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