Welcome Milwaukee Teachers’ Education Association members!

Enroll in the 403(b), find retirement savings information, and register for financial events.

Enroll in your district’s 403(b) retirement savings plan

Start saving for your financial future.

Calendar of events

Attend an upcoming seminar or
financial consultation
at your district.

Sources of retirement income for most Wisconsin public school employeesSave for your future

Most Wisconsin public school employees will need more than Social Security and their pension in retirement—the rest is up to you. WEA Member Benefits’ nationally-recognized 403(b) retirement savings program can help you meet your personal savings goals. It also provides tax-advantaged savings options for public school employees. The 403(b) is similar to the 401(k) in the private sector.

We also offer Individual Retirement Account (IRA) options as another great way to save for retirement. Both Roth and Traditional IRAs are available. Plus, your family members (spouse, children, parents, and parents-in-law) are also eligible for our IRA program.

Chart illustrates sources of income for most Wisconsin public school employees. *The percentage of salary replaced is tied to how many years one works in state service. The 33%-45% figure assumes 25-33 years of WRS service and depends on individual circumstances.

Protect your stuffInsure what matters to you

Many people don't realize that the coverage that personal insurance provides is a very important part of your financial health. You work hard for what you have, so protect it with someone you can trust like Member Benefits. Our discount programs and payment options make managing costs and budgets easy.

Explore our insurance products to cover your home, auto, and much more.

Request a quick quote           Sign up for an individual phone consultation

Talk to an expertGet expert help

Get a plan for your future by making a financial planning appointment with one of our financial advisors. Whether your wondering if your investments are still aligned with your financial goals, wanting to determine whether you're on track to retire, or determining your readiness for retirement, we can help you a game plan for making important retirement decisions.

 

For over 50 years, WEAC members have enjoyed the quality financial programs offered by Member Benefits—programs made available by their union.

WEAC created programs such as our nationally recognized 403(b) and personal insurance programs to give members a quality alternative to for-profit providers of financial services.

While eligibility for these programs is generally extended to all Wisconsin public school employees, WEAC members receive preferred pricing as an added value to their membership. Plus, family members may be eligible for most programs.

Check out the WEAC Member Discount Flyer!

Financial seminars

See all available seminars from Member Benefits.

Enrollment will open 30 days prior to the seminar.

 

Retirement Planning

Wisconsin public school employees approaching retirement typically have questions about what they need to do to prepare. This information is appropriate for those within 10+ years of retirement. 

 

 

Don’t Panic Over Market Volatility

Equipping yourself with an understanding of market volatility is vital. It is important to remember that volatility is a normal aspect of investing. Don’t let your emotions get in the way of your investment strategy. 

 

 

 

Women and Retirement

Women are at a much higher risk of facing financial uncertainty in retirement and retiring with considerably less savings than men. This presentation will help you to understand the common financial hurdles women face and tips and resources to help you prepare to meet those challenges head on.

April 23  |  Register

 

 

Investment Basics

Learning the basics of investing is the first step to building an investment strategy. Many never get past this first step because they don’t have the time or are afraid it’s too complicated. If this describes you, this is your chance. Whether you are just starting out or have been investing and want to know more, this one-hour seminar will be a good investment of your time.

April 9  |  Register

 

 

Preparing for Retirement  

This comprehensive session is recommended for employees within 5-10 years of retirement and covers the different retirement planning solutions available and the implications of the decisions employees make as they approach retirement.

May 7  |  Register

May 21  |  Register

 

Budgeting and Saving Basics

Having a budget is a key component of any financial plan. You can’t have a plan without a clear understanding of what money is coming in, what is going out, and where it is going. Developing a budget can empower you to take control of your finances.

 

 

 

Get on Track to Financial Security

This seminar is designed to teach employees of all ages the basics of investing and retirement planning. In this session we provide information about how to achieve long-term financial goals.

 

 

 

The Conversation Every Family Should Have: Long-Term Care Options From a Healthcare Perspective

Experts say 70% of those who reach age 65 will need some type of long-term care (LTC) during their lifetimes. Long-term care insurance may minimize the impact of any LTC expenses you may incur in retirement.

Join Eileen Dunn as she discusses options for elder care, the role state and Federal programs play in LTC, and types of LTC insurance available.

Eileen is an expert in geriatric and elder care and helps families determine the best options available for their loved ones. She has degrees in Social Work and Health Services Administration, is certified through the National Academy of Certified Care Managers, and is a member of the National Association of Professional Geriatric Care Managers.

Program administered by Associates of Clifton Park. Long-term care (LTC) insurance products are underwritten by multiple LTC insurers.

 

Personal financial consultations

One-hour financial consultation with N’Kenza Whitlow 

Phone Appointments

Click here to schedule a consultation with N’Kenza

Insurance consultations

30 minute consultation with a licensed insurance consultant

Phone Appointments

Click here to schedule a personal insurance consultation

Milwaukee Public Schools 403(b) Enrollment Packet

Thank you for your interest in our 403(b) application. Please fill out the form below to access the enrollment packet:

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Your Retirement Journey

Wherever you are in your journey, this video has tips and information for everyone!