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Sisters School District

AXA Equitable Life Insurance Company

AXA Equitable Life Insurance Company - 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 Landing Pages

Product and Fee Information

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

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

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.

 

Sisters Status

This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.

AXA Equitable Life Insurance Company Plan Number

When contacting AXA Equitable or its local contacts, have ready your Sisters - AXA Equitable Life Insurance Company PLAN OR GROUP NUMBER: To Be Determined

Sisters Local Contacts

Some investment companies have financial representatives authorized to do business on their behalves. Others have a do-it-yourself model utilizing robust online participant interfaces. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts.

Information Sharing Agreement, If Applicable

AXA Equitable Life Insurance Company has signed an Umbrella Information Sharing Agreement with CCC and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Sisters 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

Sisters does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

AXA Equitable Life Insurance Company requires a minimum monthly contribution of $20.00 , and a total minimum annual contribution of $100.00 .

403(b) Investment Options

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

  • Fixed Annuities
  • Variable Annuities with a Fixed Account

Vendor Forms and Online Submissions Links

When possible, CCC lists links to vendor forms links below. In the event the form you require is not linked below, please contact AXA Equitable to request your form.