The My Security Benefit app is a useful tool for individuals who have mutual fund employer sponsored retirement accounts or IRA mutual fund accounts. It allows users to easily calculate and estimate their retirement income needs, view their account balance, contributions, and rates of return, and make changes to their investment mix. The app also provides real-time updates on a user's personal "score," allowing them to actively and accurately plan and optimize their retirement.
The app is specifically designed for use with mutual fund employer sponsored retirement accounts and IRA mutual fund accounts, and is not intended for annuity contracts. This means that users with these types of accounts can take full advantage of the app's features and benefits.
If users encounter any errors or have a feature request, they can receive one-on-one assistance by contacting the app's support team directly at 800.747.3942. This ensures that users can get the help they need to fully utilize the app and make the most of their retirement planning.
It's important to note that the My Security Benefit app is not an offer to purchase a security. All brokerage services are provided by the user's local independent financial representative. The app is offered through Security Distributors, a subsidiary of Security Benefit Corporation. It's also worth mentioning that Security Benefit is not affiliated with the user's brokerage firm or its representatives.
In summary, the My Security Benefit app is a comprehensive and user-friendly tool for individuals with mutual fund employer sponsored retirement accounts or IRA mutual fund accounts. It offers a range of features to help users plan and optimize their retirement, and provides one-on-one support for any issues or questions that may arise. With this app, users can feel confident in their retirement planning and make informed decisions about their investments.









