Leveraging our industry experience, we offer you and your clients service model flexibility and participant support, never competing with the services and solutions you provide. This flexibility, coupled with our recordkeeping capabilities, provides a differentiated offering for you and your clients.
- Experience with many types of plans, including 401(k), 403(b), 457(b) Top Hat, 457 governmental, ESOP, Pension Risk Transfer, Defined Benefit and Cash Balance
- Industry focus on tax-exempt, health care, professional services and industrial markets.
- Flexible investment solutions, designed with you in mind, allow various options when creating an offering that fits your client’s workforce - with no proprietary variable investments required, period.
- Robust payroll integration options including 360/180 exchanges and SaaS support through Payroll Integrations, Inc.
- 3(16) fiduciary services providing you, and the plan sponsors you support an additional layer of fiduciary protection for the administrative services we provide.
Exceptional Service for Your Relationship
We take pride in the high-quality service we provide to our customers. All OneAmerica clients have an assigned relationship manager as a point of contact.
Our tenured relationship and plan managers are committed to understanding customers’ needs. Our teams’ deep knowledge of plan design and participant education strategies allow us to create customized plans designed to help participants achieve their retirement goals. Plan sponsors can rest assured that they have a knowledgeable contact nearby who is available to answer questions and provide guidance and support, understands the industry and their plan. We take care of all the details so you can focus on your practice.
The OneAmerica Retirement Services story
Our team is committed to serving America along the path to a secure retirement. We believe in the relentless pursuit of unique customer experiences with a professional human touch.
Learn more about how our industry experience, commitment and relationship focus can support you.
Industry Awards and Recognition
We consistently earn accolades from leading industry associations that honor the services and resources we provide to our customers.
OneAmerica in the News
Our commitment to the retirement services industry is also evident in the products, services and support we bring to the marketplace.