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Tax-Exempt Center of Excellence

The companies of OneAmerica® have serviced tax-exempt retirement plans for more than 50 years. Our mission is to be there when our customers need us most. We offer tools and resources to help prepare your employees for retirement. As a thought leader in the retirement industry, we provide educational materials, industry insights and best plan practices.

Contact Us

If you have questions about tax-exempt retirement plans, talk to your financial professional. If you do not have a financial professional, we can direct you to resources in your area.

 


 

Leadership
message

Kevin Kidwell, an industry veteran who is focused on optimizing tax-exempt retirement plans, discusses the necessity of a retirement plan strategy that matches the organization's mission. Also, learn about OneAmerica’s culture of caring.

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Answering your questions

We answer frequently asked questions from our plan sponsors on topics from plan governance to financial wellness education. Get informed here.

View the FAQ

Resources
& Materials

Informational sources to help educate your employees and support your plan administration efforts.

Learn more

 


 

Plans served

403(b)

457(b) Governmental and 457 (b) Tax-Exempt

Money Purchase

401(k)

Defined Benefit and Cash Balance

 


 

How we stack up

Facts and figures

More than 60.6 billion in combined retirement assets under administration1

More than 50 years of retirement industry experience

Over 1 Million participants1

Consistent growth organically and through strategic acquisitions

Best in class annual recognition for outstanding services2

1. As of 12/31/2017
2. Awarded by PLANSPONSOR Magazine

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NOTES: OneAmerica® is the marketing name for the companies of OneAmerica.

Products and services can vary by plan. Please consult with your OneAmerica sales representative for more information. Products issued and underwritten by American United Life Insurance Company® (AUL), a OneAmerica company. Administrative services provided by McCready and Keene, Inc. or OneAmerica Retirement Services LLC, companies of OneAmerica which are not broker/dealers or investment advisors. Neither AUL, McCready and Keene, Inc., OneAmerica Retirement Services LLC nor their employees provide tax, legal, fiduciary, or investment advice.

 

 

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