Log in to AXA

For Customers, Financial Professionals and Employees

Security of online accounts
Need help?

For Employer Plan Administrators

Retirement Gateway, Retirement Strategies or Momentum
- View demo

EQUI-PATH 403(b) Mutual Fund

Need to Register?

What kind of access do you need?

Third party financial professionals

For Life Insurance Only
call (800) 924-6669

Business Strategies

Log in to AXA

For Customers, Financial Professionals and Employees

For Employer Plan Administrators

Retirement Gateway, Retirement Strategies or Momentum
- View demo

EQUI-PATH 403(b) Mutual Fund

  • Tax advantages
  • Simplicity
  • Flexibility

You’re looking for an effective way to save and invest for retirement. If your employer's 403(b) or 457(b) plan offers EQUI-VEST® as an option, you have access to an array of powerful features designed to help you prepare for retirement.

Want more details on how this product may help you? Talk to a financial professional

Tax advantages

Any contributions you make to your plan are taken out of your pay before taxes.1 This reduces the amount you pay in income taxes on every paycheck. Or, if your plan permits, you may also be able to make after-tax Roth contributions. Either way, the money in your plan grows tax-deferred, helping promote long-term compounding.  

Diverse investment lineup

Choose among a diverse lineup of funds across all major asset classes from some of the industry’s top fund managers. And we offer innovative investment options such as the Structured Investment Option, which offers growth up to a specified limit along with some protection against market losses. 

Protection for your family

EQUI-VEST’s guaranteed death benefit gives your family some financial security  in case anything happens to you. 

Lifetime income

Turn your retirement savings into a guaranteed income stream for life, regardless of market volatility or inflation, in one of two ways:

  • A fixed lifetime income option through a lifetime annuity, standard with EQUI-VEST plans
  • The Personal Income BenefitSM, an optional feature which can provide lifetime payments  along with some potential growth

Hands-on or hands-free investing

Interested in managing your own portfolio? Take advantage of our expansive fund lineup and do it yourself. Prefer an easier way? Investing in target-date and risk-based asset allocation portfolios can keep your portfolio in shape automatically. Want investment advice? Consider an optional Managed Accounts Service available for an additional fee through ProNvest. 

Personal support

With EQUI-VEST®, you’re never on your own. We offer industry-leading service precisely how you want it: in-person, over the phone or online.  In fact, the EQUI-VEST Variable Annuity Service Center is a multi-year winner of the respected Dalbar Service Award. 

Substantial contribution opportunities

You can contribute up to $17,500 to your employer’s plan in 2014. You may also be able to make additional catch-up contributions if you are age 50 or older (an extra $5,500) or have at least 15 years of service (an extra $3,000).

Please consider the charges, risk, expenses, and investment objectives carefully before purchasing a variable annuity. For a prospectus containing this and other information, please contact a financial professional. Read it carefully before you invest or send money.

Funding a tax qualified retirement plan or arrangement with an annuity does not provide any additional tax benefits, however doing so can provide you with additional insurance benefits and contract features beyond tax deferral. You may want to consider the relative features, benefits and costs of this annuity with any other investment that you may have in connection with your retirement plan or arrangement.

Annuities are long-term financial products designed for retirement purposes. In essence, annuities are contractual agreements in which payment(s) are made to an insurance company, which agrees to pay out an income or a lump sum amount at a later date. There are contract limitations and fees and charges associated with annuities, administrative fees, and charges for optional benefits. A financial professional can provide cost information and complete details.

Variable annuities are issued by AXA Equitable Life Insurance Company (AXA Equitable), NY, NY and are distributed by AXA Advisors, LLC (member SIPC). AXA Equitable and AXA Advisors are affiliated companies and do not provide legal or tax advice.

Please be advised that this page is not intended as legal or tax advice. Accordingly, any tax information provided on this page is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer.  The tax information was written to support the promotion or marketing of the transaction(s) or matter(s) addressed and you should seek advice based on your particular circumstances from an independent tax advisor.

GE-43483 (07/2008)