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Exciting mutual fund changes

Last Updated: 5/2/2016 9:20:09 AM

On April 20, 2016, we replaced all of our Target Retirement Funds from investor shares to institutional shares and our T. Rowe Price Small Cap Value with the Prudential QMA Small Cap Value Z. Why the change? The bottom line: It will save you, our members, money.

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Avoid inactive account minimum annual fee

Last Updated: 4/28/2016 10:59:11 AM

There is a minimum annual fee for an inactive WEAC IRA and/or WEA TSA Trust 403(b) account with balances under a certain amount. You can avoid the fee with the IRA by making a single contribution at any time during the calendar year if you qualify.

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How will you use your tax refund?

Last Updated: 4/25/2016 9:55:10 AM

Getting a tax refund is such a treat. It’s so tempting to go directly online and buy airline tickets to a sunny destination where you can quickly replenish the vitamin D that has been depleted by a long and dreary winter. Not that there’s anything wrong with that, but you might want to consider other options for at least part of your refund—options that will have a long-term financial impact.

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Your Story

Totaled!

Published: 04/25/2016  

Sharon MorellHitting a deer can be a traumatic experience any time, but hitting a deer during the holidays is even more stressful. Fortunately for this member, Member Benefits made it easier.

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