In this Email:


  • A Message from the VRTA President
  • Today’s Interest Rates
  • What Should I Know About The Medicare Annual Enrollment Period
  • Preparing for the Election

October 2023

President’s Message


The VRTA Fall Conference was filled with the hustle and bustle one would expect from an event that had to live up to the expectations of VRTA members. Unit and district banners were on display, the Marketplace was active, Fauquier Retired Teachers’ Association sponsored the 50/50 raffle, and Judy McConville collected and recorded the donated door prizes. The Social Event that was held in the Atrium on Tuesday night could only be described as outstanding! Once again, our AARP state President, Joyce Williams and State Director, Jim Dau did not disappoint the membership. Generous breakfast snacks were available in the Foyer on Wednesday morning.

 

A few members of the Board of Directors were unable to attend the Fall Conference for various reasons, including illness. Although the average number attending the meeting remained about the same, some had to leave early and did not stay for the entire event.

 

Our Secretary, Reba Evans, was unable to attend the Conference. Janet Dye and Joy Mainor, VRTA members, graciously volunteered to record minutes for the Board of Directors meeting and the General Business Session. President-elect, Karen Whetzel took minutes for the Executive Committee meeting. We owe a debt of gratitude to these ladies.

 

Also, devoted chairpersons, Bea Morris and Nina McClanahan were unable to attend the Conference. However, their duties were filled by capable hands. We appreciate all of our members that willingly step up and take charge when the need arises. Directory chair, Leigh McKay, distributed directories and made needed corrections before her departure.

 

Many of our members received awards in the form of certificates and plaques during the Board of Directors meeting and the General Business Session. Rosa Chambers (District E), and Gary Braswell (District N) received Honorary Mention certificates from Patricia Holland, Chair of the Most Active Member Committee. Joyce Williams (District P) was named the Most Active Member and was given a plaque for that honor. In addition, Linda Ellis and Joyce Williams, members of the Community Service Most Active Unit Committee, awarded a plaque to Rockbridge (District F) on behalf of chairperson, Louise Mont-Adams.

 

Tuesday’s Luncheon keynote speakers were Joyce Williams, AARP State President, and Timothy Bothe, AARP Program Specialist. Joyce’s passion was evident in her presentation that focused on the desire to strengthen the bonds between AARP and VRTA. Timothy’s slide presentation was very informative and centered around strategies dedicated to encouraging members to volunteer within the two organizations. Winners during the Q & A period received a book based on the life of Ethel Percy Andrus, founder of AARP.

 

Vice President, Mable Scott, presided over a session that centered on sharing suggestions for increasing membership. As a result of this session a list of recommendations was made and passed out at the General Session. These suggestions need to be shared with units.

 

Jim DuBrueler, Jr., VRTA’s Benefits Advisor, and staff members are always available for meetings and programs. Contact information can be found on vrta.org. With members being informed about the benefits and programs available, VRTA’s Mission is accomplished. Our Mission Statement is, “To be the voice, resource, and connection for all retired school personnel.”

 

During the Legislative presentation on Tuesday afternoon, James Shull enlightened us on ranked voting through his slide presentation. Tina Whitaker and Ben McCartney shared information involving voting practice, updating voter registration, early voting, and voting by mail. Lobbyist, Bonnie Atwood, reviewed plans surrounding the Joint Legislative Audit and Review Committee (JLARC).

 

On Wednesday morning, the Virginia Retirement System’s (VRS) presentation was led by Michael Cooper, VRS Chief Operating Officer and Robert Irving, VRS Customer Services Director. The VRS total membership as of June 30, 2023 was 801,226. It is the 42nd largest public or private pension system in the world and the 14th largest public or private pension in the United States. The Pension Benefits Information (PBI) was revisited. Members were assured that this incident happened outside of VRS. It did not impact VRS or VRS systems, and benefit payments to retirees were not affected. The presenters provided an abundance of forms that members could use to organize personal information, VRS with the investments and benefits offered to VRTA members will help, “All retired school personnel to be safe, productive, informed and financially secure in retirement.”

 

Prior to the General Business Session, Phyllis Eastridge, Chaplain, presided over the Necrology Service and did an excellent job. Wilberta Carter, Treasurer from District T, sang a lovely song, “Nearer My God to Thee,” and Phyllis read the poem, “The Rose Beyond the Wall.” VRTA lost 103 members this year.

 

During the General Business Session, Patricia Hogston, Nominating Committee Chair, introduced the nominees for VRTA officers (2024-2026). President-elect, Karen Whetzel will become President on July 1, 2024. The nominees are President-elect, Drucilla Pollard; Vice President, Larry Hardesty; Secretary, Janet Dye; and Treasurer, Weldon Martin. The election will be held during the Spring Delegate Assembly. Nominations from the floor are allowed. 

 

The Prize Patrol reminds members to donate items to be used for door prizes at the Spring Delegate Assembly that is scheduled for Tuesday, April 16 to Wednesday, April 17, 2024.

 

For updated information check vrta.org and Facebook.



Jean Marrow

VRTA President


Jean Marrow

VRTA President

Phone: 804-350-7719  

Email: marrow.j@aol.com

Insurance Advisory Services


  • Home & Auto
  • Medicare Products
  • Long-Term Care
  • Life Insurance
  • Fixed Indexed Annuities

Financial Advisory Services



  • Retirement Income Planning
  • Pension Survivorship Analysis
  • Portfolio Management

Phone (540) 722-2529

Toll-Free (800) 467 5425

Email: savenow@creeksideadvisors.net

What Should I Know About 

The Medicare Annual Enrollment Period?

(October 15 - December 7, 2023)


The Medicare Annual Enrollment Period (AEP) runs from Oct. 15 to Dec. 7 each year. During this time, you may make changes to your Part D plan, Medicare Advantage Plan, or switch to a new plan altogether. You may also disenroll from a Medicare Advantage Plan and move back into Original Medicare and select a Medicare Supplement plan (underwriting may apply).

Do I Have To Change My Medicare Supplement Plan During The Medicare Annual Enrollment Period? You can change Medicare supplement plans at ANY TIME OF THE YEAR – but most likely you will have to pass medical underwriting to do so. This is a very common misconception because people get confused about the Annual Election Period that Medicare holds each fall. During this time, you can freely change your Medicare Part D drug plan and/or your Medicare Advantage plan. This period DOES NOT, however, apply to Medicare supplements.

What If I DON'T Want To Change My Part D ( Prescription Drug Plan)? Soon you will be receiving your Annual Notice of Change letter from your current Part D Plan. Please review it immediately. First, compare your premium in 2023 to your new premium for 2024. Next, review the plan formulary to see if your current prescriptions are covered and determine the related copayment amounts. If, after a careful review, you are satisfied with the changes, you can keep your plan. You simply do nothing and your current coverage choices stay in place for another year.

BEST PLACE TO GET INFORMATION


Every VRTA conference strives to inform and educate our members. The Fall Conference certainly met that goal. In the Legislative Session, conference attendees received information on voting. James Shull from UpVote Virginia in Hampton Roads explained rank choice voting. This is a grassroots movement in which voters rank their voting choices in order of importance. It assures the winning candidate would receive 50% or more of the votes, and it gives the voter more than just two choices for an office.


Ben McCartney, VRTA Parliamentarian and former president, and Tina Whitaker, VRTA Legislative Co-chairperson, discussed the safety and integrity of your vote. Whether you use mail-in voting, in-person early voting, or traditional Election Day voting, in Virginia your vote is safe, and it counts! Voters need to know there are safeguards in place to make our elections secure and accessible. Use the website – elections.virginia.gov- to track your vote.


Bonnie Atwood, our hard-working lobbyist, updated us on two important issues, nursing home reform and teacher retention. The VRTA has members who represent our organization in the Virginia Nursing Home Reform Coalition, and this group was instrumental in changes that were made in the state budget to address improvements in nursing home staffing. Bonnie also said that she is working with a legislator to get a bill passed that will require a JLARC study on the difficulty of retaining and recruiting teachers. The study will include the causes, costs, and solutions to this problem.


Mary Jane Mutispaugh,,a member of the Legislative Committee, explained the purpose of a Legislative Liaison form in attendees’ folders. The goal is for the committee to know four to six VRTA constituents of every state senator and delegate serving in the 2024 General Assembly. The form asks for the name and contact information of a VRTA member who is willing to lobby their legislators on specific issues or bills when committee chairs see an immediate special need. This form asks for the member’s new Senate and House district numbers and the name of their senator and delegate. The form should be sent to Bea Morris or Tina Whitaker, Legislative Co-chairpersons.

 

Michael Cooper, Chief Operating Officer, and Robert Irving, Director of Customer Services, from VRS, provided an excellent handout explaining our benefits and how to access them. They also addressed the PBI information security incident. VRS retirees whose accounts were compromised should have received a letter from PBI dealing with a security incident involving MOVEIT software. If you did not save this letter, please check your VRS account and/or contact VRS personally so you may enroll in free credit monitoring. The incident happened outside of VRS and did not impact their systems. It is always a good idea to regularly review your VRS account. The VRS handout covering all this information is on the VRTA website (vrta.org). Scroll down and click on VRS Update. Then click on Read Flyer Here.  


Please mark April 16-17, 2024, on your new calendars for the Spring Delegate Assembly where you will receive more timely information.



Bea Morris 


VRTA Legislative Chairperson


Email: beam1340@verizon.net


Important VRTA Dates to Remember


Friday, August 11, 2023: deadline for submitting information for the VRTA Fall Newsletter, submit to Susan Martin at susanmartin730@gmail.com

September 26-27, 2023: VRTA Fall Conference at the Doubletree in Richmond, VA

April 16-17, 2024: Spring Delegate Assembly at the Doubletree in Richmond, VA