Browsing Tag
OneAmerica
23 posts
401k News Briefs: Lincoln Financial Adds Income America; OneAmerica Teams with Morningstar
Participants in Lincoln National’s 401k will be able to convert savings into guaranteed income for life; OneAmerica deal with Morningstar Investment Management means more personalized advice for retirement plan accounts
Success with Succession: How an ESOP Helps Maintain Company Culture and Legacy
Millions of Baby Boomers voluntarily left the labor force in 2020 at a more accelerated pace than in…
Simple and Sophisticated: the OneAmerica ComboPlan Retirement Product is Revolutionizing the Tax-Exempt Market
Article Presented By: “One of the things we do best is listen to customer needs and translate them…
How to Provide Retirement Plan Assurance in a Time of Pandemic
What to do? Where to be? How to react? Sandy McCarthy, president of Retirement Services at OneAmerica, has…
Personalization and Participant Outcomes: OneAmerica Making the Most of Managed Accounts
Personalization, customization, individualization—industry terms tossed about for some time. But largely thanks to new technology, it’s happening now, and it’s incredibly exciting. Article Provided by OneAmerica
401kTech: Alexa Skills and ‘Personalized Retirement Accounts’ for Plan Participants
As a “head’s up” for 401k advisors looking to keep up with the latest technology intended to make…
New CIT Tool Aims to Ease Advisor Research Burden
OneAmerica wants to close the information gap for retirement plan advisors considering collective investment trusts (CITs) as a…
401k Participants Are Seriously Stressed—Here’s Why
401k participants are worried, and it’s affecting their job performance (and therefore company costs). Two-thirds of retirement plan…
How Student Loans Scuttle Retirement Plan Saving
Which to pay and when? There’s “good” debt and bad debt, but it’s all still debt, and preparing…
Tech and Touchpoints: How the OneAmerica Extreme Client Focus Fuels Significant Growth
It’s never easy to take on a leading role in a venerable company like Indianapolis-based OneAmerica®, but Sandy…