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Retirement Services
OneAmerica Defined Benefit Practice Continues to Strengthen
Indianapolis February 29, 2016
Company in 2015 added $500 million in premium through Pension Risk Transfers
Known in the financial services industry for life insurance, retirement services and employee benefits, OneAmerica experienced significant growth in the Pension Risk Transfer market (PRT) in 2015. In its second year in the marketplace, the company exceeded expectations, ending the year at nearly half a billion dollars in sales premium. OneAmerica is well positioned to take advantage of an exploding market demand for insured solutions to pension plan sponsors who desire to de-risk and more...
OneAmerica Now Offers LPL Financial’s Worksite Financial Solutions
Indianapolis February 19, 2016
Services to retirement plan participants reflect need of job-changing employees
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 more...
OneAmerica Hires Vice President to Lead Key Team
Indianapolis February 10, 2016
Phil Loftus to serve as vice president of actuarial services
OneAmerica has named industry veteran Phil Loftus as its vice president of actuarial services. Loftus had previously been a director and consulting actuary at PricewaterhouseCoopers. “Phil brings significant experience helping companies understand complex pension issues and developing strategies to adapt in a dynamic marketplace. This is an important role for OneAmerica as we continue to grow our defined benefit practice to help our clients navigate the rapidly changing environment of more...
OneAmerica Announces Realignment of Sales Segments
Indianapolis December 11, 2015
Changes reflect acquisition, growth
OneAmerica is realigning its Retirement Services sales team to become one team, focused on two channels, effective January 1. The new channels—Core Sales (plans with $25 million in assets or fewer) and Institutional Sales (over $25 million in assets)—will be led by Paul Citron, vice president of core sales, and Micah DiSalvo, vice president of institutional sales, respectively. Both channels will be selling the full array of OneAmerica products on both the group annuity and trust platforms. more...
OneAmerica Modernizes Enrollment Access for Smart Devices
Indianapolis November 23, 2015
Responsive digital site helping participants get on track to be retirement-ready
The companies of OneAmerica®, which offer retirement plan products and other financial services, today announced the successful launch of a new mobile-optimized digital platform to allow group annuity plan participants a faster, yet still secure, way to register and enroll using OneAmerica.com. In just the first month that the smart-device-friendly platform was put into operation, OneAmerica charted an almost 10-percentage-point increase in the number of visitors that successfully made it more...
OneAmerica Rolls Out Road Show to Promote Financial Wellness
Indianapolis October 14, 2015
Influential Pete the Planner keynotes events throughout U.S.
The retirement services division for the companies of OneAmerica this week is kicking off a coast-to-coast financial wellness road show featuring USA Today columnist 'Pete the Planner' designed to urge consumers to get financially fit. The six-city tour opens with appearances in Denver, Colorado on Oct. 14 and Dallas, Texas on Oct. 15, and concludes Nov. 17 in Nashville, Tennessee. Peter Dunn, consistently rated as a top-five influential financial broadcaster in the nation, is talking to more...
OneAmerica Closes Acquisition of BMO’s U.S. Retirement Services Business
Indianapolis September 30, 2015
Fast-growing industry leader adds $26 billion in assets
OneAmerica announced today that it has completed its previously announced acquisition of BMO Financial Group’s Milwaukee-based, U.S. retirement services business, now part of OneAmerica Retirement Services LLC. Terms of the agreement were not disclosed. “We welcome BMO Retirement Services’ clients, advisors and associates to the OneAmerica family, and we look forward to working together to achieve the retirement dreams of each plan participant we serve. This is our most important goal,” more...
OneAmerica to acquire BMO’s U.S. retirement services business
Indianapolis June 26, 2015
Second-fastest-growing company in industry to add $26 billion in assets
OneAmerica and BMO Financial Group (TSX: BMO) (NYSE: BMO) announced today that they have reached an agreement for OneAmerica to acquire BMO’s Milwaukee-based, U.S. retirement services business, BMO Retirement Services, a division of BMO Global Asset Management. Terms of the agreement were not disclosed. “Adding BMO’s retirement services business enhances our already strong position as a leader in the retirement services industry and complements our high-touch, relationship-based service more...
OneAmerica to Sponsor Annual Retirement Income Conference
Indianapolis June 15, 2015
Retirement Income Industry Association® (RIIA®) marks 10th anniversary at September conference in Indianapolis: “Mapping the New Realities of Retirement”
OneAmerica will be the title sponsor of the 2015 Retirement Income Industry Association annual conference to be held this fall in Indianapolis from September 16-18. “Mapping the New Realities of Retirement” will offer attendees valuable insights on emerging retirement income trends and will cover issues such as modern portfolio theory, life insurance, investment management, unique challenges facing women, Social Security, Medicare and retirement healthcare costs. In addition, thought leaders more...
Integrated approach to retirement income planning yields greater wealth
Indianapolis May 12, 2015
Research finds unique strategy may create more income and larger financial legacy
According to a new white paper authored by Wade Pfau, Ph.D., CFA, a more integrated approach to retirement income planning—using investments, income annuities and whole life insurance—may yield higher income and greater legacy wealth than an investment-only strategy. The paper was distributed by OneAmerica at their annual Economic Summit. “For years, Americans have focused on building a nest egg for retirement” said Dr. Pfau, a professor of retirement income at The American College for more...
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