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Retirement Services

Participant-Focused Massey Services Earns Prestigious Signature Awards


Indianapolis and Orlando May 13, 2019

Plan Sponsor Council of America recognition is latest for client-focused OneAmerica®

Florida-based Massey Services has been nationally honored for implementing a unique educational retirement plan? involving a taco truck? which boosted participation by its employees in investing more for retirement. Massey earned a First Place Signature Award in the Events and Workshops and the Promoting Participation – Small Company categories from the Plan Sponsor Council of America (PSCA) at their 72nd Annual National Conference in Tampa. PSCA, which provides resources to help Fortune 500  more...


OneAmerica, Russell Investments Launch Personalized Retirement Accounts


Indianapolis and Seattle April 8, 2019

Customized managed accounts roll out to Defined Contribution plan sponsors

OneAmerica® and global asset manager Russell Investments’ next-generation managed Personalized Retirement Accounts (PRA) solution today has been officially launched in support of defined contribution plan clients. “We are excited to introduce a new default investment solution with a modern touch that provides simplicity for the retirement plan participant and, for the retirement plan advisor, offers a desirable alternative,” said Terry Burns, assistant vice president of Products and  more...


Client Wins Highlight OneAmerica® Commitment to Participants


Indianapolis March 28, 2019

PLANSPONSOR Magazine ‘Best in Class’ a recognition of 401(k) strength

Three OneAmerica® retirement services clients have been recognized as PLANSPONSOR Best in Class 401(k) Plans, a designation that puts them in the top 1 percent of entries to the PLANSPONSOR Defined Contribution Survey and signifies they raise the bar when it comes to plan design, oversight/governance and participant outcomes. The three Best in Class 401(k) Plan winners are: Early Warning Services LLC of Scottsdale, Arizona Seacoast Bank of Stuart, Florida FAC Services LLC of Madison,  more...


OneAmerica® Recognized for Service in PLANSPONSOR Best in Class Awards


Indianapolis February 12, 2019

Company honored in all four retirement plan asset classes where it competes

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  more...


OneAmerica® Offers CIT Website to Ease Research Burden for Advisors


Indianapolis January 31, 2019

Unique online resource offered by Broadridge designed for financial professionals

OneAmerica® is closing the information gap for retirement plan advisors who are considering collective investment trusts (CITs) as a potential investment option for retirement plan clients by unveiling a new website, created in collaboration with Broadridge Advisor Solutions, that offers an online repository of CIT product information. CITs are popular due to their flexibility and cost effectiveness, but a disadvantage that exists is the inability to quickly and easily find information about  more...


OneAmerica Surpasses $2 Billion Milestone in Retirement Plan Sales


Indianapolis November 7, 2018

OneAmerica® Surpasses $2 Billion Milestone in Retirement Plan Sales

OneAmerica® annual retirement plan sales have surpassed the $2 billion mark for the first time in its history as the mid-size carrier continues to deliver relevant and impactful retirement plan solutions through the support of a strong relationship-oriented team. The milestone was reached as sales of workplace-provided plans increased 37 percent year-over-year, with $2.34 billion in sales expected by year’s end, a nearly 20 percent increase from $1.93 billion at the end of 2017.   more...


Retirement Savers Report Roadblocks to Working with a Financial Advisor


Indianapolis September 25, 2018

Six of 10 participants don’t have one; OneAmerica® poll shows the gender gap is even worse

Just 4 out of 10 retirement plan participants use a financial advisor, with misperceptions over affordability and applicability driving their hesitancy, according to a new OneAmerica® online survey. “It appears that those participants who work with a financial advisor sleep better at night,” said Marsha Whitehead, OneAmerica vice president of enterprise marketing. “Our survey shows that those who work with a financial advisor also report having lower financial stress and higher knowledge on  more...


OneAmerica Sets Volunteerism Record as Week of Caring Reaches 5-Year Milestone


Indianapolis September 18, 2018

Five days, record-high 850 volunteers in multiple cities, thousands of lives touched

An all-time high of 850 OneAmerica® associates in three states contributed a combined 2,500 hours of volunteer work during the company’s fifth Week of Caring, a community-enriching tradition that benefitted more than a dozen United Way agencies and nonprofits while shining a positive light on first responders in a unique way. Associates in Indianapolis, the Milwaukee and Appleton areas in Wisconsin, and San Diego spent time doing a variety of hands-on assignments ranging from landscaping,  more...


Survey Details Participant Financial Stress Levels, Concerns and Importance of Financial Wellness Education


Indianapolis September 11, 2018

OneAmerica® poll illustrates benefits of aiding participants so they achieve positive outcomes

Two-thirds of retirement plan participants indicate they have moderate to very high levels of financial stress, with 20 percent reporting 'high' to “'very high' levels, a new survey from OneAmerica® reveals. In addition to evaluating participant financial stress levels, the OneAmerica survey also looked at those factors causing participants to experience financial stress as well as their thoughts on financial wellness. Not having enough for retirement was the top financial concern, cited by  more...


Survey: Student Loans Have Significant Impact on Retirement Preparation


Indianapolis August 28, 2018

OneAmerica® participant poll illustrates how debt payback leads to a key investing roadblock

Preparing for the future while being tethered to debt is an increasingly common dilemma for retirement plan participants, especially for those who are paying on student loans, according to a new OneAmerica® survey. Nearly 4 in 10 survey respondents indicated they are paying toward a student loan for themselves or on behalf of someone else. Of those, an astounding 85 percent of respondents paying toward student loans reported that their obligation to repay the funds are impacting their ability  more...


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