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OneAmerica Teams With Plan Sponsors and Advisors to Provide Retirement Tools for Participants

OneAmerica Teams With Plan Sponsors and Advisors to Provide Retirement Tools for Participants

By: Andrew Allen, 11/30/2023

A financially healthy retirement requires careful planning and discipline. OneAmerica works with retirement plan sponsors, advisors, and participants to help individuals prepare for retirement. Its comprehensive approach to financial education incorporates updates on legislative action that may impact the retirement arena. An innovative product suite provides solutions to meet retirees’ financial concerns. OneAmerica’s retirement specialists and concierge team are... read more »

HumbleDollar Uses In-Depth Guides and Stories to Help Readers Make Informed Financial Decisions

HumbleDollar Uses In-Depth Guides and Stories to Help Readers Make Informed Financial Decisions

By: Andrew Allen, 7/10/2023

Jonathan Clements, formerly a long-time personal finance writer for The Wall Street Journal, is passionate about sharing his financial guidance and insights. His website, HumbleDollar, features a team of writers who use personal experience and anecdotes to explain complex financial issues. Its comprehensive retirement planning advice and guidance for retirees has a robust, loyal following on the site. HumbleDollar also has articles and practical resources to inform... read more »

Capitalize Brings New Life to Forgotten 401(k)s by Rolling Over Accounts from Previous Jobs into IRAs

Capitalize Brings New Life to Forgotten 401(k)s by Rolling Over Accounts from Previous Jobs into IRAs

By: Brandon Rossman, 5/10/2022

Capitalize turns forgotten 401(k)s into new opportunities for saving for retirement. The company does the hard work to find and retrieve the funds from 401(k)s left behind from previous jobs and rolls them over into individual retirement accounts (IRAs). IRAs are more flexible, and account holders can dictate where they want to invest their money. Capitalize offers a free service that uses algorithms to recommend IRA providers that make the most sense based on the... read more »