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, Cash Balance and Non-qualified plans.
• 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.

Relationships are at the core of what we do. All OneAmerica Financial^℠ clients have an assigned relationship manager as a point of contact. Behind our tenured relationship and plan managers is a team of dedicated industry professionals here to help you and your clients. Our team’s 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, and who understands the industry and their plan.

We take care of all the details so you can focus on your business. This includes hosting advisor symposiums that provide insight and support to those who look to grow their business and industry connections.