2021
Recordkeeping Survey

Providers

Providers

OneAmerica

www.oneamerica.com
Assets ($MM) by Plan Type
Ranked #22$62,773
401(k)50%
403(b)13%
457 3%
NQDC1%
Other33%
Participants by Plan Size
Ranked #241,109,618
<$10MM28%
$10MM – $50MM28%
>$50MM – $200MM28%
>$200MM16%
Plans by Count
Ranked #2010,820
% Third-party administration
NR
Related Offerings
HSA integrationNo
Student Loan Repayment3rd party source(s)
Financial wellness options1
Service Offerings
New client restrictionsNone
Multiple service modelsNo
Offers corporate trustee servicesYes—either direct or via partnership
# of internal ERISA counsel2
Will act as §3(16) fiduciaryNo
Participant Services
Call center hoursWeekdays: 8 a.m. – 10 p.m. VRS 24/7 Saturday: Closed VRS 24/7 Sunday: Closed VRS 24/7
Online chat supportNo
Mobile app
Managed account optionsProNvestR.T Jones/Artesys, My OneCheck Online from MasteryPoint Technologies, One Path Portfolios from mesirow Financial, Personalized Retirement Accounts (PRA) from Russell and NextCapital
Recordkeeping PlatformFIS Omni; Schwab Retirement Technologies (SRT)