Equitable

About Equitable

<p>Recordkeeping and retirement plan administration are the core of Equitable’s work for employer-sponsored plans. The firm handles day-to-day plan operations and participant account recordkeeping for sponsors that want a single provider for ongoing administration.</p> <p>Equitable is headquartered in New York City and works with plan sponsors across the New York metro area and nationally. The company has about 5,000 employees and provides recordkeeping services for retirement plans, including support tied to plan maintenance and routine processing.</p> <p>As of 2025, Equitable reports 6,021 clients and $48.8B in assets under management. A practical differentiator is its scale, which can be a fit for organizations looking for established administrative infrastructure and ongoing recordkeeping support.</p> <p>Services offered include:</p> <ul> <li>Retirement plan recordkeeping</li> <li>Plan administration support for sponsors</li> <li>Participant account tracking and reporting</li> <li>Ongoing plan operations and processing</li> </ul>

Website: https://equitable.com

Employees: 5000