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Financial Fitness Blog

It's a great time of year to go green

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N'Kenza Whitlow Did you know you can sign up for electronic delivery of your quarterly statements? Electronic statements are available earlier than paper statements and you’ll be helping conserve resources for future generations.

Signing up for electronic statements is easy: 

  1.  Log into your yourMONEY account by going to www.weabenefits.com/yourmoney.
    (First time log in information is available here)
  2. Click on the Communications link at the bottom right.  
  3. Click on View & Update, then on Make Changes.
  4. Check the Quarterly Statements box.
  5. Enter your preferred e-mail address, read and agree to the Communication Disclaimer, and click OK.  

Remember, you can access your account information and view up-to-date activity online 24/7. You can also download your account activity to Quicken or a spreadsheet.

Within 15 business days following the end of the quarter, you will receive e-mail notification that your statements are available. For those who do not choose electronic delivery, paper statements will be mailed within 20 business days following the end of the quarter. As always, if you have questions, give us a call at 1-800-279-4030 or email us.

N'Kenza Whitlow, Retirement Savings Consultant

Avoid IRS penalties!

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Eric SchwartzWatch your contribution limits…it’s year end! Contribution limits for 403(b) accounts are $17,500 for 2014; however, employees age 50 and older can contribute an additional $5,500 for a total of $23,000 per year. It’s up to the participant (not the employer) to pay attention to limits.

Give us a call at 1-800-279-4030 if you need assistance.

Eric Schwartz, Financial Planning Specialist