Changes impact design of retirement services-focused Sponsor, Advisor, and TPA eSites
OneAmerica® today launched a new design for its group annuity digital platforms, used to administer company retirement plans. This change was made to meet the ever-evolving needs of retirement plan sponsors, advisors and third-party administrators.
Clients routinely give feedback about site functionality, and plan sponsor surveys conducted in 2019 provided insight into the desire for a refreshed site design. The new look provides an attractive and engaging experience, streamlining page navigation, improving the readability of the fonts and implementing a cleaner presentation overall.
"We make it a priority to listen to our clients and offer solutions that meet their needs," said Sandy McCarthy, president of retirement services. "While our retirement plan sites have been consistently rated high by DALBAR, we’re committed to staying responsive and working to continuously improve our customer experiences. The refreshed site design provides an updated look and feel that will allow for a more user-friendly web experience."
The improvements involve accounts operated by 5,000 financial advisors, close to 2,000 TPAs, and approximately 21,000 individuals at the employer level who handle retirement planning for their personnel.
"We are known in the industry for our emphasis on relationships, education and customization," added McCarthy. "We’re proud of these digital enhancements because they really showcase our commitment to all three factors that differentiate us and they build a foundation of human-centric, intuitive and seamless experiences for our stakeholders."
OneAmerica is the marketing name for the companies of OneAmerica. Products issued and underwritten by American United Life Insurance Company® (AUL), a OneAmerica company. Administrative and recordkeeping services provided by McCready and Keene, Inc. or OneAmerica Retirement Services LLC, companies of OneAmerica which are not broker/dealers or investment advisors. DALBAR is not a OneAmerica company.
A national provider in the insurance and financial services marketplace for more than 140 years, the companies of OneAmerica help customers build and protect their financial futures. OneAmerica offers a variety of products and services to serve the financial needs of their policyholders and customers. These products include retirement plan products and recordkeeping services, individual life insurance, annuities, asset based long-term care solutions and employee benefit plan products. Products are issued and underwritten by the companies of OneAmerica and distributed through a nationwide network of employees, agents, brokers and other sources that are committed to providing value to our customers. To learn more about our products, services and the companies of OneAmerica, visit OneAmerica.com/companies. The OneAmerica 2018 Annual Report is also available for download.