Retirement planning for education professionals can pose unique challenges. You may face changes in your state pension program. On top of that, educators tend to retire earlier than the national average, so your retirement may last longer.

NEA Retirement Specialists understand your unique challenges and are trained in the K-12 retirement market. They are local to your community with a focus on the PERSI plan and any special programs that govern your school district.

Financial professionals continuously review their NEA clients’ goals to help ensure they are on a successful path to reach their retirement goals. Working with a professional provides routine checkpoints to help you understand your risk profile, investment choices, and progress toward a comfortable retirement. An NEA Retirement Specialist can also provide:
• Paycheck and pension reports
• Retirement income gap analysis
• Services to your spouse to ensure a comprehensive retirement plan.

Security Benefit is the contracted provider to NEA/IEA members from NEA Member Benefits.  NEA Retirement Specialists, when making recommendations to an NEA member, offer only Security Benefit products.