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Financial Fitness Blog

Retired or changed jobs? Keep enjoying our low fees

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Brenda EcheverriaWe get a lot of questions on this one. If you have a 403(b) or an IRA account with us, you can keep it here regardless of your employment status and continue to take advantage of our low fees and great customer service.

Reminder: WEAC members receive additional savings with a lower annual fee cap on IRA accounts.

Have any other questions? We're here to help. Call 1-800-279-4030 or email retirement@weabenefits.com.

Brenda Echeverria, Financial Planner

Take a moment to boost your savings

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Eric SchwartzAre you maximizing your 403(b) contributions? Summer is a good time to update your Salary Reduction Agreement (SRA) so you’ll be ready to go for the school year.

To update your SRA, you can do one of three things:

  • Contact your school district business office for their most recent SRA.
  • Download our SRA form.
  • If your district allows, update your SRA online through the yourMONEY account portal.

Eric Schwartz, Financial Planning Specialist

Review your beneficiary designations every year

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N'Kenza WhitlowAs you experience changes in your life such as marriage, divorce, or death, do not forget to review your beneficiary designations. The beneficiary designations associated with your retirement account(s) take precedence over your will.

To view your current beneficiary designations through Member Benefits, log into weabenefits.com/yourmoney. Beneficiary change forms can also be downloaded from weabenefits.com/retirementforms.

N’Kenza Whitlow, Retirement Savings Consultant