OneDigital and Ascensus offering managed-account, financial wellness package

OneDigital and Ascensus offering managed-account, financial wellness package
The insurance broker and the record keeper team up to create a product for small retirement plans.
AUG 04, 2021

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.

Investing in munis can complicate retirement budgeting

Latest News

Indie $8B RIA adds further leadership talent amid growth drive
Indie $8B RIA adds further leadership talent amid growth drive

Executives from LPL Financial, Cresset Partners hired for key roles.

Stock volatility remained low despite risk events
Stock volatility remained low despite risk events

Geopolitical tension has been managed well by the markets.

Fed minutes to provide signals on rate cuts
Fed minutes to provide signals on rate cuts

December cut is still a possiblity.

Trump's tariff talk roils markets, political leaders
Trump's tariff talk roils markets, political leaders

Canada, China among nations to react to president-elect's comments.

Ken Leech formally charged by SEC, US Attorney's Office
Ken Leech formally charged by SEC, US Attorney's Office

For several years, Leech allegedly favored some clients in trade allocations, at the cost of others, amounting to $600 million, according to the Department of Justice.

SPONSORED The future of prospecting: Say goodbye to cold calls and hello to smart connections

Streamline your outreach with Aidentified's AI-driven solutions

SPONSORED A bumpy start to autumn but more positives ahead

This season’s market volatility: Positioning for rate relief, income growth and the AI rebound