OneAmerica Offers Retirement Planning Tips

The tips will be offered in the form of videos, podcasts and other educational materials throughout 2014. Dunn, popularly known as Pete the Planner, is a former financial adviser turned author, talk show host and TV news personality.

“Having easy-to-understand tools and information is essential to helping individuals and their families prepare for retirement,” says Bill Yoerger, president of retirement services for the Indianapolis-based OneAmerica. “Pete the Planner is friendly, approachable, humorous and makes complicated, sometimes intimidating financial topics easy to understand.”

“We each have a responsibility to manage our finances and prepare for the future,” says Dunn. “It doesn’t have to be complicated and it’s never too late to start.”

Dunn will host live events for OneAmerica and will be featured in dozens of videos, 10-minute podcasts and financial guides on such topics as buying a house, setting financial goals, making a budget and financing life as a single parent. 

The materials featuring Dunn will encourage employees to participate in and increase deferrals in their retirement plans and help them to plan better for retirement. Many of the resources will be available via the OneAmerica website (www.oneamerica.com).

“Pete the Planner expands our offerings to plan sponsors and advisers, and will be a lively addition to our educational resources for retirement plan participants,” says Marsha Whitehead, vice president of marketing for retirement services. “Everyone can benefit from his no-nonsense, matter-of-fact explanations of financial concepts.”

OneAmerica Financial Partners, Inc., is a network of companies that offers a variety of products to serve the financial needs of their policyholders and other customers. These products include retirement plan services, individual life insurance, annuities, long-term care solutions and employee benefit plan products.