Endorsed
The Members Retirement Program is endorsed by your association or group and is designed to meet the needs of busy professionals like yourself, by offering you an affordable, flexible way to help build your retirement assets and take advantage of potential savings today.
Program Benefits
Establishing a retirement plan may be a big step in the evolution of your practice, but as a 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.
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.
Members Retirement Program
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 your group's ability to leverage its organization's size and market strength. The Members Retirement Program offers:
- A one-time only enrollment fee of $25 per participant; that is waived under certain conditions.
- No out-of-pocket expenses - they're covered through reasonable, ongoing deductions from participant accounts.
- Convenient, asset-based fees that decrease as the plan grows.
- Competitive "All-In" Fee for Members Retirement Program 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.
Members Retirement Program 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 StartedRetirement Savings Education Center
Learn More
Choosing Your Plan
Learn about the types of retirement plans available to members and how they might benefit owners and employees.
Reviewing Plan Investments
Become more familiar with different asset classes, their associated risk, and their role in building retirement assets over time.
Running Your Plan
Review the role of a plan sponsor, including how to comply with fiduciary guidelines and ways to reach out to participants.
Saving for the Future.
About AXA
OUR PURPOSE IS SIMPLE: TO HELP PROVIDE FINANCIAL SECURITY FOR OUR CLIENTS AND THEIR FAMILIES.
We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.
Learn more about AXA
Henry Hyde leaves the Mutual Life Insurance Company of New York to start his own firm, then known as Equitable Life Assurance Society of America. In its tenth year, Equitable writes more new business than any other company in the world.
The company's new headquarters is the first office building with steam elevators, paving the way for future skyscrapers. By 1879, it will expand to be the tallest office building in the world at that time.
Equitable markets the first joint and survivor annuity and pioneers the practice of paying death claims immediately. Miss Ray Wilner appointed Equitable's first woman agency manager.
Equitable supported the American College in launching the CLU professional designation program. Equitable started new agent training classes in 1902.
Equitable introduces its first line of individual variable annuity products and in 1976 pioneers variable life insurance, an investment-oriented policy that commands significant market share.
With a $1 billion investment from the AXA Group, Equitable completes the largest-ever conversion from a mutual to a stock company at that time and soon becomes a member of the Global AXA Group.
AXA celebrates its eighth consecutive year as the #1 insurance brand in the world as measured by the Interbrand annual report.
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