OneAmerica becomes the newest approved retirement plan provider for Edward Jones
New alliance means 12,000 additional advisors can now offer the 401(k) and 403(b) plans of the OneAmerica companies
Contact:
Jim Gavin, Media Relations Manager
(317) 285-4168 or jim.gavin@oneamerica.com
Indianapolis (August 2, 2012) – The companies of OneAmerica announced today a new distribution affiliation with Edward Jones that will result in OneAmerica’s capabilities being made available to thousands of potential new business clients. Beginning immediately, more than 12,000 Edward Jones advisors can begin offering their employer clients the 401(k) and 403(b) plan designs and recordkeeping services of American United Life Insurance Company® Inc, a OneAmerica company.
“We are excited that a prestigious organization like Edward Jones recognizes the strength of the OneAmerica companies and the value we bring to customers,” said Peter Welsh, vice president of product and business strategy for retirement business at OneAmerica. “This arrangement significantly expands the universe of potential clients who will have exposure to our winning combination of local service, customization and fiduciary support.”
OneAmerica becomes an approved retirement plan provider for Edward Jones. With a new selling agreement in place, the 33 regional sales offices for OneAmerica retirement business will be actively working with Edward Jones advisors around the nation to offer retirement plans to their employer clients.
"We believe this relationship with OneAmerica to be a great fit for us," shared Ed O'Neal, principal in retirement plan marketing for Edward Jones. "The retirement plan market remains a strong focus of Edward Jones, and the quality of our strategic partners is very important to providing a strong menu of products, services and solutions to help our financial advisors serve the needs of plan sponsors in their communities."
About Edward Jones
Edward Jones provides financial services for individual investors in the United States and, through its affiliate, in Canada. Every aspect of the firm's business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work. The firm's 12,000-plus financial advisors work directly with nearly 7 million clients to understand their personal goals -- from college savings to retirement -- and create long-term investment solutions that emphasize a well-balanced portfolio and a buy-and-hold strategy. Edward Jones embraces the importance of building long-term, face-to-face relationships with clients, helping them to understand and make sense of the investment options available today.
Edward Jones, which ranked No. 5 on FORTUNE magazine's "100 Best Companies to Work For 2012," is headquartered in St. Louis. The Edward Jones website is located at www.edwardjones.com, and its recruiting website is www.careers.edwardjones.com. Member SIPC.
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 OneAmerica
OneAmerica Financial Partners, Inc., is headquartered in Indianapolis, IN. The companies of OneAmerica® can trace their solid foundations back more than 130 years in the insurance and financial services marketplace.
OneAmerica’s nationwide network of companies offers a variety of products to serve the financial needs of their policyholders and other clients. 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 network of employees, agents, brokers and other distribution sources that are committed to increasing value to our policyholders by helping them prepare to meet their financial goals.
Products and financial services provided by American United Life Insurance Company®, a OneAmerica® company. Variable products are distributed by OneAmerica Securities, Member FINRA, SIPC.
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