Tax-Exempt Center of Excellence: We Know You Want to be Informed

Tax-Exempt Center of Excellence: We Know You Want to be Informed

We Know You Want to be Informed

By Kevin Kidwell, Vice President of National Tax-Exempt Sales

You and your employees work hard to provide services that are a critical component to our society. As a plan sponsor, you also strive to provide your employees with a comprehensive benefits package. We know that administering a retirement plan can be complex and laden with regulatory concerns. The last thing you need is to be unintentionally disrupted by a regulatory event that could affect both your mission and your employees’ benefits.

Through our recent plan sponsor survey, we learned that plan sponsors are mainly concerned with fiduciary responsibility, the current financial environment and plan administrative tasks. Plan sponsors also want to prepare their employees for a secure financial retirement. 

This is where the companies of OneAmerica® can lend a hand. We have focused on the tax-exempt market since 1964 earning some of the highest ratings in the industry.1 We can accommodate servicing multiple plan types while offering a single experience for our plan sponsors. Our technology was built for the specialized needs of the tax-exempt market which helps ease administrative tasks. We also have an in-depth education program that offers tools and resources to assist employees in preparing for retirement and addressing financial challenges they have in their everyday lives.

Our website contains various educational resources and thought leadership news within the tax-exempt marketplace to help support your efforts and allow you to focus on your organization’s mission. Our participant education tools are designed to resonate with people who have diverse learning styles, and speak to participants at various stages of retirement planning and levels of financial and investment knowledge.  

If you have questions about tax-exempt retirement plans, talk to your financial professional. If you do not have a financial professional, email us at nationalsales.rs@oneamerica.com, and we can direct you to resources in your area. 

 

CULTURE OF CARING

Just like the service-driven leaders of tax-exempt organizations, the founders of OneAmerica believed in the value of helping people on their worst days and their best days. This passion for serving and our mission to help others guide us in our business as well as our community commitment. We’re a steadfast corporate citizen, committed to the communities where our people live and work. It’s a responsibility we take seriously.

For decades, we’ve worked with likeminded organizations to improve the quality of life in our shared community through advocacy, volunteerism, civic leadership and philanthropic giving.

Together with The OneAmerica Foundation, we strive to create a culture of growth and vibrancy that enriches people’s lives, expands their horizons and offers opportunities for prosperity and success — not just for our associates and business partners, but for all people. Since 2000, we’ve invested more than $25 million to civic and nonprofit organizations from OneAmerica and The OneAmerica Foundation. This report tells the story of our community support and impact.

1 - On August 9, 2017, American United Life Insurance Company® (AUL) was rated A+ (Superior) by A. M. Best. This is the second highest of 16 possible ratings assigned by the agency. On August 29, 2016, AUL was rated AA- by S&P. This is the fourth highest of 21 possible ratings assigned by the agency.
 

NOTE: OneAmerica® is the marketing name for the companies of OneAmerica. Products issued and underwritten by American United Life Insurance Company® (AUL), a OneAmerica company.

NOTE: OneAmerica® is the marketing name for the companies of OneAmerica. Products issued and underwritten by American United Life Insurance Company® (AUL), a OneAmerica company.

Leadership Message

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

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TAX-EXEMPT CENTER OF EXCELLENCE