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An NEA Retirement Specialist will work with you to design a plan based on your unique situation and goals.
Stay on track through the ups and downs of investing with the support of a knowledgeable professional.
Building a financial plan can seem daunting, but with the right partner you can focus on the things you enjoy.
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.
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.
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.
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.
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.
† 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”).
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.