RPAG Inks System Deal With OneAmerica
ALISO VIEJO, CA, July 22, 2010 -- Retirement Plan Advisory Group, (RPAG) the largest, independent alliance of retirement plan advisors, announces that the AUL Retirement Services division of OneAmerica has selected RPAG's proprietary Scorecard
SM Generator System -- after a five-way competition -- to license and deliver added bench strength in investment due diligence to its nationwide network of 35 regional sales directors.
The Scorecard System for investment analysis is a powerful online application which ranks more than 15,000 funds, 30 assets classes, and 65 vendor products, including open architecture. The system incorporates both quantitative and qualitative factors to evaluate fund managers and is built around straightforward zero to ten pass/fail criteria with the ability to measure Active, Passive and Asset Allocation investing strategies. AUL representatives will utilize the system internally to quickly and easily create compelling scorecard reports that showcase the competitiveness of their fund menu and provide advisors with meaningful investment analysis.
"RPAG's reputation for setting the standard in investment due diligence is evidenced in the Scorecard System. Comprehensive, accurate, reliable and easy to use, it complements our existing systems. Scorecard will help us drive more organic growth and increase retention rates in existing plans. Training is already underway," says Bill Yoerger, Senior Vice President, AUL Retirement Services.
About OneAmerica
OneAmerica Financial Partners, Inc., is headquartered in Indianapolis, IN and traces its heritage back 130 years in the insurance and financial services marketplace. OneAmerica's nationwide network of companies offers a variety of products to serve the financial needs of their policyholders and other clients. These products are distributed through a network of employees, agents, brokers and other distribution sources that are committed to increasing value to policyholders by helping them plan to meet their financial goals.
About RPAG
Retirement Plan Advisory Group is the largest practice management platform dedicated to defined contribution advisors in the U.S. with 256 member firms, totaling 600 advisors in 45 states, serving 15,000 sponsors with $50 billion in collective assets under advisement. Learn more at www.retirementplanadvisorygroup.com.
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