools and publications on DRS’ Web site can
help members determine which plan best meets their investment preferences, risk tolerances, and
retirement goals and expectations. DRS also provides information on how participants who decide to
move money from one self-directed investment option to another can do so. Visit DRS’ Web site
(www.drs.wa.gov) or for telephone assistance, call (360) 664-7000 in Olympia or toll-free at 1-800-5476657.
Q. What should participants of Plan 3 systems, Deferred Compensation Program, or the Judicial
Retirement Account do to protect their self-directed investments from volatility in the markets?
A. We understand market volatility creates more challenging investment decisions for Plan 3 retirement
system members, as well as those in the DCP and JRA. Because these plans are partially or completely
self-directed, depending on the investment choices one makes, market fluctuations may have a greater
and more immediate impact on investment performance.
The Plan 3 and DCP investment guides provided by the Department of Retirement Systems are designed
to help you determine which investment option, or combination of them, best meets your tolerance for
risk and your retirement goals. Before making any decision about switching from one investment option
to another, please review the investment guides, which are available through DRS at www.drs.wa.gov.
Q. How are my investments in the Deferred Compensation Program’s Savings Pool invested?
A. The DCP Savings Pool is comprised of Guaranteed Investment Contracts (GICs) which are a fixed rate,
fixed maturity contract always valued at par. GICs are issued by insurance companies with a financial
strength rating of Aa3 or better when the investment is made.
These companies are heavily regulated by state insurance departments which require each company to
keep a certain amount of cash reserves based on their liabilities. The GICs rate pari passu with policy
holders in the capital structure of the companies. That means we are first in line to get our money back
should one of them fail and go bankrupt.
As a result of the market crisis, the majority of the insurance companies providing guaranteed investment
contracts (GICs) to the Savings Pool have been downgraded to below Aa3, the policy’s minimum rating.
The WSIB has developed a transition plan for the Savings Pool until the markets stabilize. The plan
consists of investing the maximum allowed under policy with the insurance companies rated Aa3 or
better. The remaining cash will be invested in a money market fund. If ratings do not improve over time,
the investment strategy for this investment option will be reviewed.
Q. Why doesn’t the WSIB more frequently change its investment strategies for the state’s retirement
Commingled Trust Fund?
A. The WSIB has a globally diversified portfolio of high quality assets that is built focused on the longterm. One of the profound lessons of the past is that a steady and determined focus on one’s investment
plan, combined with the courage to stick with it, will be rewarded. Diversification really is the best
response to weathering market volatility and uncertainty.
Q. Why doesn’t the WSIB’s website provide daily performance results for each fund?
Section 4 – Resources and General Information
Page 24
A. Although we constantly track market data, the WSIB is a long-term investor and does not calculate and
provide fund performance numbers on a daily basis. The measurements of longer period performance
are more relevant in making important strategic decisions. We do publish monthly, quarterly, and annual
performance reports which, to ensure complete accuracy, must undergo a rigorous review and
accounting process before they are posted to our website.
Q.
How does the WSIB ensure transparency and integrity in managing investments?
The WSIB has one of the most rigorous and transparent governance structures in the country. The Board
members, as fiduciaries, and WSIB staff are legally held to the highest standard of care when making and
monitoring investments, which is for the sole benefit of the beneficiaries of the public retirement and
other trust funds that we have been entrusted to manage. We take this responsibility very seriously.
The Board has voluntarily adopted one of the strictest conflict of interest policies of any pension fund in
the nation, and adherence to this policy is audited annually by the State Auditor.
The Board practices the maxim that “prudence is process” and runs all investment decisions, managers,
and contracts through extensive due diligence. This is conducted by staff and often times, independent
consultants are used so the Board receives two independent sets of views before committing capital or
renewing commitments with any existing partner. Decisions are made in open public meetings and
results are promptly reported on our web site to ensure absolute transparency.
Once an investment contract is signed it is monitored by compliance staff, independent of the investment
division, who tests all the terms and conditions of the contracts to ensure compliance with investment
policies, fee schedules, and reporting requirements.
Finally, the State Auditor’s Office has audited the investment service contracts in three of the last four
annual audits, and for 18 consecutive years the WSIB has received clean audit reports from the SAO with
absolutely no findings.
The Board has also contracted with two independent third parties to verify our financials and
performance. Peterson Sullivan LLP is the Board’s independent financial auditing firm and has had no
audit findings or any adjustments to the financials.
Cost Effectiveness Measurements, a benchmarking firm out of Toronto, looks at how well WSIB
performance compares to 167 other U.S. funds. According to CEM’s latest report, the WSIB’s five- year
total return of 6.7% was in the top quartile of our U.S. universe and, compared to our peer funds, we
remain a high performance, low cost organization.
The combination of a robust governance structure, strong fiduciary standard, ethics policy and thorough
due diligence and independent monitoring have kept the WSIB far afield of the scandals that have rocked
other funds and we expect will serve us well in the future.
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Q & A on Retirement Security
Question #1 What is the average public employee pension benefit in Washington?
Answer:
The average annual pension was $21,321 in 2012. (PERS 1 was $22,200 and PERS 2 was
$13,896)
Question #2 Where will I get my health insurance?
Answer:
While only a few county or municipal employers provide their retirees health insurance through
the Public Employee Benefit Board (PEBB), all state retirees have that access. Most retirees
who have access, choose to take part in the Uniform Classic plan which in 2013 cost them
$545.83 per month ($6,549 per year) if they were not Medicare eligible, and $219.24 per month
($2,630 per year) if they were Medicare eligible.
Question #3 What is the financial standard for Retirement Security?
Answer:
According to the Economic Opportunity Institute, the standard for a senior in Washington to be
considered economically secure is $28,620 if the senior pays a mortgage. A senior couple would
need to have $38,388 if they were paying a mortgage.
Question #4 Are our pensions fully funded?
Answer:
Washington state pensions are 95% funded overall, though PERS 1 has the lowest funding level
at 71%.
Question #5 Will I get an annual COLA to help keep up with inflation?
Answer:
All public pensions receive a cost-of-living adjustment every year, except PERS 1. RPEC is
currently a plaintiff in a lawsuit fighting the COLA elimination.
Nothing is guaranteed!
To learn more visit our web-site at www.rpecwa.org
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RPEC Opposes Defined-contribution Retirement System Changes
The Retired Public Employees Council of Washington (RPEC) opposes efforts to create a new definedcontribution retirement system (Plan 4) in the State’s retirement systems for public employees. We oppose
both a new “voluntary option” (SB 5851) and a mandatory approach (SB 5856), which depart from traditional
defined-benefit retirement plans that are well-funded and cost-effective. The creation of a Plan 4 is unnecessary
and bad for State and local governments, their current and retired employees, and the state’s economy.
Washington’s current pensions system is the 4th highest funded the U.S. The only underfunded plan is Plan 1
which is due to the state not making their full payment over a number of years even though employees
continued to make their full contributions. Other Plans are currently projected to be more than adequately
funded. A new plan will not help address historic Plans 1 underpayments and will negatively affect the funding
levels of Plans 2 and 3.
Pension “Reform” Is Not Necessary
• Washington’s public pension systems are fiscally sound, overall the 4th best in the nation, according to
The Pew Charitable Trust
• State investment Board (SIB) investment earnings leads the nation because of the pooled fund approach
and predictable flow of funds under existing plans
• In recent years, 84% of the typical DRS pensions paid in Washington come from SIB investment earnings
• Defined Benefit provides more Bang for the Buck- Independent studies consistently show that definedbenefit plans earn more per dollar invested because of the long-term pooled investment approach made
possible (as in the approach of the SIB)
New Defined-Contribution Plan Is Bad Policy
• The current system already includes a hybrid pension plan (Plans 3) that combines characteristics of a
defined-benefit and defined-contribution pension. Plans 3 are more than adequately funded. Diverting the
flow of funds from the current Plans 2 and 3 into new defined-contribution plans would underfund Plans 2
and 3 to an extent similar as Plans 1.
• State and local budgets would be severely impacted because employers (State, Counties, and
Municipalities) will have to increase their contribution as less money is coming in.
• Self-directed defined-contribution plans force the State Investment Board to keep more of the funds in
liquid short-term investments to allow employees the flexibility to change investment options. This
reduces the overall returns to support pensions.
• Public employees would have no guaranteed pension benefit
• Reduced pensions mean reduced spending by retirees who turn each dollar contributed by taxpayers into
$9.60 in total output to the state and local economy.
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Tips on Getting More Members Signed Up for RPEC
by Marty Manahan, Pres., Chapter 11
2/7/14
1. Use your lists of Public Retirees in your area that Headquarters sends out periodically. Who do you
know on the lists? Who has retired from your worksite? (you have a connection with them already).
These lists have many good prospects to contact; some will join if contacted.
2. When phoning a male prospect, his wife could be your prime helper; women are sometimes more
receptive to RPEC than some men.
3. One woman I spoke with four years ago let her husband veto her decision to sign up. Just last month,
she finally sent in her completed application. It had taken several reminders in the intervening four
years when I happened to see her in the grocery store or Y. So it may take repeated contacts to
encourage a prospect to join.
4. When a prospect says “No,” it just means “Not” this time. Try again several more times; the answer
could be different.
5. Emphasize that RPEC is not a “union”. It’s an association of retirees from your worksite, plus other
fellow state, county, and city retirees, all of whom want to protect their hard-earned pensions and
benefits.
6. Some prospects are ready to join RPEC but just haven’t been asked. It took me only 30 seconds to say
“where do I sign?” There are others in similar situations.
7. Chapter luncheons/meetings are social events; you’ll see fellow retirees that you once worked with.
Make this a good social outlet to enjoy and appreciate. Many retirees are looking for more socializing.
8. You don’t have to attend chapter luncheons/meetings, but you’ll probably like them. Enjoy them
while you still can get around.
9. RPEC members share retirement tips: you can express your gripes, you can even rant. Others will
understand; we’re all in the same boat.
10. By promoting RPEC, a member is not selling, but sharing.
11. See if you can locate a larger facility/restaurant that will accommodate a larger number in attendance,
as well as provide an improved menu. We moved from a downtown restaurant with parking
problems, to a Shari’s, with more room, an improved menu, and more on-site parking. This move
increased our attendance by 50%.
12. Schedule a high caliber of guest speakers that will lead to greater member attendance, as well as being
more appealing to guests/prospects.
13. Feel and show true Empathy for the prospect. Put yourself in the other person’s shoes. What is
his/her experience that I can picture and experience? What can I say that will demonstrate sincere
Empathy? If he sees you showing empathy towards him, he’s more likely to join RPEC.
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14. Here are Stephen Colbert’s suggestions for convincing another person to act:
a. First, you must delight/entertain the other person with a warm greeting, so that the other
person’s attention can be gripped and made to listen.
b. Next, instruct the other person, so that the listener hears the truth, and understands what
he/she hears.
c.
Last, persuade the prospect, so that the person internalizes the truth they learned, and
makes a personal decision to join RPEC.
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Action Steps to Get Prospects To Join RPEC
by Marty Manahan, Pres., Chapter 11
2/7/14
I. Identify Prospects:
IV. Follow-Up with Prospect
From your place of employment
Call to make another contact, to ask for sale
“If I may ask, where did you retire from?”
Ask for referrals from friends etc.
Call friends, and friends of friends
II. Approach Prospect
Telephone call or visit
Letter after Telephone Call or visit
Letter without Telephone Call
Stop by the prospect’s address on cold call
III. One on One with Prospect
Share Your Passion for RPEC
Tell Your Story; Why You Belong to RPEC
More Reasons for Belonging to RPEC
Ask Questions of Prospect
Share Brochures
Find his/her “sweet spot” or need that RPEC
can fill
Ask for Sale
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If needed, call again to make another contact, to ask for
sale
If needed, make a visit to ask for sale
Invite prospect to a luncheon/meeting as a guest
(have Chapter pay for guest’s lunch)
V. Fill out the Application with Prospect
Work with the prospect to complete the application
(you can do this after a luncheon/meeting)
Have the prospect sign the application
Give the completed application to your Chapter
President