OneAmerica, ProNvest create portal linking plan, outside assets

OneAmerica, ProNvest create portal linking plan, outside assets
The feature is designed to help plan participants and retirement plan advisers see the full wealth picture.
AUG 12, 2022

OneAmerica, an Indianapolis, Indiana-based insurer and provider of record-keeping services, has introduced a feature that allows retirement plan participants to link their plan data with other, separate investments.

Developed with Chattanooga, Tennessee-based ProNvest, a retirement plan managed account provider, the OneAmerica portal is designed to help retirement plan advisers grow business by expanding their view of plan participants’ total assets, OneAmerica said in a press release.

The portal is available to advisers who are active with ProNvest on specific plans and to all participants whose plan sponsor has selected ProNvest to be a managed account provider for their plan.

What's driving advisers' increased adoption of alternatives?

Latest News

Maryland bars advisor over charging excessive fees to clients
Maryland bars advisor over charging excessive fees to clients

Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.

Wave of SEC appointments signals regulatory shift with implications for financial advisors
Wave of SEC appointments signals regulatory shift with implications for financial advisors

Reshuffle provides strong indication of where the regulator's priorities now lie.

US insurers want to take a larger slice of the retirement market through the RIA channel
US insurers want to take a larger slice of the retirement market through the RIA channel

Goldman Sachs Asset Management report reveals sharpened focus on annuities.

Why DA Davidson's wealth vice chairman still follows his dad's investment advice
Why DA Davidson's wealth vice chairman still follows his dad's investment advice

Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.

401(k) participants seek advice, but few turn to financial advisors
401(k) participants seek advice, but few turn to financial advisors

Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.

SPONSORED Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave