Waddell & Reed

Benefits for Your Peace of Mind

Benefits are an integral part of your total rewards program. Waddell & Reed offers a competitive benefit package that delivers a first-rate and flexible array of options at an affordable cost.

Group Health Plan
Our group health plan is a self-insured plan that provides comprehensive protection. Co-pay and deductible amounts as well as co-insurance policies depend on the plan and providers you choose. Prescription drug coverage is included in the plan. The premium is subsidized by Waddell & Reed.

Group Dental Plan
Advisors participating in the group health plan also may participate in a comprehensive dental plan. The premium is subsidized by Waddell & Reed.

Group Life Insurance
This plan provides a benefit to your beneficiary if you die while an active Financial Advisor. The cost for this benefit is subsidized by Waddell & Reed.

Net Asset Value Investment Program
This program enables you and your immediate family to purchase shares in our affiliated fund families at net asset value (NAV).

Simplified Employee Pension Plan
As a Waddell & Reed Financial Advisor, you are eligible to open and invest at NAV in Waddell & Reed Advisors Funds and Ivy Funds through a Simplified Employee Pension Plan (SEP IRA).

Benefits for Field Leaders

  • Cafeteria Plan
  • Long-Term Disability *
  • 401(k) and Thrift Plan
  • Retirement Income Pension Plan

*Regional Vice President, Complex Managing Principal, Managing Principal and Associate Managing Principal only.