Retirement Services

OneAmerica® launches new programs at National Sales Meeting

Practice management for advisors and retirement readiness for plan sponsors lead the way in new offerings

At its annual National Sales Meeting, the companies of OneAmerica® launched new programs building upon its already strong retirement resources.    One of the most significant value-ads unveiled at this year’s meeting is a practice management program for financial advisors that offers strategies in areas such as sales, marketing, branding, human resources, client services, finance and operations.    “This new platform is designed to help financial advisors grow their business,” said Bill  more...

OneAmerica® adds staff and continues field alignment

Tammy Ouverson joins OneAmerica to lead Retirement Services National Accounts team

The companies of OneAmerica® today announced the continuation of a three-region sales and distribution structure for retirement services with the alignment of the Field Services and the National Accounts teams. Last June, OneAmerica expanded to a three-region sales structure to penetrate the market more effectively. The new alignment for each team improves geographic proximity, creates efficiencies and increases productivity.     “As our business continues to expand and grow, this alignment  more...

OneAmerica® continues relationship with financial guru Peter Dunn

Dunn to provide financial wellness education through materials, videos and live events through 2017

The retirement services division for the companies of OneAmerica will again feature Pete the Planner® in dozens of videos, podcasts, educational materials and live events through 2017. Peter Dunn is a former financial advisor turned author, talk show host and TV news personality. He’s the author of ten books, six of which were featured in a nationwide launch at Barnes & Nobles stores in January.   “We had tremendous success working with Pete in 2014,” said Bill Yoerger, president of  more...

OneAmerica® marks 2014 success for Pension Risk Transfer buy-out product

Inaugural year brings in $51 million in sales

In its inaugural year, Pension Risk Transfer, a Single Premium Group Annuity guaranteed buy-out product that allows plan sponsors to transfer pension liabilities to OneAmerica, exceeded its first year expectations, ending the year at $51 million in sales premium. “We’re extremely pleased with last year’s successful outcome,” said Andy Wilkinson, vice president for the companies of OneAmerica. “With our financial strength, commitment to service, and strong investment performance, we expect our  more...

OneAmerica® uses tax exempt experience to land new retirement plans

Tennessee regional office works with healthcare organizations to improve retirement offerings despite healthcare industry challenges

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  more...

OneAmerica® hires new regional sales director for retirement services

David Scheetz to oversee retirement sales in West Virginia/Virginia

David Scheetz has been named regional director of retirement sales for West Virginia/Virginia for the companies of OneAmerica. In this role, Scheetz will be leading sales and marketing efforts to advisors and plan sponsors of retirement plans in the small to mid-sized marketplace. He will be based out of Richmond, Virginia. “David’s extensive experience in the retirement plan market will greatly benefit our clients,” said Paul Citron, vice president of national sales for the companies of  more...

OneAmerica® Opens New Office for Retirement Services in Honolulu

The companies of OneAmerica® today announced the expansion of a new regional office for retirement services located in Honolulu. The new office will give the companies of OneAmerica an important presence on Oahu and throughout Hawaii. OneAmerica recently expanded its retirement services sales region to obtain better market penetration. “Our new regional office in Honolulu represents the only nationally recognized retirement services provider with a physical and permanent location in the  more...

OneAmerica® Completes Acquisition of City National Bank Retirement Services Division

Growing financial services company also boasts 13 percent increase in year-over-year retirement sales

OneAmerica® has completed the acquisition of City National Bank’s retirement services recordkeeping business. Business operations will remain in San Diego. Terms of the agreement, announced in June, were not disclosed. “We’re excited to add City National Bank’s retirement business to our leading position in the retirement plan market,” said Scott Davison, president and chief executive officer of the companies of OneAmerica. “The unique market niche and service capabilities of the City  more...

OneAmerica® Appoints Pete J. Schroedle as Retirement Sales VP

New position will serve clients in new central region

Pete Schroedle has been named regional vice president of retirement sales for the central region of the companies of OneAmerica. In this newly created role, Schroedle will oversee the Chicago, Cleveland, Detroit, Indianapolis, Kansas City, Minnesota, San Antonio and St. Louis offices and will be based out of the corporate office in Indianapolis. “Our clients and staff will undoubtedly benefit from Pete’s extensive experience in the retirement plan market,” said Paul Citron, vice president  more...

Less Than Half of Plan Participants Over 50 Have Considered a Withdrawal Strategy for Retirement Assets

Respondents to OneAmerica® survey are more likely to have considered how to pay for healthcare

Forty-three percent of retirement plan participants age 50 or older say they have considered a withdrawal strategy for their retirement assets according to a survey conducted by American United Life Insurance Company® (AUL), a OneAmerica company. Survey respondents over 50 are more likely to have considered how to pay for healthcare after they retire (64 percent). “We’re glad consumers are considering healthcare as a major part of retirement expenses—as they should—but they also need to  more...