There's value in working with a financial professional

Educators who create a retirement plan with a financial advisor have higher 403(b) balances; their median retirement account balance is nearly twice as high. Learn why.

Guiding educators to happier futures

Working with an Equitable Advisors Financial Professional can make planning for retirement easier. In fact, many K–12 employees who work with a financial professional have measurably better outcomes and demonstrate more effective financial behaviors.¹

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Interested in becoming an Equitable client?

Enroll in an Equitable Financial or Equitable America 403(b) plan and find your local Equitable Advisors Financial Professional.

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Working with a financial professional can lead to higher satisfaction among educators with their 403(b).¹

bar graphs showing satisfaction of those who have a 403b vs those who don't and those who work with a financial professional vs those who don't

 

Educators working with a financial professional
are more confident investors.¹

Graph of educators working with financial professionals

Educators close to retirement are even more confident if they elect to use a financial professional

  • Their confidence in quality of investment choices is 40% higher when they elect to use 403(b) financial professionals
  • Their confidence in meeting retirement goals is 33% higher when they elect to use 403(b) financial professionals

These who work with financial professionals credit the relationship for generating more positive financial outcomes.¹

Chart of the relationship for generating more positive financial outcomes
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Do you have a pension gap?

There may be a gap between your pension and the funds you'll need for the comfortable retirement you imagine.

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The #1 provider of 403(b) plans for K-12 schools²

Educators trust us to help them bridge their pension gaps because we have a proud history of supporting the community.

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Prepare for your conversation with an Equitable Advisors
Financial Professional

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¹ Equitable, “The value of the advisor: The impact of advisors on financial outcomes among K–12 educators,” 2022.

² LIMRA, Not-for-Profit Survey, Q1 2023 results, based on 403(b) plan participants and contributions. This applies specifically and exclusively to Equitable Financial Life Insurance Company (Equitable Financial).

Important note: Equitable believes that education is a key step toward addressing your financial goals, and we’ve designed this material to serve simply as an informational and educational resource. Accordingly, this page does not offer or constitute investment advice and makes no direct or indirect recommendation of any particular product or the appropriateness of any particular investment-related option. Your needs, goals and circumstances are unique, and they require the individualized attention of your financial professional.

Products funding group retirement plans are issued by Equitable Financial Life Insurance Company, NY, NY. Equitable Financial and its affiliated companies do not offer tax or legal advice and are not affiliated with any school district, state agency or program.

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, an AZ stock company; and Equitable Distributors, LLC. The obligations of Equitable Financial and Equitable America are backed solely by their claims-paying abilities.

GE-5945221.1 (08/2023) (Exp. 02/2026)