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Retirement Services

OneAmerica Announces Rollout of Advisor-Friendly Revenue Accounts


Indianapolis June 13, 2017

Created at plan level, revenue accounts don’t require deductions from participants’ accounts

As the retirement and financial industry shifts to comply with the ever-evolving world of fiduciary regulation, OneAmerica® today announced the debut of revenue accounts to help ease the burden on both customers and financial advisors. In the company’s latest effort to increase transparency around compensation and conflicts of interest, OneAmerica revenue accounts offer a shift from commission-based payments to fee-based payments for financial advisors. Created at the plan level, revenue  more...


Participant-focused Denver Art Museum Earns Prestigious Signature Award


Indianapolis May 3, 2017

Nonprofit takes first place in Increasing Plan Participation in the 70th Annual Plan Sponsor Council of America competition

The Denver Art Museum, a nonprofit organization providing transformative, life-enriching events and artwork to the Mile High City for nearly 125 years, was honored by a national organization for creating and implementing a retirement plan beloved by its employees. The Denver Art Museum earned a First Place Signature Award in the “Increasing Participation/Small Company” category from the Plan Sponsor Council of America (PSCA) at their 70th Annual National Conference in Chicago.  The  more...


OneAmerica® achieves various financial records in 2016; $5.9 billion in benefits paid to customers


Indianapolis April 21, 2017

Growth driven by strong sales across all divisions; supported by strong capital position

OneAmerica® announced today another record-breaking growth year in 2016, marked by all-time highs in revenues, assets under administration, capital and benefits paid to customers.   “We’re proud to call attention to the $5.9 billion in benefits we paid in 2016. That number represents 5.9 billion moments of truth where everything we work for is delivered to a person, family or business who placed their trust in us,” said Scott Davison, OneAmerica chairman, president and CEO. “Our sales growth  more...


OneAmerica Offers Enhanced Online Retirement Readiness, Wellness Tools


Indianapolis March 30, 2017

Website resources include One Day is Today®, Pete the Planner® materials

OneAmerica® today announced the launch of a redesigned retirement readiness website where plan sponsors and plan participants can seek out vital information to fill the knowledge gap identified in a OneAmerica survey conducted last year. With an extensive library of materials, the retirement readiness pages, prominently featured on the website of oneamerica.com, allow Plan Sponsors to focus on specific topics and resources that will resonate most with their employees. Likewise, participants  more...


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...


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