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Security Benefit Direct ISA

Individual CCC Client Employers

The Direct ISA is in place between Security Benefit and Employers listed below allows Security Benefit receive exchanges, transfers, and rollovers contributions within the respective employer's 403(b) plan.

Please note: Security Benefit has an Umbrella CCC ISA in place, however that only applies to CCC Full Service Clients and allow for exchanges and transfers to all Umbrella CCC ISA vendors. However, the Employers appearing below sponsor a Selected Vendor 403(b) Plan, which only allow for exchanges, transfers, and rollovers contribution to a select list of vendors, including Security Benefit.

Click the link below to access the Security Benefit Direct ISA:



Page Last Modified: 9/15/2014 5:09:44 PM