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Training opportunities
403(b) contribution remittance assistance
Do you have questions on remitting your 403(b) contributions? Are you looking for one-on-one training including help submitting your contribution file in the yourPLAN ACCESS™ plan sponsor portal? Our Plan Administration team can walk you through the remittance process, help you navigate the portal, and even walk you through reporting that is available to you.
Schedule a one-on-one Zoom meeting with one of our team members and learn more about our upgraded plan sponsor portal.
Schedule your training (opens in Calendly)
Preparation checklist
For remittance changes to QuickLink/Trust Advantage
Download the appropriate PDF for instructions and contact information
• School districts using Skyward PaC/SMS
Remittance instructions and templates
Districts only need to use ONE remittance process. Please use your preferred process.
OPTION 1: Copy and edit a previously submitted payroll in yourPLAN ACCESS
OPTION 2: Export 403(b) remittance files from Skyward PaC/SMS and upload through yourPLAN ACCESS
OPTION 3: Continue using the file format from your previous payroll and upload through yourPLAN ACCESS
403(b) remittance template 
For districts remitting WEA TSA Trust 403(b) contributions to Member Benefits.
Acceptable formats for remitting: XLS, CSV, TXT
WEA Common Remitter 403(b) remittance template
For districts remitting through the WEA Common Remitter program.
Acceptable formats for remitting: XLS, CSV, TXT
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