Arizona Education Association

Advocate Summer 2012

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confident you can take the lead. When you are Confident investors looking to save on fees should look at NEA Valuebuilder® DirectInvestSM Now you can choose an NEA retirement program that you direct yourself and save on the cost of a financial advisor. NEA Valuebuilder® DirectInvest gives you a low initial SM investment of $1,000 or just $25 if you sign up for direct payroll deduction, a choice of 19 top mutual funds, and cost savings so you can keep and control more of your money. To learn more or enroll visit neamb.com/retire1 and select DirectInvest You should carefully consider the investment objectives, risks, and charges and expenses of the mutual funds available under the NEA Valuebuilder Program before investing. You may obtain a prospectus that contains this and other information about the mutual funds by calling our National Service Center at 1-800-NEA-VALU (632-8258). You should read the prospectus carefully before investing. Investing in mutual funds involves risk and there is no guarantee of investment results. The NEA Valuebuilder Program provides investment products (the "NEA Valuebuilder products") in connection with retirement plans sponsored by school districts and other employers of NEA members and individual retirement accounts established by NEA members. Se- curity Distributors, Inc. and certain of its affiliates (collectively "Security Benefit") make the NEA Valuebuilder products available under this program pursuant to an agreement with NEA's wholly owned subsidiary, NEA's Member Benefits Corporation ("MBC"). Security Benefit has the exclusive right to offer the NEA Valuebuilder products under the program, and MBC generally may not enter into arrangements with other providers of similar investment programs or otherwise promote to NEA members or their employers any investment products that compete with the NEA Valuebuilder products. MBC promotes the program to NEA members and their employers and provides certain services in con- nection with the program. Security Benefit pays an annual fee to MBC based in part on the average assets invested in the NEA Valuebuilder products under the agreement. You may wish to take into account this agreement and arrangement, including any fees paid, when considering and evaluating any communications relating to the NEA Valuebuilder products. NEA and MBC are not affiliated with Security Benefit. Neither NEA nor MBC is a registered broker-dealer. All securities brokerage services are performed exclusively by your sales representative's broker- dealer and not by NEA or MBC. The NEA Valuebuilder DirectInvest 403(b)(7) is a Custodial Account under §403(b)(7) of the Internal Revenue Code. Securities are distributed by Security Distributors, Inc. (SDI). SDI is a subsidiary of Security Benefit Corporation ("Security Benefit"). VB030412

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