Family Medical Leave Act
Lincoln 403b Information and Resources
Actively planning for retirement is an important step in achieving a financially secure future. The DOW-R Benefits Committee, assisted by an independent consultant, performed an extensive review of the 403(b) annuity based plan available via the Diocese of Winona-Rochester. We are pleased to announce that we enhanced our retirement plan by changing our 403(b) offering to a mutual fund based plan with our provider, Lincoln Financial Group. The name of the new plan is the Lincoln Alliance® Program; the change was implemented April 1, 2010.
Information about the Lincoln Alliance Program
A retirement calculator can be found at: www.LFG.com/retirement
Participants in the Diocese of Winona lay retirement plan have a dedicated retirement consultant, James Schugel.
Phone: 612-257-0347 Mobile
Employee Benefits Guide
This document is an outline of the procedures and forms that need to be completed when hiring new employees, when employees are terminating, or when an employee is making changes in the Diocese of Winona-Rochester benefit programs. Enrollment/termination/changes for each benefit program are summarized separately, and the corresponding forms to use are located with each section. Copies can and should be made for your use.
Please Note: Upon hiring new employees and upon employees terminating, it is necessary to notify the Employee Benefits Coordinator at the Diocese of Winona-Rochester within 5 days of such event. Notification forms (available via the links below) should be completed as soon as you aware of a new hire or a termination. It is not necessary for you to submit the enrollment forms or the termination forms at the same time that you are submitting the notification forms.
If you have any questions, please do not hesitate to contact the Diocese of Winona-Rochester Employee Benefits Coordinator, Julia Sandsness, at 507.858.1268 or firstname.lastname@example.org.