The NEA Retirement Program Products
At Security Benefit we know that one retirement savings product doesn’t fit all needs. As you progress through your career you have different savings and income needs. We offer a suite of products to help you grow, protect, and create lifetime income.
Mutual Fund Retirement Plans
Self-Managed Mutual Fund Program
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’s wholly owned subsidiary, 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, NEA Member Benefits and the NEA Member Benefits logo are registered service marks of NEA Member Benefits.
SB-10040-84 | 2023-11-08