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Retirement Services
OneAmerica: ‘Clock is Ticking’ for Tax Exempt Organizations to Meet IRS Deadline
Indianapolis December 31, 2019
Company alerting retirement plan sponsors, advisors they have three months to restate
Retirement service provider OneAmerica® is offering a friendly reminder to plan sponsors in the nonprofit sector who have yet to comply with a looming Internal Revenue Service (IRS) administrative deadline. Tax exempt organizations (other than designated church plans) have until March 31, 2020, to adopt a pre-approved prototype document to ensure consistency and compliance. OneAmerica has found that transferring and reviewing the data to adopt the IRS plan, a process known as restatement, more...
OneAmerica Offers ESG Fixed-Income Funds as Investing Option
Indianapolis October 1, 2019
Twelve newly added funds provide environmental/social choices for participants
OneAmerica® has added 12 Environmental, Social, and Governance (ESG) Investment offerings to its Group Annuity platform, after an increasing interest in ESG investing over the last six months. “For some, the value of an investment is no longer just about returns, but about returns that are achieved in concert with making a positive impact on society and the world at large,” said Sandy McCarthy, president of OneAmerica retirement services. “ESG indexes can achieve these dual ideals, because as more...
Enhanced Portal to Extend Online Opportunity for OneAmerica Annuitants
Indianapolis June 27, 2019
Digital enhancement comes on 5th anniversary of Pension Risk Transfer relaunch
OneAmerica® is expanding its online service for pension annuity customers whose accounts came to the company through the pension risk transfer market, offering another differentiator for retirement plan sponsors whose annuitants want to be able to elect to start receiving their benefits and make changes to their personal information. The announcement about this digital enhancement comes on the fifth anniversary of OneAmerica re-entering the market for PRT, a Single Premium Annuity product more...
Participant-Focused Massey Services Earns Prestigious Signature Awards
Indianapolis and Orlando May 13, 2019
Plan Sponsor Council of America recognition is latest for client-focused OneAmerica®
Florida-based Massey Services has been nationally honored for implementing a unique educational retirement plan─ involving a taco truck─ which boosted participation by its employees in investing more for retirement. Massey earned a First Place Signature Award in the Events and Workshops and the Promoting Participation – Small Company categories from the Plan Sponsor Council of America (PSCA) at their 72nd Annual National Conference in Tampa. PSCA, which provides resources to help Fortune 500 more...
OneAmerica, Russell Investments Launch Personalized Retirement Accounts
Indianapolis and Seattle April 8, 2019
Customized managed accounts roll out to Defined Contribution plan sponsors
OneAmerica® and global asset manager Russell Investments’ next-generation managed Personalized Retirement Accounts (PRA) solution today has been officially launched in support of defined contribution plan clients. “We are excited to introduce a new default investment solution with a modern touch that provides simplicity for the retirement plan participant and, for the retirement plan advisor, offers a desirable alternative,” said Terry Burns, assistant vice president of Products and more...
Client Wins Highlight OneAmerica® Commitment to Participants
Indianapolis March 28, 2019
PLANSPONSOR Magazine ‘Best in Class’ a recognition of 401(k) strength
Three OneAmerica® retirement services clients have been recognized as PLANSPONSOR Best in Class 401(k) Plans, a designation that puts them in the top 1 percent of entries to the PLANSPONSOR Defined Contribution Survey and signifies they raise the bar when it comes to plan design, oversight/governance and participant outcomes. The three Best in Class 401(k) Plan winners are: Early Warning Services LLC of Scottsdale, Arizona Seacoast Bank of Stuart, Florida FAC Services LLC of Madison, more...
OneAmerica® Recognized for Service in PLANSPONSOR Best in Class Awards
Indianapolis February 12, 2019
Company honored in all four retirement plan asset classes where it competes
Results from the PLANSPONSOR magazine 2018 Annual Defined Contribution (DC) Survey showcase the strength of OneAmerica® as a service-focused recordkeeper in the primary asset markets in which the company does business. “These honors mean a great deal to us because they come directly from our retirement plan sponsors reflecting on their experience with our OneAmerica team,” said Sandy McCarthy, president of Retirement Services for OneAmerica. “Each day we strive to provide superior service to more...
OneAmerica® Offers CIT Website to Ease Research Burden for Advisors
Indianapolis January 31, 2019
Unique online resource offered by Broadridge designed for financial professionals
OneAmerica® is closing the information gap for retirement plan advisors who are considering collective investment trusts (CITs) as a potential investment option for retirement plan clients by unveiling a new website, created in collaboration with Broadridge Advisor Solutions, that offers an online repository of CIT product information. CITs are popular due to their flexibility and cost effectiveness, but a disadvantage that exists is the inability to quickly and easily find information about more...
OneAmerica Surpasses $2 Billion Milestone in Retirement Plan Sales
Indianapolis November 7, 2018
OneAmerica® Surpasses $2 Billion Milestone in Retirement Plan Sales
OneAmerica® annual retirement plan sales have surpassed the $2 billion mark for the first time in its history as the mid-size carrier continues to deliver relevant and impactful retirement plan solutions through the support of a strong relationship-oriented team. The milestone was reached as sales of workplace-provided plans increased 37 percent year-over-year, with $2.34 billion in sales expected by year’s end, a nearly 20 percent increase from $1.93 billion at the end of 2017. more...
Retirement Savers Report Roadblocks to Working with a Financial Advisor
Indianapolis September 25, 2018
Six of 10 participants don’t have one; OneAmerica® poll shows the gender gap is even worse
Just 4 out of 10 retirement plan participants use a financial advisor, with misperceptions over affordability and applicability driving their hesitancy, according to a new OneAmerica® online survey. “It appears that those participants who work with a financial advisor sleep better at night,” said Marsha Whitehead, OneAmerica vice president of enterprise marketing. “Our survey shows that those who work with a financial advisor also report having lower financial stress and higher knowledge on more...
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