At Your Service
OneAmerica® has consistently been recognized for providing our retirement plan clients with personalized attention at the highest standard of service. These awards demonstrate our innovation and leadership in the retirement plan industry and can give you confidence in our dedication to responding to your needs.
Pensions & Investments Eddy Awards
OneAmerica Retirement Services and its client Milwaukee County Transit System were honored with a 2022 Pensions & Investments Eddy Award for “Special Projects/Public” that got over 1,000 participants on board with the importance of investing. OneAmerica also won third place for “Special Projects” for its pretirement multimedia campaign (including our ‘pretirement starts now’ video.) The P&I Eddy Awards recognize outstanding communication efforts by both plan sponsors and service providers to educate participants about how to invest their defined contribution plan assets wisely for retirement.1 In 2021, two clients – USA Swimming and the Foundation for Early Childhood – tied for first place in the P&I “Financial Wellness” category.
OneAmerica was recognized by PLANSPONSOR magazine in the 2021 Annual Defined Contribution (DC) Survey for outstanding service and support in multiple asset markets. For the third consecutive year, OneAmerica received recognition for plan design flexibility in the five market segments in which it qualified. OneAmerica also received cup recognition for plan administration, account/client service and fees and investments in four of the five market segments in which it qualified.2
PLANSPONSOR of the Year
In his prestigious recognition, OneAmerica client VINIK Sports Group was a finalist for the 2022 competition in the Corporate 401(k) < $25MM category3. VINIK Sports Group joins OneAmerica clients who were finalists in the 2020 competition: Denver Art Museum in the Nonprofit DC<$500MM category and Ace Precision in the Corporate 401(k) $25MM-$50MM category4.
Best In Class 401(K) PLANSPONSOR
J. J. Keller & Associates Inc. was named a 2022 Best in Class 401(k) Plan winner by PLANSPONSOR. Best in Class 401(k) Plans were rated by way of a proprietary system that weighted usage/implementation of more than 30 criteria related to plan design, oversight/governance and participant outcomes.5 LDI Industries Inc. of Manitowoc, Wisconsin, was recognized in the 2021 competition6, and the Development Corporation for Israel won the 2020 Best in Class 401(k) Plan designation.7
PLANSPONSOR Service Stars
OneAmerica retirement managers Sue Gossett (2020)8 and Paul Worthington (2021)9 were separately selected among the top five finishers in back-to-back years in this best-of-the-best competition.
If you just have questions -- or are wondering whether your retirement plan is designed to fit your organization's mission -- talk to your financial professional. If you do not have a financial professional, we can direct you to resources in your area.
You can trust us to be there when you and your customers need us most. OneAmerica companies have more than 140 years of experience in the insurance and financial services industry with strong financial ratings by A.M. Best Co. and Standard & Poor's.
Check out the OneAmerica newsroom for more on Retirement Services’ people, products and performance.
Sandy McCarthy, president of retirement services for OneAmerica since July 2018, was named a Woman of Influence in 2020 by the Indianapolis Business Journal.15
OneAmerica has been helping organizations with their tax-exempt retirement plans since 1964. We believe a retirement plan should help plan participants to and through retirement, and can help organizations recruit, retain and reward employees. According to a list of the 2021 largest recordkeepers by PLANSPONSOR, OneAmerica ranks top 10 in 403(b) Non-ERISA Plans, 403(b) ERISA Plans, and Governmental 457(b) Plans.
Plan Sponsor Council of America (PSCA) Signature Awards
Harrison Poultry won a 2021 PSCA Signature Award for “Overcoming Obstacles”10 joining our clients Massey Services, Denver Art Museum and RTI Surgical as previous honorees in the PSCA, a competition designed to honor excellence in plan communication and investment education.
In 2022, OneAmerica retirement services received a “platinum” award for Welbit, two “gold” awards for US Radiology and Cascade Timber Consulting, Inc., and an “honorable mention” to Cox Health.11 In 2021 OneAmerica received three “gold” awards12 – (Milwaukee Transit, Waller Law and Bio-Techne) and in 2020, OneAmerica won a “gold ” for work on the Seacoast website, while Rick Steves Europe and Oregon Social Learning Center each received an “honorable mention” award. The Association of Marketing and Communication Professionals’ Hermes Creative Awards are the creative industry’s preeminent third-party evaluator of creative work.
The MarCom Awards honor excellence in marketing and communication and is administered by the Association of Marketing and Communication Professionals. OneAmerica received two awards in the 2021 MarCom Awards competition for custom communications─Milwaukee County Transit Services (MCTS) was a platinum winner, and WelBilt won gold. In 2020, Bio-Teche was a platinum winner and Morrow Equipment was a gold winner.13
- PLATINUM: Milwaukee County Transit Services (MCTS) in the Strategic Communications / Marketing/Promotion Campaign: Integrated Marketing (scored 90 – 100)
- GOLD: WelBilt in the Strategic Communications / Marketing/Promotion Campaign: Integrated Marketing (scored 80 – 90)
In addition, Bio-Techne was a silver winner in the W3 Awards, which celebrate digital excellence – honoring websites, online marketing, web video.14
OneAmerica® is the marketing name for the companies of OneAmerica. Publications and financial professionals listed on this page are not affiliates of any OneAmerica company.