RETIREMENT PLAN ADMINISTRATION

Does the shifting regulatory environment have your team feeling stressed and unprepared? Are you looking for support to ensure you are audit ready?

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A mismanaged retirement plan can result in testing and audit failures and lead to unforeseeable expenses potentially impacting your company's financial stability.

In partnership with a team of qualified plan administrators, leading companies align plan provisions with organizational objectives by integrating financial considerations, employee communications and regulatory components into a unified strategy.

OneDigital offers a range of third-party administration services customized to proactively design and administer a plan that supports employees appropriately and remains audit-ready.

Wealth Management

Full-Service Plan Administration

OneDigital Retirement Plan Administration specialists manage impacts and stress associated with managing a retirement plan in a shifting regulatory environment.

PLAN DESIGN STRATEGIES

Improve effectiveness and alignment with workforce demographics.

REDUCED HR BURDEN

Delegate day-to-day operations, including required communication, filings and processes.

EFFECTIVENESS & COST

Understand the implications of the proposed changes on your workforce and budget.

TESTING & AUDIT OVERSIGHT

Reduce stress and minimize responsibility, liability and risk of unexpected expenses.

SOLUTIONS FOR EMPLOYERS OF ALL SIZES

OneDigital focuses on the technical aspects of your plan, keeping you focused on running your business with fewer headaches and your budget protected from the unexpected.

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

RESOURCES

All 401(k) and profit-sharing plans need to be amended and restated during the two-year period from August 1, 2020, to July 31, 2022.

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Stay in compliance by understanding the IRS contribution and testing limits for 2021.

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MEET THE TEAM

Harold G. (Buzz) Hartsig OneDigital Retirement + Wealth, TPA Administrator

Daniel Zlotnick Senior Vice President, OneDigital Retirement + Wealth

Jason Hoffman, AIF® Senior Vice President, OneDigital Retirement + Wealth

OneDigital | RETIREMENT PLAN ADMINISTRATION

Is your team audit ready?

Companies of all sizes are required to complete testing for their qualified retirement plans. Reduce stress and likelihood of surprises by engaging with our team of qualified retirement plan administrators to ensure plan health. Contact OneDigital to talk with a dedicated member of our Retirement Plan Administration team today.

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