Resource Library - 403(b) TSA

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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.


Announcing the 2018 Prudential Guaranteed Credited Rate

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


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.


Protecting a legacy

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


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.


403(b) and IRA Beneficiary Information

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.


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.


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.


New educators can learn a lot with the Don’t Be Jack™ game

WEA Member Benefits' Don’t Be Jack™ game is a great way to learn about financial issues that impact Wisconsin public school employees.


Personal finance lessons: 4 insights for new educators

New Wisconsin public school teacher Molly Walsh Anderson shares four lessons that have helped her navigate new financial realities and responsibilities.


Deadlines are coming up before you know it

Get the details on deadlines for 403(b) and IRA exchanges/transfers/rollovers, postdated checks, and year-end withdrawal deadlines for 2016.


Frankenstein’s investment style

Overlooking the personality flaws, Frankenstein—or the creation of Frankenstein—can help to illustrate the important investment concept of diversification.


Ghost accounts can haunt your future

Do you have retirement accounts from previous jobs floating out there like ghosts from the past? Learn how to head off any scary surprises.


Start the school year out right

The start of a new school year is a good time to take a look at your retirement account. Here are a few things you may want to review.


Top 5 things to do when choosing a 403(b) TSA vendor [INFOGRAPHIC]

Top 5 things to do when choosing a 403(b) TSA vendor [INFOGRAPHIC]


Q&A: Additional retirement contributions

Q&A on considerations for putting additional money toward retirement above the 6.6% contribution to WRS.


Take a moment to boost your 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.


Retired or changed jobs? Keep enjoying our low fees

If you have a 403(b) or an IRA account with us, you can keep it here regardless of your employment status and continue to take advantage of our low fees and great customer service.


Review your beneficiary designations every year

As you experience changes in your life such as marriage, divorce, or death, do not forget to review your beneficiary designations.


You don't need to save a lot to get ahead, but start you must

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


You can stick with us

Did you know that you can stay insured with us even after you leave your school job or retire? And your Member Benefits’ 403(b) and IRA accounts can remain with us whether you retire, change districts, or change professions?


We can help you plan ahead for year-end distribution

If you have a 403(b) or IRA account with Member Benefits, we have some important things for you to make note of as we head towards year-end.


Update your retirement goals

If you have an IRA or 403(b)/TSA account with WEA Member Benefits, log in to yourMONEY to use “My Retirement Goals.”


Unsung heroes

Educators across the state find financial encouragement, advice, and guidance for becoming financially secure in the profession they love from someone down the hall.



2017 Guaranteed Rate