Financial Planning

Having a financial plan helps you see the big picture, set goals, and stay on track, whether you are just starting your career or planning your exit.
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Financial articles

Read financial articles on retirement, financial planning, and protecting your assets that focus on the needs of Wisconsin public school employees.
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IRA

Increase your retirement savings and take advantage of tax benefits with a low-cost WEA Member Benefits IRA.
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Retirement

It's easy to start saving for retirement with a 403(b) or IRA...and it's never too late to start.
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Our 403(b) fees

See our fees listed below and find out why fees matter and how they impact your current and future savings. *Inactive accounts are accounts with no contributions within a calendar year. Mutual fund management and redemption fees apply. See Investment Spectrum.
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yourINCOME PATH

Learn more about yourINCOME PATH, a suite of options to help turn your retirement savings account balance into income during retirement.
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Why choose us?

Because we are a member organization, our 403(b) program is designed with unique qualities that set us apart from other commercial providers. Low fees One low annual administrative fee with an annual fee cap, keeps more of your money working for you. Low annual administrative fee of 0.35%. Annual fee cap of $500. No-load mutual funds […]
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