Financial Professionals

• Fidelity Advisor Dividend Growth Merger

Effective Date: August 8, 2025

Examples of tax-advantaged plans include defined benefit plans, 403(b), and 401(k) retirement plans or IRAs.

We offer a number of annuities and products that are funded with after-tax contributions.

In fact, IRAs are one of the most powerful retirement savings tools available. Even if your clients are contributing to a 401(k) or other plan at work, they might also consider investing in an IRA. 

What types of IRAs are available?

A Security Benefit SEP IRA plan provides a simple way to offer an easy, low-maintenance retirement option for employers, including:

A Simplified Employee Pension (SEP) is a written plan that allows small-business owners to make retirement contributions to traditional IRAs (SEP IRAs) set u

A Section 457(b) plan is a type of non-qualified deferred compensation plan that certain governmental and tax-exempt organizations can establish for their employees.

Like other deferred compensation plans, the purpose of a Sectio

Advantages of a 403(b) Plan for employees

• Employees may choose to make contributions pretax or Roth which are made after-tax.
• They pay no income taxes on contributions or earnings until they are distributed.
• Tax-deferral maximizes the compounding value and increases t

Whether you are looking for a 401(a) Governmental plan or a Profit Sharing plan, Security Benefit has multiple options and someone who can assist you with the proper plan design.