RSS Feed

Financial Fitness Blog

Exciting fund enhancements coming soon

 Permanent link   All Posts

Jay LukasWe are pleased to announce that we’ll be making some exciting enhancements to our investments this year. Effective March 9, 2015, we will be adding a bond fund that will complement the Prudential Guaranteed Investment* for those looking for an additional fixed income option. For those interested in fully indexed investments, we will be adding the Vanguard Total Index portfolio that includes international funds. If you are a 403(b) or IRA participant with Member Benefits, you should receive a letter with more details this week.

Watch for the second quarter rollout of model portfolios that allow you to build portfolios based on the type of investor you are. These portfolios also automatically rebalance, so they are low maintenance. Stay tuned.

If you have any questions, please call us at 1-800-279-4030.

Jay Lukas, Assistant RIS Consultant  

This blog is for informational purposes only and not intended to be legal or tax advice. Consult your tax advisor or attorney before taking any action. The Trustee Custodian for the WEAC IRA accounts is Newport Trust Company. The 403(b) retirement program is offered by the WEA TSA Trust. TSA program registered representatives are licensed through WEA Investment Services, Inc., member FINRA.

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

*Interest is compounded daily to produce the current annual yield prior to the deduction of program administrative fees. Contributions and earnings are held in the general account of Prudential Retirement Insurance and Annuity Company (PRIAC). Principal and net credited interest are fully guaranteed by PRIAC. Such guarantees are based solely upon the financial strength and claims-paying ability of PRIAC. For more information go to