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Request for Intervention/Final Orders
Members of the Investment Plan or Pension Plan who are dissatisfied with the services of an Investment Plan or MyFRS Financial Guidance provider or one of its representatives, have the right to file a Request for Intervention. Interventions may include unresolved customer service complaints involving services or transactions, allegations of misconduct, or allegations of misrepresentation. An investigation will be conducted and the State Board of Administration (SBA) will issue a final agency action letter detailing the SBA's findings, any proposed resolution, and information on the next steps in the dispute resolution process.
If the member is not satisfied with the decision the member may request a hearing with the SBA within 21 days of receipt of the final agency action letter by filing a Petition for Hearing. The SBA will review the petition for compliance with the SBA's requirements and timeliness. If appropriate, the petition can be denied for lack of compliance and for failure to file within the stated timeline. If the SBA elects to request that an administrative law judge of the Division of Administrative Hearings (DOAH) be assigned to conduct the hearing, the SBA will forward the petition and all materials filed with the SBA to the DOAH within 15 days after receipt of the petition and will notify the member of its action. The SBA will issue an order in the proceedings.
See the FRS Investment Plan Complaint Procedures for more information and the Request for Intervention and Petition for Hearing forms.
Final orders that have been issued by the SBA are listed below by category. This list will be updated as new final orders are issued. If you have any questions regarding the following final orders, please contact the SBA, as follows:
Telephone: 850-413-1499
Email: DefinedContributionPrograms@sbafla.com
US mail:
Investment Plan Complaint Resolution
Office of Defined Contribution Programs
State Board of Administration of Florida
P.O. Box 13300
Tallahassee, FL 32317-3300
Fax: 850-413-1489
Final Orders by Category
Benefits-Distributions
- 9-13-2024 Robert Chaney
- 9-10-2024 Sandra Hall
- 9-11-2023 Mayra Matos
- 8-29-2023 Marsha Watson
- 8-18-2023 Vernon Watkins
- 05-26-2023 Rebecca Thomas
- 8-04-08 Michael L. Nadler
- 4-01-08 Daniel P. Kees
- 1-24-08 Jacquez Abrams
Buy Back Amount
- 6-17-2021 Kaiqi Xiong, Final Order
- 3-30-2021 Elisha Evangelisto
- 8-22-19 Margaret Aikhionbare
- 4-30-15 Neil Burton
- 9-20-11 Dean Mihalko
- 8-17-11 Carol Mcbride
- 1-15-10 Scott Ellis
- 1-6-10 Sharon Huberty, DCA Opinion
- 9-14-09 Qiyuan Peng
- 2-10-09 Arthur Van Damme
- 1-27-05 Jane Dye
Dismissals
- 12-04-2023 Ana Herrera
- 9-27-2023 Jose Perez-Orozco
- 12-16-2021 Amy Pierce
- 1-19-2022 Sandra Story
- 12-16-2021 Kevin Mullally
- 2-17-2021 Vicki Baker
- 2-17-2021 Matthew Bougher
- 2-17-2021 Kendrick Gardner
- 11-09-2020 John McGahee
- 11-03-2020 Lamont Houston
- 8-26-2020 David B. Shoar
- 6-11-2020 Joseph Johnson
- 1-9-20 Felicia McDade
- 7-29-19 Joshua Peebles
- 2-25-19 Charles Krininger, III
- 1-16-19 Venesia Brisco
- 1-16-19 James Heath
- 1-16-19 John D. Nunes
- 11-30-18 Dennis Sciullo
- 11-28-18 Ita Neymotin
- 10-9-17 Rhonda Platt
- 7-12-17 Gregory Harris
- 5-30-17 Carroll Woodard
- 5-30-17 Laverne Jones
- 5-22-17 Aron Bell
- 5-22-17 Sheila Parker
- 5-22-17 Stanley Reiss
- 3-15-17 Julie Gaffney
- 12-7-16 Carol Wartenberg
- 11-7-16 Shannon Groff
- 11-7-16 Beverly Ellis
- 3-25-15 Kelly Delay
- 10-23-14 Teania Brown
- 4-10-14 Vicki Bradley
- 7-10-12 Marvin Karlins
- 6-18-12 Pearley M. Simmonds, PCA
- 5-18-12 Nakis Tony
- 12-08-11 Fernando Mcelroy
- 12-01-11 James O. Battle
- 11-21-11 Beth Barnhart-Delp
- 11-21-11 Holly Elkins
- 11-21-11 Linda Sue Cox
- 8-17-11 Steven Shafer
- 5-31-11 Cleveland Bates
- 11-08-10 Frank Vecin
- 9-10-10 Mary A. Mcclung
- 6-4-10 Jerry Hernandez
- 5-25-10 Kenneth M. Suggs
- 3-19-10 Shawn M. Hernandez
- 8-17-09 Barbara Ray
- 8-17-09 Sheila Dumas
- 5-13-09 Sheree' A. Alicia
- 8-19-08 Suzie Cineus
Employee Contributions
Excessive Trading
Forfeitures
- 7-31-2024 Scott Kessler
- 8-29-2023 Michael Baxter
- 8-19-2022 Jean Ridore
- 5-5-2022 Matthew Hale
- 3-4-2021 Joey Bautista
- 7-27-18 Thomas Jackson
- 7-3-18 David Moran
- 4-17-18 Natalie Jones
- 3-28-18 Javier Cuenca
- 1-17-18 Scott Standley
- 10-9-17 Victor Francis
- 10-10-17 Shawn Greaves
- 10-10-17 Darrin McCray
- 6-27-17 Glenda Buendia
- 5-30-17 Kevin Cunningham
- 5-23-17 Lequanda Lamar-Poole
- 3-14-17 Wanda Budgick
- 07-26-16 Charles Combs
- 5-27-16 Jean Ridore
- 10-30-15 Julio Garcia
- 10-21-15 David Moran
- 10-21-15 Douglas Griffith
- 1-5-15 Michael Lander, PCA
- 1-5-15 Jean Lacroix
- 12-10-14 Charles Bullock, PCA
- 6-17-14 Bernard Beliard
- 4-4-14 Nancy Maradey
- 10-7-13 Johnny Lamart
- 4-2-13 Meera Kahn
- 11-15-12 Larry Sparkman
- 9-04-12 Cynthia Dawkins
- 11-21-11 Sarah Thompson, PCA
- 8-19-11 Jonathan Kelly
- 5-25-10 Isaac Tillis, PCA
- 5-03-10 Kenneth Alaimo
- 4-09-10 Paul G. Tillis
- 2-26-09 Olga Avila
- 7-10-07 Christina Vaughn
Hardship Distribution Requests
Hold On Account
- 9-6-2022 William Hutchinson
- 4-22-2020 Jestyn Allen
- 4-9-2020 Era Huskey
- 4-9-2020 Ruby Carter
- 6-27-17 Jessica Williams
- 7-27-16 Sharonda Bennett
- 3-23-09 George Behar
- 7-08-08 Eugene Walton
In-Service-Invalid Distribution
- 7-31-2024 Cynthia Wulf
- 7-31-2024 Angela Santiago
- 2-23-2023 Bree Rojas
- 11-16-2021 Charlemagne Gilles
- 11-9-2020 Tyrecka Steel
- 10-23-18 Ralph Martin
- 3-15-17 Dean Mihalko
- 3-13-17 Stacy McLean
- 3-13-17 Willie James
- 12-13-16 Ronald Hadeed
- 7-27-16 Darrell Harris
- 12-17-15 Aja Arrindell
- 3-31-14 Douglas Waddell
- 7-23-13 Laronda Brown
- 6-4-13 Bernice Price
- 2-8-11 Jamil Ortiz-Kamel, PCA
- 4-09-10 Sara A. Miranda Bermudez
- 10-14-08 Thomas Allen Radford, Jr
- 4-30-07 Tonia Jackson
IRS Levy
Not Eligible Due to Service Credit
No Elections Remaining
- 11-4-2024 Maria Moreno
- 4-3-2024 Katrina Thompson
- 5-15-2023 Michelle Vaughan
- 5-24-2022 Fondtina Christopher
- 6-17-2021 Denise Whitehurst, Final Order
- 11-20-2020 Carol Lagasse
- 2-26-2020 Virginia Wilson
- 10-09-19 Maria Fuentes
- 5-30-19 Tommie Burke
- 4-23-19 Melody Moore
- 4-11-19 Andrew Hughes
- 10-8-18 David Oldfield
- 8-1-18 Catherine Albaladejo
- 12-5-17 Kari Chin, Final Order for Reconsideration
- 11-7-17 Elton J Mathis
- 11-3-17 Velinda Chandler
- 10-3-17 Emily Kristansen
- 10-3-17 Linda Hunter
- 3-22-17 Michael Dixon
- 12-13-16 Patricia Daniel John
- 12-13-16 Kelly Cummings
- 7-27-16 Karrigan Lawson
- 11-20-15 Tena Hatton
- 7-24-15 Dorane L. Jones
- 7-23-15 Steven Jogodnik
- 7-07-15 Laura Hausfeld
- 4-18-13 Susan Franklin
- 3-22-13 Tyra Evans
- 11-08-12 Dwight Francis
- 11-08-12 Robert Jennings
- 9-19-12 Veronica Harmon-Gunn
- 6-07-12 Karen Chitty
- 4-25-11 Joseph C. Meek
- 1-04-11 Surinder Paul Bawa
- 4-05-10 Kathleen Branen
- 1-28-10 Thomas Pettenato
- 8-17-09 Valencia H. Donald-Williams
- 7-16-09 Thomas W. Renzo
- 3-18-09 David Feenaughty
- 2-16-09 Sherry Ann Jaramillo
- 11-04-08 Carol Kudlesky, PCA
- 7-08-08 Vivian Adkins
- 10-31-07 Susan Meyers
Refund of Pension Plan Employee Contributions
Required Minimum Distribution
Retiree Status
Retirees Returning To Work With FRS Employer On/Or After 7-1-2010
- 8-18-2023 Peter McCarthy
- 2-19-18 Martin Ratcliffe
- 3-14-17 Julie Levrealt
- 3-14-17 Jessica Mamros
- 9-6-16 Scott McNicol
- 4-27-16 Stephen Villiotis
- 10-30-15 Amira Hayes
- 12-17-14 Kimberly A. Campbell, DCA Opinion
- 11-26-13 Matthew Gisondi
- 6-4-13 Tranae Rey
- 3-22-13 Kevin Noell
- 2-1-13 Lavada King
- 8-08-12 Izelande Charles
- 7-31-12 Jessica Detro
- 7-10-12 Eva S. Jallah
- 7-10-12 Michelle S. Maxwell , PCA
- 12-20-11 Robert Blaesser, Jr, DCA Opinion, DCA Opinion, Supreme Court
- 12-08-11 Kristen Jeffrey
- 12-05-11 Joseph Burke
- 11-21-11 Elizabeth Austin
- 8-31-11 Adam Ellis
- 8-17-11 Jonathan Frisard
- 8-17-11 Tori Alexander
- 4-27-11 Andrea Rinard,PCA
- 1-21-11 Chaleria Green Knowles
Retroactive Enrollment
- 2-23-2023 Yolla Aoun
- 8-16-2022 Stephanie Wall
- 1-19-2022 Chad King
- 6-22-2021 Angela Williams, Final Order
- 6-17-2021 Laddie Buholz, Final Order
- 4-13-2021 Paul Russell
- 2-11-2021 Emilio Sauma
- 8-28-2020 Michael Palumbo
- 11-29-16 Marwan Simaan
- 9-6-16 Cheryl Rivera
- 8-27-14 Mohamed Hassan
- 11-8-13 Elizabeth Cohen
- 2-16-09 Nicholas Marziani
- 2-11-08 Miriam Zwick
SBA Liability For Account Losses
- 3-7-14 Theophilus Martin, DCA Opinion
- 2-4-14 Nancy English, DCA opinion
- 9-11-09 Joseph E. Burns, DCA Opinion
- 4-16-09 Brenda Tippens
Second Elections
- 7-31-2024 David Vaughn
- 7-23-2024 Jeena Matthew
- 1-22-2024 Jeri Kaupp
- 8-22-2023 Arielle Holder
- 11-15-2022 Steven Busby
- 10-17-2022 Nigel R. Gumbs
- 10-17-2022 Alaura Hart
- 6-14-2022 Manuel J. Mari
- 3-30-2021 Robin Higgins
- 1-22-2021 Richard Nalbandian
- 10-20-2020 Robert Marinak, Final Order
- 4-6-2020 Adrian Wagner
- 2-26-2020 Michael Arcuri
- 9-20-19 Suzanne Chapman
- 9-18-19 Christie Evenson
- 8-26-19 Alfred Inde
- 8-22-19 Cathy Otto
- 7-26-19 Stuart Rogers
- 3-7-19 Marcus Orthodoxou
- 2-25-19 Vanessa Kuzmin
- 7-27-18 Joan Chiofalo
- 5-11-18 Trisha Fitzgerald
- 4-4-18 Marin Crowe
- 4-2-18 Sharon Fleita
- 4-2-18 Deborah Westberry
- 1-17-18 Jesse Ross
- 1-17-18 Issa Itani
- 1-17-18 Aryan Ashkani
- 10-9-17 Tracy Davis
- 04-28-17 Abner Lopez
- 04-28-17 John Ashmead
- 3-13-17 Sharleen Green
- 6-15-16 Maryanne Tanguay Higgins
- 4-12-16 Cynthia Mesa
- 4-5-16 Arcolia Clark
- 11-11-15 Gloria Graham
- 3-13-15 Deborah McLeod
- 3-11-15 Silvia Pulido
- 12-09-14 Joseph Lopez
- 4-10-14 Brian Nedabylek
- 2-4-14 Jay Miller
- 10-29-13 Jeffrey Sapon
- 3-22-13 Cliff Goldstein
- 2-20-13 Aubrey Serpas
- 2-1-13 Michael Ryshouwer
- 2-1-13 Zhawn Denise Enos
- 8-08-12 Patricia Ray
- 6-07-12 Doreatha Brown
- 2-08-12 Sharon Haupfear
- 1-06-12 Angelia Sheridan
- 9-20-11 Dean Mihalko
- 8-17-11 Carol Mcbride
- 4-25-11 Lesley Dumas
- 4-18-11 Elizabeth Burke-Bates
- 4-18-11 Gregory Hutchinson
- 2-08-11 Alina Arenas
- 1-04-11 Loretta Phipps
- 7-09-10 Anthony R. Nesbitt
- 7-09-10 Juan M. Cordova
- 1-15-10 Willie B. Taylor
- 11-19-09 James Pruitt
- 8-05-09 William Collins
- 8-05-09 Amanda Ferreira
- 3-03-09 Frantz Sainvil
- 1-22-09 Lloyd A. Chism
- 6-14-2022 Manuel J. Mari
- 6-25-08 Daniel Alonso
- 6-03-08 Risha Worley
- 4-24-08 Delena Joedicke
- 4-22-08 Tabitha Flaherty
- 2-20-08 Daniel Levi
- 2-20-08 Nichole Bailey
- 2-20-08 Stuart Bailey
- 9-27-07 Emily Rodgers
- 7-16-07 David Goudy
- 7-16-07 Margaret Carter
- 7-13-06 Pamela A. Leone
- 6-19-06 Stephen R. Schultz
- 6-04-03 Christina L. Golden
SUSORP Election
- 9-14-2021 Sergio Alvarez
- 9-17-19 Lee Hayes Byron
- 8-14-19 Sergio Alvarez
- 10-13-14 John D. Jackson
- 8-17-11 Benjamin Herman
Vesting
- 9-11-2023 Beverly Nelson Curtis
- 2-11-2021 Thomas M. Gresk
- 8-28-2020 Edward Moses
- 1-10-20 Kathleen Reed
- 9-6-16 Jason Harhen
- 5-27-16 Larry Myers
- 10-23-14 Janet Del Vecchio Harmsen
- 2-1-13 John F Quinn
- 2-1-13 Modena Cobb
- 2-08-12 Sandra Mccorkle
- 10-05-10 Scott E. Sweely
- 2-24-09 Elizabeth Lynch
- 8-22-08 Sandra Arnolds-Patron
- 8-20-08 Frederick Ellis
- 8-01-08 Richard Staszyn
Waiver Regarding Six Month Requirement between Retirement and Rehire
Wrong Option-Plan Selected