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Preparing for Transitions

Transition Preparations

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Make Good Decisions Today for Good Transitions Tomorrow

A business goes through many transitions, such as benefit program changes, enhancements or conversions, ownership changes and retirements. The companies of OneAmerica® can help you navigate these changes with its personalized services and suite of products.

Browse these articles for help with business valuation, buy-sell agreements, succession planning and more. Or, let the companies of OneAmerica direct you to a financial professional for personalized assistance.

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  • Prepare to Transition to a New Retirement Plan Provider

    Transitioning your retirement plan to a new provider can seem overwhelming. Follow these suggested tips and guidelines to make the process more manageable.

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  • Advantages of an Employee Stock Ownership Plan

    An Employee Stock Ownership Plan (ESOP) is a tax-qualified retirement plan, where a company sets up a trust fund, into which it sells or contributes shares of its company stock or contributes cash to buy existing shares of stock. ESOPs must have their assets invested primarily in stock issued by the sponsoring employer. Company contributions are typically tax-deductible, within certain limits.

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  • Succession Planning for Your Business

    Did you know that a staggering $7-10 trillion dollars — much of which is business assets — will be transferred to the younger generation throughout the next decade? If your business is among the 73% of family-owned U.S. businesses, succession planning isn’t as simple as turning your business over to the kids. History shows that the second generation only takes over 30% of family-run firms.

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  • 7 Reasons to Use Life Insurance to Fund a Buy-Sell Agreement

    Buy-sell agreements are complex legal documents that require the help of an attorney. But when it comes to funding a buy-sell agreement, life insurance as a funding vehicle can simplify the agreement’s administration while also offering other benefits to the company and the insured person’s estate.

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Note:

This information is provided for overview or general educational purposes only. This is not be be considered or intended to be legal or tax advice. Changes in the tax law may affect the information provided. For personalized assistance, including any specific state law requirements, consult a legal or tax advisor.

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