Tax Updates: Tax resources to help your clients make informed decisions when planning for retirement
Solo 401(k)
Solo 401(k) for Self-Employed Individuals
Solo 401(k) plans give small business owners the chance to save for retirement in a way previously available only to corporate America.
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Pointers to Energize and Elevate Your Practice
Free Booklet Series
Want to energize and elevate your practice? Our six-booklet series offers tips on managing through market volatility, sustainable investing options, helping aging parents adapt to change, and more.
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Making a Smart Choice
Making a Smart Choice
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.
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Target Portfolios
Portfolio Construction Just Got Easier
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.
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New Spending Package Includes Sweeping Retirement Plan Changes
New Spending Package Includes Sweeping Retirement Plan Changes
The SECURE Act represents the most extensive set of changes to retirement legislation in more than a decade.
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A SIMPLE Solution for 2021
A SIMPLE Solution for 2021
A SIMPLE IRA makes it easy for small business to provide a retirement plan for their employees.
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