Subscribe Now!
Free Daily News, Jobs, Webcasts, Discussions
Display and Distribute
Your Job Openings
COVID-19 News
COVID-19 Webcasts

Featured Jobs

Administration Assistant

Southern Pension Services
(Tampa FL)

Southern Pension Services logo

Legal Director

Pension Rights Center
(Telecommute / Washington DC)

Pension Rights Center logo

Administration Manager

Southern Pension Services
(Telecommute / Tampa FL)

Southern Pension Services logo

DB/DC Plan Consultant

Small NY Actuarial TPA Firm
(Telecommute / CT / NJ / NY)

Plan Consultant

Advanced Plan Designs, LLC
(Telecommute / Springfield MO)

Advanced Plan Designs, LLC logo

Defined Contribution Plan Administrator

Pension Investors Corp of Orlando Inc
(Altamonte Springs FL)

Pension Investors Corp of Orlando Inc logo

Retirement Plan Administrator

Howard Simon & Associates
(Deerfield IL)

Howard Simon & Associates logo

Retirement Plan Consultant

(Telecommute / Dallas TX / University Place WA / The Woodlands TX)

Definiti logo

Manager/Supervisor of Benefits and Payroll Compensation

Virginia Farm Bureau
(Richmond VA)

Virginia Farm Bureau logo

Retirement Plan Administrator

Carpenter Morse Group
(Telecommute / Longwood FL)

Carpenter Morse Group logo

Retirement Plan Administrator

Prime Benefits
(Telecommute / Baltimore MD)

Prime Benefits logo

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

By Date   |   By Company Name

View More Press Releases by Equitable

Press release:

Equitable Retirement Vision℠ Launches with Enhanced Features and Services

Issued by: Equitable

Date: Feb. 10, 2021

New Open Architecture, Mutual Fund-Based Retirement Plan Platform Features Fiduciary Support for Plan Sponsors

NEW YORK -- Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today unveiled Equitable Retirement Vision℠, a new platform for ERISA and non-ERISA retirement plans.

Equitable Retirement Vision℠ offers new features and services for plan sponsors and participants, including:

  • A managed account option, reflecting professional advice for an integrated investment strategy and asset allocation based on a range of personal factors in addition to a participant’s age, such as attitude toward risk. Participants can further customize their allocation through online engagement.
  • The Equitable Fixed Account*, which guarantees a minimum interest rate and provides some protection from market volatility and steadier returns over time.
  • Fiduciary support for plan sponsors, including 3(16) administrative fiduciary services to reduce administrative burdens and mitigate liability for plan sponsors; 3(21) and 3(38) investment fiduciary services to assist plan sponsors with fund selection and mitigate fiduciary liability.
  • A personalized digital retirement wellness program to help plan participants create a path to achieve their financial goals-based on what’s important to them, their life stage and lifestyle.
  • An open architecture investment platform, providing a choice of more than 16,000 mutual funds and Collective Investment Trust (CIT) options.
  • A self-directed brokerage account offered through an unaffiliated third-party.
  • Mobile account access to account information, tools and services.

“We know plan sponsors across various sectors and industries want best-in-class, mutual fund-based retirement plan platforms. We also recognize that financial market conditions are driving an increased need for guidance and support among plan sponsors and their employees,” said Steve Scanlon, head of Group Retirement, Equitable. “We designed Equitable Retirement VisionSM with enhanced features and benefits to meet these needs, including customizable strategies, administrative support and participant advice, to help them achieve their goals for their plan and support retirement readiness for employees.”

Equitable Retirement Vision℠ is designed for small-to-medium sized businesses, K-12, higher education, governmental, healthcare and not-for-profit sectors. Equitable** will continue to offer its other group retirement plan products including the Retirement Gateway® and EQUI-VEST® variable annuities.

Fiduciary services are offered through SWBC Retirement Plan Services, Wilshire and NBS. Managed account services are offered through Stadion Money Management.

View More Press Releases by Equitable

This is a press release issued by the company named above. BenefitsLink is not the author. Use of any information obtained from this release is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by BenefitsLink.

© 2021, Inc.