OneDigital and Ascensus offering managed-account, financial wellness package
OneDigital, an Atlanta-based insurance broker, and Ascensus, a file manager from Dresher, Pennsylvania, have put together a wealth management and wellness package for small retirement plans.
The package known as OneDigital Complete Retirement Solution gives employees access to personalized investment strategies and savings recommendations as well as a wellness solution and 3 (38) fiduciary protection for plan sponsors, which are provided by OneDigital.
Ascensus’s open architecture platform enabled OneDigital to deliver its solutions individually at the plan level and highly integrated at the participant level, said Vince Morris, president of OneDigital Retirement + Wealth, in a press release.
[More: OneDigital continues acquisition tear with purchase of $6B plan adviser]
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