Mahopac Teachers Association Benefit Fund
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MAJOR MEDICAL DUE by 1.31.2019

1/2/2019

 
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The Mahopac Teachers Association Benefit Fund will reimburse the member a portion of his/her out-of-pocket major medical deductible incurred on behalf of the member and/or his/her eligible dependents, once during a calendar year. This benefit will be paid upon reaching the deductible or at the end of the calendar year, whichever comes first.

To obtain this benefit, the member must submit all necessary major medical statements showing the date, doctor or hospital, and event for which the deductible was used and submit them with the Benefit Fund claim form within 90 days of reaching the deductible or the end of the calendar year, whichever comes first. Completed forms should be mailed to:

Mahopac Teachers Association Benefit Fund
c/o Preferred Group Plans
P.O. Box 15136
Albany, NY 12212-5136

READ MORE & GET CLAIM FORM

Life Insurance Update

10/16/2018

 
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The purpose of this post is to inform you of a change to your Life Insurance & Accidental Death Benefit* carrier. The policy is now provided by The Hartford. The Mahopac Teachers Association Benefit Fund, on your behalf, pays for this benefit through district contributions. 

Currently, teachers have $100,000 worth of life insurance, while the UPSEU members have $65,000 worth of coverage.  Administration & managerial confidential are not insured for life insurance through the MTA Benefit Fund.  Full time MTABF members have the ability to continue their life insurance coverage into retirement.  As your status in life changes, so does your policy.

Access further information on your Life & AD&D Benefit on the Life Insurance Page.

If you were already up-to-date in your enrollment in the MTABF, then there is nothing that you need
to to do.  The MTABF has handled the life insurance enrollment process for you.


If you have any questions, please feel free to contact your MTABF Building Trustee.
(*Accidental Death & Dismemberment is not applicable for retired employees.)


INFO SESSIONS: You & Your MTABF Benefits

10/9/2018

 
Come LEARN &/OR  REVIEW what the MTABF has to offer you
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  • DO you understand what a VARIABLE CLAIM is & HOW to file it?
  • Are you avoiding the DENTIST because your not sure about how to utilize your DENTAL BENEFITS?
  • Squinting @ your students because your not sure about your VISION BENEFIT?
  • Want to retire or plan for retirement?  Need to pay off loans?  Learn about FINANCIAL COUNSELING?
  • Have a LEGAL ISSUE?  You may be entitled to great services for free or at cost effective rates.

Each building will hold its own session. 
Can't make the one in your building, feel free to attend another.
  • High School - Thursday, October 11th, 2018 @ 2:30 in the mini-Theater after the MTA Union Meeting
  • Middle School -Tuesday,  October 16th in Room 164 @ dismissal
  • Lakeview - Friday, October 19 @ dismissal
  • Fulmar Road -  Wednesday, October 24, Room 201 @ 3:45
  • Austin Road - Wednesday October 24, Room 201  @ 3:30

Financial Coun$eling DatesĀ 2018 - 19

9/23/2018

 
A Certified Financial Planner from Stacey Braun Associates will be holding free personal confidential finial planning consultations at the schools on the following days:
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  • As a member of the MTABF you are entitled to a free, private, annual consultation.
  • Call Stacey Braun Assoc. at (888) 949-1925 to make an appointment today!! 
  • Spouses, significant others & family can attend appointments.
  • If none of the dates listed are convenient for you, you should still contact Stacey Braun Associates, as other arrangements can be made.
  • Stacey Braun Planners are prohibited from selling investment or insurance products.  Further, they have no affiliation with any 403(b) provider.

Did Your Life Change this summer

8/31/2018

 
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If you had a lifestyle change, don't forget to update your personal information.  See your building trustee for more information.
Did you marry or divorce?  Have a baby? Adopt?  Move? Have a dependent age out? ETC.

The district does NOT inform the MTABF of any changes you tell them about.

Any change of status in your life it is your responsibility to update the MTABF. 

Legal Dates 2018 - 2019 School Year

8/31/2018

 
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The attorneys retained by the MTA Benefit Fund will be giving FREE consultations in each of the buildings throughout the school year. Members may meet with one of the attorneys at any of the schools. Members should call Mirkin & Gordon ahead of time for an appointment & then meet with the lawyer at the designated building at a time that is convenient for both the member & the lawyer. The lawyers will only come if you call ahead of time. To make an appointment with an attorney call the offices of Mirkin and Gordon at:
914-997-1576
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Are you walking away from free $$$? Variable Claims Due 7/31/18

6/12/2018

 
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Read an article that stated:

"It might sound strange, but many working Americans walk away from free money every year. "

Are you one of these people?

Through the MTABF you are entailed to $$$ back for various  health related items & issues you may have paid for out of pocket.

REMEMBER: Claims must be filed no later than July 31st of the covered year (July 1 through June 30). Claims submitted later than July 31st, will not be covered. Please make sure you get them in on time & fill out the forms [properly or the claim will be returned to you.  See the VARIABLE PAGE for information & claim forms.


Life Insurance update

6/11/2018

 
The MTABF is no longer utilizing the services of Principal Life. 
Effective immediately life insurance will be through The Hartford. If you were enrolled through Principal then you are still covered. Please be patient while we work with The Hartford to compete this transition.  For more information, visit the Life Insurance Page .
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Financial Counseling, march 28th @ Fulmar Road & Austin Road

3/21/2018

 
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Stacey Braun Associates, Inc. Financial Counseling Program provides you with access to qualified professionals, such as Certified Financial Planners and Registered Investment Advisors who can help you achieve your financial goals. Whether you need a comprehensive financial plan or an answer to a financially related question, Stacey Braun’s professionals are available to work one-on-one with you to provide quality assistance.

This month, on March 28th,  a Stacey Braun representative will be in 2 buildings; Austin Road & Fulmar Road.  Call ahead for a consultation.
To Make an Appointment Call Stacey Braun at (888) 949-1925.


403b Info Session ** Rescheduled ** MARCH 27th

3/21/2018

 

YOU'RE NEVER TOO YOUNG TO START

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A representative from Stacey Braun Associates will be coming to provide information  about 403b plans. This is a unique opportunity to get unbiased information about the various 403b plans that are available to YOU.
  • Not all 403b plans are the same.
  • If you are contributing to a 403b plan, find out how it compares to other available 403b plans.
  • If you are not yet contributing to a 403b plan, find out why you should be.
  • Get help in choosing the 403b plan that will work best for you.
 This presentation is open to all members of the Benefit Fund – new hires and veterans could benefit from this information. For your convenience, there will be 2 presentations.
If you plan to attend, please email ClementsE@mahopac.k12.ny.us, or let one of your MTA Benefit Fund trustees know so we can ensure there will be enough materials for you.  If you find yourself available to attend at the last minute, and you didn’t RSVP, please come anyway! We look forward to seeing you.

TUESDAY, MARCH 27, 2018

High School Mini-theater

1st presentation @ 3pm
or

2nd presentation @ 4pm

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  • Home
  • Blog: News 4 U
  • Dental
  • Financial Counseling
  • Hearing
  • Leave of Absence
  • Legal
  • Life Insurance
  • Major Medical
  • New Hires
  • NYSUT
  • Preferred
  • Retirement
  • Variable Benefit
  • Vision
  • Your Responsibilities