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We can help you plan ahead for year-end distribution

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Laura KampsIf you have a 403(b) or IRA account with Member Benefits, we have some important things for you to make note of as we head towards year-end. Always feel free to contact us with your questions at 1-800-279-4030 or retirement@weabenefits.com.

403(b) and IRA exchanges/transfers/rollovers

Exchanges, transfers, and rollovers require a longer 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 20, 2014. This includes requests for IRA recharacterizations and conversions.

We’re happy to help you through the process, just give us a call.

Postdated checks

We are not able to accept checks written and received this tax year (2014) for next tax year (2015). Postdated checks will be returned.

Laura Kamps, RIS Specialist

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.