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retirement

A OneAmerica® survey may help participants understand their personal financial picture

Best channels to help employees understand their retirement picture By Melissa Musial, marketing research and data manager, OneAmerica   As a nationally known record-keeper interested in aiding employers with their employee-retirement-plan objectives, the question of whether retirement plan participants have ample education on financial fundamentals ─ and whether increased education on these topics is needed […]

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Getting comfortable — and compliant

By Kevin Kidwell, vice president, national tax-exempt sales, OneAmerica If your organization has a 403(b) retirement plan, then you may have already received — or should be receiving — a notice from your plan provider regarding a new Internal Revenue Service (IRS) document requirement. For the first time, the IRS has pre-approved prototype plan documents […]

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