Complete Retirement | OneDigital

Are you doing enough to ensure your people are financially resilient?

The widespread impact of the COVID-19 pandemic and resulting stress on both business owners and employees alike have reached a breaking point, leading to a historical tide of turnovers – a reported 52%¹ of employees intend to look for a new job in 2021, which can seriously hinder small and mid-sized business’s ability to grow.

No matter the size of your business, now is the time to address your employees’ real challenges by empowering them to live more balanced, secure lives.

A Complete Retirement Solution

High-performing financial benefits play a critical role in meeting the needs of today’s multigenerational workforce. Recent legislation has made it possible for small and medium-sized business owners to offer cost-effective retirement and financial benefits. OneDigital’s Complete Retirement Solution includes a defined contribution retirement plan and a financial wellness solution that provides individualized support from financial wellness coaches and personalized investment management inside the plan, including:

PLAN FEATURES & BENEFITS

Enhanced plan features and benefits typically only available to large market employers.

COACHING

Personalized coaching and investment support designed specifically for each employee.

ADMIN & FIDUCIARY RESPONSIBILITY

The ability to outsource administrative and fiduciary responsibilities associated with the plan.

INVESTMENT SUPPORT & ADVICE

Ongoing investment support and advice at the employer level including selection, monitoring and reporting to ensure regulatory compliance.

Employer Advisory Session | The Increasing Need for Financial Benefits in a Post-Pandemic Workplace

Financial stress impacts an employee’s morale, health, productivity and puts a strain on a business’s ability to grow. Did you know that despite the strains of COVID-19, many Americans plan to increase the percentage of their salary that goes to their 401(k) each month? Further, 3 in 4 workers would like their employer to provide more resources to help with overall financial wellbeing.

Watch this webinar for a practical discussion about how to improve the financial health of your workforce.

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The Non-Obvious Link Between Employee Benefits and Financial Stress

Contrary to traditional belief, physical health is only one piece of the wellbeing puzzle. Mental health, purpose, connection to community and financial health all play a significant role in overall wellbeing.

Small businesses are uniquely positioned to unleash people potential through a complete financial wellness solution, one seeks to address and improve that addresses retirement and improves financial literacy. These highly sought-after benefits may help attract and retain talent needed to accelerate growth and realize business potential.

Do well for your business by doing good for your people.

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2022 Retirement Plan Contribution Limits

The Internal Revenue Service (IRS) has released all retirement plan limits for the 2022 calendar year. This is a list of all the contribution limits.

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Are Your Student Loans Causing You to Put Your Life and Savings on Pause?

Student loans are a problem. Many are struggling to prioritize savings. Just because you have debt, it does not mean you should stop saving for retirement.

Offering retirement benefits is no longer optional.

Engage to outsource administrative and fiduciary responsibilities and access ongoing investment support and advice at the employer level including selection, monitoring and reporting to work to ensure regulatory compliance.

Discover Workforce Potential

Please provide your contact information, and a member of our team will schedule a time to connect.

¹Morgan Stanley. “Better for Employees, Better for Business: The Case for Employers to Invest in Employee Financial Health.” December 2018.

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