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Retirement: Plan to work 2 years longer than you thought

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800.888.2461
Sales Support
800.747.5164 - Option 3

Security Benefit SecurePoint Retirement

 

Security Benefit has partnered with Mesirow Financial® to create the Security Benefit SecurePoint Retirement product, a new 401(k) offering with complete ERISA 3(38) fiduciary coverage available to small and mid-size retirement plans.

 

For plan sponsors who choose the SecurePoint Retirement product, Mesirow Financial becomes the contracted ERISA 3(38) fiduciary and is responsible for selecting, monitoring, and making investment changes as needed for the plan. This services alleviates 3(38) responsibility from the plan sponsor and the advisor, and provides clients with a consistently managed and reviewed retirement plan.

 

SecurePoint is a turnkey product solution including:

  • Services - integrated fiduciary services and tools
  • Education - delivered via internet, paper or presentation
 

Our professional sales team offers:

  • Experience - a least seven years of 401(k) sales experience
  • Expertise - proven sales ideas and technical sales expertise
  • Focus - a keen emphasis on your success in servicing your Clients

 

We provide specialized support with:

  • Knowledge - share in our knowledge as ERISA specialists
  • Relationships - benefit from our dedicated internal sales and relationship expertise
  • Expansion - increase the services you offer your clients

 

Related Information

For more information, contact our Business Development Coordinator at 800.747.5164. 

 

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

 

1The Fixed Account Option is a group unallocated fixed annuity contract issued by Security Benefit Life Insurance Company ("SBL"), policy form GV4586. The obligations under the Fixed Account option are guaranteed by SBL's General Account in the event that the assets are not sufficient to meet the Fixed Account obligations.


The Security Benefit SecurePoint Retirement 401(k) and 401(a) products are Trust Accounts under §401 of the Internal Revenue Code. The SecurePoint Retirement 403(b)(7) ERISA product is a Custodial Account under §403(b)(7) of the Internal Revenue Code. The SecurePoint Retirement 457(b) Tax Exempt product is a Trust Account under §457(g) of the Internal Revenue Code.

 

Services and securities are offered through Security Distributors, a subsidiary of Security Benefit Corporation ("Security Benefit").

 

Mesirow Financial refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow Financial name and logo are registered service marks of Mesirow Financial Holdings, Inc. © 2011, Mesirow Financial Holdings, Inc. All rights reserved.

 

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

 

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