Benefits of Working with OneAmerica

Our understanding and support of the role you play in servicing plan sponsors and participants, in addition to our industry focus on tax-exempt, professional services and industrial markets, are just a few of the benefits of working with OneAmerica.

We Appoint Dedicated Teams to Serve Health Care Organizations

We understand attracting and retaining talent is more challenging each year and that budgets are limited. That’s why we offer a dedicated and experienced health care team — to help you make the most of your retirement plan benefits

We’re working alongside you to improve the retirement readiness of employees. Learn How

Enhanced Benefits through our Advisor Loyalty Program

The OneAmerica advisor loyalty program provides you with special perks and benefits as you grow your business with us. It’s one of our ways of saying thanks.

Our advisor loyalty program gives you and your clients access to services and offerings that matter most, including:

  • Common service teams
  • Access to high-quality participant education programs and meetings
  • Sponsorship dollars to help you enhance your industry presence.

More information about our Advisor Loyalty program can be found here.

OneConnect – A Unique Solution for Multiple Employer Plans

While many providers offer MEPs and PEPs as solutions for multiple employer scenarios, they are sometimes more complex and less flexible than your clients may prefer.

With OneConnect:

  • You provide 3(38) investment fiduciary service
  • OneAmerica provides 3(16) administration fiduciary services
  • Each adopting sponsor has control of their plan design – unlike a MEP
  • Choose either an advisor- or primary-sponsor customized participant portal

Learn More

Some firm and plan restrictions apply

OneAmerica is proud to be a CEFEX® Certified administrative provider!

Legislative Support: SECURE 2.0

SECURE 2.0 creates opportunities to expand retirement plan access and coverage, enabling more workers to invest in their financial future. Aligning with the OneAmerica philosophy that retirement is obtainable for all, we are excited to support our advisors and clients in navigating the SECURE 2.0 provisions. We’ve created resources to help you understand and best position this legislation to existing and prospective clients.

For more than two years, we’ve monitored the progression of this legislation and assessed how it will affect plan sponsors, participants and our recordkeeping operations. We are fully prepared to support all mandatory provisions on or ahead of the effective dates

SECURE 2.0 Webinar

Learn about the provisions included in SECURE 2.0 and how they will impact our industry

View Video

SECURE 2.0 Webinar Presentation

Learn about the provisions included in SECURE 2.0 and how they impact our industry.

Download

SECURE 2.0 Legislative Summary

Comprehensive chart providing details regarding the SECURE 2.0 provisions.

Download

Practice Management

At OneAmerica we are committed to building long-lasting relationships with you. Our commitment not only includes best-in-class support for our mutual clients but also resources and personalized support to help you grow your business.

The ESOP Process
for Advisors

In this competitive sales environment, it is important to standout in the marketplace. Identifying clients or prospects who may benefit from an ESOP discussion is a key differentiator.
 

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Corporate Transactions
and Retirement Plans

Navigate the complexities of mergers and acquisitions relative to retirement benefits.
 
 
 
 

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Perspectives
 

Perspectives, which includes the most relevant data from studies on retirement plans and the recordkeeping industry, is a valuable tool when reviewing a plan against relative benchmarks and the evolving retirement planning landscape.

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Tax-Exempt Center of Excellence

OneAmerica has a dedicated tax-exempt team that has worked extensively with financial professionals to provide strategic prospecting ideas, plan technical and regulatory experience, plan design initiatives and merger/acquisition consultation.

Nearly half of tax-exempt organizations do not currently work with an advisor and could use your help. If you’re interested in learning more about the tax-exempt market, we invite you to view the following 30-minute prospecting sessions OneAmerica has developed. They are designed to assist you in growing your retirement plan practice by working with tax-exempt organizations in your community.

Opportunities in the Tax-Exempt Market: Governmental Plans

 

The governmental plan market represents almost 20% of the overall tax-exempt retirement plan market. Learn more about this market segment, their challenges, common plan designs, how you can distinguish yourself when working with these entities as well as prospecting ideas.

Opportunities in the Tax-Exempt Market: Private and Higher Education

 

Private & Higher education institutions make up over 30% of the overall tax-exempt retirement market and represent a terrific opportunity for advisors to guide them in the retirement plan programs they offer to their faculty and staff. Discover how to address their diverse retirement needs and implement best practices learned from recent ERISA class action lawsuit settlements to help institutions manage their fiduciary risk.

Opportunities in the Tax-Exempt Market: Church Plan

 

The church plan sector (includes houses of worship as well as religious affiliated organizations) needs financial advisors to guide them in the retirement plan program(s) they offer to their employees. Discover their challenges, special plan provisions and unique prospecting opportunities.

Opportunities in the Tax-Exempt Market: Hospital and Health care

 

Join us for a look at the hospital and health care market, including their unique challenges, emerging trends and ways you can distinguish yourself.

Discovering Opportunities
through the Form 990

 

Valuable information can be identified on the lesser known IRS Form 990 that tax-exempt organizations file with the IRS each year. Including prospecting information such as an organization’s mission and financial information, board members and top staff members and retirement plan contributions.

Multiple Retirement Plans: Plan Designs to Improve Outcomes

 

More than 50% of mid-sized and 75% of large tax-exempt organizations offer more than one type of retirement plan. Maintaining multiple retirement plans (e.g. 403(b), 401(a) and 457(b)) can be time-consuming and confusing for sponsors and participants. Learn more about how to provide the most efficient and cost-effective way to support multiple retirement plans.

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. View our certification.

The Centre for Fiduciary Excellence, ASPPA and Broadridge are not affiliates of any OneAmerica companies and are not OneAmerica companies.