Tax Updates: Tax resources to help your clients make informed decisions when planning for retirement

All great chefs have their “secret recipes.” With Security Benefit’s SmartChoice, financial advisors have the ability to leverage our expanded investment menu to design a plan’s investment lineup to meet their fiduciary value proposition and plan clients' needs.

Security Benefit has partnered with Mesirow Financial to develop fund-specific target portfolios that you can use to assist your clients in making investment allocation decisions based on their risk tolerance and time horizon.

We understand that the current market volatility and the COVID-19 pandemic are of great concern for you and your family, rest assured that we will continue to serve your financial needs.

The SECURE Act represents the most extensive set of changes to retirement legislation in more than a decade. 

A SIMPLE IRA makes it easy for small business to provide a retirement plan for their employees.