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retirement

Feeling more secure about new retirement plan legislation

By Kevin Kidwell, vice president national tax-exempt sales, OneAmerica® If you oversee or coordinate your employer-sponsored retirement plan or have a team that’s in charge, you’ve no doubt heard about the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Passed by Congress and signed by the president on December 19, 2019, it’s a major […]

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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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