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Retirement Savings and Enrollment Materials for Employees

Browse our library of digital downloads to select the materials you’d like to share with your staff.

Contact memberbenefits@weabenefits.com or 1-800-279-4030 with any questions.

Click here to access a digital download of our 403(b) enrollment booklet, a detailed, step-by-step process.

Click here to access a digital download of our Retirement Comparison flyer. Invest in your retirement.

Click here to download the retirement comparison flyer

Click here to access a digital download of our Welcome to the District flyer, a summary of our products & services.

Click here to access a digital download of our general WEA Member Benefits flyer.

Click here to access a digital download of our Products and Services Resource. Check out what we have to offer!

Click here to access a digital download of our Enrolling In and Funding Your Retirement Account flyer, easy as 1-2-3.

Click here to access a digital download of our Jack & Jill Brochure, showing the value of starting to save for retirement early.

Click to download optional email template

Click here for an optional email template to create an email for your staff with links to these digital resources that you’d like to share with your staff. Feel free to tailor the email to best fit your district!

For districts that payroll deduct IRA contributions: Click here to access the IRA Payroll Authorization Form (a form employees fill out and return to their district office to start or change payroll deduction).

Click to download Payroll Deduction Authorization Form

For districts that payroll deduct insurance premiums: Click here to access the Payroll Deduction Authorization Form (a form employees fill out and return to their district office to start or change payroll deduction).

This Salary Reduction Agreement is intended for districts who do not use a Third Party Administrator or their own Salary Reduction Agreement: Click here to access the Pre-Tax and After-Tax Salary Reduction Agreement (a form employees fill out and return to their district office to start or change payroll deduction).

Created by educators

WEA Member Benefits

Over 50 years ago, we were created by Wisconsin educators for Wisconsin educators. No other financial organization can say this. Explore our unique programs and services.

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Retirement

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Insurance

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Financial Planning