Every member financially secure
Even when things seem uncertain, Member Benefits’ vision for our members can provide a solid path designed to help secure your future.
Learn what we offer you for saving for retirement, protecting your assets, and getting financial advice and assistance. Then read on for how we are here to help you at every stage of your career, as well as who we are…and who we aren’t.
Start here today to prepare for your tomorrow
When it comes time to retire, the Wisconsin Retirement System (WRS) and Social Security may not be enough. Contributing to a 403(b) through your employer, even if you start with a small amount, can make a significant difference in how you might live in retirement.
Member Benefits offers our low-cost 403(b) in 98% of the public schools in Wisconsin. If your employer offers a match, make sure you contribute enough to receive the full available matching amount.
For an additional savings opportunity, our IRA program is a great way to increase your retirement savings and take advantage of tax benefits. Your family members may qualify as well.*
Protect your family and secure your assets
The role insurance plays in your financial security is often misunderstood. Your home and vehicles are big investments. Focusing on the cheapest insurance may leave you at a greater risk than you realize. Instead, you need to make sure you are properly insured to help protect yourself and your family.
Member Benefits created insurance with unique features and coverages you’re unlikely to find elsewhere that may better meet your needs as a public school employee.
Our personal insurance consultants can review your current coverage and make recommendations to fit your needs, whether or not you choose us.
Get advice and assistance
Finances can be complicated, but Member Benefits offers you expert information and support. We can help you with a specific topic or create a comprehensive financial plan, whether you are just starting your career or planning your retirement.
Get help with strategizing retirement, investing, budgeting, and much more with our financial coaching and advice options.
For our 403(b) account holders, we offer a free, interactive wealth management tool called eMoney that includes strategic advice from our financial advisors.
You don’t have to figure everything out yourself. Turn to us for help and advice.
We’re here for you along the entire journey
The guidance we provide public school employees can help you get to and through retirement. It’s not just for when you’re working. Even if you change jobs, you can stick with us as long as you maintain your accounts or policies.
Even better, your family members qualify for many of our programs! If eligible, they can take advantage of:
- Roth and traditional IRA: Available in select states
- Financial planning: Available in Wisconsin
- Auto/home insurance: Available in Wisconsin
- Life insurance: Available nationwide
- Long-term care insurance: Available nationwide
- Medicare Supplement insurance: Available nationwide
Contact us for more information on these programs or for questions about any products or services we offer.