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

Solo 401(k) plans give small business owners the chance to save for retirement in a way previously available only to corporate America.

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.

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.

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.