OneAmerica

Firm Profile

The reitrment services companies of OneAmerica have specialized in designing, installing and providing award-winning administrative services for retirement plans for more than 50 years. They currently have 25 regional offices that provide sales and service to over 12,000 plans and more than $59B in assests under management. They provide services to the 3mm-250mm market, with partciular expertise within tax exempt markets, professional serivce firms, manufacturing firms and Taft Hartley.

PRIMARY MARKET(S) SERVED
Small ($1-$10 million), Mid ($10-$100 million), Large ($100 Million – $250 Million)

# OF PLANS/PARTICIPANTS SERVED BY TYPE
As of 06/30/17
401(k): 4,492/843,410
403(b): 5,365/207,124
457: 948/64,781
Cash Balance: 3/2,183
NQDC: 36/1,083
Defined benefit: 183/37,962
Money Purchase: 13/3,517
Other: 651/82,588

PLANS BY CHANNEL (Direct/Advisor): 0/100%

PLATFORM USED
Omni Plus

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: 6
Internal wholesalers focused on advisors: 14
Internal wholesalers focused on institutional: 4

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

Rollover services, call center support, smartphone access to participant balances, smartphone transaction access for participants

PLAN SPONSOR SUPPORT SERVICES
Custom communication and education program, financial wellness program, plan health reports, dedicated client relationship manager