Are you maximizing your 403(b) contributions? Summer is a good time to update your Salary Reduction Agreement (SRA) so you’ll be ready to go for the school year.
The 403(b) is a great way for public employees to save for retirement. As a Wisconsin public school employee, you need WRS, Social Security, AND personal savings for your retirement plan to be complete.
Take a few steps to help you decide how much you would like to save in your 403(b).
- Get our free 403(b) enrollment guide and learn more about 403(b) options and benefits, savings tips, choosing an investment strategy, determining your risk, and more.
- Review contribution limits to help you evaluate how much you’re putting towards retirement and whether you’re saving enough to meet your future goals.
- Decided to change the amount you’re saving? To update your SRA, please contact your school district business office for their most recent SRA, download our SRA form, or if your district allows, update your SRA online through yourMONEY.
If you have questions or need more guidance, give us a call at 1-800-279-4030 or schedule a personal consultation.