FORM OF AMENDMENT NO. XX SECOND AMENDED AND RESTATED PARTICIPATION AGREEMENT
(h)(4)(xxii)
FORM OF AMENDMENT NO. XX
SECOND AMENDED AND RESTATED PARTICIPATION AGREEMENT
Form of Amendment No. XX, dated as of __________, 2023 (“Amendment No. XX”), to the Second Amended and Restated Participation Agreement, dated as of May 23, 2012, as amended (“Agreement”), by and among EQ Advisors Trust (“Trust”), Equitable Financial Life Insurance Company, Equitable Investment Management Group, LLC and Equitable Distributors, LLC (collectively, the “Parties”).
The Parties wish to amend the Agreement as follows:
1. | New Portfolios. Effective [November , 2023], the following Portfolios are hereby added to the Agreement on the terms and conditions contained in the Agreement: |
☐ | EQ/Aggressive Allocation Portfolio |
☐ | EQ/Conservative Allocation Portfolio |
☐ | EQ/Conservative-Plus Allocation Portfolio |
☐ | EQ/Core Plus Bond Portfolio |
☐ | EQ/Moderate Allocation Portfolio |
☐ | EQ/Moderate-Plus Allocation Portfolio |
☐ | Target 2015 Allocation Portfolio |
☐ | Target 2025 Allocation Portfolio |
☐ | Target 2035 Allocation Portfolio |
☐ | Target 2045 Allocation Portfolio |
☐ | Target 2055 Allocation Portfolio |
2. | Schedule B. Schedule B to the Agreement, setting forth the Portfolios of the Trust on behalf of which the Trust is entering into the Agreement, is hereby replaced in its entirety by Schedule B attached hereto. |
Except as modified and amended hereby, the Agreement is hereby ratified and confirmed in full force and effect in accordance with its terms.
IN WITNESS WHEREOF, the Parties have executed and delivered this Amendment No. XX as of the date first above set forth.
EQ ADVISORS TRUST | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY | |||||||||||
By: | By: | |||||||||||
Name: |
XxxxxXxxxx |
Name: |
XxxxxxxXxxxxxxxx | |||||||||
Title: |
ChiefFinancial Officer and Treasurer |
Title: |
SignatoryOfficer | |||||||||
EQUITABLE DISTRIBUTORS, LLC | EQUITABLE INVESTMENT MANAGEMENT GROUP, LLC | |||||||||||
By: | By: | |||||||||||
Name: |
NicholasB. Lane |
Name: |
XxxxxxxXxxxxxxxx | |||||||||
Title: |
Chairman of the Board, President and Chief Executive Officer | Title: |
Executive Vice President and Chief Investment Officer |
SCHEDULE B
FORM OF AMENDMENT NO. XX
SECOND AMENDED AND RESTATED PARTICIPATION AGREEMENT
1290 VT Convertible Securities Portfolio | EQ/Xxxxxxx Xxxxx Moderate Growth Allocation Portfolio | |
1290 VT DoubleLine Opportunistic Bond Portfolio | EQ/Growth Strategy Portfolio | |
1290 VT Equity Income Portfolio | EQ/Intermediate Corporate Bond Portfolio | |
1290 VT GAMCO Mergers & Acquisitions Portfolio | EQ/Intermediate Government Bond Portfolio | |
1290 VT GAMCO Small Company Value Portfolio | EQ/International Core Managed Volatility Portfolio | |
1290 VT High Yield Bond Portfolio | EQ/International Equity Index Portfolio | |
1290 VT Micro Cap Portfolio | EQ/International Managed Volatility Portfolio | |
1290 VT Moderate Growth Allocation Portfolio | EQ/International Value Managed Volatility Portfolio | |
1290 VT Multi-Alternative Strategies Portfolio | EQ/Invesco Xxxxxxxx Portfolio | |
1290 VT Natural Resources Portfolio | EQ/Invesco Global Portfolio | |
1290 VT Real Estate Portfolio | EQ/Invesco Global Real Assets Portfolio | |
1290 VT Small Cap Value Portfolio | EQ/Invesco Moderate Allocation Portfolio | |
1290 VT SmartBeta Equity ESG Portfolio | EQ/Invesco Moderate Growth Allocation Portfolio | |
1290 VT Socially Responsible Portfolio | EQ/Janus Enterprise Portfolio | |
ATM International Managed Volatility Portfolio | EQ/JPMorgan Growth Allocation Portfolio | |
ATM Large Cap Managed Volatility Portfolio | EQ/JPMorgan Growth Stock Portfolio | |
ATM Mid Cap Managed Volatility Portfolio | EQ/JPMorgan Value Opportunities Portfolio | |
ATM Small Cap Managed Volatility Portfolio | EQ/Large Cap Core Managed Volatility Portfolio | |
EQ/2000 Managed Volatility Portfolio | EQ/Large Cap Growth Index Portfolio | |
EQ/400 Managed Volatility Portfolio | EQ/Large Cap Growth Managed Volatility Portfolio | |
EQ/500 Managed Volatility Portfolio | EQ/Large Cap Value Index Portfolio | |
EQ/AB Dynamic Aggressive Growth Portfolio | EQ/Large Cap Value Managed Volatility Portfolio | |
EQ/AB Dynamic Growth Portfolio | EQ/Lazard Emerging Markets Equity Portfolio | |
EQ/AB Dynamic Moderate Growth Portfolio | EQ/Long-Term Bond Portfolio | |
EQ/AB Short Duration Government Bond Portfolio | EQ/Xxxxxx Xxxxxx Growth Portfolio | |
EQ/AB Small Cap Growth Portfolio | EQ/MFS International Growth Portfolio | |
EQ/AB Sustainable U.S. Thematic Portfolio | EQ/MFS International Intrinsic Value Portfolio | |
EQ/Aggressive Growth Strategy Portfolio | EQ/MFS Mid Cap Focused Growth Portfolio | |
EQ/All Asset Growth Allocation Portfolio | EQ/MFS Technology Portfolio | |
EQ/American Century Mid Cap Value Portfolio | EQ/MFS Utilities Series Portfolio | |
EQ/American Century Moderate Growth Allocation Portfolio | EQ/Mid Cap Index Portfolio | |
EQ/Balanced Strategy Portfolio |
EQ/Mid Cap Value Managed Volatility Portfolio | |
EQ/Capital Group Research Portfolio |
EQ/Moderate Growth Strategy Portfolio | |
EQ/ClearBridge Large Cap Growth ESG Portfolio |
EQ/Money Market Portfolio | |
EQ/ClearBridge Select Equity Managed Volatility Portfolio |
EQ/Xxxxxx Xxxxxxx Small Cap Growth Portfolio | |
EQ/Common Stock Index Portfolio |
EQ/PIMCO Global Real Return Portfolio | |
EQ/Conservative Growth Strategy Portfolio |
EQ/PIMCO Real Return Portfolio | |
EQ/Conservative Strategy Portfolio |
EQ/PIMCO Total Return ESG Portfolio | |
EQ/Core Bond Index Portfolio |
EQ/PIMCO Ultra Short Bond Portfolio | |
EQ/Emerging Markets Equity PLUS Portfolio |
EQ/Quality Bond PLUS Portfolio | |
EQ/Equity 500 Index Portfolio |
EQ/Small Company Index Portfolio | |
EQ/Fidelity Institutional AM® Large Cap |
EQ/X. Xxxx Price Health Sciences Portfolio | |
EQ/Franklin Moderate Allocation Portfolio |
EQ/Ultra Conservative Strategy Portfolio | |
EQ/Franklin Rising Dividends Portfolio |
EQ/Value Equity Portfolio | |
EQ/Franklin Small Cap Value Managed Volatility Portfolio |
EQ/Wellington Energy Portfolio | |
EQ/Global Equity Managed Volatility Portfolio |
Equitable Conservative Growth MF/ETF Portfolio | |
EQ/Xxxxxxx Xxxxx Growth Allocation Portfolio |
Equitable Growth MF/ETF Portfolio | |
EQ/Xxxxxxx Xxxxx Mid Cap Value Portfolio |
Equitable Moderate Growth MF/ETF Portfolio | |
Multimanager Aggressive Equity Portfolio | ||
Multimanager Core Bond Portfolio | ||
Multimanager Technology Portfolio |
EQ/Aggressive Allocation Portfolio
EQ/Conservative Allocation Portfolio
EQ/Conservative-Plus Allocation Portfolio
EQ/Core Plus Bond Portfolio
EQ/Moderate Allocation Portfolio
EQ/Moderate-Plus Allocation Portfolio
Target 2015 Allocation Portfolio
Target 2025 Allocation Portfolio
Target 2035 Allocation Portfolio
Target 2045 Allocation Portfolio
Target 2055 Allocation Portfolio