OneAmerica® Adds to Robust Training Program for Retirement Plan Sponsors
TPSU video courses a complement to existing fiduciary toolkitIndianapolis, April 23, 2020
OneAmerica® today announced its latest educational resource for retirement plan sponsors, offered in collaboration with The Plan Sponsor University (TPSU), a nationally respected fiduciary education leader.
The new, on-demand video-based training, OneAmerica Plan Sponsor Fiduciary Education, powered by TPSU, is intended for retirement plan committee members and covers topics such as plan design, fiduciary requirements, best practices for retirement plans and more.
“Education has always been a differentiator for OneAmerica, and fiduciary education, specifically, is often cited by plan sponsors as a topic of interest,” said Sandy McCarthy, president of Retirement Services for OneAmerica. “This program, in addition to our already-robust fiduciary education resources, can support retirement plan committees with their plan requirements and the choices they can make to help optimize the retirement plan – both for the plan sponsor and its participants.”
On-demand fiduciary education fills a gap for many retirement plan committees, especially now when in-person training is impractical. This customized approach also empowers plan sponsors with the assistance they may need in their decision-making. Though not required by the U.S. Department of Labor as part of compliance and oversight, fiduciary training is an indication that retirement plan committee members are actively engaging in their responsibilities.
The OneAmerica offering, which begins this week, is provided to select clients though the firm’s relationship management team and Advisor Loyalty Program members.
OneAmerica is the marketing name for the companies of OneAmerica.
Products issued and underwritten by American United Life Insurance Company® (AUL), a OneAmerica company. Administrative and recordkeeping services provided by McCready and Keene, Inc. or OneAmerica Retirement Services LLC, companies of OneAmerica which are not broker/dealers or investment advisors.
The Plan Sponsor University (TPSU) is not an affiliate of any OneAmerica company.
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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