OneDigital Mid-Atlantic Expands Team in Retirement Plan Design and Consulting

Expands team expertise in retirement plan design and consulting.

RICHMOND, VA – May 6, 2024 – OneDigital Investment Advisors, an SEC-registered investment adviser and wholly-owned subsidiary of OneDigital ("OneDigital"), a leading insurance brokerage, financial services and HR consulting firm, today announced it has hired Amy Flach as a Senior Retirement Plan Consultant.
 
In her new position, Amy will develop strong client relationships in the DC, Maryland and Virginia markets. Her responsibilities include overseeing and managing strategic retirement planning solutions for OneDigital clients and their employees.

We are thrilled to have Amy join our DMV team as a Senior Retirement Plan Consultant. She will be working with some of our teams’ largest clients. Amy’s background in plan administration and compliance coupled with her enthusiasm for helping the employees towards financial independence makes her a great addition to our team.
 
— Jania Stout, Senior Vice President, OneDigital Retirement + Wealth

Prior to joining OneDigital, Amy spent 18 years at Fidelity Investments, starting as a Customer Service Representative, eventually becoming Managing Director for Core Markets. As Managing Director, she oversaw a portfolio of around 40 contribution retirement relationships, generating $2 million in annual revenue. Amy was adept at managing these accounts and excelled in serving as the primary point of contact for additional services, including health savings accounts, student debt programs, and 3(16) services.

"Joining OneDigital has been a strategic career move, allowing me to enhance my personal and professional growth alongside industry frontrunners. I am thrilled to be part of a team that strives for excellence,” said Amy Flach, OneDigital Senior Retirement Plan Consultant.

While at Fidelity, Amy's consulting expertise extended to contributing to the Defined Contribution Retirement Committees. Her insights influenced plan design, investment architecture, administrative compliance, nondiscrimination testing, and industry trends. She was recognized with a nomination for the Fidelity Investments President Circle Award in 2013.

In addition to her experience with Fidelity, Amy also worked as an ESPP/ESOP Trader at Citigroup, managing inquiries on company stock options and employee stock purchase plans. She has obtained her Series 7 (General Securities) and Series 63 (Uniform Securities).

About OneDigital

OneDigital's team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance brokerage and financial services 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 75,000 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.

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