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Phone: 732​-326-5235 | Visit: equitable.com

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NJDA Member Benefits

• Individual ​Access to all ​Financial ​Data Online
• Cash Flow Analysis -- Allows Client to Plan and get Organized
• Estate Planning, Retirement Planning, Investment Analysis and Risk Management
• Allows ​Clients to ​Digitally ​Store ​Socuments with ​Complete Access
• Updates Data and ​Values in ​Real Time

• Plan Design Comparison -- Maximize Benefit for Owners
• Focuses on Percentage Owner/Key Doctors Can Shelter
• Review and Compare Asset Categories, Performance and Costs
• Access to Universe of Mutual Funds, ETFs & Portfolio Managers
• Distributions Planning (Loans, QDRO, Hardship, RMD, Death, Disability, Etc.)

• Roth-Like Features for High Income Participants
• After-Tax Contributions
• Tax-Deferred Accumulations and Tax-Free Distributions
• Allows for the Participation of Key Employees
• Access to your Money from Day One
• No Surrender Charges