cfa.decisely.comCFA | OneDigital

Who We AreInsurance, Financial Services and HR Consulting OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. LEARN MORE Discover the Power of One Arrow Left Long Icon Leadership OneDigital Leadership Team We are in the people business. Learn more about the individuals who believe transformative things happen when you connect the dots between technology, businesses and people. VIEW LEADERSHIP Technology Technology & Innovation In a landscape where complexity often hampers efficiency, OneDigital is transforming the industry by leveraging technology to drive meaningful change through business automation, APIs, product development and AI. LEARN MORE Diversity, Equity, Inclusion & Belonging 2023 DEI&B Report Our 2023 report demonstrates our commitment to cultivating and preserving a culture that celebrates diversity and insists on equity and inclusion. TAKE ME THERE Newsroom OneDigital Newsroom View the latest news on our people, teams, products and partnerships. VIEW NEWS Bold Studio Bold Studio An interactive and evolving destination – Bold Studio hosts ideas, insights and news surrounding OneDigital’s advancements in people, business and products aimed to disrupt the ecosystem from the inside out. TAKE ME THERE Careers Careers at OneDigital Helping people isn’t just what we do, it’s all we do. We are about providing our employees with a career where they can dedicate their skills to making a difference in millions of lives every day. Explore opportunities with OneDigital so you can do your best work and live your best life. EXPLORE CAREERS Mergers & Acquisitions Join Our Team of Entrepreneurs Build a future with a company that unleashes your team’s potential and invests in your business for long-term transformation, limitless expansion, and opportunity. LEARN MORE What We Do Insurance Employee Benefits Employee Benefits Consulting Using data and insights, our employee benefits solution meets the healthcare needs of organizations at all stages of their growth journey and provides customized plans from hire to retirement. VISIT NOW ADDITIONAL SERVICES Benefits Administration Technology Captives Compliance Consulting Global Benefits Health & Wellbeing Member Engagement & Communication Pharmacy Consulting Private Equity Mergers & Acquisitions Stop Loss Insurance Medicare OneDigital Advanced Health Navigate your healthcare journey with confidence by exploring all the options available to you, including Medicare Advantage, supplemental plans, and pharmacy coverage, helping you make informed decisions about your healthcare journey. VISIT NOW ADDITIONAL SERVICES Medicare Advantage Supplemental Plans Pharmacy Plans Medicare Consulting for Employers Property & Casualty Property & Casualty Our property and casualty insurance solutions delve into the intricate landscape of risks, encompassing financial, regulatory, operational, and intangible assets, all with a singular aim – safeguarding businesses and their people. BUSINESS INSURANCE Personal Insurance Arrow Left Long Icon ADDITIONAL SERVICES Brokerage Services Claims Consulting Safety and Loss Control Technology & Analytics Workers Compensation Consulting Financial Services Retirement Plan Services Retirement Plan Services OneDigital empowers employers to enhance retirement savings programs and seamlessly integrate them into the broader workforce strategy, so employees can perform at their peak with less financial stress and be better prepared for retirement. VISIT NOW ADDITIONAL SERVICES Retirement Plan Consulting Fee Benchmarking Participant Education Retirement Plan Administration Retirement Plan Administration Collaborating with expert plan administrators to seamlessly align plan provisions with your organizational goals, we integrate financial solutions, employee communications, and regulatory elements into a cohesive strategy. We tailor third-party administration services to proactively design and manage plans that support employees and maintain audit readiness. VISIT NOW ADDITIONAL SERVICES Retirement Plan Notices Documentation and Reports Discrimination and Compliance Testing Executive Benefits Executive Benefits Competitive executive benefits are vital for attracting and retaining top talent, as they can significantly impact business performance, reinforcing the importance of well-designed benefit strategies aligned with organizational stability. LEARN MORE ADDITIONAL SERVICES Nonqualified Deferred Compensation (NQDC) Equity Compensation Planning 409A Diagnostic Evaluation Benefit Liability Financing Strategies Supplemental Executive Retirement Plans (SERPs) Long Term Incentive Plans (LTIPs) Bank Owned Life Insurance (BOLI) Corporate Owned Life Insurance (COLI) Insurance Company Owned Life Insurance (ICOLI) Executive Benefits Benchmarking Individual Disability Insurance (IDI) Personal Financial Planning Personal Financial Planning For employers that recognize the connection between financially healthy employees and productivity, integrating financial planning and advice into your benefits package empowers both your workforce and your business, ensuring employees feel confident and in control of their financial futures. LET’S GO ADDITIONAL SERVICES On-demand Resources and Financial Planning Tools One-on-One Financial Coaching Personalized Financial Plan for Employees Wealth Management Wealth Management Wealth Management Our approach to wealth management focuses on your unique financial journey and goals, and simplifies your complex financial life by integrating investments, insurance, taxes, and estate planning into a unified strategy. LEARN MORE ADDITIONAL SERVICES Private Client Ongoing Financial Planning Investment Advice and Management Human Resources Consulting HR Consulting Human Resources Consulting OneDigital provides customizable and cost-effective HR solutions to help companies adapt to the evolving workforce dynamics, fostering an environment for employees to perform at their best, even in challenging economic times. VISIT NOW ADDITIONAL SERVICES Leave of Absence Management HR Technology Consulting Human Resources Technology Consulting Our team of strategists can provide an objective assessment of your current HR technology, tailor an HCM strategy to your business goals, seamlessly implement it with the right personnel, and offer managed support services for optimal ROI. VISIT NOW ADDITIONAL SERVICES HR System Strategy Optimization Selection & RFP Implementation Ongoing Support PEO OneDigital Resourcing Edge OneDigital Resourcing Edge offers small-to-medium-sized businesses a unified platform to address critical operational and HR needs, ensuring compliance, mitigating risks, optimizing benefits, and enhancing employee experiences while allowing leaders to concentrate on business success. VISIT NOW ADDITIONAL SERVICES Employee Benefits Human Resources Payroll Risk Technology Solutions for Businesses Employee Benefits Employee Benefits Consulting Using data and insights, our employee benefits solution meets the healthcare needs of organizations at all stages of their growth journey and provides customized plans from hire to retirement. VISIT NOW ADDITIONAL SERVICES Captives Compliance Consulting Global Benefits Health & Wellbeing Member Engagement & Communication Pharmacy Consulting Private Equity Mergers & Acquisitions Stop Loss Insurance Property & Casualty Property & Casualty Our property and casualty insurance solutions delve into the intricate landscape of risks, encompassing financial, regulatory, operational, and intangible assets, all with a singular aim – safeguarding businesses and their people. LEARN MORE ADDITIONAL SERVICES Brokerage Services Claims Consulting Safety and Loss Control Technology & Analytics Workers Compensation Consulting Retirement Plan Services Retirement Plan Services OneDigital empowers employers to enhance retirement savings programs and seamlessly integrate them into...