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EQUI-PATH 403(b) Mutual Fund

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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

The benefits of having a 403(b).

Extra income for more of what you want in retirement.
Your money can grow faster, thanks to deferred taxes.
Start small and put more in later if you like.
Pay in automatically, stress-free, reminder-free.
Save on taxes in retirement, when you’re likely to be in a lower bracket.
You decide what you want to invest in.

You can set up your 403(b) any way you want.

1

Sign up and decide how much you want to contribute.

Your contributions are automatically deducted from your paycheck. You can change how much you contribute at any time. Since your money goes in before taxes are taken out, your savings can grow faster.

What are your 403(b) contribution limits?

$18,000*

this year

+
$6,000*

catch-up contributions if you’re over 50 years old

*These are the contribution limits for 2016. Contribution limits can vary by year.

2

Choose the way you want to invest.

Unlike a pension, a 403(b) lets you invest the way you want. Choose your own investment strategy. Or get personalized guidance from a financial professional.

Select your investment path.

By Retirement Date

By Risk Tolerance

Build Your Own

3

Your money grows tax-deferred over time as interest adds up and your investments potentially increase in value.

A 403(b) plan allows you to make contributions on a pre-tax basis. This means you won’t pay taxes on what you put in and your current taxable income will decrease. You also won’t pay taxes on any earnings in your account until you withdraw them, so your money may grow faster than it would in a taxable account.1

How much more could you make with tax-deferred savings?

Post-tax

$38,112

Pre-tax

$50,477

You could earn $10,000 more in a tax-deferred account if you saved $50/month for 30 years.*

*Assumes a hypothetical 6% annual rate of return, which is not guaranteed, over 30 years and a 25% income tax rate. It does not account for taxes, product fees or charges and is intended for informational use only. This is not representative of a specific investment or AXA product. Actual results will vary. All examples are hypothetical and for illustrative purposes only.

4

Enjoy your retirement, the way you want to.

A 403(b) plan can help not only with day-to-day needs, but also with the extras that make retirement enjoyable, like travel, hobbies, home improvements, and other purchases.

Your payout, on your terms.

Get lifetime income or a lump sum.

Decide how you want to access your money at retirement.

Death benefit and beneficiary continuation.

Protect your loved ones with these optional features.

Contact a financial professional to learn more about these features.

Enroll securely online.

Whether you're ready to enroll now or have a few questions first, choose how you want to get started.

Call your local financial professional:



Set up a meeting.

Schedule a time for an AXA Advisors financial professional to meet with you and discuss a retirement strategy that fits your life.

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Thank you for reaching out to us. An AXA Advisors financial professional who specializes in school districts like yours will be in touch soon.

You just took a big step to a better retirement. Here’s what you can expect from your meeting:

  • New insight into your current financial situation
  • A plan for best- and worst-case retirement possibilities
  • Setting a careful balance on the aggressiveness of your investment strategy
  • A new sense of accomplishment

Meet With Us

Get personal help enrolling and creating a retirement strategy that fits your life.

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Enroll securely online.

An easy and secure way to enroll in a 403(b) plan.

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Enroll Online.

Existing AXA customer or already started enrolling online?

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Enroll Online

Online enrollment is not yet available in your state. Complete the form below and a customer relationship manager will contact you shortly to help you enroll.

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Thank you for reaching out to us. An AXA Advisors financial professional who specializes in school districts like yours will be in touch soon.

You just took a big step to a better retirement. Here’s what you can expect from your meeting:

  • New insight into your current financial situation
  • A plan for best- and worst-case retirement possibilities
  • Setting a careful balance on the aggressiveness of your investment strategy
  • A new sense of accomplishment
  • Have Us Call You

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    Monday 9:00 AM–8:00 PM ET
    Tuesday–Friday 8:00 AM–8:00 PM ET

    (855) 205-2494

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    Monday–Friday 9:00 AM–5:00 PM ET

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Thank you for contacting AXA. We will be in touch soon.

You just took a big step to a better retirement. Here’s what you can expect from your meeting:

  • New insight into your current financial situation
  • A plan for best- and worst-case retirement possibilities
  • Setting a careful balance on the aggressiveness of your investment strategy
  • A new sense of accomplishment