OneAmerica

Firm Profile

OneAmerica has provided financial services for 140 years, and has specialized in retirement plan services for more than 50 years. With 30 Regional Sales Directors and 80 Client Relationship Managers & Education Consultants across 24 regional offices, we partner with advisors and TPAs to provide sales and service support to 12,000 plans and over 1M participants totaling $59B in assets under administration with expertise in tax exempt markets and professional services & manufacturing firms.

KEY CONTACTS
Sales: Mark Glavin, (317) 285-1604, mark.glavin@oneamerica.com

Tammy Ouverson, (608) 215-5882, tammy.ouverson@oneamerica.com

Service: Denise Preece, (317) 285-2063, Denise.Preece@oneamerica.com

Angela Trefethen, (414) 287-8633, angela.trefethen@oneamerica.com

WEBSITE
www.OneAmerica.com

PRIMARY MARKET(S) SERVED
Small ($1-$10 million), Mid ($10-$100 million)

# OF PLANS/PARTICIPANTS SERVED BY TYPE
As of 09/30/16
401(k): 4,637/650,778
403(b): 5,416/186,978
457: 950/59,990
NQDC: 36/788
Defined benefit: 189/39,559
Other: 707/62,266

PLANS BY CHANNEL (Direct/Advisor): 0/100%
Platforms used: Trust and Group Annuity

ASSET ALLOCATION FUNDS
We offer open architecture with no proprietary fund requirements.

ADVISOR SUPPORT SERVICES
External wholesalers focused on advisors: 30
External wholesalers focused on institutional: 5
Internal wholesalers focused on advisors: 13
Internal wholesalers focused on institutional: 2

Compliance support, plan benchmarking, target-date evaluation tools,
training for DC plan sales/service, investment committee meetings, Advisor Practice Management Program,
Tax Exempt Markets Training Program, Fiduciary Support Services

PARTICIPANT SUPPORT SERVICES

Retirement income estimates/projections, Rollover services, Call center support, Smartphone access to participant balances, Smartphone transaction access for participants, Financial Wellness & Education, Gap Analysis Statements

PLAN SPONSOR SUPPORT SERVICES
Custom Communication and Education Program
Financial Wellness Program
Plan Health Reports
Dedicated Client Relationship Manager