Seamless plan setup
With 75 years’ experience serving tens of thousands of plan sponsors and millions of participants, AXA has the expertise and retirement plan solutions that can make the choice a simple one. And our statistics are compelling – over 29,000 retirement plans; over 847,000 plan participants; and $25.1 billion in retirement plan assets under management.1 But it’s not just our numbers. It’s about our approach to providing employers with the kind of focus and service that makes offering retirement benefits as smooth and low-maintenance as possible.
When it’s time to put your retirement plan into action, you’ll have our full support and partnership. Whether you choose AXA as your sole plan provider or are integrating us into a multi-provider environment, our experienced teams will work closely with you to help determine a plan design, investment lineup and features that best fit your organization and your employee needs. It all adds up to a seamless plan implementation that can help minimize costs and administrative time, while letting you introduce your employees to outstanding retirement benefits quickly and efficiently.
Guidance and support for retirement planning and decision-making
Our approach to providing retirement benefits is simple - a dedicated focus and unsurpassed service that makes offering retirement benefits as smooth, simple and as low-maintenance as possible. Making sure your employees are fully engaged with your retirement plan is one of our top priorities. That’s why we offer full support from highly trained, dedicated financial professionals who provide in-person assistance to help each individual understand how and why they should participate in your plan.
Solid administrative support
You will have unlimited access to our full administrative support services, including plan documents and updates as well as contribution statements, plan reports and summary annual statements. And our comprehensive technology solutions make it easier to manage your administrative role. But whenever you need it, you can count on receiving personal service from a local financial professional who is dedicated to meeting your needs.
We’re here for your employees
Employee education and empowerment
Our comprehensive employee communication and education programs are designed to truly engage your employees, and give them the insight and confidence they need to invest in their future.
Your employees will benefit from personalized investment education services delivered by highly trained financial professionals. In addition, we offer one-on-one assistance to new, existing, retiring or terminating employees along with comprehensive annual reviews, contribution monitoring, risk profile analysis and investment strategy suggestions.
Broad range of investments
In retirement planning, there’s no such thing as one-size-fits-all. That’s why we offer a broad array of investment options, including a diverse lineup of portfolios across all major asset classes from some of the industry’s top fund managers.
- Target-date and risk-based asset allocation portfolios
- Guaranteed Interest Option (GIO)
- The Structured Investment Option (Please click here for more information on this investment option)
Personal Income BenefitSM
Guaranteed income for life - Personal Income Benefit
An optional guaranteed withdrawal benefit can provide lifetime income payments to your employees. This benefit is available for an additional fee and guarantees a steady stream of withdrawals that will continue throughout retirement, regardless of market volatility, inflation, or even how long your employees live.2
Learn more about Personal Income Benefit for EQUI-VEST
and Retirement Gateway
An optional service for clients that allows them the opportunity to utilize a professional money manager to oversee their investments to choose a diversified portfolio that is continuously monitored, based upon their goals, risk, age, contribution level and the changing economy.
A managed account can help to meet the retirement needs of participants who cannot or do not want to monitor the economic environment on a frequent basis,
- Individuals who enroll in the managed account service benefit from professional asset management while creating and investment portfolio that reflects their plans fund options.
- Ongoing rebalancing to remain in line with their selected strategy
- Portfolio monitoring services that keeps consistent with their risk tolerance
1 AXA, Assets Under Management, September 2014.
2 Please note the Personal Income BenefitSM is not appropriate if the account owner does not intend to take withdrawals prior to annuitization. Early or excess withdrawals from your Personal Income Benefit account value may significantly reduce or eliminate the value of the Personal Income Benefit.
All guarantees are based on the claims-paying ability of AXA Equitable Life Insurance Company.