AXA Equitable ADVISORS
  1. Guaranteed Accounts
  2. Asset Allocation
  3. Bonds
  4. International Stocks/Global
    Large Cap Stocks
    Small/Mid Cap Stocks
    Sector/Specialty
FIXED ANNUITY VARIABLE ANNUITIES
Insurance Company Rating A.M. Best Co. (highest rating A++) Moody's Investor Service(highest rating Aaa) Standard and Poor's (highest rating AAA)
  1. A+
  2. Aa3
  3. AA
Not applicable to variable annuities
Company's total assets as of June 30, 2007
1.859 Trillion dollars
Contact for additional information and/or prospectuses http://www.axaonline.com or www.DAVEASMITH.COM
 		David Smith, CRPC
AXA Advisors
Allenway Building
315 S. Allen Street #426B
State College, PA 16801
(814) 234-4414
E-mail: david.smith2@axa-advisors.com
Charge for and/or limitations on transfers of accumulated funds between accounts within plan
Unlimited TRANSFERS among
investment options with no charge.
Annual imposed administration charge
$30.00 max per year.
Waived on accounts over $25,000.
Asset charges on variable Management fees vary from fund to fund.
Detailed descriptions of all fee and
expenses are contained in prospectus.
Withdrawal charges
Varies by participants age and
years of participation.
Do you offer any loan provisions
Yes
Not applicable
Frequency of investment reports
Monthly
Monthly
Interest rate new deposit
4%
Not applicable
Guaranteed interest rate
3.00%
Not applicable

List of funds available from Equitable:

INVESTMENT OPTIONS

GUARANTEED ACCOUNTS

  1. Guaranteed Interest Account (GIO)

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ASSET ALLOCATION

  1. AXA Allocation
  2. AXA Aggressive Allocation
    AXA Moderate Allocation Portfolio
    AXA Moderate-Plus Allocation Portfolio
  3. Target Allocation
    Target 2015 Allocation
    Target 2025 Allocation
    Target 2035 Allocation
    Target 2045 Allocation
  4. Other Asset Allocation
    EQ/Franklin Templeton Founding Strategy


 

 

 

 

 

 

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BONDS

  1. AXA Allocation (Not available under Max Flex option)
    AXA Conservative Allocation
    AXA Conservative-Plus Allocation
  2. Investment Grade Bonds (Not available under Max Flex option)
    EQ/Alliance Bernstein Intermediate Gov't Securities
    EQ/Alliance Bernstein Quality Bond
    EQ/Evergreen International Bond
    EQ/JPMorgan Core Bond
    EQ/Long Term Bond
    EQ/PIMCO Real Return
    EQ/Short Duration Bond
    Multimanager Core Bond
  3. High Yield Bonds (Not available under Max Flex option)
    EQ/Caywood-Scholl High Yield Bond
    Multimanager High Yield
  4. Cash Equivalents (Not available under Max Flex option)
    EQ/Money Market

 

 

 

 

 

 

 

 

 

 

 

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LARGE COMPANY STOCKS VALUE

  1. EQ/AllianceBernstein Common Stock
    EQ/AllianceBernstein Large Cap Growth
    EQ/AllianceBernstein Value
    EQ/BlackRock Basic Value Equity
    EQ/Boston Advisors Equity Income
    EQ/Calvert Socially Responsible
    EQ/Capital Guardian Growth
    EQ/Capital Guardian Research
    EQ/Davis New York Venture
    EQ/Equity 500 Index
    EQ/Evergreen Omega
    EQ/JPMorgan Value Opportunities
    EQ/Large Cap Core PLUS
    EQ/Large Cap Growth PLUS
    EQ/Legg Mason Value Equity
    EQ/Lord Abbett Growth and Income
    EQ/Lord Abbett Large Cap Core
    EQ/Marsico Focus
    EQ/Montag & Caldwell Growth
    EQ/Mutual Shares
    EQ/Oppenheimer Main Street Opportunity
    EQ/T. Rowe Price Growth Stock
    EQ/UBS Growth and Income
    Multimanager Aggressive Equity
    Multimanager Large Cap Core Equity
    Multimanager Large Cap Growth
    Multimanager Large Cap Value



















 

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SMALL/MID COMPANY STOCKS

  1. Mid Cap Stocks
    EQ/FI Mid Cap
    EQ/Mid Cap Value PLUS
    EQ/Lord Abbet Mid Cap Value
    EQ/Van Kampen Mid Cap Growth
    Multimanager Mid Cap Growth
    Multimanager Mid Cap Value
  3. Small Cap Stocks
    EQ/AllianceBernstein Small Cap Growth
    EQ/Franklin Small Cap Value
    EQ/GAMCO Small Company Value
    EQ/Oppenheimer Main Street Small Cap
    EQ/Small Company Index
    Multimanager Small Cap Growth
    Multimanager Small Cap Value

 

 

 

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INTERNATIONAL STOCKS

  1. EQ/AllianceBernstein International
    EQ/BlackRock International Value
    EQ/International Core PLUS
    EQ/International Growth
    EQ/Oppenheimer Global
    EQ/Templeton Growth
    EQ/Van Kampen Emerging Markets Equity
    Multimanager International Equity

 

 

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SECTOR/SPECIALTY

  1. EQ/AXA Rosenberg Value Long/Short Equity
    EQ/Franklin Income
    EQ/GAMCO Mergers and Acquisitions
    EQ/Van Kampen Real Estate
    Multimanager Health Care
    Multimanager Technology

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