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Retirement Plans

Investment Products

NEA® DirectInvest®

 

Available for use within a 403(b)(7)

Designed for members who feel confident to make their own retirement planning decisions

 

An option for the do-it-yourself investor

 

 

 

 

 

 

 

 

  • You are familiar and comfortable with transacting financial business over the Internet

  • You understand investment principles and strategies

  • You have your own plan for closing the retirement gap

 

If DirectInvest sounds like the option for you, take a closer look at the links below for more information about DirectInvest. Enroll now to start your DirectInvest account today.

 

Helpful Resources

 

 

You should consider the investment objectives, risks, charges, and expenses of the mutual funds carefully before investing. You may obtain prospectuses or summary prospectuses (if available) that contain this and other information about the mutual funds by calling our Service Center at 800.888.2461. You should read the prospectuses or summary prospectuses (if available) carefully before investing. Investing in mutual funds involves risk and there is no guarantee of investment results.

 

 

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 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 aregistered broker/dealer. All securities brokerage services are performed exclusively by your sales representative’s broker/dealer and not by NEA or MBC.

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

 

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.

NEA® DirectInvest® is part of the overall NEA Retirement Program and is a voluntary retirement savings and investment program designed for educators. For those NEA Members who feel confident enough and wish to make their own retirement planning decisions, there's an online way to invest in the NEA Retirement Program. DirectInvest offers a convenient way to invest through a secure Internet connection. You should consider DirectInvest if: