OneAmerica, intellicents Collaborate on Client Offering
intellicents advisory firm customizes offering to include two OneAmerica servicesIndianapolis, September 28, 2022
OneAmerica®, together with intellicents, today announced a new chapter in the companies’ longstanding relationship. Their most recent collaboration centers on the debut of a customized offering from intellicents, which brings together two OneAmerica services for select retirement plan sponsors and participants.
The intellicents offering will include bioni(k), an intellicents-branded managed account service that enables participants to receive tailored retirement savings and investment plan advice. The service leverages Morningstar Investment Management LLC’s advisor managed accounts platform and interface.
Enhanced by intellicents’ bioni(k) platform, OneAmerica acts as recordkeeper and integrates the platform into its recordkeeping system, allowing for a seamless experience for intellicents’ clients and participants. The service also allows plan sponsors to delegate fiduciary responsibilities, with intellicents taking responsibility for fund selection and portfolio creation, and Morningstar Investment Management taking responsibility for the participant portfolio alignment process.
In addition to bioni(k), the intellicents offering will include intellicents-branded intelli(k) that will now also be offered through OneConnect, a OneAmerica retirement plan solution. The intelli(k) offering combines the investment fiduciary services offered by the advisor with 3(16) administrative fiduciary services provided by OneAmerica, enabling plan sponsors to offload fiduciary liability while maintaining complete plan design flexibility. OneConnect is available for all plan types, including 401(k), 403(b), and 457 plans.
“At OneAmerica, we’re passionate about equipping advisors with the tools and solutions they need to build their business, their way,” said Sandy McCarthy, president of Retirement Services for OneAmerica. “The fact that intellicents is able to take two of our offerings, which can stand alone, and combine them into a customized offering that caters specifically to their clients is fantastic — and an example of our philosophy in action. When advisors have options to choose what will work best for their plan sponsors and participants, everyone wins.”
“Both intellicents and OneAmerica are focused on optimizing outcomes for plan sponsors and participants,” said Grant Arends, CEO, co-founder and president of Retirement Services for intellicents. “The relationship with OneAmerica is strong because we both share this vision. We want to deliver high value for our customers, and we’ve united to find solutions that help us accomplish this goal, even collaborating to create something new if it doesn’t already exist.”
intellicents is debuting the dual product offering to select clients this month. Both OneConnect and advisor managed accounts are currently available from OneAmerica.
OneAmerica is the marketing name for the companies of OneAmerica. Neither intellicents nor Morningstar Investment Management LLC are affiliates of OneAmerica Retirement Services LLC and are not OneAmerica companies.
*Administrative and recordkeeping services provided by OneAmerica Retirement Services LLC, a OneAmerica company, which is not a broker/dealer or investment advisor.
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intellicents is reimagining financial services for employers and individuals. Through fiduciary retirement plan services for plan sponsors and participants, personal financial management, corporate financial wellness – planning services, and group insurance consulting they are paving a smarter way for the American worker and their employer.
With headquarters in Albert Lea, Minnesota, and branch offices in Eden Prairie, MN*; Pella and Lake Mills, Iowa; Overland Park and Lawrence, Kansas; Tacoma, Washington; Golden, Colorado; and Southlake, Texas, they serve over 350 employers, with 49,000 participants, and over $4.5 billion in retirement and another $1 billion in personal financial planning assets under management and advisement. More information about intellicents can be found at www.intellicents.com.
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.
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.
Tom Spalding, Public Relations Manager, 317-285-1461