One America Launches Website for Tax-Exempt Plan Advisers

OneAmerica has launched its Tax Exempt Center of Excellence website to help financial professionals navigate the retirement industry in light of major regulation spanning the last decade and ongoing into the future.

“With over 52 years’ experience in the tax-exempt market, we are seen as a thought leader in this space, and have a responsibility to help educate financial professionals looking to service this unique market,” says Bill Yoerger, president of retirement services. “The website provides building blocks for those who wish to learn more about tax-exempt.”

The m​​ain page offers an overview of different plan types that OneAmerica services in addition to relative case studies. The Knowledge Repository section provides an overview of tax-exempt products and services, as well as links to related marketing materials.

“We’ve never had a central location for financial professionals to access tax-exempt specific industry information, marketing materials, training and education, and information on our products and services,”​says website creator and senior marketing consultant Sara Gomez-Villalta. “This is unique and not something I have seen a lot of, from a competitive standpoint, in the marketplace.”

According to the firm, tax-exempt business is a recordkeeping segment that accounts for roughly 32% of retirement services’ overall book of business, and 40% of new business.​ The company adds, “The tax-exempt market continues to grow, with participants reaching 24.6 million and year-to-date contributions up over 13%. Over the next three years, 403(b) assets are expected to grow 30%.” ​​

The website can be accessed here.