Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Client Compliance Counsel

(Philadelphia PA / CT / DE / MA / NJ / NY / RI)

Gallagher logo

Senior Plan Document & Compliance Specialist

PCS Retirement, LLC

PCS Retirement, LLC logo

Pension Administrator

Actuaries Unlimited, Inc.

Actuaries Unlimited, Inc. logo

Retirement Plan Administrator

Premier Plan Consultants
(Remote / San Diego CA)

Premier Plan Consultants logo

Retirement Plan Benefits Consultant

Compass Retirement Consulting Group
(Remote / Stratham NH)

Compass Retirement Consulting Group logo

Defined Contribution Account Manager with a Life!

Nova 401(k) Associates
(Remote / Houston TX / Dallas TX / Scottsdale AZ)

Nova 401(k) Associates logo

Senior Retirement Account Representative

Ohio Pension Services
(Akron OH)

Ohio Pension Services logo

Senior Plan Administrator

PCS Retirement, LLC

PCS Retirement, LLC logo

DC Plan Administrator

United Benefit Pensions Inc.
(Melville NY)

United Benefit Pensions Inc. logo

Retirement Plan Administrator

Excellent TPA

"You Break It, We Fix It" Administrator

Nova 401(k) Associates
(Remote / Houston TX / Dallas TX / Scottsdale AZ)

Nova 401(k) Associates logo

Senior Plan Consultant

Bidwell Consulting Services, Inc.
(Remote / Chico CA)

Bidwell Consulting Services, Inc. logo

Relationship Manager - Retirement Plans

Spectrum Investment Advisors, Inc.
(Thiensville WI)

Spectrum Investment Advisors, Inc. logo

DC Plan Administrator

Farmer & Betts, Inc.
(Remote / CO / OR / WA)

Farmer & Betts, Inc. logo

Loan and Distribution / Contribution Upload Specialist

Aimpoint Pension

Aimpoint Pension logo

Retirement Plan Consultant (RPC)

Qualified Plan Consultants, LLC (QPC)

Qualified Plan Consultants, LLC (QPC) logo

Relationship Manager

Compass Retirement Consulting Group, Inc./Compass 360, LLC
(Remote / Stratham NH / MA)

Compass Retirement Consulting Group, Inc./Compass 360, LLC logo

Associate Consultant / Retirement Plan Administration

Spectrum Pension Consultants, Inc.
(Tacoma WA)

Spectrum Pension Consultants, Inc. logo

Retirement Plan Administrator

Bates & Company, Inc.
(Remote / Winter Park FL)

Bates & Company, Inc. logo

Plan Compliance Analyst (Administrator)

(Remote / Falls Church VA)

RPA logo

Pension Administrator

National Administration, Inc.
(Remote / Menasha WI)

National Administration, Inc. logo

Investment Advisor

SWBC Retirement Plan Services
(Austin TX)

SWBC Retirement Plan Services logo

Consultant / Retirement Plan Administration

Spectrum Pension Consultants, Inc.
(Remote / Tacoma WA)

Spectrum Pension Consultants, Inc. logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

Press Releases by Date   |   Press Releases by Company Name

View More Press Releases by OneDigital

Press Release

OneDigital Announces Complete Retirement Solution for Small Business

Issued by OneDigital

Sept. 22, 2021

Comprehensive offering aimed at providing institutional-quality financial benefits and personalized advice to all employees.

Overland Park, KS -- OneDigital, the nation’s leading insurance brokerage, financial services and HR consulting firm, announced today that it has recently launched Complete Retirement Solution for Small Business, an integrated benefits experience giving employees at organizations with 100 employees or less leading retirement benefits.

As a comprehensive offering, the solution includes a defined contribution retirement plan and a financial wellness component that provides individualized support from financial wellness coaches and personalized investment management inside the plan. The onset of the solution follows recent legislation changes to make retirement plans more accessible and affordable for small businesses, including provisions for pooled employer plans (PEP) and multiple employer plans (MEP). It also allows eligible business owners to claim tax credits to start a new retirement plan. The combination of these changes has made it easier and more cost-effective for businesses of all sizes to add a retirement plan to their benefits package.

The research is loud and clear; employees are asking us for help. Conversations about money are technical and often highly emotional. Our solution is different because it not only includes access to a plan but personalized coaching and advice. Our financial mentors are actively engaged in conversations with employees about their whole financial picture, not just the assets that they have in the plan.
— Vince Morris, President of OneDigital Retirement + Wealth

In addition to acting as fiduciaries at the individual level, financial mentors also work with employees to understand their investment objectives and financial goals, creating customized portfolios specific to those objectives and adjusting allocations to changing market conditions and life events.

We are providing employees of all ages and income levels access to the type of personalized wealth management and investment advice previously only available to high-net-worth individuals and fund line-ups traditionally only available in the mega-plan market, said Morris.

Engaging, high-performing financial benefits play a critical role in ensuring that employers are meeting the needs of today’s multigenerational workforce. To meet the needs of small to mid-size businesses, (those with 100 employees or less ) the solution also includes:

  • Integration with existing health benefits coverages, providing a seamless employee benefits experience
  • The same flexible features and benefits of a traditional 401(k) plan inside of a pooled-plan
  • The ability to outsource administrative and fiduciary responsibilities associated with the plan
  • Ongoing investment support and advice at the employer level including selection, monitoring and reporting to ensure regulatory compliance
  • Personalized coaching and investment support designed specifically for each employee

To learn more about OneDigital's Complete Retirement Solution for Small Business click here.

About OneDigital

OneDigital delivers strategic advisory consulting and technology-forward solutions to more than 85,000 employers across the nation. As employee health care, wellness and workplace benefits continue to converge, businesses of all sizes have relied on OneDigital’s exceptional advisory teams for counsel in employee benefits, wellbeing, human resources, pharmacy consulting, property and casualty solutions, as well as the retirement and wealth management services provided through OneDigital Investment Advisors. OneDigital’s commitment to technology and innovation enables its 2,800 advisors to deliver the most modern and intuitive customer experience anywhere in the industry.

OneDigital has been named as a Best Place to Work in Insurance by Business Insurance. For more information, visit

Investment Advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.

View More Press Releases by OneDigital

Editor's note: This press release has been issued by the company named above, not BenefitsLink. Reliance on information in this press release might be prudent only after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by BenefitsLink.

© 2021, Inc.