OneConnect - A Competitive Alternative for Multiple Employers
OneConnect allows you to offer your clients robust fiduciary support by combining your 3(38) services with OneAmerica 3(16) administrative fiduciary services.
This chart compares OneConnect capabilities to PEPS and Open MEPs.
| OneConnect advantage | OneConnect | PEP | Open MEP |
|---|---|---|---|
| Offset fiduciary liability | |||
| Economies of scale pricing | |||
| Avoids one bad apple rule | |||
| Streamlined provider team (Reduces number of parties) |
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| Available to 403(b) plans | |||
| Available to 457(b) plans | |||
| Complete plan design independence | |||
| Easily allows self-directed brokerage accounts |
CEFEX® Certified Administrative Provider
Our commitment and standards as to how we service our clients has resulted in us being recognized as a CEFEX Certified Administrative provider. We are proud to join an elite community of CEFEX certified firms.
About CEFEX®:
CEFEX®
, Centre for Fiduciary Excellence, a division of Broadridge Fi360 Solutions, is an Independent global assessment and certification organization. CEFEX works closely with industry experts to provide comprehensive assessment programs to improve the fiduciary practices of investment stewards, advisors, record keepers, administrators and managers. The CEFEX Mark signifies that an organization’s established practices have been independently verified and are worthy of trust and confidence.
The Centre for Fiduciary Excellence, ASPPA and Broadridge are not affiliates of any OneAmerica company and are not OneAmerica companies.
For more information, call 866-313-7355 or contact your OneAmerica representative.
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