OneAmerica, OneDigital Unite on Morningstar Investment Management LLC’s Advisor Managed Accounts Service


Indianapolis April 26, 2022
OneAmerica, OneDigital Unite on Morningstar Investment Management LLC’s Advisor Managed Accounts Service

More rich customization opportunities aim to provide benefit for retirement plan participants

OneAmerica®, together with OneDigital Investment Advisors, announced today a collaboration that harnesses the power and experience of recognized industry names to deliver more tailored investment services to plan participants. The collaboration is focused on providing registered investment advisors (RIAs) like OneDigital with Morningstar Investment Management’s advisor managed accounts offering, which allows RIA firms to deliver personalized investment advice through a co-branded version of  more...


OneAmerica® Unveils Modernized Whole Life Product Portfolio


Indianapolis December 8, 2021
OneAmerica® Unveils Modernized Whole Life Product Portfolio

Adjustments to Whole Life Products Highlight Flexibility

OneAmerica®, a national provider of insurance and financial services, announced enhancements to its suite of whole life insurance products to provide more robust, flexible options to clients. Whole Life Select, Whole Life 95 and Whole Life 121 products now include several new features that make them some of the most diverse in the industry. “As part of the 7702 regulatory changes, we’re evolving our product designs in a way that modernizes them and emphasizes flexibility to better meet the  more...


OneAmerica Launches Advisor Managed Accounts with Morningstar Investment Management LLC


Indianapolis December 7, 2021
OneAmerica Launches Advisor Managed Accounts with Morningstar Investment Management LLC

New services mean more personalized advice for retirement plan accounts, clients of all sizes

OneAmerica® is teaming with one of the largest managed retirement accounts providers in the industry, Morningstar Investment Management. This collaboration enables advisors to deliver more tailored savings and investment advice to plan participants. OneAmerica would provide recordkeeper services through Morningstar Investment Management to Retirement Investment Adviser (RIA) firms in a white-label version under the RIA’s brand. A few pilot firms are already on board and others are slated to  more...


OneAmerica Launches New Retirement Plan Offering More Flexibility and Streamlined Administration


Indianapolis November 2, 2021
OneAmerica Launches New Retirement Plan Offering More Flexibility and Streamlined Administration

National insurance and financial services provider delivers OneConnect(SM) as a powerful alternative to MEPs and PEPs for organizations in all tax codes

OneAmerica® today unveiled OneConnectSM, a retirement plan solution that eases administration and retains independence for businesses seeking to gain the scale that comes with a pooled or multiple-employer approach. OneConnect features flexible plan design and streamlined fiduciary oversight. “OneConnect provides a dynamic solution for consideration by retirement plan sponsors as they investigate ways to optimize plan design and streamline administrative requirements,” said Sandy McCarthy,  more...


OneAmerica® Overcomes Obstacles with Combo Retirement Plans Approach


Indianapolis December 15, 2020
OneAmerica® Overcomes Obstacles with Combo Retirement Plans Approach

Simplified processing and administration allow tax-exempt clients to focus on mission

Maintaining multiple retirement plans can be a time-consuming and confusing process for donor-dollar-stressed employers, but the OneAmerica® ComboPlan solution offers “simplicity without sacrificing flexibility” when it comes to plan administration. The streamlined ComboPlan solution, continuously refined through years of experience, allows plan sponsors of tax-exempt organizations to administer multiple plans simultaneously. Four in 10 employers in the non-profit and governmental space  more...


OneAmerica® Target Date Series Goes Beyond ‘One-Size-Fits-All’ Approach


Indianapolis July 13, 2020
OneAmerica<sup>®</sup> Target Date Series Goes Beyond ‘One-Size-Fits-All’ Approach

RetirementTrack offers a customized approach to Target Date Funds

As part of the company’s commitment to product innovation and customization, OneAmerica® today announced a user-friendly solution to retirement investing with the new RetirementTrack target date series, the company’s first foray into multi-glidepath funds. RetirementTrack, which launched June 1, goes beyond traditional target date funds (TDFs), which tie asset allocation to age and retirement date. The new product takes TDFs a step further, allowing participants to further customize by risk  more...


When It Comes to Care, Family Comes First


Indianapolis, IN December 20, 2019
When It Comes to Care, Family Comes First

Many people may be expecting help but haven’t talked to loved ones

More than two-thirds of Americans (71%) say if they had an illness or injury that required care assistance for an extended period of time (long-term care), they would expect a family member or close friend to oversee and/or provide that care. However, only 50% of Americans say they’ve had a conversation with family members or close friends about who will provide or oversee their long-term care (LTC) in the event they needed it. A recent survey, conducted online by The Harris Poll on behalf  more...


OneAmerica Offers ESG Fixed-Income Funds as Investing Option


Indianapolis October 1, 2019
OneAmerica Offers ESG Fixed-Income Funds as Investing Option

Twelve newly added funds provide environmental/social choices for participants

OneAmerica® has added 12 Environmental, Social, and Governance (ESG) Investment offerings to its Group Annuity platform, after an increasing interest in ESG investing over the last six months. “For some, the value of an investment is no longer just about returns, but about returns that are achieved in concert with making a positive impact on society and the world at large,” said Sandy McCarthy, president of OneAmerica retirement services. “ESG indexes can achieve these dual ideals, because as  more...


'Ditch the Rear-View Mirror' When Planning for Income in Retirement


Indianapolis September 26, 2019

As retirement nears, consider protection from what’s down the road

When it comes to planning for retirement, too many people–and financial professionals–are stuck looking backward, said Scott Hall, regional sales director at OneAmerica®. "Often, the Baby Boomers are still focused on asset accumulation, rather than what’s going to happen when they start using those assets for income in their day-to-day living," Hall said. In the coming years, the first wave of Baby Boomers will turn 80. More than half of them will need some form of long-term care (LTC) at  more...


American Workers Want Life Insurance as an Employee Benefit, Survey Says


Indianapolis August 30, 2019
American Workers Want Life Insurance as an Employee Benefit, Survey Says

While 28% of employees have it at their workplace, 59% likely to welcome it, says OneAmerica®-Harris Poll

Although 28 percent of employed1 Americans have voluntary group life insurance through their employer, 59% of workers who say they don’t because their employer doesn’t offer it say they would be likely to purchase it if it was an option. That’s according to a survey conducted online by The Harris Poll on behalf of OneAmerica® of over 1,000 U.S. adults 18 years or older who are employed full- or part-time2 that illustrated why this foundational employee benefit is coveted — to protect  more...


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