Resource Library - Traditional and Roth IRA

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Nonretirement investment account opportunity

We are now scheduling appointments for those interested in nonretirement investment accounts (also referred to as a retail account).


Mutual fund lineup and model portfolio update

Learn about our upcoming mutual fund changes and model portfolio updates.


Financially savvy millennials have a Roth IRA...here’s why

Opening a Roth IRA is one of the smartest money moves a young person can make—and it’s super easy. We have several reasons a Roth IRA is a good move.


Learn more about the 403(b) and IRA

Learn about the Roth, investment strategy, risk tolerance, choosing beneficiaries, and much more.


Protecting a legacy: The update

Update on our evaluation of the Guaranteed Investment and our partnership with Prudential Retirement Insurance and Annuity Company.


Protecting a legacy: Participant level protections

Participant level protections are new to the Prudential Guaranteed Investment Account. Here’s more detail about when these protections could be triggered and what they mean to members.


Start small, save big

Don’t think you have enough money to save for retirement? Then you might be surprised to learn how a small amount can make a big difference. The key is to start…now.


Market volatility happens

History has clearly shown us that the market is predictably unpredictable. If you’re feeling uncomfortable with market volatility, keep these tips in mind.


Have you changed banks or your address recently?

Make sure electronic contributions, as well as timely information regarding your accounts, continue without interruption by keeping your information up-to-date.


It's a great time for saving o' the green

What better time than St. Patrick's Day to pad your luck by saving a little more green! No four-leaf clover required. Here's a few ideas to help you build up your pot of gold.


IRA

What is an IRA? Roth IRA? Learn advantages to Wisconsin public school employees of opening a low-cost IRA with WEA Member Benefits.


Why choose us?

Choose the right IRA provider for you. Learn advantages to Wisconsin public school employees who save for their retirement with our low-cost IRA program.


IRA can mean tax savings…now or later

Contributing to an IRA gives you an opportunity to save for retirement while taking advantage of tax benefits. Compare the two options.


Before you choose a retirement savings account

Before you choose a retirement savings account, check off these questions.


3 things you need to know to navigate fees in your retirement savings account

Fees are often not easy to find or to understand. So let’s explore the topic of retirement account fees so you can make informed savings decisions.


How we screen for mutual fund offerings

To ensure the quality of our retirement savings programs, Member Benefits has a committee of staff members who regularly review our investment options.


1099-R coming in the mail

If you took a reportable distribution from your Member Benefits 403(b) and or IRA account(s), expect an important document in the mail soon.


New year, new retirement statements for members

View a quick video and get more information on our friendlier, easier-to-read member retirement statements.


How good is the Prudential Guaranteed Investment guarantee?

The funds in the WEA TSA Trust Program Guaranteed Investment and WEAC IRA Guaranteed Account are held by Prudential Retirement Insurance and Annuity Company.


The Prudential guaranteed investment

A summary explanation of our Prudential Guaranteed Investment interest rate from WEA Member Benefits.


How the Prudential Guaranteed Investment Credited Rate is determined

Each year the announcement of the guaranteed rate prompts questions from participants....we give answers.


If you only keep one resolution this year, resolve to save more

It’s never been more important to save for your financial future and it’s never been easier. Open a retirement account with Member Benefits.


Income from self-employment? Don't forget SEP retirement contributions

It is not unusual for school employees to have a job on the side during the school year or summer break. Save more for your retirement through a Simplified Employee Pension (SEP) plan.


Women and retirement series: Working with less

Part three of a four-part series: Women's lifetime earnings are often lower than men's. Even if you can only put a small amount toward retirement, do it today.


Time to review 403(b) and IRA contribution limits

Are you contributing as much as you can toward your retirement? If you're not maximizing your contributions, you may wish to re-evaluate the amount you're putting toward retirement.


To Roth or not to Roth in your IRA

That is the question…but the Roth savings option is often as misunderstood by people as Shakespeare. Get to know some of the benefits and considerations of the Roth so that ‘thee can maketh an informed own choice.’


You're the link for family to enjoy our programs

Eligibility changes mean the most important people in your life can enjoy more of our programs. You’re the link that makes it possible!


Women and retirement series: Taking a risk

By investing too conservatively, many women risk facing financial uncertainty in retirement. Seeking out reliable information on saving for retirement can help you make good decisions that can impact your future.


Important deadlines are coming up quickly

Be sure to get these important 403(b) and IRA deadlines into your calendar.


Share the benefits: It's a family thing

Did you know that many of our insurance and retirement programs can be shared with your family--including your spouse, children, grandchildren, parents, and parents-in-law?


Don’t miss these curtain calls

Refer to this handy list of deadlines so you don't miss any important dates when preparing to retire.


Breaking into your second act

Before making your retirement debut, you need to rehearse for the part. The act of retiring changes everything from what you do every day and who you see to how you spend and manage your money.


Q&A: Calculating your RMD

As you craft your retirement strategy, planning for age 70½ is a must, because that’s when required minimum distributions (RMDs) kick in. Here are some things you need to know.


What's your investment style?

At its most basic, how you decide to invest should be based on what kind of investor you are—your style—so you can make choices that are right for you.


Women and retirement series: Facing unique challenges

The first of a four-part series on women and retirement explores a few of the challenges women may face and offers suggestions on how to minimize their impact on saving for retirement.


Back to school is a perfect time to review your account

Now that you've settled back into a new school year, it's a good time to take a look at your retirement account.


National Retirement Security Week - October 15-21, 2017

If you're not saving for retirement, now is a great time to learn more and get started. Member Benefits can help.


Saving for the future is a family affair

Saving for retirement is important to every generation.


Retirement savings options

We have a quick rundown of the retirement savings options available to you as a public school employee in Wisconsin.


A cautionary tale: No free lunches!

Seminar invites and ads targeted at seniors should be scrutinized for “red flag” language that SEC investigators say is meant to lure you in. If it sounds too good to be true, it probably is.


Because you asked: Statement changes coming

You asked for changes on your retirement statement, so we’re delivering!


Teens + IRA = Super savvy

Is your teenager planning for retirement? It sounds strange, yet setting up a Roth IRA for your teen may be one of the smartest things you can do.


IRA 5498 forms coming soon

Form 5498 is an informational tax form sent at the end of May to all Traditional and/or Roth IRA account holders.


Investment spotlight: Prudential Guaranteed Investment

Understanding basic principles about how to analyze an investment can help you make wise choices. We start by shining a spotlight on the Prudential Guaranteed Investment.


Investment spotlight: Mutual Funds 101

Knowing how to secure your financial well-being is one of the most important things you’ll ever need to do in life. You don’t have to be a genius to do it.


Choosing Beneficiaries for Your Retirement Account

Providing home, auto, and additional liability insurance, TSA and IRA retirement investments for Wisconsin public school employees.


SmartPlan–IRA

Providing home, auto, and additional liability insurance, TSA and IRA retirement investments for Wisconsin public school employees.


To Roth or Not to Roth in Your IRA

This brochure explains the Roth IRA and provides information to help you decide how after-tax and before-tax savings fit into your retirement savings strategy.


Traditional IRA Withdrawal Options

Providing home, auto, and additional liability insurance, TSA and IRA retirement investments for Wisconsin public school employees.


Roth IRA Withdrawal Options

Providing home, auto, and additional liability insurance, TSA and IRA retirement investments for Wisconsin public school employees.


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