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Here for you. Here for your clients.

From products to thought leadership, OneAmerica Financial® provides holistic solutions for you and the plan sponsors and plan participants you support.

Client Support

MyTrack® participant financial wellness support

We understand the unique needs of today’s participants. Our financial wellness program engages participants through technology, education, tools, resources and participant-centric experiences designed to achieve better retirement outcomes.


Our approach is built by leveraging the following strategic financial wellness pillars:

  • Advisor-aligned integration: We scale our offerings to work alongside the support and solutions you provide.
  • Digitally led experience: Today’s participants expect it. We couple our digitally led experiences with relationship-focused in-person and virtual support.
  • Personalized: Through participant action data analyzation, we provide experiences designed to motivate change and shift behaviors.
  • Science-backed: Leveraging behavioral science principles and relationships with industry pioneers, we motivate participants to take charge of their financial well-being.
  • Customized: Understanding our role, we offer custom participant marketing solutions placing the Plan Sponsor’s brand front and center.
To learn how we can champion financial wellness together, contact us

Custom participant marketing solutions

Building a more secure financial future for participants is our goal. We collaborate with you and plan sponsors to incorporate brand, culture and communication methods into customized employee education programs. The result is a program that leverages our tried and tested approach to inspire participants to take action.

 

  • Interested in learning more about our custom marketing solutions?

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    A sampling of our online participant education resources can be found here.

Mobile app and digital experience

A focus on the future is key to the decisions we make and the solutions we offer. And, we understand the importance digital integration has on allowing your clients to better engage with their retirement account(s). We are continuously evaluating and committed to improving our web and mobile capabilities. Recent mobile app enhancements include access to quarterly statements and Spanish language capabilities. Work is also underway to evolve our participant website experience.

Investment Spotlight

RetirementTrack American Funds

Building on the success of RetirementTrack, this new target date series features a “glide path within a glide path” that adjust the mix of equities, bonds, and fixed account allocations over time to generate return and manage risk. 

  • Customer Concierge Services

    Our advisor-aligned philosophy is foundational in all that we do, including how we support terminated participants.

     

    Through our Customer Concierge Services, we work with advisors to provide quality and timely rollover leads. In 2022, more than $595M in leads were provided to hundreds of advisors, with the top advisor recipient having received more than $50M in leads. 

     

    Learn more about the Customer Concierge Service and the flexibility it offers advisors or contact us for more information.

  • Investment flexibility

    Flexible investment solutions, designed with you in mind, allow various options when creating an offering that fits your client’s workforce - with no proprietary variable investments required, period. From stable value and managed accounts to target date investments and models to self-directed brokerage accounts, the available solutions help you meet employees varying needs on their path to a secure retirement.

    • A true stable value account with a competitive crediting rate
    • RetirementTrack, is an innovative, multi-glide path approach managed by industry providers that allows participants to choose a glide path 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
    • OnePath® Portfolios, a unique investment option that leverages the plan’s core lineup and allows the ability to choose a glide-path that works best for a plan’s participants.

OneAmerica Financial® is the marketing name for the companies of OneAmerica Financial.

 

This website page is designed for Financial Professionals. Products issued and underwritten by American United Life Insurance Company® (AUL), a OneAmerica Financial company. Administrative and recordkeeping services provided by AUL, McCready and Keene, Inc. or OneAmerica Retirement Services LLC, companies of OneAmerica Financial which are not broker/dealers or investment advisors. Group annuity contracts are issued by AUL and registered variable annuity products are distributed by OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC, One American Square, Indianapolis, IN 46282.

 

Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Capital Group/American Funds are not affiliates of any OneAmerica Financial companies and are not OneAmerica Financial companies.