AXA Equitable

IRS Announces New Limits for the 2012 Plan Year

Click here for the new limits

Take 5 Views - Market Insights: Volatility Management and Fixed Income Outlook

Click here to read the publication.

Build for the Future

Call a Retirement Program Specialist at 1-800-523-1125 or click here for more information.

New 2012 Retirement Plan Fee Disclosure Requirements - effective July 1st, 2012

Click here to learn more.

Want to reduce your "out-of-pocket" retirement plan fees?

Request your free plan transfer guide, Uncomplicate Your Retirement Plan.

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Account Access

 
Consultation Request

Step 1: Contact Information

Please enter your contact information below.
All Contact Information is Required
Your Name:  
Address:  
City:  
State: Zip Code:    
Business Phone: Ext.:  
E-mail:  
Please select which most accurately describes your relationship to the Program:
   
 
 
Your questions or comments:
Click NEXT to continue to the next step.

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Step 2: Retirement Plan Illustration

 
Would you like a Retirement Plan Illustration for your practice (additional information required)?
So that we may respond to your particular situation on a more personalized basis, please complete the following:
Business Information
The purpose of these requests is to help determine the retirement plan(s) for which your business is eligible and which meets the needs of your practice.
I operate as:    
 
The 2011 annual contribution limit for individuals is $49,000 ($54,500 if age 50 or over) depending on compensation. Is that your objective?
 
Do you have an existing tax-qualified retirement plan?
Type of Plan:    
Assets in Plan:  
Number of Participants:  
How would you prefer to receive your confidential plan illustration?
   
Employee Census  [ Include Owners, Partners, or Shareholders (if incorporated) ]
Please complete the following Employee Census and a custom proposal will be sent to you along with your free information. (If you prefer you can for a printer-friendly version of this form below. Complete this information off-line and fax it back to us at 1-201-583-2386).
Name
Age
Ownership %
Date of Hire
Part-Time* Employee
Total** Compensation
Salary Deferral Amount

* Considered a part-time employee, if employee works under 1,000 hours a year.

** Estimate compensation if necessary for current business year.

Questions? Call a Retirement Program Specialist at 1-800-523-1125

Click SUBMIT to submit your request.

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Step 3: Publication Download

Your request has been sent. Thank You.
More information on the ADA Members Retirement Program will be sent to you in the mail. For immediate assistance, please call 800-523-1125.
If you would also like copies of our free information, you may download following publications.

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The content of this site does not constitute legal or tax advice. It provides only a general discussion of a particular type of retirement plan based on our understanding of current federal tax laws. Please discuss tax and legal matters directly with your counselors in each of those areas. AXA Equitable does not provide legal or tax advice.
The ADA Members Retirement Program (Contract Form #5108) is funded by a group variable annuity contract issued and distributed by AXA Equitable Life Insurance Company (New York, NY 10104, 212-314-4600).
GE-61163 (05/11)