403(b) PLAN Contact Information
Ameriprise Financial Services, Inc.
James M. Gleason, Financial Advisor
400 W. Wilson Bridge Rd Ste 280, Worthington, OH 43085
614-848-3437 Fax: 614-848-3459
[email protected]
The links below will help you navigate thought the different benefits offered to teachers in the Diocese of Columbus.
Diocesan Pension Plan
Article 23- Pension
“All lay teachers shall continue to be entitled to the benefits of the Diocesan Pension Plan as set forth in the terms of the existing official Pension Plan.”
ARTICLE 27 – Separation Bonus Program
27.1 Eligibility and Selection – Eligible teachers with thirty (30) or more years of Diocesan full‑time teaching experience in the schools of the Diocese may choose to voluntarily resign their employment under the Separation Bonus Program (hereinafter “SBP”) and choose to receive one of the benefits set forth below. In order to be eligible for SBP benefits a teacher must (a) have thirty (30) or more years of Diocesan full‑time teaching experience at the time of application, (b) apply for the SBP benefits in writing at their school no later than March 15 of the current school year (in order to apply for benefits at the end of the current school year), and (c) be selected for SBP participation by the school, according to teachers’ seniority. The number of teachers who may be selected to receive the SBP benefit annually in each school is as follows:
- Elementary schools – at least one (1) teacher annually (and more at the school’s discretion); and
- High schools – at least two (2) teachers annually (and more at the school’s discretion), provided that high schools may limit participation to one (1) teacher per department annually.
In the event that more than one eligible teacher applies for SBP benefits in a given year, selection will be done on the basis of seniority, which shall be the applying teacher at the school with the highest number of full‑time years of teaching experience in the schools of the Diocese. Teachers will be notified of their selection or non‑selection no later than April 15 of the year of application.
Click here for the Separation Bonus Forms
Other Important Information and Links
Most benefits offered by the Diocese have a plan administrator to assist the Diocese and/or its employee with questions on the details of the plans. Please contact the Insurance Office at (614) 224-1221 with any questions regarding your benefit coverage or you may contact the vendor directly. The current 2014 plan administrators are:
FLEXIBLE SPENDING ACCOUNT Custom Design Benefits 3737 West Fork Rd. Cincinnati, OH 45247 800-598-2929 or 513-598-2929 [email protected] www.myflexonline.com |
HEALTH/DENTAL/VISION INSURANCE Aetna P.O. Box 981106 El Paso, TX 79998-11081-800-238-6716 www.myuhc.com |
SHORT TERM DISABILITY
Lincoln Financial Group |
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LIFE (Group Policy)
For information, contact the Diocesan Insurance Office |
LIFE (Voluntary Policy)
For information, contact Diocesan Insurance Office |
LONG TERM DISABILITY Lincoln Financial Group For information contact Diocesan Insurance Office 614-224-122 |
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CREDIT UNION 501 West Schrock Road |
403(b) PLAN Ameriprise Financial Services, Inc. James M. Gleason 400 W. Wilson Bridge Rd Ste 280 Worthington, OH 43085 614-848-3437 Fax: 614-848-3459 [email protected] |
PENSION BENEFITS Mercer Human Resource Consulting ATTN: Diocese of Columbus Retirement Plan Sue Wilcox 325 John H McConnell Blvd Columbus, OH 43215 614-227-5557 [email protected] |
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