OneDigital Retirement Services

Employees are facing tremendous financial challenges. Is your company providing adequate support to unlock their future potential?

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Leading employers are reevaluating their retirement programs to ensure their employees can stay focused, productive and ready to retire when the time is right.

Having employees who cannot retire on time is an unfortunate but all too common scenario that impacts not only employee morale, health and productivity, but also the company’s bottom line. Retirement plans are an efficient way to encourage employees to save; however, when incorrectly managed on an outdated framework, they can be ineffective and a burden in terms of administration, liability and cost.

OneDigital takes a comprehensive view of a company’s retirement plan and integrates it into a broader workforce strategy allowing employees to operate undistracted by financial stressors and at the highest level of their ability.

Did you know? ►

Some 50% of households are in danger of lacking sufficient funds to continue their standard of living once they retire. That number has jumped to 55% since the economic crisis caused by the pandemic.

-Center for Retirement Research, National Retirement Risk Index.

Future-Proof Retirement Plans

Organizations that embrace modern plan design and innovative plan engagement will create a pathway to a stable and productive workforce and will see the immediate benefits of streamlined employee communication and integrated technology.

AUTOMATED PLAN DESIGN FEATURES

Improve participation by adopting features such as auto-enrollment, auto-escalation and auto-reallocation into age-based investments.

STABLE AND UPDATED FEE STRUCTURES

Benchmark current services and fees to other industries and geographic peer groups.

INTEGRATED TECHNOLOGY

Reduce the burden on HR and payroll departments by integrating to streamline communications, enrollments and employee requests.

INNOVATIVE ENGAGEMENT

Provide easy access for employees to get answers to pressing questions about unique financial situations.

A Powerful New Approach

OneDigital’s team of independent retirement plan consultants guides employers by developing a retirement program that is flexible and sustainable with their business objectives and a true benefit to their employees.

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

ADVISORY SESSIONS

An Employer’s Guide to Navigating 401(k) Retirement Plans

Learn best practices for communicating with employees and providing financial guidance and ongoing support to improve retirement outcomes.

WATCH NOW

RESOURCES

Adapting to a Changing Environment

Download the guide for helpful prompts centered around engaging in a new conversation about your retirement plan.   

DOWNLOAD NOW

Financial Wellbeing Benefits

Learn how the employer-employee retirement plan relationship has changed as a result of COVID.   

READ MORE

MEET THE TEAM

Vince Morris, AIF® President, OneDigital Retirement + Wealth, OneDigital Retirement + Wealth

Michael Esselman Interim Chief Investment Officer, OneDigital Retirement + Wealth

Ashley Barb Chief Operating Officer, OneDigital Retirement + Wealth

Phil Troyer Chief Compliance Officer, OneDigital Retirement + Wealth

 

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OneDigital | RETIREMENT SERVICES

Is your team ready to navigate the road ahead?

Separating health and financial benefits simply doesn’t make sense, and organizations that 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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