Plan, track and achieve your retirement goals online

Our intuitive employee website was built around your needs, to help you better set up and track progress toward your retirement goals. On the site, you can easily:

  • View balance and contribution information.
  • Review and change investment allocations.
  • Set up and track your retirement goals.
  • Check performance and research investments.

Our Online Enrollment Wizard will be your trusted guide in helping you set up your workplace retirement plan and start saving for retirement today!

Video transcript: Greetings! I’m the Online Enrollment Wizard – or The Wizard for short. I’ll admit that spells aren’t really my thing, but I’m a whiz at guiding you through the enchanting world of your Equitable workplace retirement plan. Over the next few minutes, I’ll give you a quick tour and share some secrets of the participant website. From your favorite browser, open to register and complete enrollment. If you’re already registered, open and bookmark, and click Sign in. You will see two options: Quick Enroll and Full Enroll – today we will take you step-by-step through the Full Enrollment experience. Our journey through the wonders of the participant website begins on the Welcome screen. Clicking Update Enrollment brings us into the About Me tab where you can manage Beneficiaries and Contact Preferences. To continue your quest for retirement riches, visit My Retirement Goals. My Retirement Goals will allow you to provide more personalized information to learn more about your financial future - You can either skip for now or you can answer a few questions about your investment style, current savings and retirement goals to create a spellbinding strategy that balances your financial needs today and retirement needs tomorrow. My Contributions is where you can use handy sliders to adjust your contributions to a level that helps you meet your goals. My Investment Choices lets Equitable know where your contributions are invested. Building a customized retirement plan from available fund options is so easy, it almost feels like magic. Even if you love math, the website will quickly conjure up all the calculations for you. You can also research investment options and manage allocations. The Summary Tab gives you the power to review, adjust and complete your plan updates. Remember, changes you make aren't set in stone. Click Make Changes if you have second thoughts or make an error. Finally, your path to enrollment comes to an end once you’ve met the plan eligibility requirements. I hope you enjoyed this quick peek into the realms of the participant website. As you can see, planning for an enchanting future is easier than you think. And there’s no crystal ball required. Now, while I’d love to stay, I’m being summoned by another seeker of financial wisdom. If you need more assistance, contact your wonderful HR representative or plan administrator.


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Equitable, which is the brand name of the retirement and protection subsidiaries of Equitable Holdings, Inc., including Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY), Equitable Financial Life Insurance Company of America (Equitable America), an AZ stock company with an administrative office in Charlotte, NC, and Equitable Distributors, LLC. The obligations of Equitable Financial and Equitable America are backed solely by their claims-paying abilities.

GE-6587098.1 (04/2024) (Exp. 04/2026)