TSA (Tax-sheltered annuitiy)
  • What is a TSA?
  • Why choose us?
  • Investment choices
  • 403(b)(TSA) FAQ
  • Open a 403(b)(TSA)
  • Access your account
  • 403(b) Employer Info
IRA (Individual Retirement Account)
  • What is an IRA?
  • Why choose us?
  • Investment choices
  • IRA FAQ
  • Open an IRA
  • Access your account
Tools
Learn how fees impact your retirement savings

Investment choices

Carefully chosen no-load mutual funds and the Guaranteed Investment provide you with the flexibility you need to manage risk and build a diversified portfolio. And you can choose how involved you want to be in managing your investments.

One-decision investing

Target retirement funds meet the needs of investors who don't have the ability, interest, or time to monitor their retirement account portfolios asset allocation.

Do-it-yourself investing

For investors who prefer to play an active role in monitoring and managing their investments, our lineup of 16 mutual funds and the Guaranteed Investment may be more appropriate.

Before you consider any investment, it is important to understand risk and to determine your risk tolerance. Our risk assessment calculators will help you determine your risk tolerance.

Keep in mind that mutual fund investments are not guaranteed and may gain or lose value. Past performance is no guarantee for future results. Future performance may be lower or higher than past performance.

Before investing in any mutual fund, download a prospectus below or 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. The prospectus contains this and other information about the investment company.

Guaranteed Investment Fact Sheet

Quarterly fund performance

 

Fixed income

Guaranteed Investment (IRA) Prudential Group Annuity Contract Fact Sheet
Guaranteed Investment (TSA) Prudential Group Annuity Contract Fact Sheet

Target Retirement Funds

Target Retirement 2045 Fund Prospectus Fact Sheet
Target Retirement 2035 Fund Prospectus Fact Sheet
Target Retirement 2025 Fund Prospectus Fact Sheet
Target Retirement 2015 Fund Prospectus Fact Sheet
Target Retirement 2005 Fund Prospectus Fact Sheet

Large-cap stock funds

T. Rowe Price Equity Income Prospectus Fact Sheet
Vanguard Institutional Index Prospectus Fact Sheet
Vanguard PRIMECAP(TSA Only) Prospectus Fact Sheet
T. Rowe Price Growth Prospectus Fact Sheet
Star iconParnassus Equity IncomeSRI Prospectus Fact Sheet

Mid-cap stock funds

T. Rowe Price Mid-Cap Value Prospectus Fact Sheet
Vanguard Mid-Cap Index Prospectus Fact Sheet
T. Rowe Price Mid-Cap Growth Prospectus Fact Sheet

Small-cap stock funds

T. Rowe Price Small-Cap Value Prospectus Fact Sheet
Vanguard Small-Cap Index Prospectus Fact Sheet
Vanguard Explorer Prospectus Fact Sheet

Specialty funds

T. Rowe Price New Era Prospectus Fact Sheet
Star iconPIMCO All Asset Fund Prospectus Fact Sheet

International equity funds

Fidelity Diversified International Prospectus Fact Sheet

Star icon New funds


 

Funds marked with SRI are Socially Responsible Investment funds.

View our trade restriction policy.


TSA program securities offered through WEA Investment Services, Inc., member FINRA. The Trustee for the WEAC IRA Program is First Business Trust & Investments. All investment advisory services offered through WEA Financial Advisors, Inc.

©2010 WEA Trust Member Benefits
Contact · Accessibility