Plan Management

OneAmerica Launches Tax-Exempt Website For Plan Sponsors

New OneAmerica digital resource is a testament to our continued dedication to plan sponsors in the 403(b) market

Indianapolis (September 29, 2017) – OneAmerica® announced the launch of a new Tax-Exempt Center of Excellence website to serve as a central location for plan sponsors to access educational resources and thought leadership news within the tax-exempt marketplace and assist them in retirement planning.

OneAmerica has been servicing tax-exempt retirement plans since the mid-1960s. This specialized segment within the retirement industry accounts for roughly 32 percent of the overall book of retirement business, and 40 percent of new business for the companies of OneAmerica. OneAmerica launched a similar tax-exempt site in 2016 to assist financial professionals.

“Tax-exempt is one of our specialty markets, and is a large part of our retirement business. We’ve designed this site to support and help address the hurdles non-profit organizations experience with their retirement plans,” said Pat Foley, president of Individual Life and Retirement Services. “The new website is a testament to our continued dedication to this specialized market, and aligns with the very foundation of our business which is to serve those who serve others.”

Helping plan sponsors stay abreast of opportunities

“Our focus on the tax-exempt market allows us the ability to help plan sponsors stay abreast of opportunities and issues impacting their employees’ retirement readiness,” said Kevin Kidwell, vice president, national tax-exempt sales. “Our online digital resource is filled with knowledge sourced by experienced professionals who’ve been handling retirement plans for tax-exempt organizations and are intimately familiar with their specific needs.”

to help plan sponsors stay abreast of opportunities and issues impacting their employees’ retirement readiness

The website is here. OneAmerica is the marketing name for the companies of OneAmerica. Products issued and underwritten by American United Life Insurance Company® (AUL), a OneAmerica company. Administrative and recordkeeping services provided by McCready and Keene, Inc. or OneAmerica Retirement Services LLC, companies of OneAmerica, which are not broker/dealers or investment advisors.

 

About OneAmerica®
A national leader in the insurance and financial services marketplace for 140 years, the companies of OneAmerica help customers build and protect their financial futures. OneAmerica offers a variety of products and services to serve the financial needs of their policyholders and customers. These products include retirement plan products and recordkeeping services, individual life insurance, annuities, asset-based long-term care solutions and employee benefit plan products. Products are issued and underwritten by the companies of OneAmerica and distributed through a nationwide network of employees, agents, brokers and other sources who are committed to providing value to our customers. To learn more about our products, services and the companies of OneAmerica, visit oneamerica.com/about-us/companies-of-oneamerica.
Contact:
Tom Spalding | OneAmerica Senior Public Relations Manager tom.spalding@oneamerica.com | 317.656.7644