Making the Most of the AFTRA Health & Retirement Plans

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Making the Most of the AFTRA Health & Retirement Plans
Start: 10/26/2013 - 4:30pm
End: 10/26/2013 - 10:30pm

When: Saturday, October 26, 2013
9:30 a.m. – 1 p.m. (Retirement Plan)
2 p.m. – 3:30 p.m. (Health Plan)
Where: San Francisco Northern-California Local
350 Sansome Street, Suite 900
San Francisco, California 94104
Presenters: Karen Ortolani,Manager of LA Participant Services, AFTRA Health and Retirement Funds and David Grant of the California Alliance for Retired Americans

RETIREMENT PLAN: 9:30 a.m. – 1 p.m.

Do you have questions about the AFTRA Retirement Plan? Do you know when to apply for your pension? Do you know if you are vested and how you become fully vested? Do you know how your pension entitlement or your health benefits are affected if you apply for your pension before age 65? Do you know how to determine your pension entitlement? Will you qualify for senior health coverage? What about Medicare?

The answers to these and many more frequently asked questions will be yours when you attend this informative presentation.

You’ll learn about the key AFTRA Retirement Plan provisions, how to become vested, how pensions are calculated, how and when you can choose to begin to receive your pension benefit, important contact information, how to navigate the AFTRA H&R website and how Medicare fits into the picture.

Don’t miss out on this important presentation that will help you plan as you transition to retirement.

Continental breakfast will be available at 9:30 a.m.

Note: If you RSVP no later than October 18, upon request, the H&R Funds will prepare a Pension Benefits Analysis for you that you can pick up at the workshop.

1 p.m. – 2 p.m. – Lunch on your own

HEALTH PLAN:  2 – 3:30 p.m.

Do you want to learn more about the AFTRA Health Plan? How to use the Plan more effectively? Do you know how to qualify for coverage, what services require pre-certification, how to submit claims and how to handle issues that arise from claims processing?

Take control of your health care and get the most out of your AFTRA Health Plan. Come to this informative presentation by Karen Ortolani, Manager of LA Participant Services, AFTRA Health & Retirement Funds, to receive information you need to know about your health benefits.

As an AFTRA Health Plan participant, or a prospective participant, learn how to minimize out-of-pocket costs while getting the care you need, how to avoid common pitfalls and maximize the value of your health care dollars by using network providers, filling prescriptions through the convenient mail order program and much more. Don’t miss out on this important presentation that will help protect you and your pocketbook.

Light refreshments will be served.

RSVP to: Vicki Balich at (415) 391.7510 or via email to