Set a schedule and create a routine that will help you consistently contribute to your accounts, big or small.
Customize how much or how little you prefer to invest based on your current salary, life-events or changes in long-term plans.
Depending on which programs you choose to enroll in, choose between pay tax up front or down the line.
Whether you prefer passive or active management, or a combination of both, quickly put your investments to work.
Build your retirement savings with the convenience and flexibility of a 403(b) retirement plan.
Give your retirement savings a boost with an individual retirement account.
Choose whether you want to work with a financial professional or enroll in a self-guided retirement plan. Your information will be shared with our partner Security Benefit to make enrollment easier for you.
Confirm your information and your earlier choices. Then, choose whether you would like to enroll in a 403(b) plan or an IRA. If you choose to work with a financial professional, Security Benefit will connect you with a NEA Retirement Specialist in your area.
After all your online forms are complete, you’ll need to establish contributions into your new account. You can also rollover or consolidate accounts. If you choose to work with a financial professional, you’ll set up an account with that NEA Retirement Specialist.
† LIMRA Q3 2022 Not-for-Profit Market 403(b) Segment Contributions in K-12.
You should consider the investment objectives, risks, charges, and expenses of the mutual funds carefully before investing. You may obtain prospectuses or summary prospectuses (if available) that contain this and other information about the mutual 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 involves a risk and there is no guarantee of investment results.
Marketing services in respect of InvestMyself 403(b) | IRA are provided by Security Distributors, LLC. Security Benefit executes all fund transactions through Matrix Settlement and Clearance Services, LLC (MSCS) omnibus arrangement.
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 and certain of its affiliates (collectively, “Security Benefit”) make these products available to plans and accounts pursuant to an agreement with NEA Member Benefits (“MB”), which markets the NEA Program. Security Benefit has the exclusive right to offer the products directly or through other authorized broker/dealers, and MB 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 MB 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 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.