OneDigital Retirement + Wealth

Financial stress is impairing workplace productivity. Is your organization ignoring the impact to your bottom line?

SPEAK TO A CONSULTANT

Saving adequately for retirement and healthcare costs are two of the most pressing financial issues facing Americans—regardless of income level—today.

The need for financial wellbeing services has reached critical levels, and the financial and economic anxiety has only intensified over the last year and a half.

With financial stress and workplace productivity being linked, it is in the best interest of employers to ensure their workforce has all the appropriate resources to feel safe and supported. By bringing together retirement plan consulting, wealth management with health benefits, OneDigital provides key services and takes an integrated approach to your employees’ overall wellbeing.

Watch this video to learn more about the impact of financial wellbeing on your organization.

Solutions for Employers of all Sizes

OneDigital Retirement + Wealth helps leaders position retirement and financial benefits as a strategy to support, attract and retain top talent.

FIND EFFICIENCIES

Reduce burden on HR and payroll departments by updating plan technology and integrating systems.

IMPROVE PARTICIPATION

Make it easy for employees to engage in a conversation about their financial health and path to retirement.

UNDERSTAND COSTS

Understand how your vendor and service costs compare to other companies in your industry and region and how participation impacts your bottom-line.

DIRECT COMPLIANCE

Receive strategic guidance on key regulations and actions you can take to stay up to date.

Build a Better Retirement Program

A comprehensive solution focused on tailoring retirement plans and financial wellness programs to meet the needs of your organization and employees including:

  • Investment management and fiduciary services
  • Plan consulting and operational support
  • Vendor analysis & benchmarking
  • Employee education and engagement
  • Financial wellness initiatives and engagement solutions
  • Defined benefit plan risk management assessments

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Stay Audit Ready

A team of professionals manage the technical aspects of your retirement plan, so you can focus on running your business with fewer headaches, including:

  • Assistance with plan-related communications
  • Preparation of annual returns and reports
  • Audit management and oversight
  • Evaluation of plan effectiveness
  • Alignment with workforce demographics

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Support Individuals and Families

Licensed financial advisors utilize a holistic planning process, to help your employees plan, save and invest for the future using a flexible plan to help your team meet their goals, including:

  • Savings strategies.
  • Investment allocations and recommendations.
  • Debt management.
  • Cash flow management.
  • Social Security and retirement income projections.

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Identify Executive Benefits Strategies

A process that aligns the interests of shareholders and highly compensated employees by exploring nonqualified deferred compensation strategies and gain access to:

  • Additional retirement planning opportunities for executives.
  • Restored opportunities lost under qualified plans.
  • Attraction and retention strategies for key talent.

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ADVISORY SESSIONS

Addressing The Big Quit: How to Attract, Retain and Engage Employees During Today’s “Labor Shortage”

Hear from OneDigital’s workforce, benefits and retirement consultants for a timely session to address the significant talent challenges facing almost every employer today. They discuss how leaders can create a strategy that offers the health care and financial wellbeing support employees are asking for, delivered through a meaningful workforce and HR strategy.

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RESOURCES

The Necessary Convergence of Health, Wealth and HR

Discover how offering the right blend of high-performing health and financial benefits and strategic experience strategy can manifest better business results, nurture a more positive employee experience, optimize productivity and enhance culture.

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Plan Features That Can Help Your Employees Live More Financially Free

Our goal is to help your employees live without financial burden. Click on the button below to learn about plan features that you should look to implement in your plan today!

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Auto-Features That Should Be Added to Your Retirement Plan Today

Automating your company’s retirement plan can be a great benefit for your employee's retirement readiness.

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MEET THE TEAM

Vince Morris, AIF® President, OneDigital Retirement + Wealth

Saumen Chattopadhyay, CFA®, CPA Chief Investment Officer, OneDigital Retirement + Wealth

Ashley Barb Chief Operating Officer, OneDigital Retirement + Wealth

Phil Troyer Chief Compliance Officer, OneDigital Retirement + Wealth

 

LOCATE AN OFFICE

OneDigital | RETIREMENT + WEALTH

Is your team ready to navigate the road ahead?

Separating health and financial benefits simply doesn’t make sense, and organizations who ignore this convergence of health and wealth, risk the future health of their employees, competitive edge in the market and the financial future of their business. Contact OneDigital to get started on bold solutions to improve financial wellness and retirement outcomes in your workforce.

Thought Leadership

MORE THOUGHT LEADERSHIP

Investment advice is offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. Please note the other companies referenced on this website are separate entities from OneDigital Investment Advisors and are not authorized to provide, and do not provide, investment advisory or securities brokerage services.

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