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At the AUL Enrollment Center you'll find the tools you need to get newly eligible employees started participating in your company's existing retirement plan. Just follow these steps1:
| Step 1: |
Start by printing the Participant Education Section (PDF, 441K)
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| Step 2: |
Print the Account Services Guide (PDF, 98K) and/or the OneAmerica TeleServe® Guide (PDF, 387K). If your plan does not currently allow for electronic enrollment, you can contact your plan services consultant to activate this service for your plan.
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| Step 3: |
If you have a 401(k) plan, profit sharing plan or money purchase plan that provides for 404(c) protection for plan fiduciaries against investment claims, print the non-registered version of the 404(c) ERISA Statement (PDF, 22K) or 404(c) ERISA Statement (Spanish) (PDF, 22K). If you have a 403(b) or 457 plan that provides for 404(c) protection, print the registered version of the 404(c) ERISA Statement (PDF, 22K) or 404(c) ERISA Statement (Spanish) (PDF, 22K). To help ensure 404(c) protection, you will need to complete the "Information provided to you" section of the applicable 404(c) ERISA Statement by filling in the name of your plan contact, address and their phone number.
FAQs for 401(k) (PDF, 514K), 403(b) (PDF, 516K) and 457 (PDF, 790K) plan types are provided for your reference and use.
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| Step 4: |
Access your secure eSponsor® account to print the investment option summaries and investment performance information for your plan.
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| Step 5: |
Provide your newly eligible employees with the above documents and a copy of your Summary Plan Description2 (SPD), which contains information on the specific provisions of your plan.
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Please contact your Regional Sales Office if you need a paper Participant Enrollment/Investment Option Election Form.
- If you need assistance, call your plan services consultant.
- Your SPD can be found in your AUL "Important Plan Documents" binder.
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