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Edward Jones and One America present retirement-plan option to Broken Bow council
Summary
Edward Jones presented a plan to replace the city's existing employee pension with a group retirement plan administered by One America; presenters emphasized expanded investment choices and administrative support, with no council action recorded.
Tim McCaslin of Edward Jones presented the council with a proposed option to replace the city’s current employee pension program with a group retirement plan administered by One America. McCaslin said the proposal would offer employees more investment options and noted his availability as a local advisor to meet with employees as needed.
Kara Knott, Regional Sales Director for One America, summarized the company’s history and the investment options available under the proposed group plan. Stacey Hoffman, One America’s Relationship Manager, outlined the transition process and administrative support included in the service package.
The presentation was informational; no formal motion or vote regarding adoption of a new retirement plan is recorded in the minutes. Council members received the presentation as part of the meeting record and did not take further action on the proposal during this session.
