Advisor-led Planning
Looking for a helping hand when it comes to your financial future? NEA Member Benefits has a team of nationwide experts who will work closely with you to ensure you’re investing, saving, and contributing in the most effective way.
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 Advisor-led 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
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
What to Expect During the Enrollment Process
Sign-in with NEA Member Benefits
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.
Online enrollment with Security Benefit
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.
Complete Enrollment in your Retirement Account
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.
See the Benefits of Hiring a Pro
Insights & Expertise
Our NEA Retirement Specialists are experts in the field of building dream retirements, putting their insights, skills, and tools to work for you.
Proven Strategy
When you choose to work with an advisor through NEA Member Benefits, you get access to a proven investment strategy that can be modified or adjusted to best fit your goals and needs.
Mutual Funds and Index Funds
Mutual funds give you affordable access to professionally managed holdings without excessive fees.
What are Index Funds?
An index fund is a type of mutual fund that helps provide a high level of diversity for a portfolio by letting you invest into a fund that contains multiple companies, while also maintaining low operating expenses and turnover.
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What are Mutual Funds?
An mutual funds is a type of index fund that helps provide a high level of diversity for a portfolio by letting you invest into a fund that contains multiple companies, while also maintaining low operating expenses and turnover.
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What are Target Date Funds?
An index target is a type of mutual fund that helps provide a high level of diversity for a portfolio by letting you invest into a fund that contains multiple companies, while also maintaining low operating expenses and turnover.
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What are Index Funds?
An index fund is a type of mutual fund that helps provide a high level of diversity for a portfolio by letting you invest into a fund that contains multiple companies, while also maintaining low operating expenses and turnover.
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What are Mutual Funds?
An mutual funds is a type of index fund that helps provide a high level of diversity for a portfolio by letting you invest into a fund that contains multiple companies, while also maintaining low operating expenses and turnover.
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What are Target Date Funds?
An index target is a type of mutual fund that helps provide a high level of diversity for a portfolio by letting you invest into a fund that contains multiple companies, while also maintaining low operating expenses and turnover.
Learn More