TOPEKA, Kan.--(BUSINESS WIRE)--May 7, 2024--
Security Benefit, a leading provider of 403(b) retirement plans, has appointed Jim Kiley to Head of the Education Market and Affinity Relations to lead its strategy for K-12 school district retirement plans. Kiley, a 35-year industry veteran, was previously the Head of Eastern Sales at Security Benefit and will now manage the organization’s education efforts, including its partnership with the NEA.
The company’s roots in the retirement market began in the early 1970s, offering its first set of 403(b) retirement accounts to educators. Since that time, the company has become one of the top 5 providers of 403(b) accounts in the K-12 education market and is the endorsed provider through its relationship with NEA Member Benefits.
“Teachers and educators deserve an opportunity to save and achieve long-term financial security. As they prepare for retirement, many educators will need supplemental savings and work with financial advisors to help them create investment strategies along the way,” said Dave Byrnes, Chief Distribution Officer, Security Benefit. “Jim’s leadership within the education market, and our partnership with the NEA, have become important conduits to ensuring educators have access to local financial advice and retirement product solutions.”
“I’m excited to lead this part of our company’s strategy and continue our ongoing commitment to helping educators seek financial security,” said Kiley. “We’re highly focused on working with independent advisors in this marketplace and support our on-going recruiting efforts to encourage more to work with us in this space.”
Throughout his career, Kiley worked as a financial advisor, wholesaler, and managed sales teams to provide retirement solutions while working with independent representatives. He joined Security Benefit in 2011 and has built a reputation for providing exceptional client counsel and strategic retirement planning insights, especially those impacting clients within the education market.
About Security Benefit
Security Benefit Life Holdings (“Security Benefit”), through its subsidiary Security Benefit Life Insurance Company (SBLIC), a Kansas-domiciled insurance company that has been in business for more than 132 years, is a leader in the U.S. retirement market. Security Benefit together with its affiliates offers products in a full range of retirement markets and wealth segments for employers and individuals and held $51.6 billion in assets under management as of December 31, 2023. Security Benefit, an Eldridge business, continues its mission of helping Americans To and Through Retirement ®. Learn more at www.securitybenefit.com and follow us on LinkedIn, Facebook, or X (formerly Twitter ).
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KEYWORD: UNITED STATES NORTH AMERICA KANSAS
INDUSTRY KEYWORD: PROFESSIONAL SERVICES OTHER PROFESSIONAL SERVICES INSURANCE HUMAN RESOURCES FINANCE PERSONAL FINANCE
SOURCE: Security Benefit Life Holdings
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PUB: 05/07/2024 09:01 AM/DISC: 05/07/2024 09:02 AM
http://www.businesswire.com/news/home/20240507116218/en
