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Resources to Help You Get Started Working Toward Your Goals

Videos

Enjoy these brief videos outlining important topics related to your retirement preparation. They are fun, educational, engaging and packed with lots of tips to assist you in taking the next steps today.

  • Calculating Your Retirement Goals

    Pete shows how the demand for your retirement income affects the amount of income you need.

  • Justifying investing

    Pete the Planner discusses David's concerns with how to invest in his retirement plan when he has limited financial resources.

  • Importance of starting early

    Pete discusses why contributing to your employer-sponsored retirement plan as early as possible is important.

  • Reasons to enroll in your retirement plan

    Pete demonstrates several reasons to participate in your employer-sponsored retirement plan.

Calculators

These interactive calculators will help you take an active role in your learning and will assist you in developing a proactive plan to achieve your goals.

  • Asset Allocation Calculator

    Your risk tolerance affects how you allocate your retirement assets.

  • Retirement Income

    This calculator can be used regularly to confirm that your retirement strategy is aligned with your retirement goals.

  • Cost of waiting

    Waiting to begin saving for retirement can have a huge impact.

  • Small changes, big savings

    Saving a small amount now can make a big difference later.

Library

All the guides and articles here are jam-packed with ideas on the nuts and bolts of retirement planning as well as topics that are relevant to your life planning. Take the time to read these short topical articles and then take the next steps to achieve your goals.

  • Take Advantage of Matching Contributions to Your Retirement Account

    Your employer may be able to help you work toward your retirement goals with matching contributions.

  • Setting Your Retirement Income Goals

    Knowing your goal will help you stay on the track for retirement. Have you set your goal?

  • What to Expect When Your Retirement Plan Is Transitioning to a New Provider

    Employers sometimes choose to move the retirement plan to a new provider. See what that means for you.

  • 4 Things You Should Know About Designating Your Beneficiary

    Designating and updating your retirement plan beneficiary information is important.

OneAmerica Financial(SM) is the marketing name for the companies of OneAmerica Financial. Products issued and underwritten by American United Life Insurance Company® (AUL), a OneAmerica company. Administrative and recordkeeping services provided by AUL or OneAmerica Retirement Services LLC, companies of OneAmerica which are not broker/dealers or investment advisors. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Qualified retirement plans from AUL are funded by an AUL group variable annuity contract. All numeric examples and any individuals shown are hypothetical and were used for explanatory purposes only. Actual results may vary. Past performance is not a guarantee of future results. The use of asset allocation or diversification does not assure a profit or guarantee against a loss. • Funds investing in stocks of small, mid-sized, and emerging companies may have less liquidity than those investing in larger, established companies and may be subject to greater price volatility and risk than the overall stock market. • Investing in international markets involves risks not associated with investing solely in the U.S., such as currency fluctuation, potential political and diplomatic instability, liquidity risks, and differences in accounting, taxes, and regulations. • Funds that invest in a concentrated sector or focus on a relatively small number of securities may be subject to greater volatility than a more diversified investment. •  Bond funds have the same interest rate, inflation, and credit risks that are associated with the underlying bonds owned by the fund. • Investing involves risk which includes potential loss of principal. • Money market funds are not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other federal government agency.  Although they seek to preserve the value of your investment at $1.00 per share, it’s possible to lose money by investing in money market funds. • Variable products are sold by prospectus.  Both the product prospectus and underlying fund prospectuses can be obtained from your investment professional or by writing to One American Square, Indianapolis, IN 46282, 1-800-249-6269.  Before investing, carefully consider the fund’s investment objectives, risks, charges, and expenses.  The product prospectus and underlying fund prospectus contain this and other important information.  Read the prospectuses carefully before investing.

The views and opinions expressed by Peter Dunn (aka Pete the Planner) are solely his and do not necessarily reflect the views and opinions of the companies of OneAmerica. Pete the Planner's content is for overview and informational purposes only and is not intended as tax, legal, fiduciary, or investment advice. Pete the Planner is not an affiliate of any OneAmerica company.

Before investing, understand that annuities and/or retirement plan products are not insured by the FDIC, NCUA, or any other Federal government agency, and are not deposits or obligations of, guaranteed by, or insured by the institution where offered or any of its affiliates.