Resource Library - 403(b) TSA

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Personal investment account opportunity

We are now scheduling appointments for those interested in nonretirement investment accounts (also referred to as a retail account).


Mutual fund lineup and model portfolio update

Learn about our upcoming mutual fund changes and model portfolio updates.


Learn more about the 403(b) and IRA

Learn about the Roth, investment strategy, risk tolerance, choosing beneficiaries, and much more.


Protecting a legacy: The update

Update on our evaluation of the Guaranteed Investment and our partnership with Prudential Retirement Insurance and Annuity Company.


Protecting a legacy

With $2.4 billion in member assets, the Guaranteed Investment is kind of a big deal.


Protecting a legacy: Participant level protections

Participant level protections are new to the Prudential Guaranteed Investment Account. Here’s more detail about when these protections could be triggered and what they mean to members.


Start small, save big

Don’t think you have enough money to save for retirement? Then you might be surprised to learn how a small amount can make a big difference. The key is to start…now.


403(b) and IRA Beneficiary Information

Providing home, auto, and additional liability insurance, TSA and IRA retirement investments for Wisconsin public school employees.


Market volatility happens

History has clearly shown us that the market is predictably unpredictable. If you’re feeling uncomfortable with market volatility, keep these tips in mind.


It's a great time for saving o' the green

What better time than St. Patrick's Day to pad your luck by saving a little more green! No four-leaf clover required. Here's a few ideas to help you build up your pot of gold.


Before you choose a retirement savings account

Before you choose a retirement savings account, check off these questions.


3 things you need to know to navigate fees in your retirement savings account

Fees are often not easy to find or to understand. So let’s explore the topic of retirement account fees so you can make informed savings decisions.


How we screen for mutual fund offerings

To ensure the quality of our retirement savings programs, Member Benefits has a committee of staff members who regularly review our investment options.


403(b) contribution limits have changed

The 2018 limit for the 403(b) has increased to $18,500. Are you maximizing your retirement contributions?


1099-R coming in the mail

If you took a reportable distribution from your Member Benefits 403(b) and or IRA account(s), expect an important document in the mail soon.


Announcing the 2018 Prudential Guaranteed Credited Rate

WEA Member Benefits is pleased to announce the 2018 Prudential Guaranteed Investment credited annual rate of return for both the WEA TSA Trust and WEAC IRA programs.


New year, new retirement statements for members

View a quick video and get more information on our friendlier, easier-to-read member retirement statements.


How the Prudential Guaranteed Investment Credited Rate is determined

Each year the announcement of the guaranteed rate prompts questions from participants....we give answers.


If you only keep one resolution this year, resolve to save more

It’s never been more important to save for your financial future and it’s never been easier. Open a retirement account with Member Benefits.


Income from self-employment? Don't forget SEP retirement contributions

It is not unusual for school employees to have a job on the side during the school year or summer break. Save more for your retirement through a Simplified Employee Pension (SEP) plan.


Time to review 403(b) and IRA contribution limits

Are you contributing as much as you can toward your retirement? If you're not maximizing your contributions, you may wish to re-evaluate the amount you're putting toward retirement.


Watch your contribution limits…year end is closing in

It’s up to the participant (not the employer) to pay attention to contribution limits in their 403(b) account. Have your reviewed yours?


Important deadlines are coming up quickly

Be sure to get these important 403(b) and IRA deadlines into your calendar.


Don’t miss these curtain calls

Refer to this handy list of deadlines so you don't miss any important dates when preparing to retire.


Breaking into your second act

Before making your retirement debut, you need to rehearse for the part. The act of retiring changes everything from what you do every day and who you see to how you spend and manage your money.


Q&A: Calculating your RMD

As you craft your retirement strategy, planning for age 70½ is a must, because that’s when required minimum distributions (RMDs) kick in. Here are some things you need to know.


What's your investment style?

At its most basic, how you decide to invest should be based on what kind of investor you are—your style—so you can make choices that are right for you.


Back to school is a perfect time to review your account

Now that you've settled back into a new school year, it's a good time to take a look at your retirement account.


National Retirement Security Week - October 15-21, 2017

If you're not saving for retirement, now is a great time to learn more and get started. Member Benefits can help.


Retirement savings options

We have a quick rundown of the retirement savings options available to you as a public school employee in Wisconsin.


A cautionary tale: No free lunches!

Seminar invites and ads targeted at seniors should be scrutinized for “red flag” language that SEC investigators say is meant to lure you in. If it sounds too good to be true, it probably is.


Summer is a great time to boost your savings

Are you maximizing your 403(b) contributions? Summer is a good time to update your Salary Reduction Agreement (SRA).


403(b) Withdrawal Options

Providing home, auto, and additional liability insurance, TSA and IRA retirement investments for Wisconsin public school employees.


Because you asked: Statement changes coming

You asked for changes on your retirement statement, so we’re delivering!


Investment spotlight: Prudential Guaranteed Investment

Understanding basic principles about how to analyze an investment can help you make wise choices. We start by shining a spotlight on the Prudential Guaranteed Investment.


Investment spotlight: Mutual Funds 101

Knowing how to secure your financial well-being is one of the most important things you’ll ever need to do in life. You don’t have to be a genius to do it.


Choosing Beneficiaries for Your Retirement Account

Providing home, auto, and additional liability insurance, TSA and IRA retirement investments for Wisconsin public school employees.


Automatic Enrollment in 403(b) Plans

Providing home, auto, and additional liability insurance, TSA and IRA retirement investments for Wisconsin public school employees.


To Roth or Not to Roth in Your 403(b)

Providing home, auto, and additional liability insurance, TSA and IRA retirement investments for Wisconsin public school employees.


Required Minimum Distributions

Providing home, auto, and additional liability insurance, TSA and IRA retirement investments for Wisconsin public school employees.


Mutual Funds 101: One-decision investing, two options

Learn more about Model Portfolios and Target Retirement Funds.


Mutual Funds 101: What's next?

Apply what you’ve learned from "Investment Spotlight: Mutual Funds 101" to start investing in your future or evaluate your current investments.


Will your retirement plan last a lifetime?

How would your plans for retirement change if you knew you were going to live to 100? You’ll be better prepared if you understand the role life expectancy should play on your savings decisions.


Retirement program myth busters!

We bust some of the common myths members hear about Member Benefits’ retirement and savings program.


Special retirement considerations for women

While both sexes are living longer than ever before, a longer life expectancy can impact women even more in retirement due to a number of issues.


Contribution limits remain the same

Are you maximizing your retirement contributions? If not, you may wish to re-evaluate the amount you're putting toward retirement.


Watch your mail for important retirement information

Watch your mail for important retirement information.


Smart Money Move #2: Pay less, get more

The impact of fees over time on your IRA or 403(b) account can significantly reduce your nest egg, and not all providers charge the same fees.


403(b)

What is a 403(b)? This tax advantaged retirement savings account offers pre-tax and Roth options. A great way to save for retirement.


Are you leaving money on the table?

If your employer (or your spouse’s employer) offers a match in your 403(b) or 401(k) plan, take it. It’s free money. Learn why you shouldn't miss out.


2018 Guaranteed Rate promo