Your Money

statement

View a quick video and get more information on the friendlier, easier-to-read member retirement statements.



>>Log in to yourMONEY

Your Money Button

If you already have a yourMONEY account, you can log in here.



>>Create a yourMONEY account

First time logging in to yourMONEY? Follow the steps below to create an online account and learn about helpful features.

arrows buttonI need to access my online account (first time logging in to yourMONEY)

403b dollar sign button I need to fund my 403(b)

IRA dollar sign button I need to fund my IRA

click fingertip button I want to learn about the features in yourMONEY

question button FAQs (frequently asked questions)

phone button Contact us


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>>  How to access yourMONEY (PDF)

 


 403b dollar sign button

Instructions on how to fund your 403(b)

 Once you have opened a 403(b) and created an account at yourMONEY, 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 yourMONEY portal

Available only to employees in certain school districts. Check with your human resources or payroll office.

Please log in and fill out the online Salary Reduction Agreement through the yourMONEY portal.

 >>  How to fund your account online (PDF) 

2. Request an 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).

Member Benefits staff are available to answer any questions you have about your account. Give us a call at 1-800-279-4030.

 


IRA dollar sign button Instructions on how to fund your Traditional or Roth IRA

Member Benefits offers several ways to fund your IRA:

  1. 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: retirement@weabenefits.com
  2. Personal check
    Provide the IRA Contribution Form with your check to make an IRA contribution.
  3. Transfer or Rollover
    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.    
  4. 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.


 click fingertip buttonFeatures of yourMONEY

As a participant in one or more of our programs, yourMONEY gives you easy online access to, and management of, your retirement accounts. You can:

  • Choose the level of detail you want to see on the dashboard.
  • Change your future investment allocations or request a trade.
  • Securely download your information to Quicken or export as a CSV file.
  • Get statements on demand with your choice of date ranges.
  • See your rate of return for up to the past 10 years.
  • Access our financial wellness center and use the interactive retirement readiness tool.
  • Go green with optional electronic communications.
    And much, much more!

Participant two-factor authentication further protects your personal and financial data. This includes text verifications for when you use a different computer, for example.

>>  Take a look at what's inside yourMONEY (PDF) 



     question buttonFAQs (Frequently Asked Questions) 

     What is a Salary Reduction Agreement (SRA)?
    In order to fund your 403(b), an 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 SRA through yourMONEY? What do I need to do?
    If your district allows an online SRA, you'll need to log in to your account through the yourMONEY portal and take these 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 yourMONEY portal. View step-by-step instructions on how to log into yourMONEY portal by downloading the "How to log into yourMONEY" 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. 



    phone button

    Questions? Contact us

    Our member service representatives are here to help.
    Phone: 1-800-279-4030, Ext. 8567
    Or send us an e-mail.