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AXA Equitable Life Insurance Company
(aka: AXA Equitable)
Vendor General Information

AXA Equitable Life Insurance Company (aka: AXA Equitable) - General Status

AXA Equitable Life Insurance Company has a long history of working closely with school officials and districts nationwide and as of December 31, 2013, serves over 780,000 clients nationwide, including over 16,000 school systems, colleges/universities, and nonprofit organizations. AXA Equitable, headquartered in New York, NY, is a leading financial protection company and a premier provider of life insurance, annuities and related financial services. AXA Equitable’s assets under management totaled $548.6 billion as of December 31, 2013. (This statement was provided by AXA 4/3/2014.)

AXA Equitable Life Insurance Company (aka: AXA Equitable) Web Homepage

AXA Equitable Homepage may be accessed here .

Product Information

Click the link(s) below for information on AXA Equitable investment products:

Fee Information

Click the link(s) below for information on the fees associated with AXA Equitable accounts:

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403(b) Investment Options

AXA Equitable offers the following type(s) of 403(b) investment option:

  • Fixed Annuities
  • Variable Annuities with a Fixed Account
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Roth 403(b) Contribution Policy

AXA Equitable accepts Roth 403(b) contributions as of January 1, 2006. However, in rare cases some vendors (e.g., Fidelity Investments) require electronic funds transfer (EFT) to accept Roth contributions, so some employers that allow Roth 403(b) Contributions will not remit Roth contributions to such vendors.

Marketing Information

Investment products of AXA Equitable are marketed using the following approaches:

  • Agents Who Are Contracted with the Vendor
  • Regional or Central Office Employees
  • Seminars, Meetings, and/or Brochure Distribution
  • Websites
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Helpful Employee Resources

AXA Equitable has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment AXA Equitable provides a weblink to us, we'll post it here immediately.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with AXA Equitable, please visit our General AXA Equitable Life Insurance Company Page.

Vendor Page Maintainance

Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.

Vendor Forms and Online Submissions Links

AXA Equitable Life Insurance Company has supplied the following forms which may be PDFs or online submittals:

Please contact AXA Equitable to request any other type of forms you might need.

 

Employers for which AXA Equitable Life Insurance Company (aka: AXA Equitable) is Eligible to Receive Contributions

Important: The list below represents those Employers in whose 403(b) Plans AXA Equitable holds an Active Payroll Slot:

Important: The list below represents those Employers in whose 403(b) Plans AXA Equitable holds an Inactive Payroll Slot:

Employers for which AXA Equitable is Eligible to Receive Exchanges, Transfers, and Rollovers

Important: The list below represents those Employers in whose 403(b) Plans AXA Equitable is eligible to receive exchanges, transfers, and rollover contributions because AXA Equitable has signed CCC's Umbrella Information Sharing Agreement:

Employers for which AXA Equitable is an Orphaned Vendor

An Orphaned Vendor is a Vendor that received contributions under the Plan during the period 1/1/2005 through 12/31/2008, but has not and will not receive Contributions, Exchanges, Transfers, or Rollover Contributions into Accounts under the Plan after 12/31/2008. The list below represents those Employers in whose 403(b) Plans AXA Equitable is classified as an Orphaned Vendor:

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Employers for which AXA Equitable is a Deselected Vendor

Important: A Deselected Vendor is a vendor that held an Active or Inactive Payroll Slot an employer's 403(b) Plan and received contributions after 12/31/2008, but the vendor is no longer eligible to receive contributions in the plan. The list below represents the employer 403(b) plans where AXA Equitable is a Deselected Vendor.

Employers for which AXA Equitable is a Grandfathered Vendor

Important: The list below represents those Employers in whose 403(b) Plans AXA Equitable is classified as a Grandfathered Contribution Vendor:

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Important: The list below represents those Employers in whose 403(b) Plans AXA Equitable is classified as a Grandfathered Exchange Vendor:

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