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NEA Valuebuilder DirectInvest

An option for the do-it-yourself investor

NEA Valuebuilder DirectInvest is part of the overall NEA Valuebuilder Program and is a voluntary retirement savings and investment program designed for educators. For those NEA Members who feel confident enough and wish to make their own retirement planning decisions, there's an online way to invest in the NEA Valuebuilder Program. DirectInvest offers a convenient way to invest through a secure Internet connection. You should consider DirectInvest if:

 

  • You are familiar and comfortable with transacting financial business over the Internet
  • You understand investment principles and strategies
  • You have your own plan for closing the retirement gap

 

If DirectInvest sounds like the option for you, take a closer look at the links below for more information about DirectInvest. Enroll now to start your DirectInvest account today.

 

Helpful Resources

You should carefully consider the investment objectives, risks, and charges and expenses of the mutual funds available under the NEA Valuebuilder Program before investing. You may obtain a prospectus that contains this and other information about the mutual funds and variable annuities by calling our Service Center at 800.632.8258. You should read the prospectus carefully before investing. Investing in mutual funds involves risk and there is no guarantee of investment results.

The NEA Valuebuilder Program provides investment products (the "NEA Valuebuilder products") in connection with retirement plans sponsored by school districts and other employers of NEA members and individual retirement accounts established by NEA members. Security Distributors, Inc. and certain of its affiliates (collectively "Security Benefit") make the NEA Valuebuilder products available under this program pursuant to an agreement with NEA's wholly owned subsidiary, NEA's Member Benefits Corporation ("MBC"). Security Benefit has the exclusive right to offer the NEA Valuebuilder products under the program, and MBC generally may not enter into arrangements with other providers of similar investment programs or otherwise promote to NEA members or their employers any investment products that compete with the NEA Valuebuilder products. MBC promotes the program to NEA members and their employers and provides certain services in connection with the program. Security Benefit pays an annual fee to MBC based in part on the average assets invested in the NEA Valuebuilder products under the agreement. You may wish to take into account this agreement and arrangement, including any fees paid, when considering and evaluating any communications relating to the NEA Valuebuilder products. NEA and MBC are not affiliated with Security Benefit. Neither NEA nor MBC is a registered broker-dealer. All securities brokerage services are performed exclusively by your sales representative's broker-dealer and not by NEA or MBC.

The NEA Valuebuilder DirectInvest 403(b)(7) is a Custodial Account under §403(b)(7) of the Internal Revenue Code.

Security Distributors is a subsidiary of Security Benefit Corporation ("Security Benefit").

Security Distributors

 

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