Equitable has introduced Equitable Retirement Access, the company’s 401(k) Pooled Employer Plan (PEP).
The Equitable Retirement Access plan will include the following providers:
• PlanConnect LLC, an affiliate of Equitable, serves as the recordkeeper
• Pension Plan Specialists will act as the Pooled Plan Provider, third-party administrator, and 3(16) administrative fiduciary
• SWBC Retirement Plan Services will function as the 3(38) investment fiduciary
• Plan Notice LLC will handle notice delivery services.
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.
