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Financial Fitness Blog

Nominate a financial mentor before September 1!

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Griffin Kalepp

Do you know someone who takes the time to give financial encouragement, advice, and guidance to his or her colleagues? Give that person some well-deserved recognition.

Some comments we’ve received so far for current nominees include:

  • John has been helping staff understand their benefits, WRS, and 403b options for many years, and goes above and beyond educating his peers.
  • Don runs numbers in a variety of scenarios and encourages younger teachers to have an eye on their financial future. He makes finances clearer and less intimidating.

It only takes a minute to nominate someone. Just visit weabenefits.com/mentor.

The 2017 deadline is September 1, so don’t wait! Award winners will be announced on October 16. They will also be mentioned in the fall your$ magazine and receive a certificate of recognition.

Griffin Kalepp, Retirement and Investment Services Specialist

Are your beneficiaries up to date?

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Laura KampsAs you experience changes in your life such as marriage, divorce, or death, don’t forget to review your beneficiary designations. The beneficiary designations associated with your retirement account(s) take precedence over your will.

Want more information about choosing beneficiaries? Read our online brochure, Choosing Beneficiaries for Your Retirement Account.

Laura Kamps, Financial Planning Specialist

Summer is a great time to boost your savings

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Sue LukasAre you maximizing your 403(b) contributions? Summer is a good time to update your Salary Reduction Agreement (SRA) so you’ll be ready to go for the school year.

To update your SRA, you can do one of three things:

  • Contact your school district business office for their most recent SRA.
  • Download our SRA form.
  • If your district allows, update your SRA online through the yourMONEY account portal.

Sue Lukas, RIS Specialist