About This App
Managing your retirement savings can feel like a complex task, especially when you need to track your investments and plan for the future on the go. The My Security Benefit app offers a straightforward way to access and manage your mutual fund retirement accounts from your mobile device.
This application aims to simplify retirement planning by providing tools to assess your income needs and monitor your investment performance. It's designed for those who want convenient, regular oversight of their retirement accounts, making it easier to stay on track with financial goals.
Best For
- Users with Security Benefit mutual fund retirement accounts
- Individuals seeking to track retirement savings
- Those who want to adjust investment strategies
- Retirees needing to monitor income projections
- Account holders who prefer mobile management
Key Features
Retirement Income Calculator
Estimate your future income needs by inputting personal data. This feature helps you visualize how much you might need in retirement, allowing for more informed planning.
Account Overview
Quickly check your current balance, contributions, and investment returns. This provides a clear snapshot of your account's health and performance at any time.
Investment Adjustments
Modify your investment mix and review performance reports directly within the app. This allows for timely adjustments to align with your financial goals.
Editor's Notes
- The app provides a convenient interface for users with eligible Security Benefit mutual fund accounts to monitor their retirement savings.
- It's important to note that this app does not support annuity contracts, so users with those products will need to use other methods for management.
- Customer support is readily available via phone for any issues or questions that arise.
User Feedback
Users find the app useful for tracking account balances and investment performance on the go.