Retirement

Ready to rollover to a WEA Member Benefits IRA?

DATE | 12/09/19
2
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Do you or your spouse have an IRA, 401(k), 403(b), 457(b), SIMPLE IRA, and/or SEP IRA with other companies? If so, you’re probably paying multiple annual fees.*

Managing your investment accounts is easier when you consolidate. Consider rolling over into our IRA program where you’ll pay ONE low administrative fee up to an annual fee cap.**

It’s even easier to save by making automatic contributions from your savings or checking if you’re still working.

Here’s a few reasons to rollover your IRA to us:

It’s open to family members. Your family, including your spouse or domestic partner, children and their spouses, parents, parents-in-law—and in some cases, your grandchildren—may also be eligible to participate in our IRA program.1

Low fees save money. Fees charged by some plans can take a big bite out of your earnings. The number one factor in determining your rate of return—after asset allocation—is cost. To make the most of your invested dollar you will want to minimize the fees you pay.

Our IRA has just one low annual administrative fee (0.45%) that is capped annually at $600 for WEAC members $750 for non-members. No other administrative fees apply; however, mutual funds include investment management and redemption fees.

Rollover with ease. We can help you complete your transfer or rollover in a few easy steps. It only takes about 5 minutes with the help of one of our technical assistants.

Our enrollment experts will help you:

  • Evaluate your current provider.
  • Prepare paperwork.
  • Monitor the transfer process.

For more information, give us a call at 1-800-279-4030, Extension 8568, or start the process online at weabenefits.com/rollover.

*Be sure to consider all your available options and the applicable fees and features of each option before moving your retirement assets.
**A minimum annual fee of $25 will apply to accounts that have no annual contributions. Mutual fund management and redemption fees may apply.
1To be eligible for this program, you must meet the IRS eligibility requirements for contributing to an IRA. Restrictions may apply. Wisconsin residency required.