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:

1. Elementary schools – at least one (1) teacher annually (and more at the school’s discretion); and
2. 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: