NEA Valuebuilder<SUP>®</SUP> Program

NEA Valuebuilder® Program

Questions? Call our National Service Center at 1-800-NEA-VALU (632-8258).

Securing your financial future is an important part of NEA Member Benefits’ mission.

NEA Valuebuilder is our retirement savings program. It provides an ideal opportunity for you to supplement your retirement income and better protect your financial future.

The NEA Valuebuilder Program provides you with:

  • A diverse selection of investment choices
  • Morningstar® investment research tools
  • 24/7 account access via Web and phone
  • A national service center for information and guidance

NEA Valuebuilder Program
Make your retirement investing easier by working with a Valuebuilder financial representative. You can get help with plan enrollment, determining your investment strategy and periodic reviews to keep you on track toward meeting your goals.

NEA Valuebuilder DirectInvest
For the do-it-yourself investor, manage your Valuebuilder investment account your way. With easy and secure online access, you can enroll in the plan, choose your investments and stay on top of your retirement planning.

Five-Minute Retirement Checkup
In less than five minutes, you can take the pulse of your retirement plan. Where are you now, and where do you need to be? Answer a few questions and you’ll get a retirement savings snapshot, plus additional planning resources if you need them.

Representative Locator
Find a representative in your area who can offer financial guidance and discuss retirement savings opportunities.

403(b) Toolkit
Provides information on 403(b) regulatory requirements that took effect in 2009.

For more information or to manage your account:

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You should carefully consider the investment objectives, risks, and charges and expenses of the mutual funds and variable annuities available under the NEA Valuebuilder Program before investing. You may obtain a prospectus that contains this and other information about the mutual funds and variable annuities by calling our National Service Center at 1-800-NEA-VALU (632-8258). You should read the prospectus carefully before investing. Investing in variable annuities and mutual funds involves risk and there is no guarantee of investment results.

The NEA Valuebuilder Program provides investment products (the “NEA Valuebuilder products”) in connection with retirement plans sponsored by school districts and other employers of NEA members and individual retirement accounts established by NEA members. Security Distributors, Inc. and certain of its affiliates (collectively “Security Benefit”) make the NEA Valuebuilder products available under this program pursuant to an agreement with NEA’s wholly-owned subsidiary, NEA’s Member Benefits Corporation (“MBC”). Security Benefit has the exclusive right to offer the NEA Valuebuilder products under the program, and MBC generally may not enter into arrangements with other providers of similar investment programs or otherwise promote to NEA members or their employers any investment products that compete with the NEA Valuebuilder products. MBC promotes the program to NEA members and their employers and provides certain services in connection with the program. Security Benefit pays an annual fee to MBC based in part on the average assets invested in the NEA Valuebuilder products under the agreement. You may wish to take into account this agreement and arrangement, including any fees paid, when considering and evaluating any communications relating to the NEA Valuebuilder products. NEA and MBC are not affiliated with Security Benefit. Neither NEA nor MBC is a registered broker-dealer. All securities brokerage services are performed exclusively by your sales representative’s broker-dealer and not by NEA or MBC.

The NEA Valuebuilder Variable Annuity TSA, Contract Form No. V6029, also includes a Fixed Account. The NEA Valuebuilder Variable Annuity TSA is distributed by Security Distributors, Inc. and is issued by Security Benefit Life Insurance Company. The NEA Valuebuilder 403(b)(7) is a Custodial Account under §403(b)(7) of the Internal Revenue Code. The NEA Valuebuilder Mutual Fund 457 is a Trust Account under §457 of the Internal Revenue Code. The NEA Valuebuilder IRA is an IRA Custodial Account under §408(a) of the Internal Revenue Code.

Security Distributors, Inc.

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