Retirement Services

RetirementTrack From OneAmerica® Hits Crucial 3-Year Milestone

OneAmerica® is proud to announce that RetirementTrack — a multi-glide path target date fund (TDF) created through a collaboration of industry leaders — recently reached its three-year anniversary, hitting a crucial milestone for proving the viability of the funds. Assets in the RetirementTrack funds also recently surpassed $1 billion. “We’re very proud that we’ve hit this important landmark for the RetirementTrack program,” said Alan Blaskowski, vice president of product, business  more...

OneAmerica First to Offer PensionPlus for Personalized Retirement Planning

Innovative retirement withdrawal strategy service provides models for monthly retirement paycheck

OneAmerica® announced it will become the first retirement plan provider to offer PensionPlusTM, an innovative, personalized retirement withdrawal, or decumulation, strategy developed with co-founder Shlomo Benartzi. PensionPlus provides participants with a monthly retirement paycheck tailored to the individual, based on their unique goals and needs in retirement. In addition, users maintain complete control over their plan assets and how they're invested. For OneAmerica, a company that  more...

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

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

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

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

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

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

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

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...