IMPORTANT INFORMATION
The upgrade is complete! Please refer to the email sent on Sunday, March 30 for log in information.
Training opportunities
Jump to: Remittance templates | Informational flyers | Quick videos
403(b) contribution remittance assistance
Do you have questions on remitting your 403(b) contributions? Are you looking for one-on-one training including help submitting your contribution file in the yourPLAN ACCESS™ plan sponsor portal? Our Plan Administration team can walk you through the remittance process, help you navigate the portal, and even walk you through reporting that is available to you.
Schedule a one-on-one Zoom meeting with one of our team members and learn more about our upgraded plan sponsor portal.
Schedule your training (opens in Calendly)
Remittance templates
403(b) remittance template 
For districts remitting WEA TSA Trust 403(b) contributions to Member Benefits.
Acceptable formats for remitting: XLS, CSV, TXT
WEA Common Remitter 403(b) remittance template
For districts remitting through the WEA Common Remitter program.
Acceptable formats for remitting: XLS, CSV, TXT
Informational flyers
Quick videos
Created by educators
WEA Member Benefits
Over 50 years ago, we were created by Wisconsin educators for Wisconsin educators. No other financial organization can say this. Explore our unique programs and services.