Access your account

Access your WEA TSA Trust 403(b) account or WEAC IRA to:

See the balance in your account.
Check your current beneficiary information.
Change your allocations.*
See how each investment fund performed last quarter and so far this year.*
Move funds from one investment to another.*
And more.

*Applicable to TSA and IRA accounts with mutual funds

TRADE RESTRICTION POLICY

The following trading restrictions apply to all WEA Tax Sheltered Annuity Trust and WEAC IRA accounts:

All fund shares purchased through a trade* require a 90-day holding period.

*Trades are transfers, within a WEA Tax Sheltered Annuity Trust account or a WEAC IRA account, of existing fund balances between the Prudential Guaranteed Investment and a mutual fund investment or between mutual funds.

We are unable to process any part of a trade request that attempts to trade shares that do not meet the holding requirements. Please call a consultant at 1-800-279-4030 if you need assistance.

The 403(b) retirement plan is offered by the WEA TSA Trust. TSA program securities offered through WEA Investment Services, Inc., member FINRA.

The Trustee for the WEAC IRA Program is First Business Trust & Investments.

Salary Reduction Agreement

Beneficiary Change Request Form

Exchange/Transfer/Rollover Form

Address/Name Change Form

Connect with us

Facebook

@weabenefits

Affiliates

WEAC

WEA Trust

WEA Credit Union

Contact Info

Personal Insurance Services:
1-800-279-4010

Retirement and Investment Services:
1-800-279-4030

Property and casualty insurance programs are underwritten by WEA Property & Casualty Insurance Company. The terms and conditions of your coverage are exclusively controlled by your written policy. Please refer to your policy for details.

The 403(b) retirement plan is offered by the WEA TSA Trust. TSA program registered representatives are licensed through WEA Investment Services, Inc., member FINRA.

All investment advisory services are offered through WEA Financial Advisors, Inc.

The Trustee for the WEAC IRA program is First Business Trust & Investments.

Program administered by LTCi Marketing Administrators (LiMA). Long-term care (LTC) insurance products are underwritten by multiple LTC insurers.

This is for informational purposes only and not intended to be legal or tax advice. Consult your tax advisor or attorney before taking any action.

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, 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, charges, and expenses carefully before investing. The prospectus contains this and other information about the investment company.

Target retirement funds invest in a mix of stock and bond funds that steadily become more conservative as they approach their target date. Target retirement funds are not guaranteed and may gain or lose value now and after their target date.

Principal and net credited interest are fully guaranteed by Prudential Retirement Insurance and Annuity Company (PRIAC). Such guarantees are based upon the financial strength and claims-paying ability of PRIAC.