Privacy Statement | Notice of Privacy | Business Continuity | Legal Information

 

© Security Benefit. All rights reserved. 

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, NEA's Member Benefits Corporation (“MBC”), which markets the NEA Program.  Security Benefit has the exclusive right to offer the products directly or through other authorized broker/dealers, and MBC 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 MBC 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 MBC are not affiliated with Security Benefit.  Neither NEA nor MBC is a registered broker/dealer.  All securities brokerage services are performed exclusively by your sales representative’s broker/dealer and not by NEA or MBC.

 

The NEA DirectInvest 403(b)(7) is a Custodial Account under § 403(b)(7) of the Internal Revenue Code. 

 

NEA, NEA Member Benefits and the NEA Member Benefits logo are registered service marks of NEA’s Member Benefits Corporation.

 

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 (PDF) 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

Prospectus

Profile Page (PDF) 

 

Dreyfus International Stock Index

Prospectus

Profile Page (PDF) 

 

Dreyfus S&P 500 Stock Index

Prospectus

Profile Page (PDF) 

 

Dreyfus Smallcap Stock Index

Prospectus

Profile Page (PDF) 

 

Federated Mid Cap Index

Prospectus

Profile Page (PDF) 

 

Invesco Equity and Income Fund

Prospectus

Profile Page (PDF) 

 

Invesco Mid Cap Growth

Prospectus

Profile Page(PDF) 

 

Invesco Small Gap Growth

Prospectus

Profile Page (PDF) 

 

Janus Growth and Income

Prospectus

Profile Page (PDF) 

 

Perkins Mid Cap Value

Prospectus

Profile Page (PDF) 

PIMCO Foreign Bond-Hedged

Prospectus

Profile Page (PDF) 

 

PIMCO Total Return

Prospectus

Profile Page (PDF) 

 

Prudential Jennison Value

Prospectus

Profile Page (PDF) 

 

T. Rowe Price Retirement 2010

Prospectus

Profile Page (PDF) 

 

T. Rowe Price Retirement 2020

Prospectus

Profile Page (PDF) 

 

T. Rowe Price Retirement 2030

Prospectus

Profile Page (PDF) 

 

T. Rowe Price Retirement 2040

Prospectus

Profile Page (PDF) 

 

T. Rowe Price Retirement 2050

Prospectus

Profile Page (PDF) 

 

T. Rowe Price Retirement 2060

Prospectus

Profile Page (PDF) 

 

T. Rowe Price Retirement Income

Prospectus

Profile Page (PDF) 

Vanguard 500 Index

Prospectus

Profile Page (PDF) 

 

Vanguard Growth Index

Prospectus

Profile Page (PDF) 

 

Vanguard Intermediate Term Bond Index

Prospectus

Profile Page (PDF) 

 

Vanguard Mid Cap Index

Prospectus

Profile Page (PDF) 

 

Vanguard REIT Index

Prospectus

Profile Page (PDF) 

 

Vanguard Small Cap Index

Prospectus

Profile Page (PDF) 

 

Vanguard Total International Stock Index

Prospectus

Profile Page (PDF)

 

Vanguard Total Stock Market Index

Prospectus

Profile Page (PDF)

NEA DirectInvest - Fund Prospectuses

Mail Submission

To submit your completed request by mail, download the Incoming Funds Request (PDF), and mail to Security Benefit using one of the following mailing 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

Fax Submission

To submit your completed request by fax, download the Incoming Funds Request (PDF), fax to Security Benefit using the following fax number: 1-816-701-7626

 

Step 4:  Finally, complete the Account Application and use one of the three options (online, mail or fax) to submit your application to Security Benefit. Be sure to refer to the Fund Prospectuses when providing your investment selections as you complete the application.

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 mail to Security Benefit using one of the following mailing 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), fax to Security Benefit using the following fax number: 1-816-701-7626