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A Certified Financial Planner from Stacey Braun Associates will be holding free personal confidential finial planning consultations at the schools on the following days:
  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.
 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  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 Download the form You're never too young to start saving for retirement  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. Wednesday, January 17, 2018 High School Mini-theater 1st presentation – 3pm or 2nd presentation – 4pm  |
MTABF
P.O. Box # 656 Baldwin Place, NY 10505 Phone: 845.380.8629 Find out what's going on & what deadlines you don't want to miss.
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Photo used under Creative Commons from Damian Gadal
