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Watch your mail for important retirement information

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Laura Kamps1099-R coming in the mail

If you took a reportable distribution from your WEA TSA Trust 403(b) and/or WEAC IRA account(s) during 2016, we will send a 1099-R to the address on file on or before January 31, 2017. You will receive your 1099-R from our custodian, Mid Atlantic Trust Company.

IRA participants: Don't forget your beneficiary information

If you have an IRA with Member Benefits, you should have received a letter from us reminding you to name your beneficiaries if you haven’t already done so. It’s important to review your beneficiaries from time to time, especially when your circumstances change. Keep in mind, the beneficiaries on your retirement account may supersede what you may have in your will.

If you have any questions or concerns about your retirement account, we're happy to assist you. Please call us at 1-800-279-4030.

Laura Kamps, Financial Planning Specialist