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ESG investing in today's world
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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.
ADA Endorsed
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, flexible way to help build your retirement assets and take advantage of potential tax savings today.
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.
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.
ADA 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 the ADA's ability to leverage its organization's size and market strength. The ADA Members Retirement Program 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 ADA 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.
ADA 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 Started
See what other ADA Members are saying about the ADA Members Retirement Program
Learn more about the only retirement program endorsed by the ADA and how you can get started.
