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Retirement Services
Plan Participants Give OneAmerica® High Marks in J.D. Power Study
Indianapolis June 26, 2020
Company ranks third in 2020 U.S. Retirement Plan Participant Satisfaction Study, medium plan segment
A relationship-oriented provider of impactful retirement plan solutions, OneAmerica® today acknowledged its third-place ranking in the J.D. Power 2020 U.S. Retirement Plan Participant Satisfaction Study, in the medium plan segment. The study, which was based on responses from over 10,000 retirement plan participants, was conducted in February and March of this year. The U.S. Retirement Plan Participant Satisfaction Study, now in its third year, evaluates participant satisfaction with providers more...
OneAmerica® Brings the ‘Power of Personas’ to Participant Solutions
Indianapolis June 4, 2020
MyTrack personas provide a path for targeted, individualized participant education
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 more...
OneAmerica® Ups Ante on Education Amidst COVID-19 Pandemic
Indianapolis May 14, 2020
Company going beyond traditional retirement plan guidance by providing holistic education
Having earned a reputation in the retirement industry for its award-winning, client-focused approach, OneAmerica® has upped the ante in this climate of uncertainty to deliver on one of its key differentiators ─ education. Through a holistic approach that surpasses traditional plan guidance, OneAmerica is delivering key resources and assistance to retirement plan sponsors and participants. “We recognize that these times are unprecedented, and our clients and participants are dealing with new more...
OneAmerica® Adds to Robust Training Program for Retirement Plan Sponsors
Indianapolis April 23, 2020
TPSU video courses a complement to existing fiduciary toolkit
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 more...
OneAmerica® To Waive Hardship Fees in Response to CARES Act
Indianapolis April 7, 2020
Decision, which goes into effect today, impacts hardship and COVID distributions
In an effort to show support to its retirement plan participants during this unprecedented crisis, OneAmerica® today announced it is immediately waiving fees for all hardship withdrawals, including those distributions related to COVID-19. The decision, announced by Sandy McCarthy, president of retirement services at OneAmerica, eliminates administrative fees for hardship and COVID-19 related distributions effective April 7, 2020 through December 31, 2020. “At OneAmerica, we recognize that more...
OneAmerica® Recognized for Service in PLANSPONSOR Best in Class Awards
Indianapolis February 3, 2020
Company honored for second consecutive year in all four markets where it serves clients
Results from the PLANSPONSOR magazine 2019 Annual Defined Contribution (DC) Survey again showcase the strength of OneAmerica® as a service-focused recordkeeper in the primary markets in which the company serves retirement plan clients. For the second consecutive year, OneAmerica received Best in Class awards by the national industry trade magazine in all possible sponsor service/support categories, for each of the four asset markets in which the company qualified. A Best in Class award, also more...
OneAmerica® Unveils New Web Design for Retirement Services Audience
Indianapolis January 17, 2020
Changes impact design of retirement services-focused Sponsor, Advisor, and TPA eSites
OneAmerica® today launched a new design for its group annuity digital platforms, used to administer company retirement plans. This change was made to meet the ever-evolving needs of retirement plan sponsors, advisors and third-party administrators. Clients routinely give feedback about site functionality, and plan sponsor surveys conducted in 2019 provided insight into the desire for a refreshed site design. The new look provides an attractive and engaging experience, streamlining page more...
OneAmerica: ‘Clock is Ticking’ for Tax Exempt Organizations to Meet IRS Deadline
Indianapolis December 31, 2019
Company alerting retirement plan sponsors, advisors they have three months to restate
Retirement service provider OneAmerica® is offering a friendly reminder to plan sponsors in the nonprofit sector who have yet to comply with a looming Internal Revenue Service (IRS) administrative deadline. Tax exempt organizations (other than designated church plans) have until March 31, 2020, to adopt a pre-approved prototype document to ensure consistency and compliance. OneAmerica has found that transferring and reviewing the data to adopt the IRS plan, a process known as restatement, more...
OneAmerica Offers ESG Fixed-Income Funds as Investing Option
Indianapolis October 1, 2019
Twelve newly added funds provide environmental/social choices for participants
OneAmerica® has added 12 Environmental, Social, and Governance (ESG) Investment offerings to its Group Annuity platform, after an increasing interest in ESG investing over the last six months. “For some, the value of an investment is no longer just about returns, but about returns that are achieved in concert with making a positive impact on society and the world at large,” said Sandy McCarthy, president of OneAmerica retirement services. “ESG indexes can achieve these dual ideals, because as more...
Enhanced Portal to Extend Online Opportunity for OneAmerica Annuitants
Indianapolis June 27, 2019
Digital enhancement comes on 5th anniversary of Pension Risk Transfer relaunch
OneAmerica® is expanding its online service for pension annuity customers whose accounts came to the company through the pension risk transfer market, offering another differentiator for retirement plan sponsors whose annuitants want to be able to elect to start receiving their benefits and make changes to their personal information. The announcement about this digital enhancement comes on the fifth anniversary of OneAmerica re-entering the market for PRT, a Single Premium Annuity product more...
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