Benefits Advisory Committee Meeting Minutes

IPERS Board Room
7401 Register Drive, Des Moines, Iowa
April 27, 2026

The following people attended the IPERS Benefits Advisory Committee (BAC) meeting held on Monday, April 27, 2026.

Members of the Benefits Advisory Committee - Present

Matt Carver, Chair 
Melissa Peterson, Vice Chair 
John Hieronymus
Steve Hoffman
Susanna Cave 
Connie Kuennen
Len Cockman 
Tamara Marcus
Lowell Dauenbaugh 
Brian McDonough
Andrew Hennesy 
Ty Wheeler

Members of the Benefits Advisory Committee - Absent

Todd Copley
Nathan Reckman

IPERS Administration and Staff

Elizabeth Hennessey, Acting CEO and General Counsel
Jan Hawkins, Deputy Chief Benefits Officer
Melinda McElroy, Executive Assistant
Sriram Lakshminarayanan, CIO
Shawna Lode, Chief Strategy Officer
Megan Schlesky, Legislative Liaison
Kelly Carnine, Member Services Bureau Chief
Jina Bresson, Retirement Investment Compliance Officer

Call to Order

Chairperson Matt Carver called the meeting to order at 1:00 p.m.

Approval of Meeting Minutes

Len Cockman moved to approve the minutes of the March 30, 2026, BAC meeting. The motion was seconded by Lowell Dauenbaugh and was unanimously approved by voice vote.

CEM Performance Measurement Presentation – Christopher Doll

Christopher Doll of CEM Benchmarking presented IPERS’ Pension Administration Benchmarking results for FY2025.

Acting CEO Report – Elizabeth Hennessey

Elizabeth Hennessey provided follow-up comments on the CEM report, highlighting IPERS’ commitment to enhancing member services and emphasizing that IT security continues to be a priority. She added that IPERS will review how IT security costs are reported following the recent IT organizational realignment with the Iowa Department of Management.

BAC Public Member Representative Update – Matt Carver

Matt Carver noted that the search for a public member will continue throughout the summer. The subcommittee consisting of Matt Carver, Melissa Peterson and Andrew Hennesy will review all submitted applications and present their recommendation at the next BAC meeting.

2026 Legislative Session – Megan Schlesky

Megan Schlesky’s legislative update highlighted that House File 1023, which offers benefit enhancements for Protection Occupation members, has successfully passed both chambers. Additionally, budget bills were reviewed, and there is potential for IPERS to gain six more full-time employees.

Administrative Rules Review – Andrew Ewing

Andrew Ewing reviewed the proposed changes to administrative rules Chapters 8 and 22. He noted that the BAC had previously reviewed Chapter 8 at its March meeting and that, after further discussions, IPERS will not move forward with all the changes approved then. Len Cockman moved to support the rules package as presented, and Lowell Dauenbaugh seconded the motion. The motion carried by unanimous voice vote.

Staff Reports

Benefits Update

Kelly Carnine reviewed the member demand measures report through March 2026. Jan Hawkins reported that IPERS is working with vendors to strengthen call center performance by analyzing call volume, identifying key drivers and expanding automation and AI tools such as callback features. She noted that improvements made after the FY2025 CEM reporting period should raise future scores. IPERS is also enhancing the digital retirement application and broader member online experience.

Investment Update

Sriram Lakshminarayanan reported IPERS’ Trust Fund balance at $50.36 billion and provided a general update on current investment market conditions.

Appeals Update

Andrew Ewing reviewed the Appeal Status report as of April 2026.

Strategy Division Update

Shawna Lode provided an update highlighting IPERS’ ongoing statewide outreach effort, including recent member and employer education sessions Council Bluffs. She also reported that annual benefit statements are now delivered digitally through the secure member portal. Only 12,000 members who selected paper communication will receive mailed statements, significantly reducing printing and postage costs compared to prior years.

Other Business

Lowell Dauenbaugh was recognized for his many years of dedicated service to IPERS and its members.

Public Comments

Public comments were heard from former Senator Patrick Deluhery.

Future Meeting Dates

The next scheduled BAC meeting will be held on Monday, August 24, 2026. With no further business before the committee, Steve Hoffman moved to adjourn the meeting. The motion was seconded by Andrew Hennesy and carried unanimously by voice vote. Meeting adjourned at 2:50 p.m.