OneAmerica® Recognized for Service in PLANSPONSOR Best in Class Awards
Company honored in all four retirement plan asset classes where it competesIndianapolis, February 12, 2019
Results from the PLANSPONSOR magazine 2018 Annual Defined Contribution (DC) Survey showcase the strength of OneAmerica® as a service-focused recordkeeper in the primary asset markets in which the company does business.
“These honors mean a great deal to us because they come directly from our retirement plan sponsors reflecting on their experience with our OneAmerica team,” said Sandy McCarthy, president of Retirement Services for OneAmerica. “Each day we strive to provide superior service to our participants and clients, from the smallest to the largest, and what we’re hearing reaffirms that we’re not only meeting but exceeding their expectations.”
OneAmerica was awarded PLANSPONSOR Best in Class awards in all sponsor service/support categories across the four asset markets the company qualified. An award is earned by being one of the top three providers in a specific category or by achieving net satisfaction higher than the category benchmark. OneAmerica earned 12 of its total 27 awards for Sponsor Service/Support. Subcategories include plan/industry knowledge, responsiveness and consistency, and regulatory/compliance support.
“The 12 awards OneAmerica received in Sponsor Service/Support category was a three-award increase from the 2017 PLANSPONSOR DC Survey. This increase speaks to our focused relationship strategy,” McCarthy added. “Our people, our culture and the services we provide are a differentiator for us. Our sponsors feel our commitment and know that they can trust us to support their needs.”
Overall, OneAmerica received 27 Best in Class awards. OneAmerica was sixth in $25 million to $50 million asset markets, eighth in the $5 million to $25 million asset markets as well as the $50 to $200 million markets, and OneAmerica was No. 10 in the under $5 million markets. OneAmerica was one of nearly two dozen retirement plan providers eligible for ranking by the publication.
In addition to the company-focused awards, a OneAmerica client was nominated in a separate PLANSPONSOR competition, the 2019 Plan Sponsor of the Year awards. Kokua Kalihi Valley (KKV) of Honolulu, Hawaii is one of four finalists in the “Nonprofit DC under $250 million category.” KKV provides accessible and appropriate health care services for low-income, Asian and Pacific Island immigrant population. A winner will be announced March 28 at the 2019 PLANSPONSOR / PLANADVISER Excellence in Retirement Awards Dinner.
The plan advisor is Shawna Christiansen, Managing Director – Retirement Benefits Group, LLC, of San Diego.
“The Plan Sponsor of the Year awards recognize retirement plan sponsors that show a commitment to their participants’ financial health and retirement success,” said McCarthy. “We’re proud that KKV has been recognized and we’re pleased to collaborate with them in an effort to help their participants prepare for retirement.”
OneAmerica® is the marketing name for the companies of OneAmerica. OneAmerica is a mutual insurance holding company.
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. Neither the companies of OneAmerica nor their representatives provide tax, legal, fiduciary, or investment advice.
PLANSPONSOR is a national industry trade magazine published by Strategic Insight. PLANSPONSOR and Strategic Insight are not affiliates of any OneAmerica company.
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A national leader in the insurance and financial services marketplace for more than 140 years, the companies of OneAmerica have helped 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/companies.
PLANSPONSOR, a Strategic Insight business, is the most respected provider of information and events to America's retirement plan sponsors and the industry that serves this large constituency. Through its award-winning magazine, website, e-newsletters, research and conferences, PLANSPONSOR reaches the most engaged retirement plan and benefits executives in America. For more information, visit www.plansponsor.com
Strategic Insight (SI) provides critical and proprietary data, business intelligence, research and marketing services to the global asset management community. SI delivers full service solutions to the asset management sector worldwide, including investment flow data, advisor sales analysis, in-depth research, analytics, editorial content and events for investment managers, asset owners and custodians, plus Transaction Cost Measurement of over 500 million trades per month. Our clients include over 1000 of the most prominent names in the asset management industry, including 83 of the world‘s 100 largest fund managers. Strategic Insight delivers its products and services through four distinct divisions: SI Data, SI Research, SI Intelligence and SI Interactive. Its portfolio of leading editorial titles includes the well-recognized brands PLANSPONSOR, PLANADVISER, and Chief Investment Officer.
Tom Spalding, Public Relations Manager, 317-285-1461