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Retirement Services

Historic U.S. Financial Institution Moves Retirement Plan to OneAmerica®


Indianapolis March 15, 2017

South Carolina Federal Credit Union celebrated 80th anniversary in 2016

North Charleston, S.C.- based South Carolina Federal Credit Union selected American United Life Insurance Company®(AUL), a OneAmerica company, as the provider for its retirement plans. The 401(k) and 457 retirement plans have $40 million in combined assets and cover more than 400 employees. The relationship with OneAmerica brings financial wellness and retirement strategies to the forefront for South Carolina Federal’s dedicated employees. “As a leading financial institution in the  more...


Scott Davison named chairman of OneAmerica® Board of Directors


Indianapolis February 17, 2017

OneAmerica Financial Partners, Inc. today announced its Board of Directors has unanimously elected Scott Davison as the next chairman, effective immediately. He succeeds Dayton Molendorp, who has served as chairman since 2007 and who will remain on the board. In addition to serving as chairman of the Board of American United Mutual Insurance Holding Company, Davison will continue to serve as president and CEO of OneAmerica®. “OneAmerica will celebrate its 140th anniversary this year, and  more...


OneAmerica® names Dennis Martin and Jim McGovern Senior Vice Presidents


Indianapolis February 16, 2017

Announcement follows a period of record growth for OneAmerica

OneAmerica® today announced two internal promotions to key senior leadership positions.  Dennis Martin will become senior vice president, product and business development, and Jim McGovern will become senior vice president, Employee Benefits. The announcement follows a period of record growth for OneAmerica. Strong sales across all divisions and the largest acquisition in the company’s history in 2015 have added $25.8 billion in assets under administration, while GAAP revenues have grown to a  more...


OneAmerica® Names Pat Foley President of Individual Insurance and Retirement Services


Indianapolis February 14, 2017

New leadership structure positions company for continued growth

OneAmerica® today named industry veteran Pat Foley president of Individual Insurance and Retirement Services, positioning the company for continued growth in retirement services (RS) and the individual insurance marketplace. Foley, who has served as president of the Individual Life and Financial Services (ILFS) division at OneAmerica since 2013, is a proven business builder with a deep background in distribution and operations. During the last three years, OneAmerica has doubled in size  more...


OneAmerica® Completes Key BMO Cutover 60 Days Ahead of Schedule


Indianapolis February 10, 2017

Wisconsin, Kansas City technology now completely integrated with OneAmerica

OneAmerica® today announced a successful completion of the integration of BMO Financial Group’s Milwaukee-based retirement division into the OneAmerica network, 16 months after the acquisition officially closed and nearly two months earlier than projected. “Our goal was to deliver a best-in-class transition for our associates, clients and their employees while combining the forces of two historically great service-oriented companies,” said Bill Yoerger, president of Retirement Services for  more...


Veteran Insurance Pro to Lead Institutional Investment Products


Indianapolis January 26, 2017

Marty Fleischman to Head Expansion of Guaranteed Product Lines

INDIANAPOLIS – (January 26, 2017) OneAmerica® has named industry veteran Marty Fleischman, CFA®, as vice president of Institutional Investment Products. The New Jersey native, with more than three decades’ of experience in financial services, previously was an executive at Mutual of Omaha and Pacific Life. “Entry into this market demonstrates the OneAmerica continued commitment to serve the retirement plan marketplace,” said Bill Yoerger, president of Retirement Services for OneAmerica.  more...


GROWING ARIZONA FINANCIAL COMPANY PICKS ONEAMERICA


Indianapolis December 8, 2016

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

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  more...


OneAmerica Launches Tax Exempt Website


Indianapolis November 15, 2016

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

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   more...


OneAmerica CEO Joins ACLI Board of Directors


Washington, D.C. October 17, 2016

The American Council of Life Insurers (ACLI), whose member companies provide solutions for Americans’ financial and retirement security needs, elected OneAmerica® President and CEO J. Scott Davison to its board of directors.  “Scott’s leadership in the industry, combined with his knowledge and dedication to Americans’ financial and retirement security, make him an invaluable addition to our board of directors,” said ACLI President and CEO Dirk Kempthorne. “I look forward to working with Scott  more...


OneAmerica Celebrates Local Office Expansion with Week of Caring For United Way


Milwaukee September 19, 2016

Sixty volunteers, seven locations, thousands of lives touched as OneAmerica Associates mark the opening of their new Wauwatosa Office by serving the Milwaukee community

OneAmerica® will up the ante on community kindness, as Milwaukee area associates celebrate their local office expansion with a Week of Caring for United Way. Sixty volunteers from the Park Place and Milwaukee Center OneAmerica offices will pitch in to help seven United Way agencies and kick off an annual giving campaign. “As OneAmerica continues to grow in the Milwaukee area, our commitment to the community deepens as well,” said Scott Davison, president and CEO for the companies of  more...


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