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Columbus, OH

Who we are

The Retirement Benefits Group is a specialized division of AXA Advisors. 

Based in Columbus, our team of financial professionals service the retirement planning needs of central Ohio’s educators, hospitals, nonprofit organizations, government employees, and business professionals.

We are part of AXA, a global company that helps millions of people address their financial goals with financial and insurance products.  We combine the resources of one of the world’s top financial services organizations with the hands-on attention you need to have your financial goals understood and met.

How we can help you

With the value-added retirement benefits we provide, employers can better attract and retain great employees.  We support employers by assisting with the plan's installaton and management, educating employees about the plan, and servicing employee's needs when they choose to participate.

We offer clients a proven approach to addressing both their long- and short-term financial objectives.  Our financial professionals are also well-trained retirement planning specialists, working with you to help work toward your goals.

Partnering with you for your future

Our financial professionals work closely with employees and their families to educate them on financial issues and the importance of saving for retirement, as well as provide support for college tuition savings, life or disability insurance, and estate planning.

Your financial professional will make regular visits to your home or workplace and perform annual reviews to make certain that your financial portfolio reflects your current situation and anticipated goals.

Newsletters

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

More Newsletters →

Calculators

Lease Interest

What's the interest rate on the lease you're considering?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →


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