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OneAmerica Now Offers LPL Financial’s Worksite Financial Solutions
Services to retirement plan participants reflect need of job-changing employees
Indianapolis, February 19, 2016
OneAmerica announced today that plan sponsor clients will now be able to take advantage of LPL Financial’s Worksite Financial Solutions platform, a beginning–to–end retirement benefit that provides education, advice and assistance to participants from date of hire to their separation from the company, and beyond.
OneAmerica has made available to plan sponsor clients Worksite Financial Solutions’ Employee Transition and Engagement Solutions, which was created to support employees during times of transition, including when they join a plan and upon employment separation.
“Job change is a reality of today’s business climate, and LPL’s platform was created to address the needs of clients from the beginning so they can confidently focus on their financial futures regardless of who employs them,” said Tammy Ouverson, vice president of National Accounts for OneAmerica. “As a company that provides comprehensive retirement products and services, we believe that it is our responsibility to make sure our clients and participants have the best tools at their fingertips to help them get to retirement and beyond.”
David Reich, EVP and head of LPL Retirement Partners said, “The Worksite Financial Solutions platform is a representation of LPL Financial Retirement Partners’ strategy of leading industry efforts to develop better retirement outcomes and enabling plan participants to prepare for their financial future with confidence. We are pleased that OneAmerica recognizes the importance of our vision, and we look forward to working with them and all of our retirement-plan focused advisors to move the industry forward.”
OneAmerica is the marketing name for the companies of OneAmerica.
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About OneAmerica®
A national leader in the insurance and financial services marketplace for nearly 140 years, the companies of OneAmerica help customers build and protect their financial futures.
OneAmerica offers a variety of products and services to serve the financial needs of their policyholders and customers. These products include retirement plan products and recordkeeping services, individual life insurance, annuities, asset based long-term care solutions and employee benefit plan products.
Products are issued and underwritten by the companies of OneAmerica and distributed through a nationwide network of employees, agents, brokers and other sources that are committed to providing value to our customers. To learn more about our products, services and the companies of OneAmerica, visit www.OneAmerica.com/companies, the OneAmerica Newsroom or follow @OneAmerica on Twitter.
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About LPL Financial®
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and currently serves $476 billion in advisory and brokerage assets. LPL is one of the fastest growing RIA custodians and is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2015). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life's aspirations into financial realities. Advisors associated with LPL also service an estimated 40,000 retirement plans with an estimated $118 billion in retirement plan assets, as of December 31, 2015. LPL also supports more than 4,000 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,400 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
Worksite Financial Solutions is a program exclusive to LPL Financial and its advisor partners. The companies of OneAmerica and LPL Financial are not affiliated entities.
Tom Spalding, Public Relations Manager, 317-285-1461
tom.spalding@oneamerica.com
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