Introduction
Security Benefit
www.securitybenefit.comAssets ($MM) by Plan Type | ||||
---|---|---|---|---|
Ranked #44 | $6,566 | |||
401(k) | $390 | |||
403(b) | $4,682 | |||
457 | $1,046 | |||
NQDC | $43 | |||
All Other | $405 |
Participants by Plan Size | ||||
---|---|---|---|---|
Ranked #43 | 188,743 | |||
<$10MM | 172,390 | |||
$10MM – $50MM | 16,353 | |||
>$50MM – $200MM | 0 | |||
>$200MM – $1BMM | 0 | |||
>$1B | 0 |
Service Offerings | |
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New client restrictions | None |
Multiple service models | No |
Offers corporate trustee services | No |
Internal ERISA counsel | 1 |
Will act as §3(16) fiduciary | Yes - via third party |
Participant Services | |
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Call center hours | Weekdays: 8 a.m. - 7 p.m. ET |
Online chat support | No |
Mobile app | No |
Managed account options | Morningstar/Ibbotson |
Retirement Income | |
---|---|
Displays retirement income estimate on statements | Yes |
Offers in-plan guaranteed retirement income products | No |
Offers out-of-plan annuity bidding service | No |
Recordkeeping Platform DST Systems TRAC* |
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*Data has been updated/revised since initial publication in PLANSPONSOR magazine. |