EQUIVEST 202
EQUIVEST 200/201
OLDIES BUT GOODIES
**OHIO ONLY**
901 AND PENSION
**INDIANA ONLY**

100

What is the M&E fee on the 202 403(b) contract? 

1.2%


100

What is the M&E fee on the 201 contract? 

1.2%
100

What was the name of our firm 15 years ago? 

AXA Advisors

100
What is the M&E fee on the 901 plan?

.8%

100

What is the TRF plan age you can access funds? 

59.5

200

What is the annual contract fee, and at what $ amount is it waived? 

$30 or 2% (whichever is lower) waived at $25,000 

200

What is the M&E Fee on the 200? 

1.34%

200

What is the name of the investment firm that Equitable acquired in 1985? 

Alliance capital, now AllianceBernstein

200

What is the organization that Equitable partnered with for the 901 457 plan? *Full Name*

Ohio association of school business officials

200

What is the earliest someone can take the pension through INPRS?

Rule of 85

300

The NEW CONTRIBUTION GIO rate in the 202 plan is ___%

3.5%

300
A loan on a 201 plan is charged __%, credited __%, for a net __%? 

6%, 4%, net 2%

300

What life insurance company did Equitable acquire in 2004? 

MONY

300

With a PLOP, a retiree can take between *x and *x times their SLA as a PLOP 

6x-36x

300

How many days to elect the MYCHOICE plan for a new employee? 

60

400

How many variable investment choices are available in the 202 plan?

44

400

What is the M&E fee on a 201 457 plan? 

1.2%

400
What year was Equitable holdings listed on the NYSE? 

2018

400

What % of STRS Members are enrolled in the Defined Benefit Plan? 

90% in DB Plan 

6% in DC Plan 

4% in CO Plan 

400

How many counties in Indiana are in the central time zone? 

12

500

Increase PC's are paid at __% once contributions reach ___

Renewals are either __% in cash or __% in PC's

Increase PC's are paid at 4.75% once contributions reach High Water Mark


Renewals are either 2% in cash or 1% in PC's

500

What is the minimum and maximum issue age on the 201 contract? 

18-79

500

What year was the Equitable Life Assurance Society founded? 

By who? 

1859

Henry B. Hyde 

500

When is a PLOP Payment actually paid out? 

A PLOP payment will be paid 91 days after your retirement date or the date all necessary information is received and your retirement benefit is finalized, whichever is later.

500

What is David McDonald's real first name? 

Peter 

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