Author Topic: Wisconsin Teacher Retirement System  (Read 2945 times)

ROY2007

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Wisconsin Teacher Retirement System
« on: July 14, 2014, 03:09:30 PM »
Hi All,

Looking for some guidance. My wife is an elementary school teacher in Wisconsin and we're getting her enrolled in the 403(b). There are eleven option for providers. I would prefer Vanguard, but that isn't an option. Can anyone speak for or against any of the providers listed below. I've heard of most of them, but I don't have any experience with them. Also, if anybody has any familiarity with the Wisconsin Teacher Retirement plan in general, please share!

Thanks!

American Funds
6455 Irvine Center Drive
Irvine, CA 92618
www.americanfunds.com


Ameriprise Financial Services
1262 Ameriprise Financial Center
Minneapolis, MN 55474
www.ameriprise.com


AXA Equitable Life Insurance Company
500 Plaza Drive, 7th Floor
Secaucus, NJ 07094
www.axaonline.com


Commonwealth Annuity and Life Insurance
132 Turnpike Road, Suite 210
Southborough, MA 01772
www.commonwealthannuity.com


Fidelity Investments
PO Box 770002
Cincinnati, OH 45277
www.fidelity.com

Franklin Templeton
3344 Quality Drive
Rancho Cordova, CA 95670
www.franklintempleton.com


Horace Mann Life Insurance Company
1 Horace Mann Plaza
Springfield, IL 62715
www.horacemann.com


Met Life
400 Atrium Drive
Somerset, NJ 08873
www.metlife.com

Thrivent Financial for Lutherans
4321 Ballard Road
Appleton, WI 54919
www.thrivent.com

Waddell & Reed
6300 Lamar Avenue
Shawnee Mission, KS 66202
www.waddell.com

WEA Tax Sheltered Annuity Trust
PO Box 7338
Madison, WI 53707
www.weabenefits.com

Another Reader

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Re: Wisconsin Teacher Retirement System
« Reply #1 on: July 14, 2014, 03:19:32 PM »
Fidelity.  Period.  I would not consider any other provider.  The rest are annuity sellers and high fee funds and brokers.  Get Fidelity's offerings in her plan and post them here if you want input on the choices.

soccerluvof4

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Re: Wisconsin Teacher Retirement System
« Reply #2 on: July 14, 2014, 03:22:20 PM »
Fidelity ^+1

Thegoblinchief

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Re: Wisconsin Teacher Retirement System
« Reply #3 on: July 14, 2014, 05:01:47 PM »
Fidelity. If you have access to their Spartan fund series, it's basically Vanguard with a more user friendly website. DW's 401(k) is with them and I've been happy with the Spartan funds ever since I learned about low ER and how important that is.

Pylortes

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Re: Wisconsin Teacher Retirement System
« Reply #4 on: July 14, 2014, 08:11:16 PM »
I agree with everyone else.  Fidelity is the way to go.  Their Spartan Funds have very low fees.  The next best thing to Vanguard.

ROY2007

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Re: Wisconsin Teacher Retirement System
« Reply #5 on: July 15, 2014, 01:37:59 PM »
Thank you all very much for your advice!