Retirement Services

Are your “advisors” doing their best for you and your team?

With the support of Equitable Advisors, members of The BlackOak Group are ready to perform as advisors to a company’s retirement plan. As the financial industry’s landscape changes, we feel that there is considerable pressure on plan sponsors and financial corporations to adhere to a standard that is often missed or misunderstood.

Minimize Risk

The BlackOak Group’s experienced team can assist with compliance oversight, risk profiling, and legislative and regulatory affairs monitoring to help mitigate your plan risk. Equitable Financial Life Insurance Co (NY, NY), one of the largest insurance and wealth management organizations in the country, backs our promise to our clients in writing.

No obligation review of your retirement plan.

If you’d like to discover more about how The BlackOak Group can help with your plan, read more about our approach or call us for a review of your employer sponsored retirement plan.

Overview

Retirement Services

Our Approach

Key Person Programs

Executive Benefits & Deferred Comp

Business Succession Planning

Email Us

(877) 238-4234

For purposes of the information contained on this website, “advisor” is used as a general term to describe insurance/annuity and investment sales and advisory professionals who may hold varied licensing as insurance agents, registered representatives of broker-dealers, and investment advisory representatives (IAR) of registered investment advisors, respectively. “Advisor” in this context is not intended to necessarily refer to IAR-offered financial advisory/planning services.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor with the SEC. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://www.equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. The BlackOak Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

PPG-139724 (1/21) (Exp. 1/25)