Financial Consultations

If you are a new member or are new to investing and retirement saving, our financial consultation options will help you get started on the road to financial security.
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Financial Planning

Having a financial plan helps you see the big picture, set goals, and stay on track, whether you are just starting your career or planning your exit.
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Financial articles

Read financial articles on retirement, financial planning, and protecting your assets that focus on the needs of Wisconsin public school employees.
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IRA

Enroll in our Individual Retirement Account with our step-by-step online application. We offer a variety of investment choices, low fees, and it's open to family members. Learn more or view our IRA step-by-step guide.
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Retirement

It's easy to start saving for retirement with a 403(b) or IRA...and it's never too late to start.
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403(b) exchange, transfer, rollover

Can I move funds from another retirement plan into a 403(b) WEA Tax Sheltered Annuity (TSA) Trust account? If so, how? The IRS allows you to move funds from several different types of retirement plans.  However, the way these are handled is based on the type of retirement plan you have and your school district plan documents. It is also […]
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Our 403(b) fees

See our fees listed below and find out why fees matter and how they impact your current and future savings. *Inactive accounts are accounts with no contributions within a calendar year. Mutual fund management and redemption fees apply. See Investment Spectrum.
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Why choose us?

Because we are a member organization, our 403(b) program is designed with unique qualities that set us apart from other commercial providers. Low fees One low annual administrative fee with an annual fee cap, keeps more of your money working for you. Low annual administrative fee of 0.35%. Annual fee cap of $500. No-load mutual funds […]
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403(b)

Our 403(b) program has been nationally recognized by Forbes magazine and the Los Angeles Times as a low cost, soundly managed retirement savings option for Wisconsin public school employees.
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