Equitable Retirement 360
Product ID: 260


Type:
Mutual Fund 


$457
0.57%
None
Yes
Roth Eligible



Enrollment and Questions

Use the following contact information to enroll or ask questions.

Website:
Phone:
 E-mail:
Mailing Information  Address:
Equitable Distributors, LLC
525 Washington Blvd 33rd Floor
Jersey City, NJ 07310
  In-person:
Questions about enrollment?
View the Contact Information tab on the Vendor Details page for a list of office locations.


Defined contribution open architecture product with access to NAV mutual funds and Equitable annuity product.

Select the topics below to expand and view additional product details


All investment choices are no load or load-waived mutual funds
Our enrollment kits and online enrollment include Asset Allocation Risk Tolerance Questionnaire. In addition our goal is to offer each employee a comprehensive communication and education readiness program that emphasizes how the plan works and the benefits of participating in their retirement plan. To achieve this goal, we encourage early and consistent participation, decisive savings, well-suited asset allocation, and informative retirement strategies. Our Financial professionals are not simply enrollers: they work closely with participants well into their retirement, providing them with the same personalized service on the day they retire as they did on the day they first enrolled.
Using our online application which can be easily accessed from desktop, tablet or mobile device or through our Equitable mobile app, participants can set their future allocations and rebalance schedule. Using a preset rebalance program allows participants to maintain their investment strategies without straying from their goals. For personal attention a Financial professional is also available to help use the online application or complete a form.
A participant may move their existing investments amount out of the Equitable Fixed Account using our automated dollar cost averaging program.
Using our online application which can be easily accessed from desktop, tablet or mobile device or through our Equitable mobile app, participants can research their investment options, see fund performance and read fact sheets and prospectuses. The online process walks the participant through the steps to complete the transaction online. For personal attention a Financial professional is also available to help use the online application or complete a form.
Using our online application which can be easily accessed from desktop, tablet or mobile device or through our Equitable mobile app, participants can research their estimated loan availability and repayment amount. A form is available to finalize the request. For personal attention a Financial professional is also available to help use the online loan modeling application and complete the loan request form.
The Bipartisan Budget Act of 2018 included changes to the Hardship distribution rules. Equitable is ready to help with vital information, additional services and procedure support for the new rules for 2019 and 2020.
Equitable will contact participants when they are eligible for a Required Minimum Distribution (RMD). The participant can choose to review and accept each individual RMD amount or sign up for automatic distributions each year.


All 403(b) products contain fees. The amount of fees varies greatly depending on the product. A slight increase in fees can substantially reduce the growth in your account which will reduce your income in retirement. To learn more about the impact of fees, and the different types of fees please refer to the Explanation of Fees piece located in the Help & Resources.

Fees




$0.00 - $100.00 Quarterly Range of Possible Dollar Amounts Yes Yes No
Fee Waiver
Fund revenue can be used to offset direct charges.
Breakpoint
No breakpoints. Each plan is custom priced based on plan operating expenses.

Funding Options


Fixed Investment Options

Variable Investment Options


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