For answers to questions regarding your 403(b) plan, please contact:
Kelly Behnke, Plan Administration Consultant, 1-800-279-4030, ext. 6636
Jay Lukas, Plan Administration Consultant, 1-800-279-4030, ext. 2361
Kristian Lee, Plan Administration Consultant, 1-800-279-4030, ext. 4416
Deborah Koston, Plan Administration Assistant, 1-800-279-4030, ext. 1638
If you have questions or comments about 403(b) payroll processing or enrollments, please call 1-800-279-4030, Extension 8567.
Your staff can easily enroll in our programs by:
- Completing our step-by-step online application
- Completing and submitting a paper application
- Contacting one of our Enrollment Specialists at 1-800-279-4030, ext. 8577 for assistance.
Order enrollment booklets. An enrollment booklet includes everything an employee needs to enroll in a 403(b) or IRA retirement savings account with WEA Member Benefits.
Salary Reduction Authorization Form
This form provides employee authorization to have 403(b) contributions deducted from their paychecks.
We offer a standard 403(b) salary reduction authorization form for districts to use. However, if your district uses a customized SRA, make sure we have a current copy for our files to provide employees who call to enroll in your plan.
IRA contributions should be made using the IRA contribution form.
Payroll Coordinators Handbook
Retirement Forms and Brochures
Communique Issues (Articles and notices for payroll coordinators)
Employer Articles (Includes articles from Benefits NewsBrief e-news)
Subscribe to Benefit NewsBrief (A quarterly e-news for administrators and/or district business personnel)
Contribution Limit Calculations
Participants who have 15 years of service with your district may be eligible to contribute an additional amount to their 403(b) account. A Contribution Limit Calculation form (pdf) should be completed for these individuals. If you have questions about a participant’s eligibility or need a calculation completed for a participant, contact us at 1-800-279-4030, ext. 8567.