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.

 


 

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

60.4 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 6/30/2018
2. Awarded by PLANSPONSOR Magazine

 

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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.

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.

 

 

Leadership Message

Kevin Kidwell discusses how a retirement plan strategy should match an organization's mission

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Automatic Plan Features

Is automatic enrollment right for your organization?

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Industry Recognition

Plan Sponsor Survey Awards

OUR AWARDS

Answering Your Questions

We answer frequently asked questions from our plan sponsors

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Resources and Materials

For Plan Sponsors and Participants

TAX-EXEMPT CENTER OF EXCELLENCE