Products
OneAmerica Targets 20% Uptake for Retirement Planner PensionPlus in ‘23
Retirement head Sandy McCarthy discusses OneAmerica’s decision to provide clients with Shlomo Benartzi’s PensionPlus to guide toward a retirement “paycheck” goal—inclusive of Social Security.
Products
OneAmerica Teams Up With Benartzi on New Retirement Income Product
The personalized strategy to provide a monthly retirement paycheck was designed by behavioral economist Shlomo Benartzi; a pilot program is in the field with retirement plan advisers and plan sponsors.