Investment EducationEducation Toolbox

Click each of the headers below to access the resource.


 Health Reimbursement Arrangement Resources

Click the titles below to access the resource.

HRA Partial 213d Eligible/Ineligible Expenses List

Claim Documentation FAQs

HRA Reimbursement Timeline

How to Submit an Online Claim through

Premium Only Eligible Expenses & 2018 Long Term Care Limits

FSA / HSA/ HRA Comparison & Interaction


Flexible Spending Account Resources

Click the titles below to access the resource.

FSA Fee Worksheet

FSA Eligible / Ineligible Expenses List

FSA Limited Purpose Eligible Expenses List

Claim Documentation FAQs

FSA / HSA/ HRA Comparison & Interaction


Retirement Plan Resources

Click the titles below to access the resource. 

403(b) / 457(b) Plan Contribution Limits

403(b) / 457(b) Plan Comparison

IRS Rollover Chart



Plan Forms

Download your plan forms.





Asset Allocation Builder

Certain life events may change your risk tolerance and retirement goals. This educational tool will help you assess your investment choices based on your personal situation and comfort level with investing.




Retirement Preparation Module

This section contains financial tools that can be used for retirement preparation purposes, including :

Planning Calculators

Personal Retirement Income Strategy Modules

Glossary of Investment Terms


Any investment involves risk and there is no assurance that the investment objective of any investment option will be achieved. Before investing, understand that variable annuities are subject to market risk, including possible loss of principal.

Tax qualified retirement plans from American United Life Insurance Company® (AUL) are funded by an AUL group annuity contract. While a participant in an annuity contract may benefit from additional investment and annuity related benefits under the annuity contract, any tax deferral is provided by the plan and not the annuity contract.

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.

Other Helpful Links

Internal Revenue Service

U.S. Social Security Administration

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