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 |
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Contacts
|
Topic |
Contact/Referral
Process |
Phone
Number/Email Address |
|
Pension
Plan Questions |
Trinity Health Pension Plan Office |
1.800.793.4733 |
|
Retirement Savings Plan Questions |
Diversified Call Center
Or
Your Local Diversified
Retirement Planning Consultant |
See Diversified Retirement Planning Consultant Listing Below.
|
|
Trinity Health Pension Plan Contact |
Lori Noonan
Manager, Defined Benefit Plan |
|
Trinity Health Retirement Savings Plan Contact |
Silvia Frank
Manager, Defined Contribution Plans
Or
Michelle Franklin
Defined Contribution Analyst
|
|
Retirement Savings Plan Vendor |
Diversified Call Center |
|
|
Report
address changes |
Local Organization and Talent Effectiveness (OTE)/HR Office |
- |
|
Report beneficiary changes |
Local Organization and Talent Effectiveness (OTE)/HR Office |
- |
|
Report intent to retire |
Local Organization and Talent Effectiveness (OTE)/HR Office |
- |
|
Current
welfare benefits
(Medical, dental, vision, life, etc.)
|
Local Organization and Talent Effectiveness (OTE)/HR Office |
- |
|
Social Security provisions |
Contact Social Security Administration |
|
|
Taxation advice |
Own personal advisor |
- |
|
Website |
- |
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Back to Top
Diversified Retirement Planning Consultants
(Click here
to view this list in printable pdf format)
|
|
LOCATION |
CONSULTANT |
| CHICAGO, IL |
Steve Worthen, CRPC
Retirement Planning Consultant
Mercy Hospital and Medical Center
2525 S. Michigan Avenue
Chicago, IL 60616
312-567-2391
sworthen@divinvest.com |
| COLUMBUS,
OH |
Jay
Arbuckle
Retirement Planning Consultant
Mount Carmel Health System
Human Resources
777 W. State Street, Suite 204
Columbus, OH 43222
614-234-5323 phone
614-234-1281 fax
arbuckj@divinvest.com
5 days/week |
| GRAYLING, MI |
Amy
Birtcher
Retirement Planning Consultant
Mercy Hospital Grayling
Human Resources
1100 East Michigan Avenue
Grayling, MI 49738
231-876-7462 phone
abirtcher@divinvest.com
Mondays
|
| CADILLAC, MI |
Amy Birtcher
Retirement Planning Consultant
Mercy Hospital Cadillac
Human Resources
400 Hobart Street
Cadillac, MI 49601
231-876-7462 phone
abirtcher@divinvest.com
Tuesdays
|
| ANN
ARBOR, MI |
Scott
Cameron
Retirement Planning Consultant
St. Joseph Mercy Health System /
Chelsea Hospital / IHA
Human Resources
5301 East Huron River Drive
Ann Arbor, MI 48106
734-712-3761 phone
734-712-4993 fax
cameros@divinvest.com
Please call to setup an appointment
Randy Watha
Retirement Planning Consultant
St. Joseph Mercy Health System /
Chelsea Hospital / IHA
Human Resources
5301 East Huron River Drive
Ann Arbor, MI 48106
734-712-2446 phone
734-712-4993 fax
wathar@divinvest.com
Please call to setup an appointment |
| SILVER
SPRING, MD |
John Gunner
Retirement Planning Consultant
Holy Cross Hospital
1500 Forest Glen Road
Silver Spring, MD 20910
301-754-7913 phone
301-754-8102 fax |
| PONTIAC, MI |
Alan Crouse
Retirement Planning Consultant
St. Joseph Mercy Oakland
Human Resources
44405 Woodward Avenue
Pontiac, MI 48341
248-858-6190 phone
248-858-3068 fax
acrouse@divinvest.com
Monday and Wednesday |
| PORT
HURON, MI |
Alan Crouse
Retirement Planning Consultant
Mercy Hospital
Human Resources
1201 Electric Avenue
Port Huron, MI 48060
248-814-4053 phone
810-966-3104 fax
acrouse@divinvest.com
Thursday
|
| CLINTON,
IA |
Jan
DiIulio
Retirement Planning Consultant
Mercy Medical Center
Human Resources
1410 N. Fourth Street
Clinton, IA 52732
563-244-5620
563-244-5544
diiulij@divinvest.com
Monday and Wednesday |
| DUBUQUE, IA |
Jan DiIulio
Retirement Planning Consultant
Mercy Medical Center
Human Resources
250 Mercy Drive
Dubuque, IA 52001
563-589-8812
563-589-9679
diiulij@divinvest.com
Thursday and Friday |
| SOUTH
BEND, IN |
Steve Worthen, CRPC
Retirement Planning Consultant
St. Joseph Regional Medical Center
5215 Holy Cross Parkway #A6217
Mishawaka, IN 46545
574-335-2337 Office
574-335-0632 Fax
sworthen@divinvest.com |
| GRAND
RAPIDS, MI |
Todd Ingle
Retirement Planning Consultant
Saint Mary's Health Care/ Advantage Health / Southwest Surgical Center / Saint Mary's Health Management
Human Resources
200 Jefferson SE
Grand Rapids, MI 49503
616-685-6625 phone
616-685-5254 fax
tingle@divinvest.com |
| SIOUX
CITY, IA |
Chad Basel
Retirement Planning Consultant
Mercy Medical Center - Sioux City
Human Resources
801 5th Street
Sioux City, IA 51102
712-279-5787 phone
712-279-5624 fax
cbasel@divinvest.com
5 days/week |
| MASON
CITY, IA |
Michael
Hoffman
Retirement Planning Consultant
Mercy Medical Center - North Iowa
Human Resources
1000 4th Street SW
Mason City, IA 50401
641-428-7534 phone
641-428-6494 fax
hoffmam@divinvest.com
5 days/week |
| FRESNO,
CA |
Russell
Maltes
Retirement Planning Consultant
Saint Agnes Medical Center
Human Resources
1201 East Herndon Ave. Suite 102
Fresno, CA 93720
559-301-1820 phone
559-450-3735 fax
rmaltes@divinvest.com
Monday - Thursday |
| LIVONIA, MI |
Scott Cameron
Retirement Planning Consultant
St. Mary Mercy
Human Resources
36475 Five Mile Road
Livonia, MI 48154
734-655-1717 phone
cameros@divinvest.com
Randy Watha
Retirement Planning Consultant
St. Mary Mercy
Human Resources
36475 Five Mile Road
Livonia, MI 48154
734-655-1717
wathar@divinvest.com
Alan Crouse
Retirement Planning Consultant
St. Mary Mercy
Human Resources
36475 Five Mile Road
Livonia, MI 48154
734-655-1717
acrouse@divinvest.com |
| MUSKEGON, MI |
Suzanna Larson
Mercy General Health Partners
Human Resources
1500 East Sherman Boulevard
Muskegon, MI 49443
231-672-3607 phone
231-672-3854 fax
sularson@divinvest.com |
| LIVONIA, MI (CORPORATE) |
Amy
Totonchi
Retirement Planning Consultant
Trinity Health
Human Resources
34605 12 Mile Road
Farmington Hills, MI 48331
248-489-6787 phone
248-489-6836 fax
atotonchi@divinvest.com
Tuesday and Thursday
|
| BOISE,
ID |
Joan
Wallace
Retirement Planning Consultant
St. Alphonsus Regional Medical Center
Human Resources
1055 North Curtis Road
Boise, ID 83706
208-367-6819 phone
208-891-7824 fax
wallacj@divinvest.com
Monday - Thursday |
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Plan
for the Future
