Why choose us?
Not-for-profit
We are a not-for-profit organization created to serve public school employees. Helping you achieve your financial goals is our mission.
It's your program
As a member organization, we have only your best interest at heart.
Open to family
Family members, like your spouse/domestic partner, children, parents, and parents-in-law are also eligible to open a WEAC IRA account. (Wisconsin residency required.)
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 information by phone or online at any time.
Program fees
• No-load mutual funds
• No transfer fees
• No surrender penalties or withdrawal charges
• Low annual administrative fee of .45% ($4.50 per $1,000 invested), annual fee cap of $500*
*Minimum annual fee of $25 for inactive. Inactive accounts are accounts with no contributions or distributions.
We have a Guaranteed Investment
The Guaranteed Investment fills the role of a fixed-income investment in your portfolio. The Guaranteed Investment traditionally offers a very competitive rate of return. The annual rate of return for 2010 is 5.0%.
Transfers and rollovers
You can move IRAs invested with other institutions to our WEAC IRA or TSA.