Ohio National

Firm Profile

FIRM PROFILE
For over 100 years, Ohio National has earned its clients’ trust by providing quality financial products. We have a long-standing tradition in offering competitively priced, high-value retirement plan solutions. Ohio National is committed to the philosophy that people do business with people. We not only earn strong financial ratings from industry analysts, we also receive outstanding marks from our own associates. Having won multiple Top Workplace awards, Ohio National is a sought-after employer. In turn, clients receive prompt, courteous service from long-tenured employees who enjoy what they do.

KEY CONTACTS
(877) 999-6637
RPSSales&Marketing@ohionational.com

WEBSITE ohionational.com

PRIMARY MARKET(S) SERVED
Micro – (< $1 million), Small – ($1 million – $10
million)

# OF PLANS/PARTICIPANTS SERVED BY TYPE
As of 06/30/15
401(k): 1,794/113,526
403(b): 34/4,556
Money Purchase: 8/824
457: 14/228
NQDC: 11/282
Other: 11/1111

PLANS BY CHANNEL
(Direct/Advisor): 0/100
Platforms used: FIS OmniASP

ASSET ALLOCATION FUNDS
American Century’s One Choice® Target Date
Funds, 401(k) Roadmap Funds™, T. Rowe Price
Retirement Funds, Vanguard Target Retirement Funds,
Morningstar ETF Asset Allocation Series, TOPS®
ETF Allocation Series, Suite of Managed Volatility
Portfolios (MVPs) and strategic asset allocation funds

ADVISOR SUPPORT SERVICES
External wholesalers focused on advisors 83
External wholesalers focused on institutional
Internal wholesalers focused on advisors 33
Internal wholesalers focused on institutional
Compliance support, plan benchmarking, target-date evaluation tools, training for DC plan sales/service, fiduciary and co-fiduciary services available.
PARTICIPANT SUPPORT SERVICES
Compliance Support, Plan Benchmarking, Targetdate Evaluation Tools, Training for DC Plan Sales/Service