Making a Smart Choice
All great chefs have their “secret recipes.” With Security Benefit’s SmartChoice, financial professionals have the ability to leverage our expanded investment menu to design a plan’s investment lineup to meet their fiduciary value proposition and plan clients' needs.
The menu is complemented by a wide array of client services designed to help you create your own unique, secret recipe and grow your practice.
Open Architecture
SmartChoice’s open architecture investment menu gives you access to over 20,000 mutual funds.No Proprietary mutual funds from Security BenefitFlexibility to bundle the plan’s TPA services with Security Benefit or utilize an independent TPAPlatform consistency: one platform, multiple plan types
Comprehensive Services
Choose the complementing services that Fit Your Practice
Flexible 3(38) or 3(21) fiduciary solutions to fit your practice by Mesirow Financial
Online Plan Sponsor access, reports, and approvals
Online participant access for account review and transactions
Online enrollment: Quick Enroll option that takes less than two minutes
Dedicated team of specialists with 65 years of combined experience
Exceptional Participant Experience
Plan participants can access their accounts on-the-go with the My Security Benefit mobile app. Beyond account access, My Security Benefit encourages your participants to stay on top of their retirement planning through calculators and other tools.
Visit our mobile app resource center for Financial Professionals
Creating Your Unique Client Menu
SmartChoice’s lineup of services along with the My Security Benefit mobile app are designed to give you, plan sponsors, and participants unparalleled experiences that create just the right blend for your practice and clients.