Build for the Future / Call a Retirement Program Specialist at 1-800-523-1125 or
click here.
Unit Values - as of Friday, May 18, 2012
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AXA Aggressive Allocation
8.145
AXA Conservative Allocation
11.004
AXA Conservative-Plus Allocation
10.231
AXA Moderate Allocation
9.668
AXA Moderate-Plus Allocation
8.930
AllianceBernstein Balanced
50.215
AllianceBernstein Growth Equity
351.438
AllianceBernstein Mid Cap Growth
68.881
EQ/Calvert Socially Responsible
7.958
EQ/Capital Guardian Research
17.293
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EQ/GAMCO Small Company Value
14.856
EQ/Global Multi-Sector Equity
10.282
EQ/Intermediate Government Bond
12.207
EQ/International Core PLUS
10.035
EQ/International Equity Index
14.545
EQ/Large Cap Growth PLUS
6.011
EQ/Large Cap Value PLUS
10.653
EQ/Mid Cap Value PLUS
14.235
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EQ/PIMCO Ultra Short Bond
11.732
EQ/Small Company Index
15.184
Multimanager Multi-Sector Bond
9.751
Multimanager Technology
14.572
Target 2015 Allocation
9.176
Target 2025 Allocation
8.763
Target 2035 Allocation
8.492
Target 2045 Allocation
8.128
Interest Rates
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Why The Members Retirement Program?
The Members Retirement Program is designed to meet the needs of busy professionals like you, by offering you a relatively low-cost, flexible way to help potentially build your retirement assets and take advantage of potential tax savings today.
AXA Equitable has been administering retirement plans for professional associations for over 40 years and their commitment is to help keep costs low while offering comprehensive service that minimizes the amount of time needed to manage the program.
To see how easy the Members Retirement Programs is to set-up please
Tax-Savings… Easy to Use… Focused Exclusively on Your Needs
- Lower-than-typical start-up and maintenance fees compared to retirement plans arranged through individual brokers and agents.
- Dedicated services of Retirement Program Specialists whose primary focus is working with professional practices of all sizes.
- A wide range of investment choices.
- Plan updates to comply with changing laws, at no additional charge.
Choosing The Right Plan For You And Your Employees
Every individual has different needs, different goals and different ideas about how they want to spend their retirement. Your time horizon, your employee profile and your management philosophy will help determine the plan or combination of plans that offer you, the owner, the greatest advantage. Our Retirement Program Specialists will help work one-to-one with you to find a suitable plan for you and your employees.
When it comes to determining which plan or combination of plans might enable you to defer the most money for yourself, it's important that you work with professionals who constantly keep abreast of the ever changing tax laws and eligibility requirements. The Members Retirement Program constantly monitors government regulations to make sure your plan remains current, and updates to your plan are made with no additional charge.
Already Have a Retirement Plan?
Download our Guide for Plan Participants, which walks you through what you need to ask yourself about updating your Retirement Plan. Failure to keep your retirement plan up-to-date can cost you and your employees important retirement benefits. We also offer a complete range of IRAs, including rollovers for individuals, businesses and the self-employed.
The Importance of Asset Allocation
It may surprise you to learn that asset allocation is considered one of the most important tools for successful investing. By diversifying among different types of investment options, you may be able to reach your long-term goals while managing your exposure to market risk. Asset allocation simply means diversifying a portfolio among different asset classes, such as stocks, bonds and cash equivalents, in an effort to manage risk.
The Members Retirement Program, which is funded by a group variable annuity, provides an easy, convenient way to create a diversified portfolio best suited to your investment goals, time horizon and attitude toward risk.
Retirement Planning Tools
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Members Financial Library
Articles and interactive tools designed to help you decide how different strategies affect your investments.
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Retirement Planning
Information, calculators and tools to help you make informed financial decisions.
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Information / Consultation / Plan Illustration
- Download or order informational publications.
- Consult with one of our Retirement Program Specialists.
- Request a retirement plan illustration.
Click here or call 800-523-1125