My Security Benefit

My Security Benefit

The My Security Benefit app is your go-to mobile solution for efficiently managing your Security Benefit mutual fund retirement accounts. Offering easy and convenient access to an array of retirement planning tools, this app empowers you to take command of your financial future with just a few taps.

Core Features

• Retirement Income Calculator: Estimate your retirement income needs effortlessly. 📊
• Account Overview: View your account balance, year-to-date contributions, and rates of return at a glance. 💼
• Investment Management: Adjust your investment mix and monitor performance to align with your financial goals. 📈
• Personalized Scoring: Receive a real-time personal score, aiding you in actively creating, adjusting, and optimizing your retirement plan. 📝

Pros

• User-Friendly Interface: Easy navigation and layout make managing accounts simple for all users. 👍
• 24/7 Access: Conveniently access your accounts and tools anytime, anywhere. ⏰
• Comprehensive Tools: Offers tools that empower you to plan effectively for retirement. 🔧
• Real-Time Updates: Stay informed with instant updates on your retirement status and investment performance. 📲

Cons

• Limited to Certain Accounts: Designed solely for mutual fund employer-sponsored retirement accounts and IRA mutual fund accounts, not applicable for annuity contracts. 🚫
• Dependency on Other Services: All brokerage services are provided by local financial representatives, which may vary in availability. ⚠️
• No Direct Investments: The app does not facilitate direct security purchases. 🔒
• Technical Issues: Some users may experience errors and require customer support for resolution. 📞

Price

The My Security Benefit app is free to download and use; however, standard fees may apply based on your retirement account terms and conditions. 💵