Latest News

Four Roth IRA Pitfalls Your Adviser May Not Tell You About
Aaron Tallen, Security Benefit's Vice President, Head of Distribution Ops & 401k Defined Contributions, recently spoke with Kiplinger about the risks of Roth IRAs.
Kiplinger March 17, 2025
Optimism Among Advisors Increases Post-Election According to Security Benefit’s “RIA Economic Outlook Index”
Registered Investment Advisors (RIAs) have an improved outlook and increased optimism following the U.S. election, according to the latest RIA Economic Outlook Index from Security Benefit in partnership with Greenwald Research. The index found that the RIA sentiment surrounding economic condition
Security Benefit February 03, 2025
The MYGA as a Bond Alternative
Sales of multi-year guaranteed annuities accounted for about 37% of individual annuity sales. David Byrnes, chief distribution officer at Security Benefit, expects worries about the presidential transition and the geopolitical situation to help keep MYGA sales strong.
ThinkAdvisor January 02, 2025