PlanConnect® is a full-service third party administrator for the sponsors of 403(b) and 457(b) retirement savings plans.
We are a subsidiary of Equitable Holdings, Inc., and, although we are a separate entity, we draw on its considerable financial and technological resources. PlanConnect® also draws proudly on the tradition of diligence, insight, and integrity that has propelled our sister company, Equitable Financial Life Insurance Company, to consistent innovation, achievement, and customer satisfaction for over 150 years.
We Did Not Set Out to Reinvent the TPA
With our extensive experience in 403(b) and 457(b) plans, and with the support of a large and successful global family of businesses, we decided to look closely at what Third Party Administrators (TPAs) currently offer. After several years of researching and analyzing the services of many TPAs, we realized that our market would be best served by creating a new standard for TPAs. The result is PlanConnect®.
Our Vision
- − Connecting our customers to the new standard in plan administration
Our Mission
- − To deliver the support and expertise our customers expect
- − To provide an unsurpassed quality of service
- − To connect our customers with state-of-the-art solutions for their retirement plans
- − To ensure plan compliance for our customers’ peace of mind
- − To build on a 150-year-old dedication to the markets we serve
