OneAmerica® Brings the ‘Power of Personas’ to Participant Solutions

MyTrack personas provide a path for targeted, individualized participant education

Indianapolis, June 4, 2020

OneAmerica® today announced MyTrack, a new, persona-based approach to education and financial wellness that connects retirement plan participants with individualized, relevant resources to guide them on the path to retirement. By meeting participants where they are when it comes to retirement preparation, MyTrack provides a plotted, customized course to help participants plan for and manage their financial journeys – both today and into the future.

The MyTrack approach is based on a series of four demographic personas, built by harnessing specific plan data, industry profiles and proprietary OneAmerica survey data. Motivations, future goals and pain points are identified for each persona, as well as potential solutions and action steps that may be appropriate. Built on this foundation of personas, MyTrack provides a blueprint to help align unique participant experiences to individual behaviors and expectations – creating a more personalized educational experience and connection focused on driving participant action.

“Retirement concepts can be very complex if you don’t know where to start,” said Sandy McCarthy, president of retirement services for OneAmerica. “As participants navigate life events and the inevitability of changing life and financial priorities, they need individualized and relevant support. Our goal is to help each participant understand and prepare for the next step of their financial journey – through their working and pre-retirement years.”

MyTrack encompasses three key elements that have always been differentiators for OneAmerica – deepening relationships, offering customized solutions and emphasizing education. “MyTrack of course hits on the importance of customization and education,” McCarthy added. “But it also highlights the relationship we have with our plan sponsors and financial professionals. The persona-based approach will allow plan sponsors to support their employees in a whole new way, improving both plan and individual outcomes. And financial professionals will have incredible new insight into the ways they can serve participants in a much more holistic way that goes beyond just the retirement plan.”

While MyTrack focuses on participant retirement preparation, it also includes foundational and auxiliary financial concepts to provide holistic financial education solutions. By providing a view outside of the typical retirement sphere, participants can benefit from more meaningful educational opportunities and make the choices most appropriate to their specific situations and goals.

“MyTrack was designed to optimize financial wellness outcomes for participants and to help sponsors support employees’ needs on a more individual level," said Tori Weyers, Senior Director of Enterprise Marketing. “OneAmerica has decades of experience providing participant education, and we’ve leveraged this experience with data to create a customized experience. We’re leveraging personal datapoints and individual decision-making parameters to truly take a ‘what’s best for the participant’ approach.”

OneAmerica® is the marketing name for the companies of OneAmerica.

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About OneAmerica

A national provider of insurance and financial services for more than 140 years, the companies of OneAmerica help customers build and protect their financial futures. OneAmerica offers a variety of products and services to serve the financial needs of their policyholders and customers. These products include retirement plan products and recordkeeping services, individual life insurance, annuities, asset-based long-term care solutions and employee benefit plan products. Products are issued and underwritten by the companies of OneAmerica and distributed through a nationwide network of employees, agents, brokers and other sources who are committed to providing value to our customers. To learn more about our products, services and the companies of OneAmerica, visit oneamerica.com/about-us/companies-of-oneamerica.










Tom Spalding, Public Relations Manager, 317-285-1461
tom.spalding@oneamerica.com


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