Retirement Services

OneAmerica, intellicents Collaborate on Client Offering


Indianapolis September 28, 2022
OneAmerica, intellicents Collaborate on Client Offering

intellicents advisory firm customizes offering to include two OneAmerica services

OneAmerica®, together with intellicents, today announced a new chapter in the companies’ longstanding relationship. Their most recent collaboration centers on the debut of a customized offering from intellicents, which brings together two OneAmerica services for select retirement plan sponsors and participants. The intellicents offering will include bioni(k), an intellicents-branded managed account service that enables participants to receive tailored retirement savings and investment plan  more...


OneAmerica, ProNvest Debut Advisor Portal Feature to Boost Accounts


Indianapolis, Ind. and Chattanooga, Tenn. August 10, 2022
OneAmerica, ProNvest Debut Advisor Portal Feature to Boost Accounts

Advisors can build new private wealth client relationships from their retirement plan business

OneAmerica®, today with ProNvest, announced a new service feature that will help retirement plan advisors grow business by expanding their view of plan participants’ total assets. Within a secure online portal available through ProNvest, advisors will be able to offer participants the option of privately and securely connecting their current retirement plan data with other unconnected investments. This allows advisors to gain a more comprehensive view of a participant’s overall financial  more...


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 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® Names Mike Domingos as Head of Distribution


Indianapolis June 29, 2021
OneAmerica® Names Mike Domingos as Head of Distribution

Industry veteran to lead Retirement Services Sales, Business Development and Sales Support

Retirement Services President Sandy McCarthy announced the hire of Mike Domingos who joins OneAmerica® in a critical new leadership role designed to accelerate the company’s latest phase of growth and amplify its commitment to the retirement business. As head of distribution, Domingos will lead the Retirement Services (RS) sales, business development and sales support teams across all market segments. “Mike will be instrumental in furthering a vision and strategy for distribution in line  more...


RetirementTrack Resonates as Participants Seek Choice for Their Investments


Indianapolis April 13, 2021
RetirementTrack Resonates as Participants Seek Choice for Their Investments

Sales exceed OneAmerica® first-year goals just nine months after debut

OneAmerica® today announced that RetirementTrack, its user-friendly solution to participant choice in plan investing, has already exceeded first-year sales goals just nine months after being made available to the market. “Geared toward 401(k) plans, the story behind RetirementTrack resonates with advisors representing plans of all asset sizes and industries,” said Steven Kofkoff, vice president, Retirement Services strategy, product management and innovation at OneAmerica. “The fact that  more...


Service, Support Boost OneAmerica® Ranking in 2020 PLANSPONSOR DC Survey


Indianapolis January 29, 2021
Service, Support Boost OneAmerica® Ranking in 2020 PLANSPONSOR DC Survey

Company receives ‘Best in Class’ awards in five asset-class categories, from Micro to Large Market

OneAmerica® earned recognition as a Best in Class retirement-plan industry recordkeeper as measured by PLANSPONSOR magazine in its 2020 Annual Defined Contribution (DC) Survey. OneAmerica received 86 Best in Class awards (each represented by a trophy, or Cup) placing the company third among 17 competitors. An award is earned by being one of the top three providers in a specific category or by achieving net satisfaction higher than the category benchmark. Through the publication’s unique  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...


Family-Oriented Global Poultry Provider Chooses OneAmerica®


Indianapolis November 10, 2020
Family-Oriented Global Poultry Provider Chooses OneAmerica®

Harrison Poultry, in business since 1958, brings aboard new retirement recordkeeper

The Retirement Services division of OneAmerica® welcomes Harrison Poultry as a new retirement plan client. Harrison Poultry is a family-oriented company taking pride in producing distinctive poultry products that are distributed globally. “As a leading employer in the Southeastern U.S. with more than 62 years in business, we are focused on rewarding those employees who are dedicated to providing wholesome nutrition in kitchens around the world, and a great retirement is part of that,” said  more...


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