Complete Retirement Solution

Is your organization committed to fostering financial resiliency for your employees?

Millions around the world have been experiencing financial adversity amid the difficult economic landscape of the past few years. Unfortunately, financially stressed employees are twice as likely* to start looking for another job. In addition to this, 3 in 4 employees* want help from their employer when it comes to their personal finances.

Fortunately, offering retirement solutions for small businesses is no longer optional. Providing relief to your employees during tough times will improve retention, productivity, and morale.


Comprehensive Support

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:


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


Personalized coaching and investment support designed specifically for each employee.


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


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


Financial Academy | Empower Your Employees’ Financial Futures

At OneDigital Investment Advisors (OneDigital), we believe saving and investing should be easier for everyone. Here at our Financial Academy, your employees will find resources to help them manage their money more confidently and reach their goals.

Each month, everyone is invited to join a live class with one of our financial advisers. Encourage your team to register for our upcoming Financial Academy sessions or listen to past sessions on demand.

View the Financial Academy

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 that focuses on addressing retirement and improving 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.


Employer Resources


Offering retirement solutions for small businesses is no longer optional.

Employers can engage in outsourcing administrative and fiduciary responsibilities, while accessing ongoing investment support and advice at the employer level. This includes activities such as selection, monitoring and reporting to ensure regulatory compliance.

Fresh Thinking from OneDigital


*PwC “2023 Employee Financial Wellness Survey” January 2023.

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.