 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. YOU'RE NEVER TOO YOUNG TO START  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.
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 
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 |
MTABF
P.O. Box # 656 Baldwin Place, NY 10505 Phone: 845.380.8629
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Photo used under Creative Commons from Damian Gadal
