What if retirement planning was about a personalized path to help you plan? We're not just talking about a program to manage your investments. We're talking about an experience.
It all starts with our mobile app. Designed to help keep you on track and engaged with 24/7 access to account information and planning tools.
Note: My Security Benefit App is designed for use with our mutual fund employer sponsored retirement accounts and IRA mutual fund accounts (not for annuity contracts).
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With the Security Benefit app, you'll be able to:
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Calculate and estimate retirement income needs | View account holdings and activity | View investment performance, change investments |
Do more with the My Security Benefit app:
- Plan your investment strategy more effectively so you can reach your retirement goals.
- Track your retirement progress using the personalized Retirement Calculator:
- Calculate retirement scenarios based on your individual needs, situation, and investment goals.
- Determine your own personal “score” in real-time so you can assess and reassess your goals.
- Create, adjust, and optimize your retirement plan actively and accurately based on your personal score.
Now available. Download the app today. | | |