Member Benefits Consultant Steve Bader
Every Member Financially Secure
IRA Fees
| Annual administrative fee (capped annually at $600 for WEAC members and $750 for nonmembers) | 0.45% |
| Inactive Account* minimum annual fee | $25 |
| Other administrative fees | None |
*Inactive accounts are accounts with no contributions within a calendar year. Investment management and redemption fees apply.
Member Benefit Consultants can provide assistance with your retirement savings accounts but do not offer investment advice. Registered Representatives of and securities offered through WEA Investment Services, Inc., member FINRA. Some financial planning consultations may be free to attend; however, if you choose to invest in the WEA Tax Sheltered Annuity or WEA Member Benefits IRA program, fees will apply. Consider all expenses before investing. For additional program disclosures visit weabenefits.com/disclosures.
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.