Employer Services

Employer Resources

Find necessary documents and login links, and subscribe to our free enews.

CARES Act updates for plan sponsors
Overview Benefits NewsBrief Employee status templates 403(b) enrollment Payroll Coordinator resources

For district employers

Explore resources to access vesting and enrollment information, and sign up for quarterly emails.

For answers to questions regarding your 403(b) plan, please call 1-800-279-4030, Option 3 or send us an email.

For answers to questions regarding 403(b) payroll processing or enrollments, please call 1-800-279-4030, Extension 8567.

Benefits NewsBrief

Subscribe to our quarterly email newsletter.

The Benefits NewsBrief is a quarterly email newsletter that provides information and resources on 403(b) program administration. It is designed for district administrators, payroll coordinators, bookkeepers, and other administrative staff at Wisconsin public schools that have Member Benefits as an approved 403(b) program provider.

The Benefits NewsBrief is delivered in January, April, July, and October. If you would like to subscribe, please fill out and submit the form below.

For more information about our services, please explore the employers pages on our website.

Employee status templates

For districts who use WEA Member Benefits to administer employer 403(b) vesting contribution benefits.

As part of the administration of vesting benefits in your 403(b) plan, we need to make sure we have the most up-to-date information about your employees’ status each year. Please use the following Word templates:

IMPORTANT!! When the files are completed, you will need to send them to us securely. Please call 1-800-279-4030, Option 3 or send us an email. We will provide you a link to a secure website where this information can be delivered as a secure file. Please DO NOT email templates directly with any file attachments or they will not be delivered securely.

403(b) enrollment

  • Order enrollment booklets. An enrollment booklet includes everything an employee needs to enroll in a 403(b) or IRA retirement savings account with WEA Member Benefits.
  • Or, your staff can easily enroll in our programs with our step-by-step online application.

Payroll Coordinator resources

Contact info

If you have questions or comments about Trust Advantage™ payroll processing, please contact:

Order New Hire Kits (Trust Advantage)

The new employee kit includes everything a new employee needs to know about the benefits of Trust Advantage. When ordering kits via e-mail, please include your name, school district, and quantity desired.

Handbooks

Adobe PDF iconPayroll Coordinators Handbook (QuickLink)

 

Adobe PDF iconPayroll Coordinators Handbook (QuickLink, TSA only)

 

Payroll deduction

Adobe PDF iconPayroll Deduction Authorization Form
Employees can choose to have personal insurance premiums or IRA contributions deducted from their pay check.

Resources

Watch the instructional videos to learn how to use yourPLAN ACCESS.

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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