New alliance means 12,000 additional advisors can now offer the
401(k) and 403(b) plans of the OneAmerica companies
INDIANAPOLIS--(BUSINESS WIRE)--
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.
OneAmerica
Jim Gavin, Media Relations Manager, 317-285-4168
jim.gavin@oneamerica.com
Source: OneAmerica
| Copyright: | Copyright Business Wire 2012 |
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