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NOVA® retirement plan has $15M in assets, almost 900 eligible participants

Indianapolis, December 8, 2016
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Tucson, Arizona-based NOVA® Financial & Investment Corporation has selected OneAmerica® as new record-keeper for its retirement plan.  
The 401(k) plan has approximately $15 million in assets.
NOVA Financial & Investment Services, with 900 total employees, is one of the largest privately held mortgage bankers in the Southwest. They have over 20 branches throughout Arizona, Colorado, California and Nevada, with licenses to originate loans in 12 states.
“As a growing mortgage and financial services company, our focus has always been on ensuring that our employees have an efficient, employee-centric environment that enables them to properly serve our customers,” said Oystein Konsmo, CFO of NOVA.  “Selecting OneAmerica offers our employees personalized service and support, specialized plan options and administrative services that enable them to make meaningful and important financial decisions in a more efficient way.”
Plan Advisor  George Fraser, Managing Director at Retirement Benefits Group of Scottsdale, Arizona, played a major role in the success with a hands-on approach in providing 26 education days in 2016 to cover all employees and locations in the transition of the plan to OneAmerica.
“NOVA’s primary mission is to increase participation and deferral rates among their employees, to get them to understand the importance of financial wellness, and to improve retirement outcomes,” said Bill Yoerger, president of OneAmerica Retirement Services. “This philosophy mirrors our approach.”


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About OneAmerica®
With roots dating back nearly 140 years, OneAmerica increases value to customers by helping them meet their goals through a relationship-based service model. OneAmerica is the marketing name for the companies of OneAmerica. Products issued and underwritten by American United Life Insurance Company® (AUL), a OneAmerica company. Administrative and recordkeeping services provided by McCready and Keene, Inc. or OneAmerica Retirement Services LLC, companies of OneAmerica which are not broker/dealers or investment advisors.

Tom Spalding, Public Relations Manager, 317-285-1461


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