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Important retirement information for IRA participants

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Jay LukasIf you have an IRA with Member Benefits, expect a letter from us to remind you to name your beneficiaries if you haven’t already. It’s also important to review your beneficiaries from time to time, especially when your circumstances change. Remember: The beneficiaries on your retirement account supercede what you may have in your will.

For more information on beneficiaries, read our brochure "Choosing Beneficiaries for Your Retirement Account."

Jay Lukas, Assistant RIS Consultant

The Trustee Custodian for the WEAC IRA accounts is Newport Trust Company.