All great chefs have their “secret recipes.” 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.
The menu is complemented by a wide array of client services designed to help you create your own unique, secret recipe and grow your practice.
Open Architecture
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SmartChoice’s open architecture investment menu gives you access to over 20,000 mutual funds. |
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No Proprietary mutual funds from Security Benefit
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Flexibility to bundle the plan’s TPA services with Security Benefit or utilize an independent TPA
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Platform consistency: one platform, multiple plan types
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Comprehensive Services
Choose the complementing services that Fit Your Practice
- Flexible 3(38) or 3(21) fiduciary solutions to fit your practice by Mesirow Financial
- Online Plan Sponsor access, reports, and approvals
- Online participant access for account review and transactions
- Online enrollment: Quick Enroll option that takes less than two minutes
- Dedicated team of specialists with 65 years of combined experience
Exceptional Participant Experience
Plan participants can access their accounts on-the-go with the My Security Benefit mobile app. Beyond account access, My Security Benefit encourages your participants to stay on top of their financial and physical health through the built-in wellness module. They can even earn rewards along the way to popular retail stores, such as Target, Starbucks, Walmart, and Apple.*
Visit our mobile app resource center for Financial Professionals
*Rewards provided by third party.
Creating Your Unique Client Menu
SmartChoice’s lineup of services along with the My Security Benefit mobile app are designed to give you, plan sponsors, and participants unparalleled experiences that create just the right blend for your practice and clients.
Get Started TodayGetting started is simple. Fill out the form below and one of our representatives will contact you about receiving a SmartChoice plan proposal and fi360 report. |
If you would like to visit about SmartChoice, please contact one of our sales specialists at 800.747.5164, option 3, from 8 a.m. to 7 p.m. (Eastern Time), Monday through Friday.
*To receive your free comparison report through fi360, please have ready: Recent Plan Level Quarterly Report; Fee Disclosure Documents, 408(b)(2) and 404(a)(5); and TPA Invoice (for 5500 form).