Additional Benefit Plans

Willamette offers a variety of additional benefits beyond health and retirement that are important parts of managing your life.
Contact Information

Phone: 800-992-3522
Group #: Willamette University
Website: www.aflac.com

Critical Illness

When a covered critical illness happens, you can rest easier knowing you've taken an important step toward helping protect your finances. Receiving a lump sum payment helps you concentrate on recovering. Plus, many health screening tests are covered as well. Covered screening tests include but are not limited to mammograms, colonoscopies, and PAP smears. Lump-sum benefits for Internal/Invasive Cancer, Heart Attack, Stroke, Kidney Failure, Major Organ Transplant, Bone Marrow Transplant, Sudden Cardiac Arrest, Non-invasive Cancer (pays at 25%), Coronary Artery Bypass Surgery (pays at 25%), Skin Cancer Benefit

  • Health Screening Benefit
  • Waiver of Premium Benefit
  • Paralysis, Burns, Coma, Loss of Speech, Sight, or Hearing
  • Occupational HIV Rider
  • Heart Event Rider
  • Cancer Survivor Rider
  • Benign Brain Tumor, Advanced Alzheimer’s Disease and Advanced Parkinson’s Disease
  • Amyotrophic Lateral Sclerosis (ALS or Lou Gehrig’s Disease) and Sustained Multiple Sclerosis
  • Building Benefit Rider

Accident Insurance

Accident insurance will help pay cash benefits when unexpected medical and everyday expenses begin to add up after a covered accident.

  • More than 50 events that trigger benefits payments, including fractures, dislocations, medical fees, hospital admission, ambulance transportation, and physical therapy, among others.
  • Benefits payable for hospital, wellness, ambulance, and physical therapy.
  • Accidental-death and -dismemberment coverage.
  • Guaranteed-issue coverage with no underwriting required to qualify for coverage.
  • Portable coverage that allows you to retain coverage at the same rate if your employment status changes (with certain stipulations).

California Casualty
You may purchase group auto, home, and personal property liability insurance through California Casualty. Higher Ed group discount, top quality service and exclusive policy features designed for your profession - and your life. California Casualty has over 60 years experience specializing in auto and home insurance for education professionals like you. Call 1.866.680.5143 or click here for a quote.

Liberty Mutual
Liberty Mutual offers Willamette University employees special discounted group rates on auto and homeowner insurance. Call Iain Cryer at 1-877-443-6060 for a quote.

Pets Best
Pets Best plans cover illnesses, accidents, and injuries, as well as routine wellness exams and specialist care. Call 877.652.2638 or click here for a quote.

  • Emergencies, surgeries, tests, treatments, and prescriptions
  • Hospitalizations, outpatient care, cancer treatment, MRI, CAT scans, x-rays, and lab tests
  • Teeth cleaning, vaccinations and spay/neuter
  • Dermatologists, ophthalmologists and holistic care

Cone Chapel is the center for religious worship and expression on campus. Religious groups on campus are encouraged to use the Chapel facilities. Located on the second floor of Waller Hall, Cone Chapel also hosts musical events, special lectures and convocations. Faculty, staff and students may reserve Cone Chapel for weddings at the current applicable charge. Information is available through the scheduling office.

All Willamette employees are eligible to become members and receive the services of the Marion and Polk Schools (MAPS) Credit Union.

Contact Information

Phone: 800-688-0181
Email: maps@mapscu.com
Group #: Willamette University
Website: www.mapscu.com

Services available include checking and savings accounts,  VISA card, insurance, and loan programs. Mortgage and/or loan payments may be made through payroll deduction. Credit Union information is available from the Human Resources Office. For convenience, MAPS maintains an on-campus branch on the first floor of the University Center. Direct deposit to your account in the Credit Union is available.

Willamette offers two employee assistance programs (EAP) and both are paid for by the University for our faculty, staff, and their families who may encounter professional and/or personal challenges.

Cascade Centers Contact Information

Phone: 800-433-2320
Group #: willametteuniversity
Website: www.cascadecenters.com
Counseling Office Address:
4060 Macleay Road SE, Suite A
Salem, OR 97317

WorkLifeMatters Contact Information

Phone: 800-386-7055
Website: www.ibhworklife.com
User name: Matters
Password: wlm70101

Cascade Services
All services provided by Cascade Centers, Inc. and their Self-Help website, are strictly confidential. Use is neither tracked electronically nor reported to Willamette University, except in the aggregate. A vital part of the program's success is its confidentiality, and participation will be treated in accordance with all state and federal laws. Faculty, staff, and their families may receive five (5) free counseling sessions per year, per incident (e.g. work issues/conflicts, depression, stress management).

  • Counseling: Available 24/7 for crisis or non-crisis situations (marital issues, work issues, depression, stress, grief, and others)
  • Cascade Personal Advantage: A resource to help employees and families manage the stress present in family and work lives
  • Work/Family Life: Assist you with locating resources and information related to managing your personal and professional life
  • Cascade Personal Wellness: Unlimited access to wellness coaches for assistance in making lifestyle changes - fitness, smoking cessation, or chronic conditions
  • Identity Theft: Unlimited phone consultations for ID theft, recovery, support and prevention
  • Financial Consultations: 30-days of unlimited, free assistance with financial planning, budgeting, investments, credit counseling, loans/mortgages, and social security
  • Childcare: Infant to college-age information and resources for childcare, education, parenting, and adoption
  • Eldercare: Assistance in finding the solutions to the aging needs of parents and ourselves - housing, home health, community services, legal, and medical concerns
  • Legal Consultations: Employees and family members may receive one initial 30-minute office or telephone consultation per separate legal matter at no cost. If legal services are retained, then you will receive a 25% rate reduction off the attorney's normal hourly rate.
  • The Line: An anonymous information line available to employees and their dependents who are seeking information about general mental health and EAP services
  • Home Ownership Program: A no cost, no obligation consultation program for those looking to buy, sell, or refinance
  • Concierge Services: Cascade will retrieve information and resources to alleviate stress from your busy life

WorkLifeMatters

With WorkLifeMatters, your confidential employee assistance program through Guardian and Integrated Behavioral Health (IBH), you don’t have to face life’s challenges alone. WorkLifeMatters provides support and guidance for matters that range from personal issues you might be facing to providing information on everyday topics that affect your life. You have unlimited access to consult with a professional counselor via telephone.
Face-to-face counseling sessions are available, if needed, with an IBH network provider — and up to three sessions are free of charge as part of WorkLifeMattersSM. For legal and financial topics, you are eligible to receive a free initial 30 minute office or telephone consultation with an attorney or seasoned financial professional and certified public accountant (CPA). Local referrals are available for more complex legal or financial issues for a fee. A variety of training resources — webinars, videos, and PowerPoint presentations — are also available to help you manage your quality of life. WorkLifeMatters Employee Assistance Program Flyer

Many vendors offer discounts to Willamette employees. Contact information is provided below for obtaining the most up-to-date information on the discounts. To obtain a discount, you must let the vendor know you are an employee of the University by providing a valid, current Willamette identification card. If you are aware of other vendors who would like to be added to the list, please have them contact hr@willamette.edu

Willamette University in no way endorses the products or specifically supports the patronage of the vendors/products listed.


Discount at Willamette Store

10% Discount on Willamette Store purchases (except textbooks)

CHP Active and Healthy

With CHP Active and Healthy, you'll save money on hundreds of fitness, wellness, and entertainment activities. To take advantage of these great deals, go to www.chpactiveandhealthy.com. After you create an account, you can choose from thousands of offers.

Working Advantage Discount Network

All employees have exclusive access to the Working Advantage discount network which allows you to save up 60% on ticketed events and online shopping. Through Working Advantage you can save on: To subscribe, you may access the Working Advantage Website by opening the custom flyer attached, or by clicking here: www.workingadvantage.com. When opening an individual account you will need the Willamette University ID #464489588

Sprint
Go to this website: http://shop.sprint.com/business/discounts#!/

  • Click on Student and faculty discounts > Get discounts through your school
  • Enter WU email address
  • Click Submit
  • From the Select your Company pull-down, choose WSCA STATE OF OREGON HIGHER EDUCATION
  • Click Submit
  • Click Shop now

Verizon
Go to this website and enter your work email address: https://www.verizonwireless.com/b2c/employee/eleuLanding.jsp

AT&T
Go to this website and enter your work email address: https://www.att.com/shop/wireless/iru-check-for-discount.html

Willamette University encourages long-range financial planning and offers reimbursement for costs incurred for financial planning advice provided by a Certified Financial Planner (CFP).

Benefit
Full-time benefit eligible employees may receive reimbursement for two hours of financial planning consultation for a value of up to $300, every 12 months. 

Reimbursement
Eligible employees may apply for reimbursement by presenting a paid receipt for costs associated with long-term financial planning advice by a Certified Financial Planner (CFP) to the Office of Human Resources. Costs associated with product transactions should be identified separately and are not eligible for reimbursement under this program. Reimbursement amounts are considered taxable income and will be shown as “supplemental pay” on the employee’s earnings statement.

Tips on Choosing a Financial Planner

While the Human Resource Office is not prepared to recommend a specific Certified Financial Planners (CFP), the following comments are intended to provide some guidance to employees who are seeking financial planning services.

Experience
Look for someone with solid experience (at least five years, preferably more) in the financial planning field, or at the very least with strong experience in the related fields of insurance or securities. The person you choose should have a good knowledge of tax laws, the financial products available in the marketplace today (not just the ones your planner may sell), retirement plan options, and a broad spectrum of investments in general. Find a CFP® Professional Today.

Compensation
Financial planners are paid in one of three ways:

  •     A flat fee is charged, based on the client's needs.
  •     Commissions are earned from the products they sell.
  •     A combination of both.

You should know in advance how your financial planner is to be compensated. Sometimes a flat-fee arrangement may be the most expensive. However, you need to know how much of a planner's compensation is to be derived from products you buy in order to decide whether it is better to buy the product carrying a commission or to pay a flat fee to the planner. Also, it is important to remember that the potential for a conflict of interest is greater if the fee is commission driven.

References
Don't hesitate to request the names of several clients, both long term and short term. Then call the references and ask how satisfied they were with the financial planner's work.

Specialization
Financial planning is a broad field, and not all planners are qualified in all areas. Try to be sure that the planner you are choosing is knowledgeable in the areas in which you are interested (e.g., estate planning, investment management, overall financial planning, and so on).

The University provides employees and students a variety of dining and snack options on campus including breakfast, lunch and dinner.

Contact Information

Phone: 503-370-6711
Website: willamette.cafebonappetit.com

Meals and snacks are available in the Goudy Commons dining facility and the Cat Cavern located on the second floor of the University Center, Rick's cafe, and the Kaneko Dining Room. For your convenience, your Willamette ID card can also be used as a debit card, and the food service provider will give a 10% rebate added back to your account for food purchases made during the previous month. Please see Compass Card page for further information.

Willamette University has partnered with Pre-Paid Legal Services, Inc. to allow benefit eligible employees and their families the opportunity to receive some additional personal protection with legal and financial concerns as well as Identity Theft Protection.

Contact Information

Phone: 800-654-7757
Group #: willametteuniversity
Website: www.legalshield.com

Legal Services

  • Unlimited telephone consultation
  • Phone calls and letters on your behalf
  • Contract and document review
  • Will Preparation
  • Motor vehicle / traffic violation coverage
  • Civil lawsuit protection (including pre-trial and trial time)
  • IRS tax audit protection
  • 25% discount on other services
  • Protects your right to remain silent
  • Attorney representation 24/7
Identity Theft Protection
  • Credit Reports
  • Continuous credit monitoring for all activity
  • Restoration reimbursement
  • Identity restoration
Cost
  1. Prepaid Legal: $18.95/month
  2. Identity Theft: $14.95/month
  3. Combined Prepaid Legal/Identity Theft: $28.90/month
With a WU ID, faculty and staff are eligible to borrow materials including books, videos, DVDs, books on tape and to access electronic books, journals and databases from on and off campus. For more information, visit University Libraries.

John Hancock discontinued selling group LTC policies in 2010. The below information is for employees that enrolled prior to the closure and hold legacy accounts.

Long Term Care Insurance (LTC) provides support and financial resources that help cover the cost of long-term care in the event of an illness, accident, or through the normal effects of aging.

Contact Information

Phone: 1-800-525-4361
Group #: Willamette
Website: www.johnhancock.com

Many WU staff members have the authority and have expressed a willingness to notarize documents for the University community at no charge. For more information, please contact HR.

Full-time benefit eligible staff who work for at least 10 years are eligible for a one-time cash out of a portion of accumulated sick leave benefits based on the formula described below and paid into their retirement plan. To request this payment into the retirement plan, the employee must retire and be over 55 years of age, or have 30 years of service to the University, and inform the institution at least six months prior to retirement of their intentions.

In calculating the credit to be paid to the retirement plan, Human Resources will subtract 520 hours from the total remaining unused sick leave the employee has accumulated, divide that total by three (3) and multiply that by the employee’s hourly rate. That amount, not to exceed $5,000, will be credited as a one-time lump sum payment to the employee's retirement plan.

Subsidized Bus passes for Salem’s Cherriots bus system may be obtained through Campus Safety.
The University owns a lodge on the Little North Fork of the Santiam River, approximately 25 miles east of Salem. Employees are eligible to use the Lodge at a modest charge. Questions regarding the use and reservation of the lodge should be directed to Scheduling, Events and Conferences.

The university has arranged for employees traveling on official university business to be covered for a wide variety of accidents and incidents while away from the campus or primary workplace. The cost of the plan is paid for by the University.

How do I get access to these benefits?
Please go to the URL listed below and click on the “Sign Up Now” link in the gray box on the right. This will take you to a registration page where you can register for your trip using the below Username and Password.
URL: www.acetravelassistance.net
Username: medassist-usa@axa-assistance.us
Password: acea&h

Contact Information

Phone: 1-855-327-1414
Email: medassist-usa@axa-assistance.us
Group #: ADD NO4851092
Website: www.acetravelassistance.net

In addition to the insurance protection provided by your insurance plan, ACE USA has arranged with our Assistance Provider to provide you with access to its travel assistance services around the world. These services include:

  • Medical Assistance including referral to a doctor or medical specialist, medical monitoring when you are hospitalized, emergency medical evacuation to an adequate facility, medically necessary repatriation and return of mortal remains.
  • Personal Assistance including pre-trip medical referral information and while you are on a trip: emergency medication, embassy and consular information, lost document assistance, emergency message transmission, emergency cash advance, emergency referral to a lawyer, translator or interpreter access, verifies medical benefits and assists with medical claims process.
  • Travel Assistance including emergency travel arrangements, arrangements for the return of your traveling companion or dependents and vehicle return.
  • Security Assistance including a crisis hotline and on the ground security assistance to help address safety concerns or to secure immediate assistance while traveling as well as access to a secure, web-based system for tracking global threats and health or location based risk intelligence.

Willamette University believes in the value of education, whether for self-improvement, social advancement, or as a means for improving knowledge, skills, and abilities for success at work. One of the many outstanding benefits afforded to full-time employees of Willamette University is our Tuition Remission and Exchange program.

Tuition Resources

Tuition Benefits for Employees

Become a Bearcat! As a benefit eligible employee, you are eligible after six (6) months of service for undergraduate course work and after three (3) years of service for graduate coursework. Tuition remission is provided for one course per semester at 100% and any additional courses at 50%. You must go through the full admission process and be admitted to the school subject to regular admission standards. The tuition remission program is non-taxable for undergraduate coursework, and non-taxable for graduate coursework up to the IRS limit of $5,250 per calendar year. Graduate tuition benefits provided in excess of $5,250 in the tax year are accounted as a taxable benefit to employees such that they will need to pay taxes on these amounts as if they received the dollar value of the benefit in cash. Taxability FAQ

Tuition Benefits for Dependent Children

Send your child to Willamette! Your dependent child(ren) is eligible to take advantage of tuition remission or exchange after you complete five (5) years of full-time service. Service credit is available for your service at other institutions of higher education. Your child(ren) can receive Willamette's full tuition for eight (8) semesters of undergraduate education. Your child(ren) must go through the full admission process and be admitted to the school subject to regular admission standards. Age and dependency limits apply.

Willamette also provides the option of receiving this benefit through participation in the national Tuition Exchange program and the Great Lakes Colleges Association (GLCA) Tuition Remission Exchange (TRE) program. A 15% participation fee based on the mean tuition charge of participating schools must be paid by the student to the GLCA. Combined, these exchange programs provide options for tuition benefits for dependent children at over 600 schools throughout the U.S.

Tuition Benefits for Spouse/Partner

Would your spouse/partner like to go to Willamette? Willamette University also provides tuition benefits for attendance in Willamette's undergraduate College of Liberal Arts for spouse/partner of employees. These benefits are provided on the same terms as those provided to employees, one class (up to 4 hours/week) per semester/term at 100% tuition remission and any additional courses at 50% of tuition. Tuition remission for graduate program courses are not available to spouse/partners.

Tax Free Dependent Child & Spouse/Partner Tuition Benefits

Tuition exchange for dependent children is a tax free benefit, however, it is critical that the student maintain dependency status under the parent/employee's tax returns during the full period of receipt of benefits. Undergraduate tuition remission for spouse/partners is likewise tax free.

Passes for employees and their families to attend home athletic events are available either at a discount or free of charge from the Athletics ticket office.

Employees gain access to Sparks Center facilities with a Willamette University ID card. Apply online by completing a Sparks Employee User Pass. The passes permit employees, their spouses and children (dependent, still living at home, between 16-23 years old), to use Sparks Center athletic, swimming and recreational facilities, including the fitness center. Locker and towel service is available for a nominal charge. Please be advised that a $15 replacement fee will be charged for re-issuance of any lost User Pass cards.

Employees are also eligible to purchase, at a reduced-price, season passes for theater productions from the Theater Department and complimentary passes and reduced-price tickets for many musical performances can be obtained from the Music Department.

Employees also gain access to the Hallie Ford Museum of Art Willamette University ID card.

This program is strictly voluntary. Please schedule a meeting with Human Resources if you would like more details on how this program may apply to you.

Who is eligible for voluntary severance?

A Willamette University employee who has been a full benefit eligible member of the faculty, administration or classified staff for at least twenty years attaining the age of 59 is eligible for the voluntary severance program.  Sabbaticals with salary and leaves of absence with salary shall be included for computing full time years of service.  

How long are the voluntary severance payments?

A voluntary severance payment will be made to an individual on a monthly basis for a period of three years or until the individual attains the age of eligibility for full Social Security benefits, whichever is earlier.  The payment during the first year of the arrangement will be equal to one-third of the base salary of the last full year of employment.  The payment during the second year of the arrangement will be increased to reflect the amount of salary increase given to continuing professors, administrators or classified staff in the same rank or status during the individual's first year of voluntary severance, and payment during the third year of retirement will be increased to reflect the amount of salary increase given to continuing professors, administrators or classified staff in the same rank or status during the individual’s second year of voluntary severance.

What happens to my payments if I pass away?

If an individual dies before full Social Security eligibility and prior to receiving three years of voluntary severance benefits, the individual's designated beneficiary shall receive one-half of the individual's regular voluntary severance payments for the period of time the individual would have received such payments had the individual lived.  Beneficiaries must be dependents residing with the employee at the time of death, including spouse, domestic partner, or children.

Will I continue to receive retirement contributions?

The employer portion of contributions to the Willamette University 403(b) Defined Contribution Retirement Plan, or any other such retirement plan that is in effect at the time of this agreement, will be paid by the University for the duration of any salary continuance under this agreement.  No employer contributions will be made to such retirement plans after death of individual.

Will I be eligible to participate in the insurance plans?

Until the individual reaches Medicare eligibility the individual may elect to participate in the University's medical and dental plans on the same basis as if individual were a full time faculty, administration or classified staff member.  Deductions from voluntary severance pay because of participation in medical and dental plans will be made on the same basis such deductions would have been made had the individual continued employment with the University.  The individual will be covered by the University life insurance policy during the years that the salary provisions of the voluntary severance agreement are in effect as if individual were a full time member of the faculty, administration or classified staff.  The amount of life benefit shall be based on the full salary upon which the amount of severance pay is based.

Do I have to continue to work for the University?

During the period of voluntary severance payments, the individual is not required to render any services to the University, and the University is not required to hire the individual in any capacity.  However, during such period of voluntary severance payments, the individual may contribute services to the University upon such terms and conditions as are mutually agreeable to the University and individual who has entered into a voluntary severance agreement.  It should also be understood that voluntary severance payments are earned income subject to taxation by the Internal Revenue Service and may be subject to consideration as income for the purposes of reduction of Social Security benefits.

Can I change my mind after I start the program?

The election to accept a voluntary severance arrangement is irrevocable and no changes will be made to the Voluntary Severance Agreement that an individual signs with the University.

Can I work for another educational institution while I am participating in this program?

Unless otherwise agreed to in writing, an individual receiving benefits under this program shall not accept more than half-time employment in an academic or administrative position at another educational institution.  If employment exceeding half of the normal instructional, administrative or classified load is accepted during the period of voluntary severance, the benefits of this program of voluntary severance will be suspended effective at the time of such employment.

Can this program change?

The Board of Trustees reserves the right to modify the Voluntary Severance Program at any time.  However, any modifications of the Voluntary Severance Arrangement Guidelines by the Board shall not affect individuals signing a Voluntary Severance Agreement prior to the effective date of such modification.

How do I apply for this program?

Please schedule a meeting with HR at least six months prior to your intended retirement date.