Your Small Business Retirement Plan Center

How can you help small business owners during this time?

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 a 401(k), 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

Compare Small Business Plans

1The Guaranteed Fixed Account is a group unallocated fixed annuity contract issued by Security Benefit Life Insurance Company ("SBL"), policy form GV4586. The obligations under the Fixed Account option are guaranteed by SBL's General Account in the event that the assets are not sufficient to meet the Fixed Account obligations. Not available in the state of New York.

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.

FINANCIAL PROFESSIONAL USE ONLY — NOT FOR USE WITH CONSUMERS

You should consider the investment objectives, risks, charges and expenses of the mutual funds carefully before investing. You may obtain prospectuses and/or summary prospectus (if available) that contains 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.

Services and securities are offered through Security Distributors, a subsidiary of SBL. SBL is a subsidiary of Security Benefit Corporation (Security Benefit).

SB-10024-55 | 2023-06-27