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Preparing for Transitions
Transition Preparations
Make Good Decisions Today for Good Transitions Tomorrow
A business goes through many transitions, such as benefit program changes, enhancements or conversions, ownership changes and retirements. The companies of OneAmerica® can help you navigate these changes with its personalized services and suite of products.
Browse these articles for help with business valuation, buy-sell agreements, succession planning and more. Or, let the companies of OneAmerica direct you to a financial professional for personalized assistance.
New Retirement Plan Provider
Follow these suggested tips and guidelines to make transitioning your retirement plan to a new provider more manageable.
Advantages of an ESOP
An Employee Stock Ownership Plan (ESOP) is a tax-qualified retirement plan. ESOPs have a number of significant benefits for selling shareholders, the company and employees.
Funding a Buy-Sell Agreement
life insurance as a funding vehicle can simplify the agreement’s administration while also offering other benefits to the company and the insured person’s estate.
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NOTE: Provided content is for overview and informational purposes only and is not intended as tax, legal, fiduciary, or investment advice.
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