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Plan Documents, Forms and Sample Notices
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Sample Annual Meaningful Notice Sample Salary Reduction Agreement |
Plan Documents
PlanConnectSM, a full-service Third Party Administrator and a subsidiary of AXA Financial, Inc., provides administrative support and regulatory support and regulatory updates for AXA Equitable's 403(b) plan documents. PlanConnectSM can also provide assistance with any other documents you may need to administer your plan. To obtain a plan document, contact your AXA Advisors financial professional. You can also contact PlanConnectSM directly at (800)923-6669. Or visit PlanConnectSM on the web.
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-60948 (3/11)
