Inspire your employees to save with an Equitable 403(b) plan
A new kind of retirement plan experience
How can a 403(b) plan help employees save?
To attract and retain employees, you’ll want a retirement plan that provides guidance, flexibility and a degree of certainty. Choose an Equitable 403(b) retirement plan and you’ll have the tools and support you need to improve your plan’s effectiveness and help simplify the administrative process.
As of 02/28/2017 Customers’ ratings and reviews reflect individual opinions and are not intended as indications of suitability or as predictions of any product/investment performance and should not be relied upon as bases for any purchase decision.
1 LIMRA, Not-For-Profit Survey, Q4 2017 results based on 403(b) participants and contributions.
This discussion is not intended as legal or tax advice. Accordingly, any advice provided herein is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer. Such advice was written to support the promotion or marketing of the transaction(s) or matter(s) addressed, and you should seek advice based on your particular circumstances from an independent tax advisor.
Variable annuities and mutual funds are offered by prospectus, which contains more complete information, including investment objectives, risks, charges, and expenses, and which can be made available from your Financial Professional of the company. Please read the prospectus carefully before you invest or send any money.
An annuity contract used to fund this qualified employer-sponsored retirement arrangement should be purchased for its features and benefits other than tax deferral. For such cases, tax deferral is not an additional benefit of the annuity. You may also want to consider the relative features, benefits and costs of this annuity with any other investment that you may have in connection with your retirement plan or arrangement.
Equitable believes that education is a key step toward addressing your financial goals, and we've designed this discussion to serve simply as an informational and educational resource; it does not offer or constitute investment advice and makes no direct or indirect recommendation of any particular product or of the appropriateness of any particular investment-related option. Your needs, goals, and circumstances are unique, and they require the individualized attention of your financial professional. But for now, take some time just to learn more.
Annuities issued by Equitable Financial Life Insurance Company (NY, NY) and co-distributed by affiliates Equitable Advisors, LLC and Equitable Distributors, LLC, New York, NY 10104. The investments in this program are subject to investment risks, including possible loss of the principal invested. They are not insured by the Federal Deposit Insurance Corporation nor are they deposits to, obligations of, or guaranteed by any bank.
Equitable Financial Life Insurance Company (Equitable Financial), Equitable Advisors, LLC (member FINRA, SIPC) and Equitable Distributors, LLC (member FINRA, SIPC) are affiliated companies, located at 1290 Avenue of the Americas, New York, NY 10104, (212) 554-1234. Equitable and its affiliates do not provide tax, accounting or legal advice or services.
The obligations of Equitable Financial Life Insurance Company are backed solely by its claims-paying ability.