LPL Guidance Offered to OneAmerica Retirement Plan Participants

OneAmerica plan sponsor clients will now be able to take advantage of LPL Financial’s Worksite Financial Solutions platform.

The company has made available to plan sponsor clients Worksite Financial Solutions’ Employee Transition and Engagement Solutions, which was created to support employees during times of transition, including when they join a plan and upon employment separation.

“Job change is a reality of today’s business climate, and LPL’s platform was created to address the needs of clients from the beginning so they can confidently focus on their financial futures regardless of who employs them,” says Tammy Ouverson, vice president of National Accounts for OneAmerica. “As a company that provides comprehensive retirement products and services, we believe that it is our responsibility to make sure our clients and participants have the best tools at their fingertips to help them get to retirement and beyond.”

Worksite Financial Solutions offers plan participants education about their options through different life stages, including plan enrollment guidance and various financial education tools. LPL launched a mobile app in 2014, and last July it established a relationship with Ramsey Solutions to offer the SmartDollar financial wellness program to LPL retirement plan advisers and plan sponsors.