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You're the link for family to enjoy our programs

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Griffin Kalepp

Eligibility changes mean the most important people in your life can enjoy more of our programs. You’re the link that makes it possible!

Family members who may be eligible include your:

  • Spouse or domestic partner
  • Children and their spouses
  • Parents and parents-in-law

In some cases, your grandchildren may even be able to participate.

Family members may be eligible to participate in:

Give us a call at 1-800-279-4030 to learn more.

Griffin Kalepp, Retirement and Investment Services Specialist

*To be eligible for this program, you must meet the IRS eligibility requirements for contributing to an IRA.

Wisconsin residency required.

Watch your contribution limits…year end is closing in

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Laura KampsEmployee contribution limits for 403(b) accounts are $18,000 for 2017; however, employees age 50 and older can contribute an additional $6,000 for a total of $24,000 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.

Learn more at

Laura Kamps, Financial Planning Specialist

Important deadlines are coming up quickly

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Brenda Echeverria403(b) and IRA exchanges/transfers/rollovers
Exchanges, transfers, and rollovers require significant processing time. Your completed paperwork (including approved third-party administrator transaction authorization if applicable) will be submitted to the payer company by the end of December if we receive it by December 9. This includes requests for IRA recharacterizations and conversions. Call us if you have any questions at 1-800-279-4030. We’re happy to help you through the process.

Postdated checks
We are unable to accept IRA contribution checks written and received this tax year (2017) for next tax year (2018). Postdated checks will be returned.

Year-end withdrawal deadlines
If you would like to take a lump sum withdrawal from your 403(b) or IRA accounts before the end of 2017, your completed request (including third-party administration transaction authorization, if applicable) must be received by us on or before December 15. Requests received after this date may not be processed before year end.

Brenda Echeverria, Financial Planner