OneDigital and Zions Bancorporation Form Strategic Relationship for Retirement Plan Servicing Business

Firm Extends Retirement Plan Services in Houston and Adds $4.4 Billion to Portfolio

OVERLAND PARK, KS – June 6, 2024 - OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital, a leading insurance brokerage, financial services, and HR consulting firm (“OneDigital”), today announced it has entered into a strategic relationship with Zions Bancorporation (“Zions”) whereby they acquired Zions Enterprise Retirement Solutions (“ERS”).

Enterprise Retirement Solutions (ERS) was formed in 2005 by Zions Bancorporation, providing services to employers sponsoring workplace retirement savings plans throughout Texas, Arizona, Colorado, Nevada, Utah, Washington and California. The ERS team, led by Robert Jennings and Justin Radke, based in Houston, will continue to guide their clients through the dynamic landscape of retirement plans, leveraging OneDigital’s national retirement plan advisory practice.

We’re thrilled to welcome the Zion Enterprise Retirement Solutions team, who will continue collaborating with their bank partners to deliver innovative solutions to our shared clients. Zions is a top-tier bank, and its retirement team is equally exceptional. Their access to our enhanced retirement services and a full portfolio of workplace solutions will benefit Zions’ clients. We’re excited about this new relationship.
 
- Vincent Morris, President Retirement + Wealth, OneDigital

By collaborating with OneDigital’s existing teams in the southern central and western markets, ERS can offer its clients a holistic suite of offerings beyond retirement plan services, including employee benefits and pharmacy consulting, property & casualty insurance, HR consulting, and Medicare. This comprehensive approach ensures a broader range of resources to meet the unique needs of both employers and individuals.

We’re very pleased to be partnering with OneDigital in providing retirement solutions to our existing and future corporate and business clients. They bring a wealth of experience and a broad set of products and solutions to help our clients and their employees prepare for the future.
 
- Harris H. Simmons, Chairman and CEO, Zions Bancorporation

Zions' ongoing referral partnership and trusted relationship with OneDigital will increase resources and capabilities for their clients. At the close of the transaction Zions Enterprise Retirement Solutions was managing approximately $4.4 billion in retirement plan assets, representing 42,000 participants and 200 clients.

About OneDigital

OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provides personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 100,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation. For more information, visit onedigital.com.

OneDigital® is a registered trademark of Digital Insurance LLC (“OneDigital”) and is the marketing name used by Digital Insurance LLC and its affiliates to market their products and services. Each company has financial responsibility only for its own products and services. Investment advisory services offered through OneDigital Investment Advisors, a wholly owned subsidiary of OneDigital.

About Zions Bancorporation

Zions Bancorporation, N.A. is one of the nation's premier financial services companies with 2023 net revenue of $3.1 billion and approximately $87 billion of total assets. Founded in 1873, Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. The Bank is a consistent recipient of national and state-wide customer survey awards in small and middle-market banking, as well as a leader in public finance advisory services and Small Business Administration lending. In addition, Zions is included in the S&P 400 Mid-Cap and NASDAQ Financial 100 indices. Investor information and links to local banking brands can be accessed at zionsbancorporation.com.