Equitable
Budgeting and Financial Planning • Cash Management, Investments, and Debt Management • Principles of School Finance • Strategic Planning
Equitable is dedicated to empowering educators with tailored retirement solutions and has been the #1 provider of 403(b) plans in K-12 schools for over a decade. Understanding the unique challenges faced by schools and their staff, Equitable offers customizable retirement plans designed to simplify saving and reduce administrative burdens. With nearly $1 trillion in assets under management and close to 1 million educator clients, Equitable provides tools, resources, and personalized guidance to support educators at every career stage—from new hires to those nearing retirement. Our financial professionals offer hands-on assistance, helping educators supplement their pensions with tax-deferred contributions. Through our 18-year partnership with ASBO International—and as the exclusive sponsor of the Eagle Awards since 2008—Equitable continues to celebrate and support those who champion education.
Fred Makonnen, Head of Group Retirement Sales & Distribution, [email protected]