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intellicents + OneAmerica collaborate on client offering

September 28, 2022

OneAmerica®, together with intellicents, today announced a new chapter in the companies’ longstanding relationship. Their most recent collaboration centers on the debut of a customized offering from intellicents, which brings together two OneAmerica services for select retirement plan sponsors and participants.

The intellicents offering will include bioni(k), an intellicents-branded managed account service that enables participants to receive tailored retirement savings and investment plan advice. The service leverages Morningstar Investment Management LLC’s advisor managed accounts platform and interface.

Enhanced by intellicents’ bioni(k) platform, OneAmerica acts as recordkeeper and integrates the platform into its recordkeeping system, allowing for a seamless experience for intellicents’ clients and participants. The service also allows plan sponsors to delegate fiduciary responsibilities, with intellicents taking responsibility for fund selection and portfolio creation, and Morningstar Investment Management taking responsibility for the participant portfolio alignment process.

In addition to bioni(k), the intellicents offering will include intellicents-branded intelli(k) that will now also be offered through OneConnect, a OneAmerica retirement plan solution. The intelli(k) offering combines the investment fiduciary services offered by the advisor with 3(16) administrative fiduciary services provided by OneAmerica, enabling plan sponsors to offload fiduciary liability while maintaining complete plan design flexibility. OneConnect is available for all plan types, including 401(k), 403(b), and 457 plans.

“At OneAmerica, we’re passionate about equipping advisors with the tools and solutions they need to build their business, their way,” said Sandy McCarthy, president of Retirement Services for OneAmerica. “The fact that intellicents is able to take two of our offerings, which can stand alone, and combine them into a customized offering that caters specifically to their clients is fantastic — and an example of our philosophy in action. When advisors have options to choose what will work best for their plan sponsors and participants, everyone wins.”

“Both intellicents and OneAmerica are focused on optimizing outcomes for plan sponsors and participants,” said Grant Arends, CEO, Co-founder and President of Retirement Services for intellicents. “The relationship with OneAmerica is strong because we both share this vision. We want to deliver high value for our customers, and we’ve united to find solutions that help us accomplish this goal, even collaborating to create something new if it doesn’t already exist.”

intellicents is debuting the dual product offering to select clients this month. Both OneConnect and advisor managed accounts are currently available from OneAmerica.

OneAmerica is the marketing name for the companies of OneAmerica. Neither intellicents nor Morningstar Investment Management LLC are affiliates of OneAmerica Retirement Services LLC and are not OneAmerica companies.

*Administrative and recordkeeping services provided by OneAmerica Retirement Services LLC, a OneAmerica company, which is not a broker/dealer or investment advisor.

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