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Equitable Holdings Referenced in PlanConnect Materials

Richmond Heights Local Schools logoRichmond Heights Local Schools
Document date
Dec 29, 2022

The 30-second brief

What it covers

The SECURE 2.0 plan operational provisions document references Equitable Holdings, Inc. as the indirect parent of PlanConnect, LLC and highlights that the family of companies does not provide tax advice. This situates the PlanConnect retirement plan administration services within Equitable’s broader corporate structure.

Who holds it

Equitable Holdings Inc holds this financial services contract with Richmond Heights Local Schools. Its other public contracts on record include work for Borough of Stone Harbor.

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Contract details

Contract type
Financial Services
Document date
December 29, 2022
Vendor
Equitable Holdings Inc
Agency
Richmond Heights Local Schools
Source document
richmond-heights-local-schools-policy-2022-12-29_d94.pdf (Policy)

Equitable Holdings Inc's other public contracts

Borough of Stone Harbor, New JerseyOctober group life and disability coverage via Equitable · Oct 1, 2024$121.5Borough of Stone Harbor, New JerseyEquitable Holdings financial obligations paid · Aug 20, 2024UndisclosedBorough of Stone Harbor, New JerseyEquitable Holdings Receives Payment for Financial Services · Jun 20, 2023$3.1KBorough of Stone Harbor, New JerseyBenefits Services Payment to Equitable Holdings · Sep 20, 2022$160.8Borough of Stone Harbor, New JerseyRetirement Services Payment to Equitable Holdings · Jun 21, 2022$150.4All Equitable Holdings Inc contractsVendor profile

More Richmond Heights Local Schools contracts

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Questions about this contract

Who was awarded the financial services contract by Richmond Heights Local Schools?

Equitable Holdings Inc was awarded this financial services contract by Richmond Heights Local Schools, as recorded on December 29, 2022.

What type of contract is this?

This is a Financial Services contract, documented as a policy record.

Where was this contract approved?

This contract appears in richmond-heights-local-schools-policy-2022-12-29_d94.pdf (Policy), dated December 29, 2022 from Richmond Heights Local Schools. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Equitable Holdings Inc hold?

Equitable Holdings Inc may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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What is Richmond Heights Local Schools currently buying?

Explore Richmond Heights Local Schools's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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