Name
Equitable Advisors
What We Do
ADA-Endorsed Retirement Gateway ® for 401(k) plans.
Retirement plans should be designed with both employers and employees in mind. That’s why we put ease, personalization and choice at the heart of the experience. For employers, a successful retirement plan is one that helps attract and retain employees, encourages them to actively participate, and offers support that minimizes the time and effort needed to administer the plan. For employees, a retirement plan offering guidance, flexibility and a degree of certainty is an essential part of their employee benefits package. ADA-Endorsed Retirement Gateway® is a new kind of retirement plan experience offering effortless management for your business and retirement readiness for employees.
Experienced Support for Your Business
Investment Fiduciary Services
Administrative Services
Investment Selection
Employee Education and Empowerment
ON-SITE Guidance and Support
Support for plan sponsor fiduciary responsibilities.
As a plan sponsor, you now have increased support for your fiduciary responsibilities in selecting and monitoring investment options in your plan through investment fiduciary services powered by Wilshire Associates. There are two investment fiduciary services available through Wilshire Associates Incorporated (Wilshire®) and SWBC Retirement Plan Services.
ADA-Endorsed Retirement Gateway ® also offers:
Guaranteed Interest Option (GIO) with a minimum guaranteed fixed rate of return. The GIO is backed by the claims-paying ability of Equitable.
Stable value fund offers the potential for principal protection with investment diversification.
Individually Directed Account (IDA) provides additional flexibility and control by allowing participants to buy and sell mutual funds, stocks, bonds and other investments. The IDA is managed directly by the participant.
Retirement plans should be designed with both employers and employees in mind. That’s why we put ease, personalization and choice at the heart of the experience. For employers, a successful retirement plan is one that helps attract and retain employees, encourages them to actively participate, and offers support that minimizes the time and effort needed to administer the plan. For employees, a retirement plan offering guidance, flexibility and a degree of certainty is an essential part of their employee benefits package. ADA-Endorsed Retirement Gateway® is a new kind of retirement plan experience offering effortless management for your business and retirement readiness for employees.
Experienced Support for Your Business
Investment Fiduciary Services
Administrative Services
Investment Selection
Employee Education and Empowerment
ON-SITE Guidance and Support
Support for plan sponsor fiduciary responsibilities.
As a plan sponsor, you now have increased support for your fiduciary responsibilities in selecting and monitoring investment options in your plan through investment fiduciary services powered by Wilshire Associates. There are two investment fiduciary services available through Wilshire Associates Incorporated (Wilshire®) and SWBC Retirement Plan Services.
ADA-Endorsed Retirement Gateway ® also offers:
Guaranteed Interest Option (GIO) with a minimum guaranteed fixed rate of return. The GIO is backed by the claims-paying ability of Equitable.
Stable value fund offers the potential for principal protection with investment diversification.
Individually Directed Account (IDA) provides additional flexibility and control by allowing participants to buy and sell mutual funds, stocks, bonds and other investments. The IDA is managed directly by the participant.
Phone
Lacy Plemel, Financi
Address
Two Meridian Crossings, Suite 450
Minneapolis, MN 55423
United States
Minneapolis, MN 55423
United States