Equitable

Dallas,  TX 
United States
972-455-9069
http://www.equitable.com
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Retirement planning can be confusing. But it doesn’t have to be. Graduate to a smarter financial provider, and get the best retirement guidance, with Equitable. As the #1 provider of 403(b) plans in the K-12 market, we have the tools and resources available to help you reach your savings goals.


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  • EQUI-VEST Series 201 403(b)
    EQUI-VEST is available through the retirement savings plan offered by your employer. In the world of retirement planning, it’s called a tax-deferred variable annuity, meaning your money grows tax-deferred until you’re ready to start withdrawing it....

  • Equitable created EQUI-VEST, a variable deferred annuity that funds 403(b) plans, to help employees prepare for retirement. EQUI-VEST offers a wide selection of investment options including a structured investment option, personal income benefit option, guaranteed interest option, several asset allocation portfolios, as well as an array of additional variable investment options covering all asset classes and investing styles.

    In addition to the suite of investment options, EQUI-VEST offers several attractive features and benefits. Participants will have access to their retirement funds through loans, withdrawals, contract surrenders, and various annuity payout options. EQUI-VEST has a built in Investment Simplifier dollar cost averaging tool that allows participants to automatically diversify retirement funds for growth. EQUI-VEST also offers a guaranteed minimum death benefit and beneficiary continuation option.

    What's more, you can count on Equitable’s unmatched and comprehensive service and support, as well as our sophisticated participant website tools and communication materials.

Questions about 2022 TASBO Engage Conference & exhibiting? Contact Kathy Swanson, Director of Partner Relationships, kswanson@tasbo.org or 512-617-0073.

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