OneAmerica Launches Tax-Exempt Center of Excellence

The website offers digital tools, videos, tutorials and more to help plan sponsors in the tax-exempt field raise the retirement readiness of their participants.

The new Tax-Exempt Center of Excellence website from OneAmerica is now live, offering plan sponsors free access to educational resources and thought leadership material on various topics including fiduciary responsibility and participant education.

The Resources and Materials section also offers insight on the specifics of Church Plans and 457 Retirement Plans, as well as participant-facing educational material on retirement preparedness and financial wellness. The new site also offers participants access to a variety of digital tools including interactive calculators, videos, podcasts and tutorials on numerous aspects of their financial lives.

OneAmerica launched a similar tax-exempt site in 2016 to assist financial professionals.

“Tax-exempt is one of our specialty markets, and is a large part of our retirement business. We’ve designed this site to support and help address the hurdles non-profit organizations experience with their retirement plans,” said Pat Foley, president of individual life and retirement services. “The new website is a testament to our continued dedication to this specialized market, and aligns with the very foundation of our business which is to serve those who serve others.”

Kevin Kidwell, vice president, national tax-exempt sales, adds: “Our focus on the tax-exempt market allows us the ability to help plan sponsors stay abreast of opportunities and issues impacting their employees’ retirement readiness. Our online digital resource is filled with knowledge sourced by experienced professionals who’ve been handling retirement plans for tax-exempt organizations and are intimately familiar with their specific needs.”

The website can be accessed here: