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Benefits of working with us

Our understanding and support of the role you play in servicing plan sponsors and participants, in addition to our industry focus on tax-exempt, professional services and industrial markets, are just a few of the benefits of working with OneAmerica Financial®.

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Retirement services home Delivering a higher standard Benefits of working with OneAmerica Financial Here for you. Here for your clients. Achieving more together

  • Enhanced benefits through our Advisor Loyalty Program

    The OneAmerica Financial advisor loyalty program provides you with special perks and benefits as you grow your business with us. It’s one of our ways of saying thanks.

     

    Our advisor loyalty program gives you and your clients access to services and offerings that matter most, including:

    • Common service teams
    • Access to high-quality participant education programs and meetings
    • Sponsorship dollars to help you enhance your industry presence
  • OneConnect

    OneConnect℠ – a different solution for multiple employer plans

    While many providers offer MEPs and PEPs as solutions for multiple employer scenarios, they are sometimes more complex and less flexible than your clients may prefer.

     

    With OneConnect:

    • You provide 3(38) investment fiduciary service
    • OneAmerica Financial provides 3(16) administration fiduciary services
    • Each adopting sponsor has control of their plan design – unlike a MEP
    • Choose either an advisor- or primary-sponsor customized participant portal

    Some firm and plan restrictions apply.
    We are proud to be a CEFEX® Certified administrative provider!

  • Legislative support: SECURE 2.0

    SECURE 2.0 creates opportunities to expand retirement plan access and coverage, enabling more employees to invest in their financial future. Aligning with the OneAmerica Financial philosophy that retirement is obtainable for all, we are excited to support you and our mutual clients and participants in navigating the SECURE 2.0 provisions.

     

    Our dedicated team monitors this legislation and assess how it may affect plan sponsors, participants and our recordkeeping operations. We are fully prepared to support all mandatory provisions on or ahead of the effective dates.

     

    We’ve also created resources to help you understand and best position this legislation to existing and prospective clients.

  • Emergency Savings Accounts

    OneAmerica Financial is excited to offer an out-of-plan emergency saving offering in collaboration with SecureSave. Inspired by SECURE 2.0 objectives of closing gaps in financial security, this option includes many of the benefits of plan-linked emergency savings accounts while encouraging timeliness and flexibility.

Practice management

At OneAmerica Financial we’re committed to building long-lasting relationships with you. Our commitment includes industry-recognized support for our mutual clients as well as resources and personalized support to help you grow your business.

  • 3(16) Fiduciary Services

    Learn how we work alongside you to minimize administrative workload, reduce fiduciary liability, and help ensure plans remain in compliance – giving plan sponsors more peace of mind so they can focus on their business needs.

  • Fiduciary Decisions

    FDI Value and Fee Benchmarking Report

    Demonstrate your value to clients and prospects with the gold standard report that details the quality, service, and value you provide.

  • Corporate transactions and retirement plans

    Navigate the complexities of mergers and acquisitions relative to retirement benefits

  • Pension Risk Transfer

    Our pension buy-out product is a guaranteed Single Premium Group Annuity contract that provides the strength of AUL's guarantee to pay covered benefits directly to participants - rooted in financial strength, customer satisfaction, and our responsive, U.S.-based service team.

Tax-Exempt Center of Excellence

Nearly half of tax-exempt organizations do not currently work with an advisor and could use your help. If you’re interested in learning more about the tax-exempt market, OneAmerica Financial has a dedicated tax-exempt team that has worked extensively with financial professionals to provide strategic prospecting ideas. Our team also provides technical plan and regulatory experience, as well as plan design and merger/acquisition consultation.

 

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  • Healthcare

    Creating more certainty for health care organizations

    We know attracting and retaining talent is increasingly challenging for health care organizations. We also understand benefits budgets are tight. We’re working alongside you to improve the retirement readiness of employees.

  • Building

    Nonprofit Retirement Plan Sponsor Trends

    Nonprofits have passed local government to become the second-largest source of employment in the country, behind the for-profit sector. Learn about some of the trends we are seeing among these organizations related to retirement benefits.

  • Two businesswomen sitting at workstation in office discussing project on digital tablet

    Tax-Exempt Quick Start Guide

    Resources to help you discover valuable prospecting information.

About CEFEX®:
CEFEX®, Centre for Fiduciary Excellence, a division of Broadridge Fi360 Solutions, is an Independent global assessment and certification organization. CEFEX works closely with industry experts to provide comprehensive assessment programs to improve the fiduciary practices of investment stewards, advisors, record keepers, administrators and managers. The CEFEX Mark signifies that an organization’s established practices have been independently verified and are worthy of trust and confidence. View our certification.

The Centre for Fiduciary Excellence, ASPPA and Broadridge are not affiliates of any OneAmerica Financial companies and are not OneAmerica Financial companies.

 

This website page is designed for Financial Professionals. OneAmerica Financial® is the marketing name for the companies of OneAmerica Financial. 

 

Fiduciary Designs and SecureSave are not affiliates of any OneAmerica Financial company and are not OneAmerica Financial companies.