Mahopac Teachers Association Benefit Fund
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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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march is dental enrollment month

3/14/2018

 
Enrolling a spouse, dependent or family can only be done during the enrollment period of March 1 – 31.  A spouse or family may only join for the entire year.  
If you don’t re-enroll each year you are electing to drop coverage for your one dependent/spouse or for the family.  Your dependent/family must then wait 3 years to re-enter the dental plan. Eligible dependent children are covered up to their 19th birthday, up to age 25 if unmarried and a full-time student.  Please provide legal documentation of a child’s eligibility.

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There are 2 options to pay for your family dental coverage.

1.      OPTION 1 – Full Payment:  If you wish to purchase spouse or a single dependent coverage or family the MTABF must receive payment in full by March 31st. You may defer some or all of this cost by using the variable benefit for the following school year.  To apply the variable benefit, this form must be accompanied by a claim form.

2.      OPTION 2 – Biannual Payment: If you wish to purchase family coverage and would like to take advantage of biannual payments you must use the variable & make an additional payment for the remaining balance. The MTABF must receive the first half of the payment by March 31st & the second payment of by June 30th.  To apply the variable benefit, this form must be accompanied by a claim form.

You may elect to use your following school year variable benefit to defray the cost of your dental.   If you elect to do this, a Variable Benefit Claim Form must be submitted w/ your dental enrollment.  If you are planning on retiring, you are NOT eligible to do this.
 
All requests for dependent and family dental coverage must be submitted with payment to the MTA Benefit Fund (check payable to MTABF) by March 31st and mailed to: 

MTA Benefit Fund
C/o Preferred Group Plans, Inc.
P.O. Box 15136
Albany, NY 12212-5136
 
(*Managerial Confidential* -  In order to ensure that your dependents are properly covered, please provide your dependents information & send in the enrollment form, mark it as Managerial Confidential, to Preferred.) 
SEE ALL DENTAL INFO


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    MTABF
    P.O. Box # 656
    Baldwin Place, NY 10505
    ​
    Phone: 845.380.8629


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    MTABF Events Calendar

    Find out what's going on & what deadlines you don't want to miss.

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  • Home
  • Accountability
  • Blog: News 4 U
  • Dental
  • Financial Counseling
  • Hearing
  • Leave of Absence
  • Legal
  • Life Insurance
  • Major Medical
  • New Hires
    • New Hires 2020 - 2021
  • NYSUT
  • Preferred
  • Retirement
    • 2021 UPSEU
    • 2021 MTA
  • Variable Benefit
  • Vision