Security Benefit Corporation, a leading provider of retirement savings and income vehicles throughout the nation, today announced it has formed a partnership with fi360, the premier organization for fiduciary education, investment analytics, support services, and industry insights for financial professionals.
With the relationship, advisors and plan sponsors will have no-cost access to fi360’s highly regarded fi360 Fiduciary Score® analysis of Security Benefit’s recently launched SecurePoint Retirement 401(k) product. SecurePoint includes the expertise of Mesirow Financial as ERISA 3(38) fiduciary in the selection, monitoring, and replacement of 401(k) plan investment alternatives.
“We’re confident that advisors will find fi360’s reports beneficial,” said Jim Mullery, President, Security Distributors. “Access to a powerful fiduciary tool like fi360 will go a long way toward helping independent investment advisors build and manage sound 401(k) businesses.”
Known for its full-circle approach to investment fiduciary education, practice management, and support, fi360 offers world-class training, tools, and resources essential for fiduciaries to effectively and successfully manage their roles and responsibilities. The firm’s designation training provides instruction towards earning the Accredited Investment Fiduciary® (AIF®) and Accredited Investment Fiduciary Analyst™ (AIFA®) professional designations.
“We see this as a mutually beneficial relationship,” said Blaine Aikin, fi360's CEO, “and a chance for us to immediately add real value to advisors in the small- and mid-size retirement plan market.”
Additional information on SecurePoint and Security Benefit’s Corporate Retirement Programs is available at securityretirement.com.
About Security Benefit Corporation
Founded in 1892, Security Benefit Corporation, a Guggenheim Partners Company, is a leading provider of savings and income solutions for America’s pre-and post-retirees. Security Benefit Corporation targets multiple wealth segments and channels of distribution through an independent, merit-based distribution structure. By leveraging Guggenheim’s superior general account management capabilities into highly competitive products, Security Benefit Corporation focuses on the retirement savings market providing a full range of services to independent distributors including broker/dealers, IMOs and other financial service providers. Security Benefit is indirectly controlled by Guggenheim Partners, LLC. The firm’s se2 division is an award-winning and nationally recognized provider of administrative services for the insurance and financial services industry. To learn more about Security Benefit or se2, visit www.securitybenefit.com or www.se2.com.
About Guggenheim Partners
Guggenheim Partners is a privately held global financial services firm with more than $125 billion in assets under management. The firm provides asset management, investment banking and capital markets services, insurance, institutional finance and investment advisory solutions to institutions, governments and agencies, corporations, investment advisors, family offices and individuals. Guggenheim Partners is headquartered in New York and Chicago and serves clients around the world from more than 25 offices in 10 countries. For more information, please visit www.guggenheimpartners.com.
fi360 offers a comprehensive approach to investment fiduciary education, practice management and support that has established them as the go-to source for investment fiduciary insights. With substantiated Practices as the foundation, fi360 offers world-class fiduciary Training/Education, Tools and Resources that are essential for fiduciaries and those who provide services to fiduciaries to effectively and successfully manage their roles and responsibilities. Fi360 assists those who rely on their fiduciary education programs, professional AIF® and AIFA® designations, Web-based analytical and reporting software and resources to achieve success. For more information about fi360, please visit www.fi360.com or Twitter: @fiduciary360.
The Security Benefit SecurePoint RetirementSM 401(k) product is a Trust Account under §401 of the Internal Revenue Code.
Services are offered through Security Distributors, Inc., a subsidiary of Security Benefit Corporation.