Moving money: Your options
Transfers Rollovers Exchanges Conversions Transfers Transfers occur when funds are moved between the same account types, (403(b) to 403(b) or Roth IRA to Roth IRA, etc.) at the same (or different) investment provider. Transfers are not taxable or reported to the IRS.   Example 1: Jennifer worked for Washington School District in 2021, where she […]
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Reasons to move money
“I’m saving for retirement and have multiple retirement accounts, but moving money seems like a hassle. Why should I consider moving my money?”  Moving money can make sense for a number of reasons. Each reason is unique to the individual, their retirement savings, and their situation. When navigating that decision-making process, ask yourself the following […]
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Low cost investment choices
With 20+ high quality investment choices, regularly chosen and monitored by a professional investment committee, it’s easy to find the mix that works best for you. As program participants, you benefit by having access to lower cost mutual funds through our bulk purchasing power. Some choices include: No-load fund lineup includes index, actively managed, ESG, […]
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403(b) and IRA: Let’s move!
Whatever option you choose to move your money, start here! We accept funds from 401(k), 403(b), 457, IRA, and other retirement accounts.  Follow the steps below to move money to Member Benefits from another retirement savings account provider:   You can get support from one of our licensed Retirement and Investment Services (RIS) Specialists at […]
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Why choose Member Benefits?
Moving money to Member Benefits is a great idea, but don’t take our word for it! These are just some of the reasons our participants have chosen to move and keep their money with Member Benefits. WEA Member Benefits is here for you to and through retirement. You CAN stay with us in retirement.   Investment […]
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