Streamlined Enrollment

With the Workplace Retirement ERISA and Non-ERISA program, we have a streamlined process to give you options and make enrollment easy.

Option 1

Choose a Vanguard Target Date Fund

The Target Date would be the date closest to the date that you think you will retire.

Target Date Funds

Option 2

  1. Take the Risk Quiz
  2. Choose a model that is closest to your risk score
  3. Choose a portfolio with Vanguard Core Index Funds that fits the score from your quiz

*The Fixed Account Option is a group unallocated fixed annuity contract issued by Security Benefit Life Insurance Company (SBL), policy form GV4586 (12-03)U. The group fixed annuity is not available in all states.

Option 3

Build your own portfolio with our diverse platform of mutual funds from multiple investment managers
 

The Mesirow Financial Investment Strategies division of Mesirow Financial Investment Management, Inc., an SEC-registered investment advisor (Mesirow Financial) has provided the following investment option information as a result of its qualitative and quantitative research process. It is the participant’s responsibility to select which investment options from this list meet the participant’s investment objectives and risk tolerances as Mesirow Financial has not selected these investment options on the participant’s behalf. Mesirow Financial retains all rights, title and interest in and to any pictorial, narrative or other written or graphical presentation of all other material contained herein. The Mesirow Financial name and logo are registered service marks of Mesirow Financial Holdings, Inc. © 2018, Mesirow Financial Holdings, Inc. All rights reserved. 

Security Benefit and its subsidiaries are not affiliated with Mesirow Financial or fi360.
 

You could lose money by investing in the Fund. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The Fund’s sponsor has no legal obligation to provide financial support to the Fund, and you should not expect that the sponsor will provide financial support to the Fund at any time.

Neither Security Benefit Corporation nor its affiliates are fiduciaries. This information is general in nature and intended for use with the general public. For additional information, including any specific advice or recommendations, please visit with your financial professional.

You should carefully consider the investment objectives, risks, charges, and expenses of the mutual funds carefully before investing. You may obtain prospectuses or summary prospectuses (if available) that contain this and other information about the mutual funds by calling our Service Center at 800.888.2461. You should read the prospectuses or summary prospectuses (if available) carefully before investing. Investing in mutual funds involves risk and there is no guarantee of investment results.

The principal value of target date funds is not guaranteed at any time, including at or after the target date, which is the approximate date when investors turn age 65. The funds invest in a broad range of underlying mutual funds that include stocks, bonds, and short-term investments and are subject to the risks of different areas of the market. The funds emphasize potential capital appreciation during the early phases of retirement asset accumulation, balance the need for appreciation with the need for income as retirement approaches, and focus more on income and principal stability during retirement. The funds maintain a substantial allocation to equities both prior to and after the target date, which can result in greater volatility.

Securities are distributed by Security Distributors, a subsidiary of Security Benefit Corporation (Security Benefit).

This program is offered as a 401(a) Trust Account under §401 of the Internal Revenue Code (IRC), a 403(b)(7) Custodial Account under §403(b)(7) of the IRC and a 457 Trust Account under §457(g) of the IRC.