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AIA Retirement Plans

Coverage Key

For help in planning your own personal retirement needs, work through the Retirement Worksheets and review the various Insurance Needs & Coverage - provided to assist you by the AIA Trust. And to begin your retirement savings plan and get started on the path to retirement security, click here - or call 1-800-523-1125, extension 6652.

Plans
Services
Investments
  • IRS Pre-approved plan documents
  • Plans with design flexibility to meet employer goals and objectives
  • Automatic plan updates for changes in law at no additional cost to employer
  • Variety of plan types
    • Profit Sharing
    • 401(k) Plans
      • Traditional
      • Safe Harbor
      • SIMPLE
      • Owners
    • SEPs
    • SIMPLE IRAs
    • Cross-Tested
  • Tax deductible contributions and tax deferred earnings
  • Accept rollovers from IRAs, TSAs, 457 government plans
  • Full Service Plan Administration
  • 24/7 Access to account information and transaction capabilities.
  • Access to Account Executives for plan design and administration questions.
  • 5500 Annual Reporting
  • Contribution Calculation Software
  • 401(k) Testing (if required)
  • Tax withholding and reporting
  • Timely and informative statements
  • Employer Newsletter with regulatory and administration information
  • 18 No-Load Investments
  • Diversified Selection from many different asset classes
  • Investment Managers
    • Alliance Capital
    • MFS Investment Management
    • Capital Guardian
    • Fidelity Investments
    • Calvert Group
    • Bernstein Investment Research and Management
    • AXA Equitable
  • Quarterly Performance Updates
  • Investment Education Brochures


Program
About Equitable Life
  • Administered by The AXA Equitable Life Insurance Company
  • Equitable manages over $481 billion in assets as of December 31, 2001
  • Professionals like you investing in Program for over thirty years
  • Over 10,000 participants in Program
  • Provides plan design and administration services to save you time and money
  • Offers investment choices to suit every risk tolerance

The AXA Equitable Life Insurance Company (''AXA Equitable'') is the issuer of the group annuity contract that funds the Program. AXA Equitable also makes forms of plans and trusts available, and offers recordkeeping and participant services to facilitate the operation of the Program.

AXA Equitable is a New York stock life insurance corporation and has been doing business since 1859. We are a wholly-owned subsidiary of AXA Financial, Inc. (previously The Equitable Companies, Incorporated). The sole shareholder of AXA Financial, Inc. is AXA, a French holding company for an international group of insurance and related financial services companies. As the sole shareholder, and under its other arrangements with AXA Equitable and AXA Equitable's parent, AXA exercises significant influence over the operations and capital structure of AXA Equitable and its parent. No company other than AXA Equitable's related companies, however, has any legal responsibility to pay amounts that AXA Equitable owes under the contract. AXA Financial Inc., and its consolidated subsidiaries manage approximately $508.31 billion in assets as of December 31, 2003. For more than 100 years AXA Equitable has been among the largest insurance companies in the United States. We are licensed to sell life insurance and annuities in all fifty states, the District of Columbia, Puerto Rico, and the U.S. Virgin Islands. Our home office is located at 1290 Avenue of the Americas, New York, NY 10104

To get started on the path to retirement security, click here - or call 1-800-523-1125, extension 6652