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human resources
DOW-R (403)b Lay Employees Retirement Plan
**This corresponds with Section C of the "Employee Benefits Guide."
Updated 12/5/2019 to include Roth
- 403(b) Lay Employees Retirement Plan Information
- 403(b) Lay Employees Retirement Plan - Summary Plan Description
- 403(b) Lay Employees Retirement Plan Participation and Form Directions
- 403(b) Lay Employees Retirement Enrollment Booklet Online - or obtain from Diocese - Benefits Office
- 403(b) Lay Employees Retirement Plan Information for Terminating/Retiring Participants
- Form: Salary Reduction Agreement: Form C-2
- Form: 403(b) Contract Exchange Request
- Form: Rollover Request
Other Retirement Plan Information for Lay Employees
- Information: Traditional or Roth brochure
- Video on Roth (link)
- Information: Designating Beneficiaries for Your 403(b)
- Information: IRS Contribution Limits
- Form: MultiFund Contract Change - includes address changes only for MultiFund
Procedure for Reporting Retirement Benefits to DOW-R Benefit Office
- Information: Pension Employee Setup - All Locations
- Information: Pension Setup and Reporting Procedures ParishSOFT
- Information: Pension Setup and Reporting Procedures NonParishSOFT
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, Wayne Lanum, CRPC.
Wayne Lanum, CRPC
Retirement Consultant
Email: Wayne.Lanum@LFG.com
Phone: 614-601-3825 Office
To schedule an appointment with Wayne: Click 2 Meet Wayne
Lincoln Financial Group Customer Services Information
Lincoln Retirement Plan Services Customer Contact Center is staffed from 7 am to 7 pm CT Monday - Friday and can assist 403(b) participants about their account or assist them with transactions by calling:
800-234-3500
or online at www.LFG.com