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Retirement Services
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...
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...
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