403(b) Information Center |
Your Current Provider(s)
If you choose to delegate compliance responsibilities (i.e. loan reporting and the monitoring of hardship withdrawals) to your current providers, you must
- Ensure that you specify this in your written plan document, and
- Ask each provider to sign a service provider/hold harmless and/or another information sharing agreement.
AXA Equitable can provide a written plan document, free-of-charge, to public school and non-ERISA 501(c)(3) nonprofit organizations where AXA Equitable is named as an approved provider in the plan. A plan document for ERISA plans is also available for a small fee.
We also provide hold harmless and information sharing agreements.
Please be advised that this web content is not intended as legal or tax advice. Accordingly, any tax information provided in this web content is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer. The tax information was written to support the promotion or marketing of the transactions(s) or matter(s) addressed, and you should seek advice based on your particular circumstances from an independent tax advisor.
AXA Equitable Life Insurance Company, NY, NY and AXA Advisors, LLC, member SIPC, are affiliated companies. Securities are offered through AXA Advisors, LLC. AXA Equitable has sole responsibility for its annuity and life insurance obligations.
AXA Equitable and AXA Advisors do not provide legal or tax advice. Please consult your legal or tax advisor as to your specific situation.
GE-44470 (rev. 3/09)
