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Pension Risk Transfer (PRT) solutions

We realize your pension plan is as unique as the people you work with. We bring a client-focused approach to help you confidently protect your employees’ retirement while helping you navigate risk and your fiduciary responsibilities. Our PRT solutions are built and customized to suit your needs and goals. And when you’re ready to de-risk your organization’s pension obligations, we’ll be here to help.

  • Experience

    • 60+ years in PRT business
    • More than 300 transactions
    • Average of more than 25 years of experience among senior-level staff

  • Focused Service

    • White-glove implementation process
    • Clear communication and structured
    • Customized solutions and plan flexibility

  • Financial Strength

    • A+ A.M. Best agency rating*
    • A+ is the second-highest of A.M. Best's rating categories.
    • Mutual organization focused on long-term stewardship


*American United Life Insurance Company® (AUL) was rated A+ by A.M. Best on August 29, 2024. A+ is the second highest of A.M. Best's 15 rating categories. This rating refers to the overall financial status and is not a recommendation of the company.

“

Very organized, quick to respond
and very easy to work with.

”
PRT Customer

Experienced teams to care for your employees in the long term

We understand how important selecting the right provider is to you and your participants. Our experienced teams are dependable, responsive and collaborative, ensuring that retiree funds and benefits are managed efficiently. You can count on us to deliver long-term security to retirees with an evident focus on relationships, reliability and results.

95.5%

Customer
satisfaction rate

  • Inside a modern office, two women discuss and analyze documents. One is wearing a blue suit, while the other sports a yellow top. Natural light filters through large windows.

    Human touch

    • PRT Customer Engagement Center (CEC) has a 95.5% satisfaction rate
    • Caring and compassionate service teams help clarify the complex
  • Colleagues work together in the office on a laptop

    Proprietary tools

    • Technology to enhance, not replace, the human experience.
    • Self-serve tools help annuitants project multiple retirement-age scenarios

A trusted provider in a complex market

For almost 150 years, the companies of OneAmerica Financial have helped organizations create financial security for employees and retirees when it matters most. Our customer focus, financial strength and longevity make us an ideal provider in the Pension Risk Transfer (PRT) market. Learn more about the financial strength of OneAmerica Financial here.

People being helped by professional

OneAmerica Financial is the marketing name for the companies of OneAmerica Financial. Products issued and underwritten by American United Life Insurance Company® (AUL), Indianapolis, IN, a OneAmerica Financial company. Variable products are distributed by OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. 

 

Provided content is for overview and informational purposes only and is not intended as tax, legal, fiduciary or investment advice.