Tax Exempt Center of Excellence: News and Thought leadership
OneAmerica is deeply rooted in the tax exempt marketplace and has extensive knowledge servicing the unique needs of each market segment. Our experience has afforded us the opportunity to share our insights with the industry.
Finding opportunity in tax-exempt markets
The tax-exempt retirement plan market is large and widely underserved. In the United States there are tens of thousands of health care and social services organizations, governments, churches and private education institutions that need access to advice when it comes to retirement plans. For advisors who already have the knowledge and skills of working with other types of retirement plans, getting started is easy.
Tax-Exempt Experience: Identifying mistakes, aligning outcomes in 403(b) plans
The 403(b) plan industry was altered dramatically in the last decade with the passing of regulations that require nearly all plan sponsors to make significant changes to their plans. Years later, there are still many plans that have not yet conformed to the new regulations. Kevin Kidwell, vice president of national tax-exempt sales for the companies of OneAmerica, looks at the challenges facing these plans and how sponsors and their advisers can get help.
Three OneAmerica clients earn industry recognition for retirement plans
Clients of the Companies of OneAmerica earned U.S. retirement industry recognition from PlanSponsor for their retirement plans and emphasis on participant education.
Tax Exempt Opportunities: Advisors looking to specialize can find opportunities in the tax-exempt market
Health care law changes have created an opportunity and a challenge for retirement plan advisers and sponsors, especially in the health care industry. By design, much of the transformation in health care is shifting costs to the employees, to make them more informed and engaged health care consumers. Kevin Kidwell talks about how advisers can help employers and participants navigate the complex decisions of retirement planning.
Financial highlights and a look ahead to the next quarter for the U.S. economy.