Introducing Equitable Retirement Visionsm
A defined contribution program with an open architecture mutual fund platform
Streamlined online enrollment
Tools to get you started
*This offer is exclusively available to email recipients while supplies last.
Bert Jacobs and Life is Good® is not owned or affiliated with Equitable Holdings, Inc. or any of its subsidiaries.
1. “Retirement certainty” specifically refers to the Equitable Fixed Accountsm and does not include the wide variety of mutual funds available in the Equitable Retirement Visionsm defined contribution program, which are subject to market risk, including loss of principal.
2. Available through a group fixed annuity from Equitable Financial Life Insurance Company (Equitable Financial, NY, NY).
The Equitable Retirement Vision sm defined contribution program consists of a custodial account offered through Benefit Trust Company, within which plan participants’ chosen mutual fund shares are held, as well as a group fixed annuity contract (generic form number 2016FA-MFrev, 2016FA-MF403b) issued by Equitable Financial Life Insurance Company (Equitable Financial). This program is distributed by Equitable Distributors, LLC (Equitable Distributors). Equitable Financial and Equitable Distributors are located at 1290 Avenue of the Americas, NY, NY 10104, (212) 314-4600. Equitable Financial is solely responsible for meeting the obligations of the group fixed annuity contract.
Offered by affiliated and unaffiliated entities, the program is the result of various strategic partnerships, including one between Equitable Distributors, LLC and PlanConnect, LLC. The Equitable Retirement Plan Servicessm platform includes recordkeeping, trading and custodial services to plan sponsors for the program. Benefit Trust Company serves as custodian of mutual funds selected by plan participants. PlanConnect, LLC serves as the platform’s recordkeeper.
Equitable Retirement Plan Servicessm and Equitable Retirement Visionsm are service marks of the contractual arrangements between affiliated and/or unaffiliated entities within the platform; PlanConnect® is a registered service mark of PlanConnect, LLC (100 Madison Street, Syracuse, NY 13202. (800) 923-6669). Equitable Financial, Equitable Distributors and PlanConnect, LLC are separate, but affiliated companies. Benefit Trust Company is a separate and unaffiliated company.
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.
Certain investment options within the retirement plan are sold via prospectus, which contains more complete information including investment objectives, risks, charges, and expenses. Clients should read the prospectus carefully before investing or sending any money.
Equitable is the brand name of the retirement and protection subsidiaries of Equitable Holdings, Inc., including Equitable Financial Life Insurance Company (NY, NY); Equitable Financial Life Insurance Company of America, an AZ stock company with main administrative headquarters in Jersey City, NJ; and Equitable Distributors, LLC. Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN).
© 2020 Equitable Holdings, Inc. All rights reserved.