Delivering a higher standard

While helping Americans achieve a secure retirement is foundational to what we do, you are at the center of how we do it. We take the time to get to know you and your clients, and align our flexible service model to meet your needs and preferences.

resources and education

Recordkeeping differentiators

Leveraging our industry experience, we offer you and your clients service model flexibility and participant support, never competing with the services and solutions you provide. This flexibility, coupled with our recordkeeping capabilities, provides a differentiated offering for you and your clients.

  • Experience with many types of plans, including 401(k), 403(b), 457(b) Top Hat, 457 governmental, ESOPPension Risk TransferDefined Benefit, Cash Balance and Non-qualified plans.
  • Industry focus on tax-exempt, health care, professional services and industrial markets.
  • Flexible investment solutions, designed with you in mind, allow various options when creating an offering that fits your client’s workforce - with no proprietary variable investments required, period.
  • Robust payroll integration options including 360/180 exchanges and SaaS support through Payroll Integrations, Inc.
  • 3(16) fiduciary services providing you, and the plan sponsors you support, an additional layer of fiduciary protection for the administrative services we provide.

Relationships matter

Relationships are at the core of what we do. All OneAmerica Financial clients have an assigned relationship manager as a point of contact. Behind our tenured relationship and plan managers is a team of dedicated industry professionals here to help you and your clients. Our team’s deep knowledge of plan design and participant education strategies allow us to create customized plans designed to help participants achieve their retirement goals. Plan sponsors can rest assured that they have a knowledgeable contact nearby who is available to answer questions and provide guidance and support, and who understands the industry and their plan.

 

We take care of all the details so you can focus on your business. This includes hosting advisor symposiums that provide insight and support to those who look to grow their business and industry connections.

Three people playing blocks balancing with colleagues at office.

The OneAmerica Financial retirement services story

Our team is committed to serving America along the path to a secure retirement. We believe in the relentless pursuit of unique customer experiences with a professional human touch.


Learn more about how our industry experience, commitment and relationship focus can support you.

Industry awards and recognition

We consistently earn accolades from recognized industry associations that honor the services and resources we provide to our customers.

This website page is designed for Financial Professionals. OneAmerica Financial is the marketing name for the companies of OneAmerica Financial. Products issued and underwritten by American United Life Insurance Company® (AUL), a OneAmerica company. Administrative and recordkeeping services provided by AUL, McCready and Keene, Inc. or OneAmerica Retirement Services LLC, companies of OneAmerica which are not broker/dealers or investment advisors. Group annuity contracts are issued by AUL and registered variable annuity products are distributed by OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC, One American Square, Indianapolis, IN 46282.