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OneAmerica Launches Tax Exempt Website

New OneAmerica digital resource, a center of excellence built for financial professionals, is a testament to continued dedication in the 403(b) market

Indianapolis, November 15, 2016
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OneAmerica® announced the launch of a new Tax Exempt Center of Excellence (COE) website to serve as a central hub for advisors and financial professionals to access everything from market insights to information about OneAmerica tax exempt products and services.

OneAmerica has been servicing tax-exempt clients since the mid-1960s, a recordkeeping segment that accounts for roughly 32 percent of OneAmerica Retirement Services' overall book of business, and 40 percent of new business.1

“Given the regulatory changes over the last decade, it is a good time for the industry - which is dealing with increasing confusion - to get back to basics,” said Bill Yoerger, president of OneAmerica Retirement Services. “The new website is a testament to our continued dedication to this market.”

“The very foundation of our business is to serve those who serve others. Our understanding of the unique challenges and opportunities in the tax exempt market affords us the ability to help educate other professionals looking to expand into this market. The website provides supportive tools and resources to help our colleagues do just that,” Yoerger added.

OneAmerica Retirement Services has 26 field offices, each intimately familiar with tax exempt plans.

Industry research shows the tax exempt market continues to grow, with participants reaching 24.6 million and year-to-date contributions up over 13 percent.2 

Over the next three years, 403(b) assets are expected to grow 30 percent.3

"This is a one-stop-shop for financial professionals to access tax exempt specific industry information, marketing materials, training and education, and information on our products and services,” Yoerger added.  “From a competitive standpoint, this is unique, and not something I have seen a lot of in the marketplace."

Among the highlights of the COE website are education and on-site learning sessions, which provide training on important topics such as leveraging culture to gain insight and perspective into how nonprofit organizations operate. The website also has a section with valuable resources on prospecting to uncover tax exempt opportunities.

"Some service providers are exclusively nonprofit and don't speak 401(k), while others cater to 401(k) only and are leery about tax exempt," said Kevin Kidwell, vice president, national tax exempt sales. "In today's world you can't be exclusive. You need to speak both languages because the industry lines have blurred. From an infrastructure and recordkeeping perspective, there are just a few providers with full-service capabilities to meet the needs of both markets ― one of which is OneAmerica. Our people are knowledgeable in both arenas so we offer a unique perspective."

The website is here: https://www.oneamerica.com/campaigns/Tax-Exempt-COE/Tax-Exempt-Center-of-Excellence

1. as of 9/30/15
2. Investment Company Institute, Q4 2015
3. TIAA-CREF, Equip yourself to grow: The trillion-dollar 403(b) market, 2015

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.



                                                                           About OneAmerica®
A national leader in the insurance and financial services marketplace for nearly 140 years, the companies of OneAmerica help customers build and protect their financial futures.

OneAmerica offers a variety of products and services to serve the financial needs of their policyholders and customers. These products include retirement plan products and recordkeeping services, individual life insurance, annuities, asset-based long-term care solutions and employee benefit plan products.

Products are issued and underwritten by the companies of OneAmerica and distributed through a nationwide network of employees, agents, brokers and other sources that are committed to providing value to our customers. To learn more about our products, services and the companies of OneAmerica, visit www.OneAmerica.com/companies, the OneAmerica Newsroom or follow @OneAmerica on Twitter.

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


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