Equitable
You can manage your account, sign up for EDelivery of your quarterly statement, and view your quarterly statement by logging into Equitable’s website. You may also call Equitable at 1-866-444-6001.
Fund Change Notice
A Fund Change Notice notifies you of changes to qualified retirement funds provided by Equitable.
Effective Date: July 01, 2022
404(a)(5) Fee Disclosure
A disclosure of the individual and plan level fees that may be deducted from your account, including a comparative chart of the past performance, expense ratios, shareholder fees, and trade restrictions applicable to the investments available in your retirement plan.
Update Effective Date:
Update Posted Date: December 2022
Effective Date: September 22, 2023
Summary Annual Report
A plan level summary of the financial activity, expenses, participant counts, and market value in your retirement plan for a particular plan year.
Update Effective Date: December 31, 2021
Update Posted Date: December 2022
Effective Date: December 31, 2023
Posted Date: September 2023
Summary Plan Description
The Summary Plan Description (‘SPD’) is a plain English summary of the plan provisions.
Update Effective Date: September 19, 2019
Update Posted Date: October 2021
Automatic Contribution Notice
The Automatic Contribution Notice is a legally required notice that will inform you of the amount that will be automatically deducted from your pay when you meet the eligibility requirements of the plan if no action has been taken.
Update Effective Date: January 1, 2023
Update Posted Date: December 2022
Effective Date: January 1, 2024
Posted Date: September 2023
Qualified Default Investment Alternative Notice
A description of the risk/return characteristics, fees, and expenses of the investment fund(s) you will be defaulted into should you not make an affirmative election of the investments you wish your retirement contributions invested in
Update Effective Date: January 1, 2022
Update Posted Date: December 2021
Know Your Rights
You may obtain a free copy of any document on this page by requesting the document using the following ways. Please be sure to include your name and full mailing address. If you have questions about your request, please include your phone number and/or email address. Please also include the specific document that you would like.
- Email ourteam@aboutmy401k.com
- Send a letter to: About My 401(k) Plan, 10777 Northwest Freeway, Suite 450, Houston, TX 77092.