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.
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.
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