OneAmerica® uses tax exempt experience to land new retirement plans

The Tennessee regional office for the companies of OneAmerica recently worked with four healthcare organizations to help the employers enhance their retirement plans despite challenges in today’s healthcare market.

“With more than 50 years of experience in the tax exempt and healthcare market, OneAmerica is uniquely positioned to help these organizations improve their retirement offerings,” says Kevin Kidwell, vice president of national tax exempt sales. “We are innovators in the tax exempt market, and we can accommodate the unique needs of these organizations, especially in today’s complex environment.”

The Tennessee office added four new plans with an average asset size of $15 million to its client base:
• Hospice of Chattanooga
• Mental Health Cooperative
• Sta-Home Healthcare and Hospice
• Home Health Care of East TN

“We’ve had a 403(b) plan for many years, but we hadn’t done an RFP in a long time,” said David Winchester, chief financial officer for Hospice of Chattanooga. “During the selection process, we were really impressed with OneAmerica and felt like they would do a great job with our employees, especially with participant education. Since coming on board, OneAmerica has been very supportive, helpful and I feel they actually care about our organization and employees.”

OneAmerica leveraged its experience in the tax exempt and healthcare market to bring value through reduced fee structures, auto-enrollment and investment portfolios. The employers are also able to take advantage of award-winning participant education, personal attention and exceptional local service.

“OneAmerica has been very responsive,” stated Winchester. “I like the customer service aspect. OneAmerica does put a lot of effort and dedication into the employee satisfaction and employee experience. It really stands out to me.”

OneAmerica® is the marketing name for OneAmerica Financial Partners, Inc., and its subsidiary companies. Products are issued, manufactured and underwritten by American United Life Insurance Company® (AUL).

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About OneAmerica®
OneAmerica Financial Partners, Inc., headquartered in Indianapolis, Ind., has companies that can trace their solid foundations back more than 135 years in the financial services marketplace.

The OneAmerica companies offer a variety of products and services to serve the financial needs of their policyholders and customers. These products include retirement plan products and trust and record-keeping services; individual life insurance, annuities, asset based long-term care solutions and employee benefit plan products.

The products of the OneAmerica companies are distributed through a nationwide network of employees, agents, brokers and other distribution sources that are committed to increasing value to policyholders by helping them prepare to meet their financial goals. To learn more about our products, services and the companies of OneAmerica, visit www.OneAmerica.com/companies, the OneAmerica Newsroom or follow @OneAmericaNews on Twitter.