OneAZ Credit Union
Based in Phoenix, OneAZ Credit Union was a finalist this year for PLANSPONSOR of the Year in the Total Retirement Offering category. For Thea Ammon, senior benefits and wellness administrator for the organization, the key to getting strong engagement and participation in their plan is “personal touch and personal conversations.” In a sit-down interview, Ammon discussed how they worked with all the employees affected when the company terminated its defined benefit pension plan, and the message she takes away from having near-total participation in the defined contribution plan.