NEA® DirectInvest®

At a glance

Product name: NEA® DirectInvest®
Product type
Mutual Fund
Minimum purchase
$25 per pay period or $1,000 lump sum
Account type(s):
403(b)
Cost
$35 per year for accounts less than $50,000
Surrender charges
N/A
Strategy
38 Investment Options
Download the Fact Sheet

Are you a member that feels confident in your ability to plan for retirement yourself?

Key features

You should consider DirectInvest® if:

  • You are familiar and comfortable with transacting financial business over the internet
  • You understand investment principles and strategies
  • You have your own plan for closing the retirement gap

If DirectInvest® sounds like the option for you, take a closer look at the link below for more information.

NEA® DirectInvest® is part of the overall NEA Retirement Program and is a voluntary 403(b)(7) retirement savings and investment program designed for educators. For NEA Members who feel confident enough to make their own retirement planning decisions, there’s an online way to invest in the NEA Retirement Program. DirectInvest® offers a convenient way to invest through a secure internet connection.

To see whether NEA DirectInvest® can complement your retirement portfolio, please visit this page to learn more.

The NEA Retirement Program (“NEA Program”) provides investment products for retirement plans sponsored by school districts and other employers of NEA members and individual retirement accounts established by NEA members. Security Distributors and certain of its affiliates (collectively, “Security Benefit”) make these products available to plans and accounts pursuant to an agreement with NEA’s wholly owned subsidiary, NEA Member Benefits (“MB”), which markets the NEA Program. Security Benefit has the exclusive right to offer the products directly or through other authorized broker/dealers, and MB in marketing the NEA Program generally may not enter into arrangements with other providers of similar investment programs or otherwise promote to NEA members or their employees any investment products that compete with the NEA Program products. Security Benefit pays an annual fee to MB under the agreement. You may wish to take into account this agreement and arrangement when considering and evaluating any communications relating to NEA Retirement products.
 
NEA and MB are not affiliated with Security Benefit. Neither NEA nor MB is a registered broker-dealer. All securities brokerage services are performed exclusively by your sales representative’s broker-dealer and not by NEA or MB.

The NEA DirectInvest 403(b)(7) is a Custodial Account under § 403(b)(7) of the Internal Revenue Code. 

NEA, NEA Member Benefits and the NEA Member Benefits logo are registered service marks of NEA Member Benefits.

Securities are distributed by Security Distributors, a subsidiary of Security Benefit Corporation (Security Benefit).

You should carefully consider the investment objectives, risks, charges, and expenses of the mutual funds carefully before investing. You may obtain prospectuses or summary prospectuses (if available) that contain this and other information about the mutual funds by calling our Service Center at 800.888.2461. You should read the prospectuses or summary prospectuses (if available) carefully before investing. Investing in mutual funds involves risk and there is no guarantee of investment results.