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 […]
View

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.
View

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 […]
View

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.
View

Shore up your retirement savings

Are you maximizing your 403(b) contributions? Summer is a good time to update your Salary Reduction Agreement (SRA) so you’ll be ready to go for the school year.
View