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Businesses

It’s no secret that being a business owner is more than just one job. You have many roles and responsibilities and each one is important. While running your business may be complicated, protecting it doesn’t have to be. That is where we can help.

Design a retirement savings plan for your business

Planning for your business’s future and helping employees save for retirement goes beyond finances. It’s about creating meaningful impact. Our advisors simplify workplace retirement planning with a personalized approach rooted in integrity, insight and empathy.

Help your business thrive with growth and succession planning

We know your business reflects your vision, hard work, and experience. With personalized strategies, deep market insight, and a focus on your goals, our advisors can help you drive sustainable growth, manage risk and prepare for smooth leadership transitions.

Create a tailored employee benefits plan

Your employees are your greatest asset, essential to your business's success. We go beyond the numbers, asking questions to understand your values and concerns. Together, we'll create an employee benefits program that aligns with your goals and supports your team’s needs.

Retirement plans

Retirement plans

  • Individual retirement accounts (IRAs)
  • Simplified employee pension plans
  • SIMPLE plans
  • 401(a)
  • Owner 401(k) and roth 401(k)
  • 457(b)
  • 403(b)(7)
  • 403(b)
  • Roth 403(b)
  • Roth 457
  • Pension/profit-sharing
  • 412(e) Plan
Employee benefits

Employee benefits

  • Dental
  • Vision
  • Life
  • Short-term disability income
  • Long-term disability income
Executive benefits

Executive benefits

  • Bonus plans
  • Deferred compensation plans
  • Split-dollar plans
Group insurance

Group insurance

  • Health insurance
  • Long-term care insurance
  • Disability income insurance
  • Life insurance
Financial planning<sup>1</sup>

Financial planning1

  • Employee financial planning
  • Educational seminars
Business planning and estate planning strategies

Business planning and estate planning strategies

  • Buy-sell plans
  • Nonqualified retirement plans
  • 401(k) Retirement plans
Business continuation programs

Business continuation programs

  • Key person coverage
  • Buy-sell agreements
  • Succession planning
  • Business overhead expense
  • Disability buyout
  • Employee stock ownership plans (ESOP)

1 Fee-based, and non-fee based financial planning is offered by financial professionals eho are investment advisor representatives fo Equitable Advisors, LLC, a SEC-registered investment advisor.