OneDigital and Ascensus offering managed-account, financial wellness package

OneDigital, an Atlanta-based insurance broker, and Ascensus, a Dresher, Pennsylvania-based record keeper, have created a wealth management and wellness package for small retirement plans.

Called the OneDigital Complete Retirement Solution, the package gives employees access to personalized investment strategies and savings recommendations, as well as a wellness solution, and 3(38) fiduciary coverage for plan sponsors that’s provided by OneDigital.

The Ascensus open architecture platform allowed OneDigital to deliver its solutions in a way that is customized at the plan level and personalized at the participant level in a highly integrated way, Vince Morris, president of OneDigital Retirement + Wealth, said in a release.

[More: OneDigital continues acquisition tear with purchase of $6B plan adviser]

Investing in munis can complicate retirement budgeting

The post OneDigital and Ascensus offering managed-account, financial wellness package appeared first on InvestmentNews.

Andrew is half-human, half-gamer. He’s also a science fiction author writing for BleeBot.

Andrew Vincent
Andrew is half-human, half-gamer. He's also a science fiction author writing for BleeBot.
%d bloggers like this: