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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.

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