AXA Equitable

What shape will you be in when you retire?

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Take 5 Views - Market insights: Golden Age of Innovation

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Build for the future

Call a Retirement Program Specialist at 1-800-523-1125 or click here for more information.

Want to reduce your "out-of-pocket" retirement plan fees?

Request your free plan transfer guide, Uncomplicate Your Retirement Plan.

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The ADA Members Retirement Program takes the pain out of setting up and maintaining a retirement plan. For more than 45 years, it is the only retirement plan endorsed by the ADA for its members.

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.

Investment Options

Consult our Investments Section for information on investment choices available through the ADA Members Retirement Program. Our Enrollment Guide also provides help with developing your retirement investment strategy.

ADA Endorsed
Program Benefits
Why AXA?
Investment Options
Build for the Future / Call a Retirement Program Specialist at 1-800-523-1125 or click here.

Unit Values - as of Friday, May 1, 2015

  • Fund Name
    Unit Value
  • AXA Aggressive Allocation
    13.393
  • AXA Conservative Allocation
    10.766
  • AXA Conservative-Plus Allocation
    12.442
  • AXA Global Equity Managed Volatility
    10.404
  • AXA International Core Managed Volatility
    9.386
  • AXA Large Cap Growth Managed Volatility
    17.515
  • AXA Large Cap Value Managed Volatility
    13.660
  • AXA Mid Cap Value Managed Volatility
    17.180
  • AXA Moderate Allocation
    12.484
  • AXA Moderate-Plus Allocation
    13.056
  • AXA Templeton Global Equity Managed Volatility
    13.502
  • All Asset Aggressive - Alt 25
    12.551
  • Fund Name
    Unit Value
  • All Asset Growth - Alt 20
    12.109
  • All Asset Moderate Growth - Alt 15
    11.682
  • Charter Multi-Sector Bond
    10.145
  • EQ/AllianceBernstein Small Cap Growth
    19.250
  • EQ/Boston Advisors Equity Income
    14.315
  • EQ/Core Bond Index
    11.050
  • EQ/Equity 500 Index
    16.943
  • EQ/GAMCO Mergers and Acquisitions
    11.730
  • EQ/GAMCO Small Company Value
    22.477
  • EQ/Invesco Comstock
    10.795
  • EQ/JPMorgan Value Opportunities
    16.409
  • EQ/Large Cap Growth Index
    15.131
  • Fund Name
    Unit Value
  • EQ/MFS International Growth
    12.186
  • EQ/Mid Cap Index
    16.313
  • EQ/Morgan Stanley Mid Cap Growth
    16.816
  • EQ/Small Company Index
    18.056
  • EQ/T. Rowe Price Growth Stock
    19.430
  • EQ/Wells Fargo Omega Growth
    14.681
  • Multimanager Core Bond
    10.201
  • Multimanager Technology
    15.441
  • Target 2015 Allocation
    12.453
  • Target 2025 Allocation
    12.987
  • Target 2035 Allocation
    13.281
  • Target 2045 Allocation
    13.376

Interest Rates

  • Period 04/29/2015 to 05/05/2015
  • 3 Year Weekly GRA
    1.00%
  • 5 Year Weekly GRA
    1.07%
  • Month of May, 2015
  • Money Market Guarantee
    1.00%

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The Only Retirement Plan Endorsed By The ADA For Its Members.

Built from the ground up to meet the needs of ADA members, the ADA Members Retirement Program has given thousands of your colleagues the opportunity to grow their retirement assets along with their practice.

As the only retirement program endorsed by the ADA for its members, the ADA Members Retirement Program has been designed to meet the needs of the dental community, by offering you an affordable, to help build your retirement assets and take advantage of potential tax savings today.

After much research, the ADA selected AXA Equitable to fund and administer this program. They did so because of AXA Equitable's experience with administering retirement plans for professional associations for over 45 years and their commitment to help while offering that minimizes the amount of

Tax-Savings… Easy to Use… Focused Exclusively on Your Needs

  • Lower-than-typical start-up and maintenance fees compared to retirement plans arranged through individual brokers and agents.
  • Dedicated services of Retirement Program Specialists whose primary focus is working with professional practices of all sizes.
  • A wide range of investment choices.
  • Plan updates to comply with changing laws, at no additional charge.

Choosing The Right Plan For You And Your Employees

Every individual has different needs, different goals and different ideas about how they want to spend their retirement. Your time horizon, your employee profile and your management philosophy will help determine the plan or combination of plans that offer you, the owner, the greatest advantage. Our Retirement Program Specialists will help work one-to-one with you to find a suitable plan for you and your employees.

When it comes to determining which plan or combination of plans might enable you to defer the most money for yourself, it's important that you work with professionals who constantly keep abreast of the ever changing tax laws and eligibility requirements. The ADA Members Retirement Program constantly monitors government regulations to make sure your plan remains current, and updates to your plan are made with no additional charge.

Already Have a Retirement Plan?

Download our Guide for Plan Participants, which walks you through what you need to ask yourself about updating your Retirement Plan. Failure to keep your retirement plan up-to-date can cost you and your employees important retirement benefits. We also offer a complete range of IRAs, including rollovers for individuals, businesses and the self-employed.

The Importance of Asset Allocation

It may surprise you to learn that asset allocation is considered one of the most important tools for successful investing. By diversifying among different types of investment options, you may be able to reach your long-term goals while managing your exposure to market risk. Asset allocation simply means diversifying a portfolio among different asset classes, such as stocks, bonds and cash equivalents, in an effort to manage risk.

The ADA Members Retirement Program, which is funded by a group variable annuity, provides an easy, convenient way to create a diversified portfolio best suited to your investment goals, time horizon and attitude toward risk.

Plan Education Center

  • 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.

Information / Consultation / Plan Illustration

    • Download or order informational publications.
    • Consult with one of our Retirement Program Specialists.
    • Request a retirement plan illustration.

    Click here or call 800-523-1125

The content of this site does not constitute legal or tax advice. It provides only a general discussion of a particular type of retirement plan based on our understanding of current federal tax laws. Please discuss tax and legal matters directly with your counselors in each of those areas. AXA Equitable does not provide legal or tax advice.
The ADA Members Retirement Program (Contract Form #5108) is funded by a group variable annuity contract issued and distributed by AXA Equitable Life Insurance Company (New York, NY 10104, 212-314-4600).
GE-61163 (05/11)