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The Sources Of Financial Stress: How To Help Your Clients Cope

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How To Make The Best Use Of Higher Retirement Plan Contribution Limits

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Investment Options Updates

Select links to view investment options updates (PDF).


Neuberger Berman AMT Addition, Closure, and Merger

Effective Date: April 26, 2019


T. Rowe Price Fund Name, Redemption Fee Removal and Trade Rule Change  

Effective Date: April 1, 2019


Janus Henderson Global Unconstrained Bond Fund Name Change  

Effective Date: February 15, 2019


Lazard Emerging Markets Multi-Asset Closure & Liquidation 

Effective Date: December 20, 2018


Marisco Focus and Marisco Growth Fund Closure & Removal

Effective Date: October 5, 2018


Share Class Changes for Franklin Templeton High Income and Income Funds

Effective Date: September 10, 2018


Putnam VT Capital Opportunities Name Change

Effective Date: September 17, 2018


NVIT Large Cap Growth Name and Asset Class Change

Effective Date: July 16, 2018


PIMCO Fund Name Changes

Effective Date: July 30, 2018


Deutsche Fund Name Changes

Effective Date: July 2, 2018


Putnam VT Investors Name Change

Effective Date: July 2, 2018


Prudential Fund Name Changes

Effective Date: June 11, 2018


Virtus Rampart Equity Trend Series Closure and Liquidation
Effective: June 2018


Multiple Fund Name Changes
Effective Date: April/May 2018


Vanguard® REIT Index Fund Name Change
Effective Date: April 6, 2018


Vanguard® REIT Index Name Change
Effective Date: March 9, 2018


SecurePoint Fund Changes
Effective February 23, 2018


Loomis Sayles Global Equity and Income Name Change
Effective Date: January 22, 2018


Reminder SFR Program Fund Replacements for Non ERISA Plans
Effective Date: November 17, 2017


EliteDesigns® & EliteDesign® II Fund Changes
Effective Date: September 26, 2017


New Funds offer Alternative Strategy and Goals-Based EFT Strategies
Effective Date: August 31, 2017


Income Plus Fund To Liquidate
Effective Date: July 31, 2017


RidgeWorth Fund Name Changes
Effective Date: June 28, 2017


Reminder - Recent and Upcoming Fund Changes
Effective Date: June 16, 2017

Van Kampen NVIT Comstock Value Name Change
Effective Date: February 24, 2017


Guggenheim CLS Fund Liquidations/Transfers
Effective Date: February 24, 2017


Upcoming SecurePoint Fund Change – Money Market
Effective Date: February 17, 2017


BlackRock® Small Cap Growth Equity Name Change
Effective Date: February 15, 2017


Janus Enterprise Fund Closure
Effective Date: January 27, 2017


Upcoming SecurePoint Fund Change
Effective Date: January 26, 2017


SFR Program - Fund Changes
Effective Date: November 18, 2016


Aston Fund Changes
Effective Date: September 30, 2016


Upcoming August Fund Changes
Effective Date: August 20, 2016


Upcoming Fund Changes
Effective Date: August 19, 2016


SecurePoint Fund Change - American Century Prime Money Market - August 2016
Effective Date: August 2016


Alert - RS Fund Change Information
Effective Date: June 30, 2016

Additional Fund Changes - June 2016
Effective Date: June 2016


Multiple Fund Changes in April/May 2016
Effective Date: April/May 2016


Wells Fargo Liquidation
Effective Date: April 29, 2016


RiskPro for EliteDesigns to be discontinued
Effective Date: March 31, 2016


AllianzGI Fund Liquidation
Effective Date: March 2, 2016


Services and securities are offered through Security Distributors, an affiliate of Security Benefit Corporation (“Security Benefit”).