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The OneAmerica® companies enhance bundled defined benefit plan product

Integrated approach combines investment platform and actuarial services

Indianapolis, August 7, 2013

The companies of OneAmerica have introduced a new, streamlined approach for their bundled defined benefit product. The enhancements add even more value to the integrated offering that combines the investment platform of American United Life Insurance Company® (AUL) with actuarial services provided by McCready and Keene, Inc.

The bundled product leverages two of the strongest retirement capabilities offered by the OneAmerica companies. The AUL investment platform offers plan sponsors more than 300 pre-screened investment options, while McCready and Keene’s actuarial services provide the in-depth analysis sponsors need to make informed decisions about their retirement plans.

"Our ability to bundle these services creates exceptional value and convenience for plan sponsors," said Bill Yoerger, president of AUL’s retirement business. "Ultimately, we’re providing a vital service our customers need when managing their defined benefit plans."

To enhance the bundled solution for plan sponsors, the OneAmerica companies have streamlined the transition and submission process for defined benefit plans, implemented a newly redesigned proposal and are enhancing their actuarial service technology.

McCready and Keene provides administrative and record keeping services and is not a broker/dealer or an investment advisor. Neither McCready and Keene nor its employees provide tax, legal or investment advice.

Securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, a Registered Investment Advisor, 433 N. Capitol Ave., Indianapolis, IN 46204, 1-877-285-3863. OneAmerica Securities is a wholly owned subsidiary of American United Life Insurance Company® (AUL).

About AUL Retirement Services

American United Life Insurance Company® (AUL) is the founding member of OneAmerica® and offers a wide range of products and services for retirement plans of individuals and employers. As a leader in the retirement services industry, AUL provides local service through a national network of experienced professionals focusing on the 401(k), 403(b) and 457 markets.

About McCready and Keene, Inc.

McCready and Keene, Inc., a OneAmerica company, is an actuarial and retirement benefits consulting firm that focuses on designing, installing and administering customized retirement plans. Based in Indianapolis, Ind., McCready and Keene provides actuarial services to defined benefit plans and provides record keeping services to employee stock ownership plans and other defined contribution plans, including a trust program that uses an open architecture investment platform available to 401(k), 403(b), 457, money purchase pension, and profit sharing plans.

About OneAmerica
OneAmerica Financial Partners, Inc., headquartered in Indianapolis, Ind., has companies that can trace their solid foundations back more than 135 years in the financial services marketplace.

OneAmerica’s nationwide network of companies offers a variety of products to serve the financial needs of their policyholders and other customers. These products include retirement plan products and services; individual life insurance, annuities, long-term care solutions and employee benefit plan products. The goal of OneAmerica is to blend the strengths of each company to achieve greater collective results.

The products of the OneAmerica companies are distributed through a nationwide network of employees, agents, brokers and other distribution sources that are committed to increasing value to policyholders by helping them prepare to meet their financial goals.

 

 










Jo Lynn Garing, Media Relations Director, 317-285-1485
jolynn.garing@oneamerica.com


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