Because you deserve to enjoy the retirement of your dreams
Get this easy-to-read overview of state pension plans, Social Security and the various considerations unique to public-school employees. Plus, there’s a two-page checklist to help you assess your situation.
Designed especially for educators, the NEA Retirement Income Calculator includes your state pension data and options to add your spouse, other income sources and more. Are you on track for a secure retirement?
NEA Advocacy
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.
Security Benefit pays an annual fee to NEA MB for the exclusive right to offer the products in the NEA Retirement Program and to provide marketing, advisory, fiduciary, and other services to NEA Members and for the NEA Retirement Program. In 2023 the annual fee amounted to approximately $4 million. Receipt of the annual fee creates a potential conflict of interest and gives NEA MB an incentive to partner with Security Benefit to make the Program available to NEA Members. To address this conflict, NEA MB conducts on-going due diligence on Security Benefit to ensure that NEA Members benefit from the products and services offered by Security Benefit. NEA MB also discloses this relationship to NEA members in educational, marketing, and promotional materials. You may wish to consider this arrangement and any possible conflict of interest when considering and evaluating any communications or recommendations relating to NEA Retirement products.
