Waddell & Reed

Benefits for Your Peace of Mind

Benefits are an integral part of your total rewards program. We offer a competitive package that delivers first-rate, flexible and affordable options.

Benefit Description
Health Insurance Competitive health insurance options with comprehensive protection. Co-pay and deductible amounts and co-insurance policies depend on the plan and providers you choose. Prescription drug coverage is included.
Group Dental Plan Advisors participating in the group health plan may participate in a comprehensive dental plan.
Group Vision Plan Advisors enrolled in health insurance may participate in the group vision plan.
Employee Assistance Program Confidential, short-term counseling and referral service made available and paid in full by Waddell & Reed.
Group Life Insurance Provides a benefit to your beneficiary if you die while an active advisor.
Net Asset Value Investment Program Purchase shares in our affiliated fund families at net asset value (NAV).
Simplified Employee Pension Plan Invest at NAV in Waddell & Reed Advisors and Ivy Funds through a Simplified Employee Pension Plan (SEP IRA).
Benefits for Field Leaders
  • Cafeteria Plan
  • 401(k) and Thrift Plan
  • Long-Term Disability*
  • Retirement Income Pension Plan

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