|NEA DirectInvest ›||NEA Retirement Specialist ›|
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.
Retirement Planning Center
The NEA Retirement Planning Center is designed to help you become better informed and prepared to navigate the changing and challenging retirement landscape. The Center provides free access to helpful online tools, including:
- Retirement income calculator with personalized projections of your specific state pension and other financial accounts
- Kiplinger’s Retirement Report
- Timely articles focused on your life stage
Find a representative in your area who can offer financial guidance and discuss retirement savings opportunities.
You Deserve a Secure Financial Future… Let us help you create it!
Whether you are just starting your career, already retired or somewhere in-between, the NEA Retirement Program offers educational resources and investment products to help you manage your retirement planning and income needs.
In partnership with Security Benefit, the NEA Retirement Program offers a suite of products to help you save for retirement throughout the different stages of your life. And, you have the choice of working with an NEA Retirement Specialist who can help guide you or you can take advantage of Self-Directed Investing.
For more information or to manage your account:
- Account Access
- Download the most recent NEA Retirement Program Monitor Reports:
- Download the most recent NEA Member Benefits Form ADV:
You should consider the investment objectives, risks, charges, and expenses of the mutual funds and/or variable annuity and its underlying funds carefully before investing. You may obtain prospectuses or summary prospectuses (if available) that contain this and other information about the mutual funds and/or the variable annuity and its underlying funds by calling our Service Center at 1-800-888-2461. You should read the prospectuses or summary prospectuses (if available) carefully before investing. Investing in mutual funds and variable annuities involves risk and there is no guarantee of investment results. Variable annuities are long term investments suitable for retirement planning.
The NEA Retirement Program (“NEA Program”) provides investment products for 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 these products available to plans and accounts pursuant to an agreement with NEA’s wholly owned subsidiary, Member Benefits Corporation (“MBC”), which markets the NEA Program. Security Benefit has the exclusive right to offer the products directly or through other authorized broker/dealers, and MBC in marketing the NEA Program generally may not enter into arrangements with other providers of similar investment programs or otherwise promote to NEA members or their employees any investment products that compete with the NEA Program products. Security Benefit pays an annual fee to MBC under the agreement. You may wish to take into account this agreement and arrangement when considering and evaluating any communications relating to NEA Retirement 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 the local sales representative’s broker/dealer and not by NEA or MBC.
The SFR 401(k) and 401(a) Programs are Trust Accounts under §401 of the Internal Revenue Code (IRC). The SFR 403(b)(7) ERISA and 403(b)(7) Voluntary Programs are Custodial Accounts under §403(b)(7) of the IRC. The SFR 457 Governmental Program and the SFR 457 Top Hat Program are Trust Accounts under §457(g) of the IRC.
The Security Benefit Advisor 403(b)(7) is a Custodial Account under §403(b) (7) of IRC. The Security Benefit Advisor 457 is a Trust Account under §457 of the IRC. Security Benefit Advisor IRA is an IRA Custodial Account under §408(a) of the IRC.
The NEA DirectInvest 403(b)(7) is a Custodial Account under §403(b)(7) of the IRC.
The Security Benefit Foundations Annuity, form 5800 (11-10) and ICC10 5800 (11-10), a flexible purchase payment deferred fixed indexed annuity, and the Guaranteed Lifetime Withdrawal Benefit Rider, form 5821 (5-11) and ICC11 5821 (5-11), are issued by Security Benefit Life Insurance Company (SBL). The Total Interest Annuity, form 5100 (2–11), is a flexible purchase payment deferred annuity issued by SBL. SecureDesigns Variable Annuity (form V6029) is a flexible purchase payment deferred variable annuity issued by SBL. Product features, limitations and availability may vary by state.
Securities are distributed by Security Distributors, Inc. (SDI). SDI is a subsidiary of SBL and SBL is wholly owned by Security Benefit Corporation (“Security Benefit”).
Guarantees provided by annuities are subject to the financial strength of the issuing insurance company and: * ARE NOT A DEPOSIT * ARE NOT FDIC OR NCUA/NCUSIF INSURED * ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Neither Security Benefit nor its representatives offer legal or tax advice. Please consult your personal attorney or tax advisor regarding any legal or tax matters.