Retirement Plans
NEA® DirectInvest® Enrollment
Welcome to NEA® DirectInvest®
The NEA® DirectInvest® program is a 403(b)(7) account designed for NEA members who want to make retirement contributions through their school district's 403(b) retirement plan. In addition, it is for investors who feel comfortable making investment decisions without the guidance of a financial professional. If this program sounds right for you, simply complete the forms below and get started now.
Be sure to review the NEA DirectInvest - Fund Prospectuses so you are informed about your fund decisions.
For help completing the forms, please view the "How to Enroll" instructions. If you are still experiencing difficulty, please contact our Service Center at 800.747.3942 for assistance.
How to Enroll
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.
The NEA DirectInvest 403(b)(7) is a Custodial Account under § 403(b)(7) of the Internal Revenue Code.
Securities are distributed by Security Distributors.
Getting Started - Complete Steps 1-4 to submit your application.
Step 1: Please review the Custodial Account Agreement (PDF) and Privacy Statement before continuing the enrollment process.
Step 2: Next, you will need to print the Salary Reduction Agreement (PDF) and submit it to your school district's business office. Your school district may require additional paperwork to be completed. If your school district is not accepting salary reductions with the NEA Retirement Program or Security Benefit, please contact our Service Center at 800.632.8258 for assistance.
Step 3: If you have assets with another provider, you may want to transfer them to your new account by completing an Incoming Funds Request and using one of the two options (mail or fax) to submit your document to Security Benefit. There may be additional paperwork required by your current provider.
American Century Equity Growth
Profile Page (PDF)
Dreyfus International Stock Index
Profile Page (PDF)
Dreyfus S&P 500 Stock Index
Profile Page (PDF)
Dreyfus Smallcap Stock Index
Profile Page (PDF)
Federated Mid Cap Index
Profile Page (PDF)
Invesco Equity and Income Fund
Profile Page (PDF)
Invesco Mid Cap Growth
Profile Page (PDF)
Invesco Small Gap Growth
Profile Page (PDF)
Janus Growth and Income
Profile Page (PDF)
Perkins Mid Cap Value
Profile Page (PDF)
PIMCO Foreign Bond-Hedged
Profile Page (PDF)
PIMCO Total Return
Profile Page (PDF)
Prudential Jennison Value
Profile Page (PDF)
T. Rowe Price Retirement 2010
Profile Page (PDF)
T. Rowe Price Retirement 2020
Profile Page (PDF)
T. Rowe Price Retirement 2030
Profile Page (PDF)
T. Rowe Price Retirement 2040
Profile Page (PDF)
T. Rowe Price Retirement 2050
Profile Page (PDF)
T. Rowe Price Retirement 2060
Profile Page (PDF)
T. Rowe Price Retirement Income
Profile Page (PDF)
Vanguard 500 Index
Profile Page (PDF)
Vanguard Growth Index
Profile Page (PDF)
Vanguard Intermediate Term Bond Index
Profile Page (PDF)
Vanguard Mid Cap Index
Profile Page (PDF)
Vanguard REIT Index
Profile Page (PDF)
Vanguard Small Cap Index
Profile Page (PDF)
Vanguard Total International Stock Index
Profile Page (PDF)
Vanguard Total Stock Market Index
Profile Page (PDF)
NEA DirectInvest - Fund Prospectuses
Reference Materials
Product Performance (PDF)
NEA DirectInvest - Fund Prospectuses
Custodial Account Agreement (PDF)
Mail Submission
To submit your completed request by mail, download the Incoming Funds Request (PDF), and send to Security Benefit using one of the following addresses:
Mailing Address
Security Benefit Retirement Plan Services
P.O. Box 219141
Kansas City, MO 64121-9141
Overnight Mailing Address
Security Benefit Retirement Plan Services
430 West 7th Street
Ste 219141
Kansas City, MO 64105-1407
Fax Submission
To submit your completed request by fax, download the Incoming Funds Request (PDF), send to Security Benefit using the following number: 1-816-701-7626
Option1:
Online Submission
To submit your application using
e-signature, please go to DocuSign. Simply enter your name and email address, and complete the application form. Your application will be sent securely to Security Benefit.
Option 2:
Mail Submission
To submit your completed application by mail, download the Account Application (PDF), and send to Security Benefit using one of the following addresses:
Mailing Address
Security Benefit
P.O. Box 55976
Boston, MA 02205-5976
Overnight Mailing Address
Security Benefit
30 Dan Road Suite #55976
Canton, MA 02021-2809
Option 3:
Fax Submission
To submit your completed application by fax, download the Account Application (PDF), and send to Security Benefit using the following number: 1-816-701-7626