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 […]
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.
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 […]
Everyone’s life experiences are different. The stories these three Wisconsin educators share illustrate that point and may inspire you to take some positive steps now as you embark on your own financial voyage.