Equitable Members Retirement Program
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Program Benefits

Ease of Administration

A Comprehensive Service Package that minimizes your Time

The Members Retirement Program can save you time and money while offering you outstanding values both at start up and when your plan is up and running.

For starters, the Members Retirement Program provides Master Plan design at no charge. Our language meets IRS requirements. This not only saves you time, but also saves you set-up costs, typically charged by other vendors. You'll work throughout the set-up period with a Retirement Program Specialist dedicated to professional practices such as yours. They can answer your questions on investment options, help you design a plan that fits your needs and take you step-by-step through the enrollment process.

Ongoing Management and Administrative Support to help you build Member Participation and Satisfaction

Once your plan is set up we'll work step-by-step with you to help communicate with employees and enroll them in your plan. Our account executives are especially trained and well versed in your plan to give you answers on the spot when you or your employees call. They will help bring you up-to-date on changing tax laws that can affect your retirement savings and provide you with information to help make tax filing as easy as possible for you.

Executive client services are also offered to plans that meet certain requirements.

When it comes to Required Paperwork, we have you covered at No Additional Charge

Part of our comprehensive service package is to help minimize your involvement with required forms, tracking participant balances and other tax reporting.

And when tax laws change requiring updates to your Master Plan, we will update your plan to comply at no additional charge.

To see how easy the Members Retirement Program is to administer, please consult with one of our Retirement Program Specialists.

Free Consultation