Introducing Equitable Retirement Visionsm
A defined contribution program with an open architecture mutual fund platform
We’re excited to introduce Equitable Retirement VisionSM, a customizable, effortless retirement program that has sharpened our focus on what matters most: you.
We’ve removed the heavy lifting of implementation and daily management to help you focus on your clients’ retirement objectives. Equitable Retirement Visionsm provides needed expertise, so you can rest assured your clients are receiving personalized guidance to help their employees retire with ease and comfort.
Streamlined online enrollment
Your clients’ employees will now have access to a secure, self-enrollment platform; enabling them to sign up in just a few minutes and begin saving toward the future they deserve.
Resources to use and share
NEW plan sponsor prospecting flyerA quick look at Equitable Retirement VisionSM and what it offers your clients.
Marketing reference guideA glance of important dates and key events in addition to marketing tools and resources available for you, your plan sponsor clients and participants.
Fast factsA checklist overview of the features and services available with Equitable Retirement Visionsm.
Tools to get you started
Equitable Retirement Visionsm
We focus on you, so you can focus on what matters.
For more information, contact our Sales Desk at (866) 401-3030,
Option 1 for 401(k) plans
Option 3 for 403(b) plans
Option 6 for 457(b) plans
*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.