Browsing Tag
Equitable
13 posts
Corporate Roundup: C2P Enterprises Launches Women Advisory Program, RBC C&C Hires Vestwell
Holding company C2P Enterprises launches ‘A Woman’s Clarity’ program dedicated to women financial advisors, RBC Clearing & Custody hires Vestwell as their small plan provider, and more
March 3, 2023
Turnkey 401(k) for Small Biz Debuts from Equitable
Addition of Retirement Gateway for Small Business simplifies 401k administration for plans with account values up to $500,000
September 21, 2022
Equitable Adds Managed Accounts, Cash Balance Solution to SMB Retirement Plans
With a goal of further tailoring investment portfolios and plan design for small- to medium-sized businesses, New York-based…
July 1, 2021