Member Benefits can help you consolidate and enroll in your new 403(b) plan.
There’s a lot to think about when moving to a new school district: new classroom, new students, new coworkers…and a new 403(b).
Your 403(b) is an employer-sponsored plan, so when you leave a district, any contributions to that account stop. To continue funding your retirement savings, you need to set up a new retirement account with your new district.
Member Benefits is an approved vendor in 98% of the school districts in Wisconsin, so chances are you can continue saving for retirement with our nationally recognized 403(b).
We can help you enroll in your new plan and assist with consolidating your accounts (if allowed by the plan).
Schedule a meeting here or call us at 1-800-279-4030.
P.S. Consolidating your retirement accounts makes them easier to manage and may save you money. If you want to rollover a 401(k) or other retirement account(s) to a WEA Member Benefits IRA, we can help with that, too!