ada.axa-equitable.comADA Endorsed - ADA Members Retirement Program

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Contact us Account Access Home About About the Program The ADA Program Why the ADA Program About Equitable Program Benefits Program Benefits Ease of Administration Flexibility Saves Time & Money Plan Design Employee Education Website Features Plans Plan Choices Overview Safe Harbor 401(k) Plan Traditional 401(k) Plan Owners 401(k) Plan Profit Sharing Plan New Comparability Plan Contribution Limits IRAs IRA Options Overview For Business For Individuals For Individuals-Spousal Rollover IRA Investment Performance Equi-vest Prospectus (Series 100-400) Equi-vest Prospectus (Series 801) Equi-vest Prospectus Supplement Investments / Fees Investments Investment Options Take 5 Views - Market Insights MorningStar.com Risk Tolerance Questionnaire Glossary Program Prospectus Program Prospectus Supplement Fees Overview Plan Fee Disclosure Participant Fee Disclosure Portfolio Expenses Navigating Market Volatility Making informed choices based on your needs Quick Take - Take 5 Views Quick Take - Latest Developments Read our Perspectives Coronavirus Update We’re asking our money managers the questions you’re asking us. AXA Equitable companies will update to the brand Equitable across all areas of our company over the course of this year. This means that you may see both the current and the updated company names in use simultaneously during this period. For 160 years, we’ve been working with clients across generations, helping them face their futures with confidence. Today, we are a leading financial services company with an integrated offering of advice, protection and retirement strategies. Learn More ADA Endorsed The takes the pain out of setting up and maintaining a retirement plan. For more than 50 years, it is the only retirement plan endorsed by the ADA for its members. Learn More Program Benefits Establishing a retirement plan may be a big step in the evolution of your practice, but as an ADA member it doesn’t have to cost you a lot of money or consume a lot of your time. Browse the Program Benefits section for information. Learn More Retirement Planning Made Easy Our Plans Section is the place to start for an overview of the types of plans available. A Retirement Program Specialist is also available to you to help you determine the best plan choice for you and your employees. Learn More Investment Options Consult our Investments Section for information on investment choices available through the . Our Enrollment Guide also provides help with developing your retirement investment strategy. Learn More Previous Next ADA Endorsed As the only retirement program endorsed by the ADA for its members, the has been designed to meet the needs of the dental community, by offering you an affordable, flexible way to help build your retirement assets and take advantage of potential tax savings today. View details » Program Benefits Establishing a retirement plan may be a big step in the evolution of your practice, but as an ADA member it doesn’t have to cost you a lot of money or consume a lot of your time. Browse the Program Benefits section for information. View details » Investments We offer you three investment strategies from which to choose. The three investment strategies are Asset Allocation — Age Based, Asset Allocation — Risk Based, and Choose Your Own Investment Mix. See which strategy may align with your retirement goals. View details » At a glance Effortless management A customized plan tailored to meet your needs. Dedicated specialists to help you throughout the setup and transition process. Help navigating 401(k) regulations. Exclusive Member Benefit The Program offers you a full-service retirement plan on preferred terms, due to the ADA’s ability to leverage its organization’s size and market strength. The offers: A one-time only enrollment fee of $25 per participant; that is waived under certain conditions. No out-of-pocket plan expenses - they’re covered through reasonable, ongoing deductions from the total portfolio. Convenient, asset-based fees. Competitive "All-In" Fee for Plans. Plan Sponsor Website Process contributions online. Transmit updated plan and participant census data. File required annual 5500 report. View and print online statements through the view as participant mode. View and print account activity and loan reports and develop customizable report using our report wizard. Get a copy of your adoption agreement and summary plan description. Get important updates on law or regulation changes as well as administration guides and answers to frequently asked questions in the Plan Education Center. Employee Education Your employees can better prepare for retirement with access to: Online resources and tools to help plan for their financial future. My Retirement Goals section of website to help them set their goals and monitor their progress. Participant Insight newsletter with access to articles on topics that will assist them in planning, saving and investing for retirement. Working together, we’ll get it done. provides a new kind of 401(k) experience, with effortless management, customized plan design and access to educational tools to assist you and your employees in planning, saving, and investing for retirement. How to Get Started What kind of investor are you? Conservative, Moderate, Aggressive? Click here to find out See what other ADA Members are saying about the Learn more about the only retirement program endorsed by the ADA and how you can get started. Learn More "Equitable" is the brand name of Equitable Holdings, Inc and its family of companies, including AXA Equitable Life Insurance Company (NY,NY), MONY Life Insurance Company of America (AZ stock company, administrative office: Jersey City, N.J.), AXA Advisors, LLC (member FINRA , SIPC ), and AXA Distributors, LLC. The obligations of AXA Equitable Life Insurance Company and MONY Life Insurance Company of America are backed solely by their claims paying ability. Equitable Holdings, Inc. is a publicly traded corporation, and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license. © 1999-2020 AXA Equitable Life Insurance Company 1290 Avenue of the Americas, New York, NY 10104 Online Privacy Usage Agreement GE-123940 (04/17) Title × Message Close OK Title × Message Close Contact Request × First Name: Last Name: State: Please Select ... ────────── Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Plan ID: Plan Name: Phone: Ext. 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