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Expertise for Small 401(k) Plans

 

Security Benefit has built a reputation around service, ease of doing business, and expert partnership. By choosing Security Benefit you are bringing to your employees a complete program that focuses on both your fiduciary requirements as well as your employees' needs to save for retirement.

 

At the heart of this proposal you will see an array of brand names that carry the expertise required in sponsoring a 401(k) Plan:

  • Full fiduciary outsourcing available
  • Fiduciary Investment selection, monitoring, reporting, and management
  • Multiple investment options including target date mutual funds
  • Local, individualized education and service from Representative
  • Plan design, plan documentation, compliance and tax reporting services
   

For more information about how Security Benefit can help you with your 401(k) plan, contact your financial representative.

 

Services are offered through and securities distributed by Security Distributors. Security Distributors is a subsidiary of SBL, and SBL is wholly owned by Security Benefit Corporation (Security Benefit).

 

Security Benefit is a leading provider of retirement plan services throughout the nation, primarily in the education marketplace. Security Benefit offers trust account programs under 401(k) and 401(a) under §401 of the Internal Revenue Code; voluntary custodial accounts under 403(b)(7) ERISA and 403(b)(7) of the Internal Revenue Code; §457 Governmental Programs; and trust account Top Hat programs under §457(g) of the Internal Revenue Code.

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