Retirement Savings and Enrollment Materials for New Employees

Browse our library 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 Welcome to the District flyer, a brief summary of opportunities we offer.

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 403(b) flyer. Do you have ALL the pieces in place for a secure retirement?

Click here to access a digital download of the WEA Member Benefits Program Mailer, a compilation of the products and services we offer.

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 to access an optional email template has sample language to create an email for your staff with links to the digital materials from this landing page that you’d like to share with your staff. Start with this and tailor the email to best fit your district!

Click to download Payroll Deduction Authorization Form

Click here to access the Payroll Deduction Authorization Form. This is a form employees fill out and return to their district office to start or change QuickLink payroll deduction for IRA and P&C products.

Need paper copies for your staff?

Click here to request new enrollee materials in limited quantities.

Created by educators

WEA Member Benefits

Over 45 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