Partner with a Financial Professional

For those who prefer expert support, the NEA Retirement Program offers a network of professional financial advisors who can help you work toward your retirement goals.

What you’ll get when you partner with an
NEA Retirement Specialist*

Personalized planning

An NEA Retirement Specialist will work with you to design a plan based on your unique situation and goals.

Ongoing support

Stay on track through the ups and downs of investing with the support of a knowledgeable professional.

Less stress

Building a financial plan can seem daunting, but with the right partner you can focus on the things you enjoy.

Designed for educators

NEA Retirement Specialists* understand your district and state pensions plans and are experienced working with educators to design retirement savings plans.



* NEA Retirement Specialists, when making recommendations to an NEA member, offer only Security Benefit products.

Compare Types of Plans

403(b) Plans

Build your retirement savings with the convenience and flexibility of a 403(b) retirement plan.


Features & Benefits
  • Automated payroll deduction (where available)
  • Contribution maximum of $22,500 annually
  • Pre- and post-tax options
  • Rollovers available
  • Not available in all school districts
  • Minimum monthly contribution of $100
Learn More
Traditional & Roth IRAs

Give your retirement savings a boost with an individual retirement account.



Features & Benefits
  • Completely portable (maintain account no matter where you work)
  • Contribution maximum of $6,500 annually
  • Rollovers available
  • Available to all educators and their family members
  • Minimum monthly contribution of $100
Learn More

What to Expect During the Enrollment Process

step 1
Connect with a Financial Professional

Sign in with NEA Member Benefits. Your information will be shared with Security Benefit to connect you with a NEA Retirement Specialist in your area.

step 2
Discuss Goals and Complete Enrollment

Your financial professional will work with you to identify your retirement goals and help build an investment portfolio that meets your needs. They will help you complete enrollment paperwork or guide you through Security Benefit’s online enrollment process.

step 3
Establish Contributions to Your Account

After your forms are complete, your NEA Retirement Specialist* will help you establish contributions to your new account. They can also help you rollover or consolidate accounts.



* NEA Retirement Specialists, when making recommendations to an NEA member, offer only Security Benefit products.

Ready to get started?
Start Planning Now

 

If you have questions, please call Security Benefit at 1-888-988-7910

Become an Empowered Investor
Explore our library of online tools and articles about retirement planning topics. Get the information you need to create the future you deserve.
Retirement Learning Center
Become an Empowered Investor
Explore our library of online tools and articles about retirement planning topics. Get the information you need to create the future you deserve.
Retirement Learning Center
The NEA Retirement Program is trusted by educators
We are proud to partner with Security Benefit as the provider of our NEA Retirement Program. Security Benefit has a long track record of helping educators achieve their retirement goals.
130+
years
of experience and insight for building financial futures
Top 5
provider
of 403(b) plans for educators in the U.S.
20+
years
of partnership with NEA Member Benefits, with over 3 million members

† LIMRA Q4 2023 Not-for-Profit Market 403(b) Segment Contributions in K-12.

This information is provided by Security Distributors in connection with the NEA Retirement Program for retirement plans sponsored by school districts and other employers of NEA members and individual retirement accounts established by NEA members. Security Distributors and certain of its affiliates (collectively, “Security Benefit”) make products available under the NEA Retirement Program, directly or through authorized broker/dealers, pursuant to an agreement with NEA Member Benefits (“MB”).

NEA and MB are not affiliated with Security Benefit. Neither NEA nor MB is a registered broker/dealer. All securities brokerage services are performed exclusively by your sales representative’s broker/dealer and not by NEA or MB.

NEA Retirement Specialists, when making recommendations to an NEA member, offer only Security Benefit products.