Why choose us?
Because we are a member organization, our programs are designed with unique qualities that set us apart from other commercial providers.
View our answers to Bob Moeller's list of "Ten questions to ask any TSA provider."
Low fees
One low annual administrative fee with a cap, so more of your money is working for you.
• No-load mutual funds
• No transfer fees
• No surrender penalties or withdrawal charges
• Low annual administrative fee of 0.35%. Annual cap of $300.*
*Minimum annual fee of $25 for inactive. Inactive accounts are accounts with no contributions or distributions.
More about our fees.
Investment choices
Carefully chosen mutual funds and the Guaranteed Investment provide you with the flexibility you need to manage risk and build a diversified portfolio. And, you can contribute on a before-tax and/or after-tax Roth basis. And you can choose how involved you want to be in managing your investments. Choose target retirement funds if you want minimal maintenance, or if you prefer more involvement create your own portfolio from our fund choices.
Before investing in any mutual fund, call WEA Trust Member Benefits at 1-800-279-4030 to request a prospectus. We advise you to read it carefully and consider the fund's investment objectives, risks, and charges and expenses carefully before investing.
Not-for-profit
We're a not-for-profit organization exclusively serving Wisconsin public education employees. We do not have commissioned sales people or shareholders, just dedicated professionals who have your best interest in mind.
It's your program
As a member organization, we have only your best interest at heart.
Personal consultations
Our experienced consultants will take the time to help you develop a plan that is right for you.
Access 24/7
Access your account online at any time.
Financial tools
Find out what kind of an investor you are by using our online risk assessment tool. We also have 26 online financial calculators to help you make sound decisions.
Transfers and rollovers
You can transfer TSAs invested with other institutions to the WEA TSA Trust. You may also rollover qualified 401(k), 457(b), or 401(a) plans.