WEA Trust Member Benefits
MTEA members are eligible to participate in the retirement and investment savings programs offered through WEA Trust Member Benefits.
403(b) and WEAC IRA
As a participant in the WEA TSA Trust 403(b)or WEAC IRA programs, you can expect:
Low fees.We have one low administrative fee with an annual fee cap.* (Mutual fund management fees may apply.) You won't find additional fees often charged by for-profit companies. This means more of your money is working for you.
Tax advantages.We offer both before- and after-tax (Roth) savings options.
Choice in investments.No-load mutual funds and our Guaranteed Investment provide the flexibility you need to manage risk and build a diversified portfolio.
24/7 online account access.
Rollovers and Transfers
In just a few easy steps you can move your 403(b) or IRA invested with other institutions to a WEA TSA Trust 403(b) or WEAC IRA account.
Schedule Your Personal Consultation
N'Kenza Whitlow, your local retirement savings consultant located in the MTEA building, is available to help you with your retirement savings needs. Contact N'Kenza for an appointment at 414-259-1990, Ext. 1133. Personal consultations are held at the MTEA office at 5130 W. Vliet St., Milwaukee.
Free financial seminars
WEA Trust Member Benefits offers a series of educational seminars covering an array of financial topics to help educators make sound decisions about their personal finances.
MilwaukeeSeminars
Check out the seminars scheduled at the MTEA building.
**NEW** Online Seminars
Select seminars are now available online allowing you to participate from the comfort of your own home or anywhere there is Internet access. Seminars marked with “webex” are online.
Statewide Seminars
View a complete list of seminar dates and locations here.
Check Us Out on Facebook
WEA Trust Member Benefits is on Facebook. Visit our page here.
*Minimum annual fee of $25 for inactive accounts. Inactive accounts are accounts with no contributions or distributions within a calendar year.
The Trustee for the WEAC IRA program is First Business Trust & Investments.
403(b) program securities offered through WEA Investment Services, Inc., member FINRA.
Keep in mind that mutual fund investments are not guaranteed and may gain or lose value. Past performance is no guarantee for future results. Future performance may be lower or higher than past performance.
Before investing in any mutual fund, call WEA Trust Member Benefits at 1-800-279-4030 to request a prospectus. We advise you to read this carefully and consider the fund's investment objectives, risks, and charges and expenses carefully before investing. The prospectus contains this and other information about the investment company.
Principal and net credited interest are fully guaranteed by Prudential Retirement Insurance and Annuity Company (PRIAC). Such guarantees are based upon the financial strength and claims-paying ability of PRIAC.