Page 33 - The EDGE Fall 2024

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E Enhancing 403(b) plans
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Empowering Educators with Provider Choice
In K-12 403(b) plans, provider choice leads to increased participation, higher
annual contributions, and higher median account balances . Discover the
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importance of offering diverse provider options to your teachers. Our
retirement education services guide administrators in creating a robust
403(b) plan that benefits both educators, as well as the district as a whole.
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E Explore your opportunities. Visit equitable.com/educators. .
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1 Equitable’s Value of the Advisor Study, 2022. Independent research conducted by Zeldis Research Associates, and commissioned by
Equitable, highlights the financial benefits K-12 educators can gain by working with a financial professional with respect to their 403(b)
account. These responses reflect anonymous individual opinions from the survey and are not intended as predictions of any
product/investment performance, may not represent the experience of any other plan participant, and should not be relied upon as basis
for any purchase decision.
Equitable is the brand name of the retirement and protection subsidiaries of Equitable Holdings, Inc., including Equitable Financial Life
Insurance Company (NY, NY); Equitable Financial Life Insurance Company of America (Equitable America), an AZ stock company; and
Equitable Distributors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN).
© 2024 Equitable All rights reserved.
1345 Avenue of the Americas New York, NY, 10105 (212) 554-1234
GE-6563780.1c (4/24)(Exp. 4/26)
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