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OneDigital Health and Benefits Acquires Concord Benefits Planning Agency

Acquisition Expands Ohio Footprint

ATLANTA, GA – May 30, 2019OneDigital Health and Benefits, the nation’s largest company focused exclusively on employee benefits and HR, has acquired Concord Benefits Planning Agency in Mentor, Ohio. Principal William C. Robertson and his team will continue serving the firm’s clients and adding new clients.

Concord Benefits Planning Agency works with clients across a range of industries, emphasizing client services and clear benefits assessments, using a strategic and practical approach to meet the clients’ philosophy, budget and timeline that focuses on their specific needs while achieving the best value. By joining OneDigital, the firm’s clients will have access to enhanced offerings including innovative enrollment technology, HR support tools, health and wellbeing experts and national compliance resources.

“Because continued innovation in the employee benefits space is essential to providing our valued clients the support they require, the decision to partner with OneDigital was an essential step to ensuring they receive the top technology and information regarding benefits plan design and HR needs,” adds Bill Robertson, Principal at OneDigital Cleveland. “Once I understood the economies of scale, the capabilities and the culture at OneDigital, it became clear this partnership was right for our clients and would allow us to continue to grow our business.

In welcoming Bill and his team of leading consultants to OneDigital, not only are we expanding our reach in the Ohio market, but we’re adding a breadth of industry knowledge and experience. Besides being a great cultural fit, Bill’s unique market insights and approach to customer care aligns seamlessly with our vision and is the type of leadership we need to carry out our strategic goals.
— John Wain, Principal and Senior Benefits Consultant, OneDigital Cleveland

About OneDigital Health and Benefits

OneDigital Health and Benefits, the nation’s largest company focused exclusively on employee benefits and HR, combines people and technology to power business growth. Serving companies of all sizes, OneDigital offers employers a sophisticated combination of strategic benefit advisory services, analytics, compliance support, human resources management tools and comprehensive insurance offerings. Headquartered in Atlanta, OneDigital's more than 1,600 employee benefits and human resource strategists serve the needs of more than 50,000 employers across the nation and manages over $5.8 billion in premiums as a result. OneDigital has been named to the Inc. 5000 List of America’s fastest-growing companies every year since 2007. Currently listed as 13th in EBA’s Top 50 Brokers in the Large Employer Group, OneDigital’s experience offers a fresh thinking and strategic perspective that will improve all aspects of plan design and performance.

About Concord Benefits Planning Agency, Inc.

Concord Benefits Planning Agency provides strategic employee benefits planning for employer groups that help businesses attract and retain productive employees through effective design and management of their employee benefits packages. The firm is committed to navigating the complex healthcare landscape on behalf of employers to achieve the best value that meets the client’s philosophy, budget and timeline.

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