eRetirement - Plan Sponsor
Rollover Center
Are you changing jobs or retiring and need help understanding your distribution options? Or, are you looking to consolidate your retirement accounts?
Enrollment Center
In the Enrollment Center you'll find the tools you need to help newly eligible employees start participating in your company's retirement plan.
Year End Services Center
The information contained in the Year End Services Center will assist you in the completion and submission of your census. You can also find useful information related to the Form 5500 as well as detailed plan testing information.
ExACCT (Express Account Contribution Census Transfer)
403(b) Information
Timely Topics
- 2009 Year End Compliance Information
- 2010 Cost-of-Living Adjustment (COLA)
- AUL Activity Schedule
- AUL Capabilities
- Choose a leader with experience you can trust
- Employer-Sponsored 403(b) Regulations Brochure
- Recognized for Excellence
- Redemption Fees and Transfer Restrictions
- Retirement Education for Participants
Prospectuses
- Obtain Prospectuses for the AUL American Unit Trust OneAmerica Funds, Inc. and the fund family partners.
Fiduciary Responsibility
- Adjustments to compensation and 414(s) testing considerations
- Administrative Guidelines for Plan Sponsors
- Catch-Up Contributions FAQ
- Distributing Materials Electronically FAQ
- Investment Policy Statement Guidebook by Morningstar
- Participant Materials Library
- Qualified Default Investment Alternatives
- Required Minimum Distributions
- Timing of Contributions
- Understanding Automatic Contribution Arrangements
- Understanding Fiduciary Responsibilities in 401(k) Plans
Plan Publications
Plan Instruction Guides
Participant Instruction Guides
Reference Materials
