Browsing Tag
OneAmerica
24 posts
Corporate Roundup: SEC Names IM Director, CAPTRUST Brings in M&A Leader
The latest news from the SEC, CAPTRUST, OneAmerica, Transamerica, Equity Trust, and more
Corporate Roundup: Transamerica Expands $2B Retirement Program, CFP Board Welcomes Directors
The latest news from Transamerica, CFP Board, T. Rowe Price, and more
Voya Buys OneAmerica’s Retirement Business
The agreement will increase Voya’s Wealth Solutions AUA to $580 billion
Corporate Roundup: OneAmerica Joins Retirement Advisor Council, Industry Hires
TIAA, Lincoln, and Nuveen all announce new hires, while OneAmerica joins the Retirement Advisor Council, and Lord Abbett expands its partnership with PCS Retirement
Women Advisors Prioritize Helping People Over Compensation
Understanding motivations, hurdles and success factors key to recruiting and retention, finds new survey and whitepaper from OneAmerica
Shlomo Benartzi’s PensionPlus to be Offered by OneAmerica
“First-of-its-kind” retirement withdrawal strategy service from the famed behavioral economist provides models for monthly retirement paycheck
OneAmerica, intellicents Collaboration Nets New Client Offering
intellicents advisory firm customizes offering to include two OneAmerica services, enabling plan sponsors to offload fiduciary liability while maintaining complete plan design flexibility
Plan Advisor Portal Launched to Expand View of Total Participant Assets
Tool from OneAmerica, ProNvest partnership intended to enable advisors to build new private wealth client relationships from their retirement plan business
Advisor Managed Accounts Get Another Boost with OneAmerica, OneDigital, Morningstar deal
More customization opportunities aim to provide more tailored benefits for retirement plan participants
OneAmerica Names New Leader of Participant Workplace Solutions
Industry veteran Heather Dawson to focus on holistic financial confidence to optimize outcomes for retirement plan participants