Retirement Services

Survey Says: Men Slightly More Confident about Retirement than Women

Other confidence characteristics bubble up on OneAmerica®survey

Men, individuals age 51 or older and those with an income over $75,000 are more confident about retirement according to a recent survey conducted by the companies of OneAmerica®. Contributing to their confidence is a realistic knowledge of how much retirement income they will need. The companies of OneAmerica surveyed retirement plan participants who visited their online account services portal between Aug. 1 and Nov. 1, 2013. The goal was to better understand participants’ behaviors and  more...

OneAmerica® Offers OneSolution to Ease Retirement Plan Management for Employers

Collection of services can also reduce cost, increase employee plan participation

OneAmerica® recently launched its OneSolution platform, a collection of tools and services to help employers better manage their retirement plans and increase employee participation in them. OneSolution brings together a full suite of investment and administrative services and reporting and educational programs into a single platform of plan management capabilities. “This collection of services not only makes it easier and more cost effective for employers to manage their retirement plans  more...

Pete the Planner® to Provide Videos, Podcasts, Guides for OneAmerica®

Witty, easy-to-understand tips inspire and assist participants in retirement planning

The retirement services division for the companies of OneAmerica® will feature Pete the Planner® in dozens of videos, podcasts and other educational materials in 2014. Peter Dunn, former financial advisor turned author, talk show host and TV news personality was ranked fourth most influential personal finance broadcaster in the nation behind Jim Cramer, Dave Ramsey and Suze Orman by Cision in 2012. “Having easy-to-understand tools and information is essential to helping individuals and  more...

OneAmerica® Recognized for Best Practices in Behavioral Finance

Retirement recordkeeping services scored high on principles in Save More Tomorrow book

The companies of OneAmerica® were recently recognized by Allianz Global Investors Center for Behavior Finance for providing recordkeeping services that support the research-based principles presented in the best-selling book, Save More Tomorrow: Practical Behavioral Finance Solutions to Improve 401(k) Plans, by behavioral economist, professor Shlomo Benartzi of UCLA. With a goal to help make it easier for employees to make better choices for their retirement, the Center’s pilot PlanSuccess  more...

OneAmerica® introduces Pension Risk Transfer buy-out product

Single Premium Group Annuity allows a plan sponsor to transfer pension risk

American United Life Insurance Company® (AUL), a OneAmerica company, today announced Pension Risk Transfer, a Single Premium Group Annuity (SPGA) guaranteed buy-out product that allows plan sponsors to transfer pension risk to AUL. The Pension Risk Transfer offered by AUL includes recordkeeping of individual employee data and tax withholding and reporting administrative services and is supported by professionals with extensive experience in defined benefit administration. Enrolled actuaries  more...

Yoerger Ranks #28 on The 401kWire’s 100 Most Influential list

Record sales, new programs, leadership cited

Bill Yoerger, president of retirement business for the companies of OneAmerica®, has been named the twenty-eighth most influential person in the defined contribution industry according to a top 100 list published by The 401kWire. Yoerger ranked #31 on the same list one year ago. The 401kWire cited OneAmerica’s four consecutive years of record sales, 17 percent year-on-year growth in new plan sales and the launch of two new programs: Index(k), an approach to retirement  more...

OneAmerica® Introduces Index(b)™

New indexed investment with options from TIAA-CREF, offers cost savings, transparency, performance to nonprofits

The companies of OneAmerica, which offer retirement plan products and other financial services, today launched Index(b)™, an indexed investing option designed for nonprofit organizations. The new retirement plan offering arrives on the heels of OneAmerica’s successful rollout of Index(k)™, a similar program designed for for-profit corporations, last year. TIAA-CREF, a leading financial services organization, will serve as the investment manager of choice for the Index(b) program. “The  more...

OneAmerica® appoints Tony Leonard regional sales director for retirement business in the Carolinas

Tony Leonard has been named regional sales director of the retirement business in North and South Carolina for the companies of OneAmerica. He will help lead the sales, marketing and service functions for its regional office in Charlotte, N.C. A 27-year industry veteran, Leonard has held positions at SEI Investments, Putnam Investments and New York Life, and has served as a subject matter expert at numerous industry conferences on topics ranging from fiduciary principles to plan management.  more...

The OneAmerica companies introduce participant asset allocation program

Three “glide path” choices available for plan sponsors

American United Life Insurance Company® (AUL), a OneAmerica company, today announced an asset allocation program for participants called OnePath Portfolios. The program is offered at no cost to the plan sponsor and enables retirement plan participants to benefit from target date portfolios managed by Mesirow Financial Investment Management, Inc. (Mesirow Financial) that match their risk tolerance and investment time horizon. OnePath Portfolios offers plan sponsors the selection of three  more...

The OneAmerica® companies enhance bundled defined benefit plan product

Integrated approach combines investment platform and actuarial services

The companies of OneAmerica have introduced a new, streamlined approach for their bundled defined benefit product. The enhancements add even more value to the integrated offering that combines the investment platform of American United Life Insurance Company® (AUL) with actuarial services provided by McCready and Keene, Inc. The bundled product leverages two of the strongest retirement capabilities offered by the OneAmerica companies. The AUL investment platform offers plan sponsors more  more...