A more personal kind of retirement plan experience

Your success with a workplace retirement plan depends in part on the recordkeeper’s willingness to make you and your clients a priority. With Equitable, you get a fully integrated service model, personalized investment strategies and a dedicated retirement plan team to work with you and your clients. It’s a collaboration from day one, with the goal of helping you, your clients, and their employees succeed.

Why consider an Equitable 401(k) plan for your clients’ workplace retirement plan? 

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Experienced support for your clients
  • Bundled or unbundled service provided through a third-party administrator (TPA)
  • Seamless retirement plan setup and transition with a dedicated Equitable onboarding specialist who serves as your point of contact throughout the conversion process
  • In-person, online and auto-enrollment options with support from our retirement plan consultants
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Investment fiduciary services
  • Investment fiduciary services, powered by Wilshire Associates or and SWBC Retirement Plan Services, provide support for fiduciary responsibilities and professional advice on investment selection
  • Address your clients’ fiduciary concerns with two levels of fiduciary services: ERISA 3(21) or 3(38)
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Investment selection
  • Diversified selection of investment options from some of the industry’s top fund managers to fit the needs of various investor types
  • Professional investment management through StoryLine, Stadion’s managed account service 
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Financial wellness tools
  • Retirement education center offering short articles, videos, checklists and success stories to help employees learn, based on whether they are starting out, mid-career or nearing retirement.
  • Retirement income gap calculator with a benchmarking tool to compare the employee’s progress to others like themselves. 
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Have a small business client who is looking for a 401(k) plan?

We have a turnkey 401(k) program for plans with account values up to $500k. This program offers packages of services—some of which are made available through partnerships with unaffiliated third-party providers—to help ease demands on financial professionals and plan administrators. Find out more about our Retirement Gateway® for Small Business.

Get a quote for startup plans and plans with account values up to $500k.

Get quote now 

Retirement Gateway for small business

Tools and resources to build retirement plan success

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Retirement calculator

Determine how much income clients need to save.

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Insights and inspirations for clients

Equitable Perspectives offers timely financial news, tips, stories and advice.

Have questions about our 401(k) retirement plan solutions?
Contact us today!

Workplace Retirement Plan Sales Desk

(866) 401-3030 

Select option 1
Monday – Thursday: 8:30 a.m. to 7 p.m. ET
Friday: 8:30 a.m. to 5 p.m. ET 

For financial professionals only. If you are an individual investor, please contact your financial professional for more information.

For Financial Professional Use Only.

Products funding workplace retirement plans are issued by Equitable Financial Life Insurance Company (Equitable Financial) NY, NY.

Equitable 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; and Equitable Distributors, LLC. The obligations of Equitable Financial and Equitable America are backed solely by their claims-paying abilities.