Planning for Retirement with 403(b) Retirement Plan Info

FOR ALL STAFF WHO WORK 20+ HOURS PER WEEK
Plan a better future for you and your family by saving for retirement now!

The district offers a 403(b) Plan to eligible employees to help them save for retirement. The plan allows you to save on a tax deferred basis and a Roth basis.

The district has two approved 403(b) financial vendors that employees can contribute money to via payroll deductions. These two vendors include:

1. WEA Member Benefits – 1-800-279-4030 Option 1
2. AXA Equitable – Alex Cramer – (414) 430-4458, alex.cramer@axa-advisors.com

For detailed instructions and information on setting up your 403(b) Plan, please contact the Member Service Representatives from WEA or AXA listed above.

The notices below provide important information about your rights to defer compensation in the WBSD 403(b) plan.

• Universal Availability Notice
• 415 Notice

You can also find these notices on the HR intranet page.