Equitable has introduced Equitable Retirement Access, the company\u2019s 401(k) Pooled Employer Plan (PEP).<\/p>\n
The Equitable Retirement Access plan will include the following providers:<\/p>\n
\u2022 PlanConnect LLC, an affiliate of Equitable, serves as the recordkeeper<\/p>\n
\u2022 Pension Plan Specialists will act as the Pooled Plan Provider, third-party administrator, and 3(16) administrative fiduciary<\/p>\n
\u2022 SWBC Retirement Plan Services will function as the 3(38) investment fiduciary<\/p>\n
\u2022 Plan Notice LLC will handle notice delivery services.<\/p>\n
The PEP is available through the Equitable Retirement Vision platform, an existing retirement plan platform with a group fixed annuity contract issued by Equitable Financial Life Insurance Company.<\/p>\n
<\/span><\/p>","protected":false},"excerpt":{"rendered":" Equitable has introduced Equitable Retirement Access, the company\u2019s 401(k) Pooled Employer Plan (PEP). The Equitable Retirement Access plan will include the following providers: \u2022 PlanConnect LLC, an affiliate of Equitable, serves as the recordkeeper \u2022 Pension Plan Specialists will act … Continue reading