Equitable Life Assurance Society of the United States
1290 Avenue of the Americas, New York, NY 10104; phone: (212) 314- 3039; fax: (212) 707-7610; www.equitable.com
(No. of participants)
Total 288,953
Bundled (inc. in-house asset mgmt.) 245,971
Record keeping/administration only 42,982
Participants served directly 288,953
Bundled (inc. in-house asset mgmt.) 245,971
Record keeping/administration only 42,982
SERVICES PROVIDED:
Plan design
Employee meetings
Customized employee investment education
Generic employee communications
Customized employee communications
Compliance and reporting
Consulting services
TOLL-FREE NUMBER SERVICES
24-hour access
Operators
Foreign language capability
Client service rep available
Account balance
Account transfers
Changes to current/future allocations
Performance data
Fund information
Retirement planning assistance
WEB SITE
24-hour access
Account balance
Performance data
Fund information
Retirement planning assistance
INVESTMENT MANAGEMENT SERVICES
Daily valuation
Total defined contribution assets: $14.8 billion
In-house investment management services are provided through:
Separate accounts
Commingled funds
Mutual funds
Stable value funds
External investment management services are provided through:
Separate accounts
Mutual funds
Stable value funds
Equitable Life Assurance Society of the United States provides services to 23,440 sponsors: 21,376 for bundled services, including in-house investment management, and 2,064 for record keeping and administration only.
It has partnerships with 21 fund families in investment management.
Al Torsiello is client contact.
