Small businesses need your help to make sure they have the best options available for their employees. They need a resource to guide them through this time. Security Benefit specializes in offering small business plans. We provide high quality platforms to give you and small business owners a consistent experience across all products we offer. We feel strongly that small businesses should have access to the same experience and high-quality platforms that large employers offer.
We offer multiple choices and plan types ranging from a Solo 401(k), SEP and SIMPLE IRAs to ERISA plans such as 401(a) and 403(b) ERISA plans.
Our platforms offer multiple investment choices with no proprietary funds. A few of our investment offerings include:
- A Guaranteed Fixed Account1 with no exchange restrictions for participants
- Target Portfolios by Mesirow Financial at no additional charge
- Target Date Funds with T. Rowe Price and Vanguard®2
- Core Vanguard® Index Portfolios
- 3(38) and 3(21) services offered by Mesirow Financial
- Free comparison reports to help small businesses make choices
- Plan health reports to keep your employers on track with their plan
2The 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.