My Security Benefit App

What if retirement planning was about more than money?

What if retirement planning was about a personalized path to help you plan fiscally, physically and even emotionally? We're not just talking about a program to manage your investments. We're talking about an experience.

It all starts with our mobile app. Designed to help keep you on track and engaged with 24/7 access to account information along with articles and classes, all while earning rewards.

Note: My Security Benefit App is designed for use with our mutual fund employer sponsored retirement accounts and IRA mutual fund accounts (not for annuity contracts). 

My Security Benefit App
Download on the App Store Get it on Google Play
Quickly view a short clip on the My Security Benefit app
 

With the Security Benefit app, you'll be able to:

Calculate and estimate retirement income needs

View account holdings and activity

View investment performance, change investments

Take simple classes and earn rewards along the way*

Calculate and estimate
retirement income needs

View account holdings
and activity

View investment performance,
change investments

Take simple classes and
earn rewards along the way*

Do more with the My Security Benefit app:

  • Plan your investment strategy more effectively so you can reach your retirement goals.
  • Track your retirement progress using the personalized Retirement Calculator:
    • Calculate retirement scenarios based on your individual needs, situation, and investment goals.
    • Determine your own personal “score” in real-time so you can assess and reassess your goals.
    • Create, adjust, and optimize your retirement plan actively and accurately based on your personal score.

Learn and Earn:

  • Read articles and take short classes on:
    • Financial topics
    • Health and Wellness
  • Earn rewards* and gift cards to some of your favorite places:
    • Target
    • Starbucks
    • Apple
    • And many more

Now available. Download the app today.

Download on the App Store Get it on Google Play

To access app and content features you must have a Security Benefit retirement plan account. Security Financial Resources, Inc. serves as the record keeper for such accounts, and is a subsidiary of Security Benefit Corporation (Security Benefit). 

SB-10003-74 | 2023/01/05