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Retirement Services
OneAmerica, OneDigital Unite on Morningstar Investment Management LLC’s Advisor Managed Accounts Service
Indianapolis April 26, 2022
More rich customization opportunities aim to provide benefit for retirement plan participants
OneAmerica®, together with OneDigital Investment Advisors, announced today a collaboration that harnesses the power and experience of recognized industry names to deliver more tailored investment services to plan participants. The collaboration is focused on providing registered investment advisors (RIAs) like OneDigital with Morningstar Investment Management’s advisor managed accounts offering, which allows RIA firms to deliver personalized investment advice through a co-branded version of more...
OneAmerica Launches Advisor Managed Accounts with Morningstar Investment Management LLC
Indianapolis December 7, 2021
New services mean more personalized advice for retirement plan accounts, clients of all sizes
OneAmerica® is teaming with one of the largest managed retirement accounts providers in the industry, Morningstar Investment Management. This collaboration enables advisors to deliver more tailored savings and investment advice to plan participants. OneAmerica would provide recordkeeper services through Morningstar Investment Management to Retirement Investment Adviser (RIA) firms in a white-label version under the RIA’s brand. A few pilot firms are already on board and others are slated to more...
OneAmerica Launches New Retirement Plan Offering More Flexibility and Streamlined Administration
Indianapolis November 2, 2021
National insurance and financial services provider delivers OneConnect(SM) as a powerful alternative to MEPs and PEPs for organizations in all tax codes
OneAmerica® today unveiled OneConnectSM, a retirement plan solution that eases administration and retains independence for businesses seeking to gain the scale that comes with a pooled or multiple-employer approach. OneConnect features flexible plan design and streamlined fiduciary oversight. “OneConnect provides a dynamic solution for consideration by retirement plan sponsors as they investigate ways to optimize plan design and streamline administrative requirements,” said Sandy McCarthy, more...
OneAmerica® Names Mike Domingos as Head of Distribution
Indianapolis June 29, 2021
Industry veteran to lead Retirement Services Sales, Business Development and Sales Support
Retirement Services President Sandy McCarthy announced the hire of Mike Domingos who joins OneAmerica® in a critical new leadership role designed to accelerate the company’s latest phase of growth and amplify its commitment to the retirement business. As head of distribution, Domingos will lead the Retirement Services (RS) sales, business development and sales support teams across all market segments. “Mike will be instrumental in furthering a vision and strategy for distribution in line more...
RetirementTrack Resonates as Participants Seek Choice for Their Investments
Indianapolis April 13, 2021
Sales exceed OneAmerica® first-year goals just nine months after debut
OneAmerica® today announced that RetirementTrack, its user-friendly solution to participant choice in plan investing, has already exceeded first-year sales goals just nine months after being made available to the market. “Geared toward 401(k) plans, the story behind RetirementTrack resonates with advisors representing plans of all asset sizes and industries,” said Steven Kofkoff, vice president, Retirement Services strategy, product management and innovation at OneAmerica. “The fact that more...
Service, Support Boost OneAmerica® Ranking in 2020 PLANSPONSOR DC Survey
Indianapolis January 29, 2021
Company receives ‘Best in Class’ awards in five asset-class categories, from Micro to Large Market
OneAmerica® earned recognition as a Best in Class retirement-plan industry recordkeeper as measured by PLANSPONSOR magazine in its 2020 Annual Defined Contribution (DC) Survey. OneAmerica received 86 Best in Class awards (each represented by a trophy, or Cup) placing the company third among 17 competitors. 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. Through the publication’s unique more...
OneAmerica® Overcomes Obstacles with Combo Retirement Plans Approach
Indianapolis December 15, 2020
Simplified processing and administration allow tax-exempt clients to focus on mission
Maintaining multiple retirement plans can be a time-consuming and confusing process for donor-dollar-stressed employers, but the OneAmerica® ComboPlan solution offers “simplicity without sacrificing flexibility” when it comes to plan administration. The streamlined ComboPlan solution, continuously refined through years of experience, allows plan sponsors of tax-exempt organizations to administer multiple plans simultaneously. Four in 10 employers in the non-profit and governmental space more...
Family-Oriented Global Poultry Provider Chooses OneAmerica®
Indianapolis November 10, 2020
Harrison Poultry, in business since 1958, brings aboard new retirement recordkeeper
The Retirement Services division of OneAmerica® welcomes Harrison Poultry as a new retirement plan client. Harrison Poultry is a family-oriented company taking pride in producing distinctive poultry products that are distributed globally. “As a leading employer in the Southeastern U.S. with more than 62 years in business, we are focused on rewarding those employees who are dedicated to providing wholesome nutrition in kitchens around the world, and a great retirement is part of that,” said more...
OneAmerica® Target Date Series Goes Beyond ‘One-Size-Fits-All’ Approach
Indianapolis July 13, 2020
RetirementTrack offers a customized approach to Target Date Funds
As part of the company’s commitment to product innovation and customization, OneAmerica® today announced a user-friendly solution to retirement investing with the new RetirementTrack target date series, the company’s first foray into multi-glidepath funds. RetirementTrack, which launched June 1, goes beyond traditional target date funds (TDFs), which tie asset allocation to age and retirement date. The new product takes TDFs a step further, allowing participants to further customize by risk more...
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...
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