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General Info

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
Transamerica Retirement Solutions Call Center
Or
Your Local Transamerica Retirement Solutions
Retirement Planning Consultant
See the Transamerica Retirement Solutions Retirement Planning Consultant Listing Below.
Trinity Health Pension Plan Contact
Lori Noonan
Manager, Defined Benefit Plan
Trinity Health Retirement Savings Plan Contact
Michelle Franklin
Defined Contribution Analyst
Retirement Savings Plan Vendor
Transamerica Retirement Solutions 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
1.800.772.1213
www.ssa.gov
Taxation advice
Own personal advisor
-
Website
-

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Transamerica Retirement Solutions Retirement Planning Consultants

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
steve.worthen@transamerica.com

Anthony Tavoletti
Retirement Planning Consultant
Loyola University Health System
Main Hospital – Room 1085A
708-216-7890
anthony.tavoletti@transamerica.com
Monday - Thursday

Cheryl Koenig
Retirement Planning Consultant
Loyola University Health System
Main Hospital – Room 1085A
708-216-7890
cheryl.koenig@transamerica.com

Anthony Tavoletti
Retirement Planning Consultant
Gottlieb Memorial Hospital
708-216-7890 voicemail
708-216-2472 fax
anthony.tavoletti@transamerica.com
Friday

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
jay.arbuckle@transamerica.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
amy.birtcher@transamerica.com
Mondays

CADILLAC, MI

Amy Birtcher
Retirement Planning Consultant
Mercy Hospital Cadillac
Human Resources
400 Hobart Street
Cadillac, MI 49601
231-876-7462 phone
amy.birtcher@transamerica.com
Tuesdays

ANN ARBOR, MI

Alan Crouse/Randy Watha/Scott Cameron
Retirement Planning Consultant
St. Joseph Mercy Health System /
Chelsea Hospital / IHA

Human Resources
5301 East Huron River Drive
Ann Arbor, MI 48106
734-712-2467 phone
734-712-4993 fax
alan.crouse@transamerica.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
john.gunner@transamerica.com

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
alan.crouse@transamerica.com
Monday and Wednesday
PORT HURON, MI

Alan Crouse
Retirement Planning Consultant
Mercy Hospital
Human Resources
1201 Electric Avenue
Port Huron, MI 48060
248-858-6190 phone
810-966-3104 fax
alan.crouse@transamerica.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
janice.diiulio@transamerica.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
janice.diiulio@transamerica.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
steve.worthen@transamerica.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
todd.ingle@transamerica.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
chad.basel@transamerica.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
mike.hoffman@transamerica.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
russell.maltes@transamerica.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
scott.cameron@transamerica.com

Please call to setup an appointment

MUSKEGON, MI Suzanna Larson
Retirement Planning Consultant
Mercy General Health Partners

Human Resources
1500 East Sherman Boulevard
Muskegon, MI 49443
231-672-3607 phone
231-672-3854 fax
suzanna.larson@transamerica.com
LIVONIA, MI (CORPORATE)

Amy Totonchi
Retirement Planning Consultant
Trinity Health
Human Resources
20555 Victor Parkway
Livonia, MI 48152
734-343-1390 phone
734-343-5436 fax
amy.totonchi@transamerica.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
208-367-3123 fax
joan.wallace@transamerica.com
Monday - Thursday

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