Log in to AXA

For Customers, Financial Professionals and Employees

New to AXA? Need to register?

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?


Employee Benefits


Third party financial professionals

For Life Insurance Only call (800) 924-6669

Business Strategies

Log in to AXA

For Customers, Financial Professionals and Employees

New to AXA? Need to register?

For Employer Plan Administrators

Retirement Gateway, Retirement Strategies or Momentum
- View demo

EQUI-PATH 403(b) Mutual Fund

Since 1859, AXA Equitable has been helping clients take small, manageable steps to build their financial futures. We are one of the nation’s leading providers of retirement plan funding products, so whatever your situation or your goals, you can count on us as your retirement planning partner.

EQUI-VEST® 403(b) for Non-Profits is rated 4.7 out of 5 by 69.
  • y_2016, m_12, d_6, h_5
  • bvseo_bulk, prod_bvrr, vn_bulk_0.0
  • cp_1, bvpage1
  • co_hasreviews, tv_0, tr_69
  • loc_en_US, sid_EV0002, prod, sort_[SortEntry(order=RELEVANCE, direction=DESCENDING)]
  • clientName_axafinancial
  • bvseo_sdk, java_sdk, bvseo-3.2.0
  • CLOUD, getAggregateRating, 17ms
  • REVIEWS, PRODUCT

Making retirement saving achievable

Let EQUI-VEST® help you get ready for retirement today. Start small and adjust your savings as your life changes— EQUI-VEST's flexibility and tax advantages can help your savings grow more quickly. You'll have the features, resources, and support to help make saving for retirement achievable.

Tell me more about EQUI-VEST

 

Calculate your goals

How much should you save?

Just answer four simple questions to estimate your total projected retirement savings and the annual retirement income they’ll generate. Try changing some of your assumptions to find the best way to become “retirement ready.”

Start now
 

Find the right solution

Save with a 403(b) plan funded with EQUI-VEST®

Start small; adjust as needed

A 403(b) plan can help you start getting “retirement ready” by combining the convenience of payroll deductions with the benefits of tax-deferred savings and (if your employer’s plan permits) Roth after-tax contributions. And essential for someone getting started, you can start small and adjust your account as your economic situation changes.

ENJOY THE BENEFITS
Flexibility
Tax advantages
Investment choices

 

Features that make sense today and tomorrow

EQUI-VEST offers a wide variety of investment options, including a Guaranteed Interest Option, to help you grow your retirement savings. You can create your own investment portfolio, or if you prefer a one-step approach, you can choose a pre-selected portfolio based on your risk preference or target retirement date.

Not to be overlooked are EQUI VEST’s guaranteed benefits - death benefit coverage to help you financially protect your loved ones, and a lifetime income benefit for guaranteed withdrawals. Loans are available, too, if permitted under your employer’s plan.

FEATURES
Loans
Death benefits
Lifetime payouts

Support in many forms

Financial professionals are available to help create a retirement plan and show you how to use the resources available to you. We also have web‑based account tools and resources that make it easy to manage your account. And our Customer Service Representatives are available during normal business hours at (888) 292-4636.

SUPPORT
Financial professionals
Online accounts
Telephone support

 

Spotlight
  • Getting personal

    Highly trained and knowledgeable about retirement plans and real life issues we all face, your financial professional can help you make saving for your retirement a reality.

    Why not schedule a meeting with a financial professional today?

    Learn more here

Adjusting to changing life needs

Is it time to check up on your savings? The EQUI-VEST® variable annuity offers the flexibility to let you make adjustments when needed. So review your savings rate, revisit your investment option choices, or consider lifetime payment options. EQUI-VEST offers you benefits, resources, and support to help work towards your retirement dreams.

Tell me more about EQUI-VEST

 

Calculate your goals

How much should you save?

Just answer four simple questions to produce an estimate of retirement savings and the annual retirement income they’ll generate. See if you’re ahead of the game or maybe a little behind. Because now is the time to find out and fine-tune your savings strategy so you’ll be “retirement ready.”

Start now
 

Find the right solution

Stay on track for your retirement

Time to adjust your savings strategy?

It’s easy to lose track of your retirement savings goals, but it’s very important not to. Your employer’s 403(b) plan can help you get “retirement ready” by combining the convenience of payroll deductions with the benefits of tax-deferred savings and (if permitted) Roth after-tax contributions.

Keep in mind that you can contribute up to $18,000 to your employer’s plan in 2015. You may also be able to make additional catch-up contributions if you are age 50 or older (an extra $6,000) or have at least 15 years of service (an extra $3,000).

TAKE A LOOK AT
Tax savings
Investment choices
Guaranteed payments
 

 

Are your investment option choices up-to-date?

EQUI-VEST offers a wide variety of investment option choices, including a Guaranteed Interest Option, that can accommodate a range of investor profiles, risk preferences, and life stages. Your financial professional is always available to meet with you for a retirement status check-up and to help you adjust your investment portfolio as needed.

Are you familiar with our features?

EQUI-VEST comes with a powerful line-up of web-based account tools and resources. Not to be overlooked is its guaranteed death benefit coverage, which can help you financially protect your loved ones. It also has a lifetime retirement payout option; a feature that for an additional fee can provide guaranteed withdrawal benefits for life.

FEATURES
Death benefits
Lifetime payouts
Online access

 

Spotlight
  • Personal Income BenefitSM

    A “pension-like” benefit that provides guaranteed withdrawal payments for life.* Ongoing payments that may go up, but never go down.** That’s what the Personal Income BenefitSM - an optional benefit available for an additional fee - can do for you.

    Learn more here

    * This feature is not appropriate if you do not intend to take withdrawals before annuitization.

     ** Early withdrawals from the Personal Income Benefit account value or withdrawals from the Personal Income Benefit account value that exceed the Guaranteed Annual Withdrawal Amount may significantly reduce or eliminate the value of the Personal Income Benefit. 

When you’re close to retirement age

As you get closer to retiring, you may want to start planning how you might maximize your savings or how you’ll manage your cash flow during your retirement years. The EQUI-VEST® variable annuity has features, resources, and support that can help you get “retirement ready."

Tell me more about EQUI-VEST

 

Calculate your goals

How much more should you save?

Just answer four simple questions to produce an estimate of retirement savings and the annual retirement income it’ll generate. Think you’ll need more? The calculator will let you make some adjustments—like retiring later or increasing contributions—to help you decide when you’ll be “retirement ready.”

Start now
 

Find the right solution

Retire with EQUI-VEST® 403(b)

Managing your cash flow

Use EQUI-VEST to maximize your savings: contribute up to $18,000 to your employer’s plan in 2015. You may also be able to make additional catch-up contributions if you are age 50 or older (an extra $6,000) or have at least 15 years of service (an extra $3,000).

Continue enjoying the benefits of EQUI-VEST during your retirement years. It offers several payout options to help you manage your cash flow. And you can supplement these options with EQUI-VEST’s Personal Income BenefitSM, a “pension-like” benefit that for an additional fee provides guaranteed withdrawal payments for life.1

SEVERAL PAYOUT OPTIONS
Lifetime payouts
Partial withdrawals
Lump sum payout

Talk with your financial professional

With retirements lasting 20, 25, and even 30 years, how you draw down your retirement savings is extremely important. It’s a decision that can have a significant impact on your finances throughout your retirement years. Your financial professional can help you review EQUI-VESTs many payment options and discuss the pros and cons of each.

 

Spotlight
  • Personal Income BenefitSM

    A “pension-like” benefit that provides guaranteed withdrawal payments for life.* Ongoing payments that may go up, but never go down.** That’s what the Personal Income BenefitSM - an optional benefit available for an additional fee - can do for you.

    Learn more here

    * This feature is not appropriate if you do not intend to take withdrawals before annuitization.

     ** Early withdrawals from the Personal Income Benefit account value or withdrawals from the Personal Income Benefit account value that exceed the Guaranteed Annual Withdrawal Amount may significantly reduce or eliminate the value of the Personal Income Benefit. 

Have a financial professional contact you


* Required


Rated 5 out of 5 by from Outstanding service! Five stars! I usually get friendly and responsive service whenever I call. My most recent experience was exceptional because I not only received the service I expected but the rep actually waited on the line and walked me through the completion on my forms and made sure my fax was sent and then asked if she could help me with any other questions I had.
Date published: 2016-08-08
Rated 5 out of 5 by from Professional and very aware of our personal needs. AXA's advisor is very aware of our personal needs and he has worked with us for years to reach our retirement goals. He is always available for our questions and he goes up and beyond providing service.
Date published: 2016-06-21
Rated 4 out of 5 by from Log in Trouble When having difficulty logging in via the website, I called the number provided, asking for help with that. The person at the other end told me she could not help me, but asking for my number, she would have tech support call me within 48 hours. That call never came. Finally, 5 days later, I attempted to login again, and this time it worked. Although I was ultimately able to login to my account numerous days later, I never got the phone call from tech support that was promised.
Date published: 2016-11-04
Rated 5 out of 5 by from Helpful, knowledgable and not effort on my part. My financial planner/advisor has been EXTREMELY helpful through this process; handling issues and notices I received in a timely fashion and getting results in establishing the transfer of funds from one provider to another. He's initiated calls with previous provider to find end results for me; walking me through but addressing the issue as an expert.
Date published: 2016-11-08
Rated 5 out of 5 by from Efficient Service I had to call AXA Customer Service three times in one week for assistance logging into my account, a transaction that I made, and questions about the type of account that I currently have. Each person was friendly, kind, warm, and gave me accurate and useful information.
Date published: 2016-09-29
Rated 3 out of 5 by from Good website, but could be better overall 3.5 star Used the service online. It was easy to use once i figured it out. You can't just change your current info, you have to re-do the whole thing. the survey ask if it "cares for my needs" - very unusual to ask if a computer program cares for my needs...uh...no!
Date published: 2016-11-11
Rated 5 out of 5 by from Always friendly, Clear and Paitent If ever I call to speak to someone (1-800 #) my questions are repeated back to me for clarification and if the question cannot be answered over the phone, I always receive a call back with the answer. My rep and his office staff are fantastic.
Date published: 2016-07-01
Rated 4 out of 5 by from Very helpful. Very attentive to my account. The financial professional reviews my account every quarter. Recommendations are made and I get to decide any changes based on my financial comfort level. Always ready to answer questions and help on any financial issues
Date published: 2016-08-15
  • y_2016, m_12, d_6, h_5
  • bvseo_bulk, prod_bvrr, vn_bulk_0.0
  • cp_1, bvpage1
  • co_hasreviews, tv_0, tr_69
  • loc_en_US, sid_EV0002, prod, sort_[SortEntry(order=RELEVANCE, direction=DESCENDING)]
  • clientName_axafinancial
  • bvseo_sdk, java_sdk, bvseo-3.2.0
  • CLOUD, getReviews, 8ms
  • REVIEWS, PRODUCT

All ratings and reviews are voluntarily submitted by existing customers and are pre-screened for acceptance or rejection prior to publication in accordance with established Moderation Guidelines, which consider applicable regulatory parameters for retail communications (i.e., advertising and sales literature) and company standards for appropriate content. Customers’ ratings and reviews reflect individual opinions and are not intended as indications of suitability or as predictions of any product/investment performance, may not represent the experience of any other customer, and should not be relied upon as bases for any purchase decision. AXA Equitable Life Insurance Company (AXA Equitable) and its affiliates do not guarantee the accuracy or applicability of the information included in any customer review. Ratings and Reviews are powered by Bazaarvoice, a 3rd party vendor not affiliated with AXA Equitable or its affiliates. For questions or concerns about the ratings and reviews presented here, please call 800-628-6673. GE-116658 (07/2016)

1 This feature is not appropriate if you do not intend to take withdrawals before annuitization.

EQUI-VEST is a long-term financial product designed for retirement purposes. There are contract restrictions, limitations, fees and charges associated with annuities, which include, but are not limited to, mortality and expense risk charges, sales and withdrawal charges and administrative fees.  A financial professional can provide EQUI-VEST cost information and complete details. Withdrawals from annuities are subject to ordinary income tax treatment and if taken prior to age 59 ½ may be subject to an additional 10% federal income tax penalty. Withdrawals may also be subject to a contractual withdrawal charge of 5% in the first five prior contract years for the Series 201 contract.  Variable annuities are subject to market risk including loss of principal.

An annuity contract that is purchased to fund a 403(b) plan should be done so for the annuity’s features and benefits other than tax deferral.  For such cases, tax deferral is not an additional benefit for the annuity. You may also 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.

Please consider the charges, risks, 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.

The features and contracts described in this content may not be available in all jurisdictions or in all 403(b) plans.

This content is not a complete description of the EQUI-VEST contract.

EQUI-VEST is issued by AXA Equitable Life Insurance Company(New York, NY).  Co-distributed by affiliates AXA Advisors, LLC and AXA Distributors, LLC (members FINRA, SIPC).

Guarantees are based on the claims-paying ability of AXA Equitable Life Insurance Company.

AXA Equitable, AXA Advisors, and AXA Distributors do not provide legal or tax advice. Consult with your attorney and/or tax advisor regarding your individual circumstances.

Contract form #s: 2006BASE-I-A/B, 2006BASE-A/B, 2008EQVTSA201, 2008EQV201, 2008EQVBASE201-A, 2010SIO201-I/G, 2012 RDPIB,  and any state variations.

GE-96926 (08/2014)