RS Advisor

Commitment to the Retirement Industry

OneAmerica has been in the retirement services business for more than 50 years.

Our long-standing history in the retirement business means that we understand how the industry and grown and changed over the years. We have the knowledge and experience needed to navigate the ups and downs of an ever-changing retirement landscape.

Reliable Service for Every Relationship

Experienced teams understand plan and participant goals.

Our tenured relationship and plan managers are committed to understanding customers’ needs. Our teams’ deep knowledge of plan design and participant education strategies means that we can create customized plan to help participants achieve their retirement goals. Plan sponsors can rest assured that they have a knowledgeable contact nearby who understands the industry, their plan, and is available to answer questions, provide guidance and offer support. We take care of all the details so you can focus on your practice.

Enhanced Benefits Through Our Advisor Loyalty Program

Our advisor loyalty program gives you and your clients access to the things that matter most – common service teams, access to high-quality participant education programs and meetings and sponsorship dollars to help you enhance your industry presence.

Investment Flexibility

Flexible product solutions to allow plan sponsors create a plan that fits their workforce and puts their employees on a path to a secure retirement – with no required proprietary investments, period.

Highlights include:

A true stable value account with a competitive crediting rate
RetirementTrack, an innovative, multi-glidepath approach managed by industry pioneers that allows participants to choose a glidepath that fits their individual needs and objectives.
Personalized managed account solutions
Custom model interface
Enhanced flexibility with self-directed brokerage account solutions
Retirement income solutions

A Boutique Approach with a National Footprint

We offer you and your clients a flexible service model based on needs and preferences

Highlights include:

Experience with many types of plans, including 401(k), 403(b), 457(b) Top Hat, 457 governmental, ESOP, Pension Risk Transfer, Defined Benefit and Cash Balance
Industry specializations in tax-exempt, healthcare, professional services and industrial
Comprehensive strategies to improve participants’ outcomes, including custom communication options for plans starting at $3M in assets.
Experiences for a variety of communication preferences, including digital, in-person and telephone.

Why bring business to OneAmerica?

Find out why OneAmerica is right for you and your clients.

Call us at 866-313-7355.

More reasons to work with OneAmerica