Equitable Trust has provided objective institutional investment consulting services for over 20 years.
We partner with plan sponsors to manage 401(k) plans in an efficient manner, with emphasis on personalized service and fiduciary responsibility. Our knowledge and experience help clients balance the fiduciary, financial and administrative responsibilities of 401(k) plan sponsorship.
institutional fiduciary services
- Fiduciary responsibility
- Employee education
- No proprietary investment products
- Low-cost indexing, target date funds, and active strategies
- Custom asset allocation models
- Periodic benchmarking to ensure low costs
- Full fee disclosure
- In-depth investment due diligence