Security Benefits is one of the vendors affiliated with the NEA. In addition to 403B investment options, Security Benefits also offers 457B options and Roth 403B options.
Security Benefit partners with independent financial professionals who live and work in your local community and specialize in helping educators fully understand pension options and their overall retirement picture.
Security Benefit knows that one single solution doesn’t fit everyone’s needs. As you progress through your career, your approach, and strategies to planning for retirement may change. They offer a suite of investment options to help you save for retirement within your supplemental retirement plan.
Mutual Fund Retirement Plans
Security Benefit Advisor Mutual Fund
Fixed / Fixed Indexed Annuities
Security Benefit RateTrack® Annuity
Security Benefit Foundations Annuity
Security Benefit Total Interest Annuity
Variable Annuities
SecureDesigns® Variable Annuity
Self-Managed Mutual Fund Program
InvestMyself 403(b)
Information on How to Enroll in the NEA DirectInvest can be found HERE.
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 HERE and get started now.
Zach Gildenberg CFP®, ChFC®
zgildenberg@theswrgroup.com
732-754-4333
Use the link below to schedule :
Harmonizely - Zachary Gildenberg CFP®, ChFC®
Paul Siock
(609) 571-5783
Calandly to my contact information: https://calendly.com/siock/schedule-a-phone-appointment-with-paul