Many nonprofit employers are struggling with the biggest changes in retirement regulations in more than 40 years. Fortunately, AUL Retirement Services has been serving the retirement needs of 501(c)(3) organizations for just as long. Not only do we know the nonprofit rules and regulations inside-out, we’ve been ahead of the curve—implementing a single source, bundled solution for nonprofits long before the new regulations were released.

Our high-tech capabilities are matched by our personalized service provided by professionals in not-for-profit retirement plans. Every employer has a local field service manager with extensive experience in non-profit plans. On a day-to-day basis, our dedicated plan services consultants are seasoned professionals with non-profit experience who are ready to assist you.

Many non-profit organizations fear new retirement plan requirements will overwhelm them with paperwork and administrative responsibilities. With AUL Retirement Services, you’re not alone. You’ve got friendly, experienced help every step of the way.

403(b) Materials

If you are a Plan Sponsor or Third Party Administrator responsible for the administration of 403(b) plans, AUL Retirement Services is prepared to share participant account information with you. To learn more about this service, please access the documents below.

403(b) Information Sharing

IRS/DOL Publications

For more information, contact us at 403b.infosharing@oneamerica.com.

Registered group variable annuity contracts issued by AUL are distributed by OneAmerica Securities, Inc., Member FINRA, SIPC, a Registered Investment Advisor, 433 N. Capitol Ave., Indianapolis, IN 46204, 1-877-285-3863, which is a wholly owned subsidiary of AUL.