For easy online access to your 403(b) and IRA, log into your account through the your MONEY portal.
First time logging in to your MONEY? Create an online account.
>> Here's how to access your MONEY (PDF)
Instructions on how to fund your 403(b)
Once you have opened a 403(b) and created an account at your MONEY, you still need to fund your account by filling out a Salary Reduction Agreement (SRA). An SRA authorizes your employer to withhold either the dollar amount or
percentage of pay you've elected from each paycheck and send your
contribution to Member Benefits. Depending on the district you work for, you will fund your account in one of three ways:
1. Online through the your MONEY portal
Available only to employees in the following districts:
Altoona, Green Bay, Howard Suamico, Hustisford, Ithaca, Ladysmith,
New London, Pecatonica, Raymond Jt. 1, Seboygan Falls, Three Lakes,
Turtle Lakes, Wautoma, Wittenberg Birnamwood
Please log in and fill out the online Salary Reduction Agreement through the your MONEY portal.
>> Here's how to fund your account online (PDF)
2. Request a Salary Reduction Agreement (SRA) from your school district
Obtain an SRA from your school district (HR, payroll office). Fill it out and submit it to your district's payroll department.
3. Request an SRA from your district's Third Party Administrator
If your school district uses a Third Party Administrator (TPA), contact your district's TPA for instructions on how to complete the paperwork necessary to start contributing to your 403(b).
Our Member Service staff is available to answer any questions you may have about your account. Give us a call at 1-800-279-4030.
Instructions on how to fund your Traditional or Roth IRA
WEA Member Benefits offers several ways to fund your IRA:
- Monthly withdrawal from your bank account.
The Smart Plan Authorization or Modification form is used to set up an automatic monthly withdrawal from your checking or savings account. Simply complete the form and return it to WEA Member Benefits.
• Fax: (608) 237-2529
• Email: email@example.com
- Personal check
Provide the IRA Contribution Form with your check to make an IRA contribution.
- Transfer or Rollover In
Complete a Request for Transfer/Rollover to Traditional IRA/Roth IRA form. Attach a copy of a recent statement from your other IRA account (be sure to check with the other company, they may also have their own paperwork you may need to complete). All completed transfer/rollover forms (both from WEA Member Benefits and from the other company) should be returned to: WEA Member Benefits, P.O. Box 7893, Madison, WI 53707-7893.
- If you are an employee in a district that uses our Trust Advantage program, you may be able to payroll deduct your IRA contributions. Call us at 1-800-279-4030 and we can take your contribution request over the phone.
Features of your MONEY
As a participant in one or more of our programs, your MONEY gives you easy online access to, and management of, your retirement accounts. You can:
- View detailed account information.
- Change your future investment allocations or request a trade.
- Securely download your information to Quicken or export as a CSV file.
- Create and track your personal financial plan with our interactive online retirement planner and other useful tools.
- Go green with optional electronic communications.
And much, much more!
>> Take a look at what's inside your MONEY (PDF)
FAQs (Frequently Asked Questions)
What is a Salary Reduction Agreement (SRA).
In order to fund your 403(b), a Salary Reduction Agreement (SRA) needs to be filled out. An SRA authorizes your employer to withhold either the dollar amount or percentage of pay you've elected from each paycheck and send your contribution to Member Benefits.
How do I find out what SRA my district uses?
Contact your human resources or payroll office and request your district's SRA. Or, give us a call at 1-800-279-4030.
What if my district uses an online Salary Reduction Agreement through your MONEY? What do I need to do?
If your district allows an online SRA, you'll need to log in to your account through the your MONEY portal and take these five easy steps to start making contributions to your 403(b) (PDF).
What if my district uses a Third Party Administrator (TPA)?
If you work in a district that uses a TPA, contact your TPA for instructions on how to fill out and submit the paperwork necessary to start contributions to your 403(b).
How do I access my 403(b) or IRA account information online?
You can access to your 403(b) and/or IRA accounts online through the your MONEY portal. View step-by-step instructions on how to log into your MONEY portal by downloading the "How to log into your MONEY" PDF.
Can I access my account information over the phone?
Yes. You can access your account information over the phone by calling 1-800-279-2490 and connecting with a member service representative during normal business hours. Self-service options are also available, including over-the-phone trades.
Questions? Contact us
Our member service representatives are here to help.
Phone: 1-800-279-4030 Ext. 8567
Or send us an e-mail.
The 403(b) retirement program is offered by the WEA TSA Trust. TSA program registered representatives are licensed through WEA Investment Services, Inc., member FINRA.The Trustee Custodian for the WEAC IRA accounts is Newport Trust Company.