OneDigital

OneDigital’s Impact Studio is now fully available nationwide, bringing together the powerful analytics and AI capabilities our clients already rely on—now in one intuitive platform. By integrating data across benefits, retirement, and employee value measurement, Impact Studio enhances visibility, optimizes cost containment, and enables smarter decision-making—all in a modern platform that blends sophisticated technology with consulting expertise. "As organizations navigate evolving economic pressures, they need a partner who can not only advise on today’s challenges but also help them stay 4 to 5 steps ahead of what’s next," commented OneDigital’s Chief Operating Officer William Carew. Now, OneDigital clients can: 🔹Create Visibility – Gain a panoramic view of workforce investments, including spending, utilization, benchmarking, and employee values, to enhance strategic decision-making. 🔹Control Costs – Leverage AI-driven insights and sophisticated modeling tools to identify opportunities for cost containment and deliver more impactful total rewards to employees. 🔹Drive Real Impact – Connect the dots between key workforce planning data to enhance productivity, improve employee satisfaction, and create a long-term, high-impact strategy. Learn more about this exciting next step to empower business and revolutionize your workforce strategy: https://lnkd.in/gWjGY8hJ #responsive #invested #workforceinnovation #datadrivendecisions

In celebration of Women’s History Month – we're celebrating the 26 women of OneDigital who were recognized by the National Association of Plan Advisors for excellence in financial services. Read the full announcement here: https://hubs.ly/Q03c49VF0 Captains | Principals, owners, or team captains of their organizations: - Jennifer Pearson, Regional Vice President of Client Relations and Operations - Financial Services - Renee Scherzer, Senior Vice President, Retirement Plan Consulting - Heidi Sidley, Senior Vice President, Retirement Plan Consulting MVPs | Top non-producers within their practices: - Loretta Besson, ARPC, AIF, CPFA, Senior Client Relationship Manager – Financial Services - Susan Brown, Retirement Plan Consultant - Tracy Owen Caldwell, AIF®, CEBS, Retirement Plan Consultant - Amy Flach, Senior Retirement Plan Consultant - Sydney Haas, CPFA™, Senior Client Relationship Manager – Financial Services - Stephanie Hunt, CPFA®, Managing Director of Operations – Financial Services - Katie Kirchner, CPFA, Vice President of Client Relations - Financial Services - Kirsten Fuller, Senior Retirement Plan Consultant - Joyce McLain, CPFA, Client Relationship Manager - Laurinda Miller, CPFA®, Client Relationship Manager - Katherine Odell, MBA, CRPC™, Participant Engagement Specialist - Marisa Ricottone, CFA, Investment Consultant - Allie Rivera, CFA, CFP®, Vice President of Investments and Retirement Services - Amy Mosser Romero, CPFA®, Senior Client Relationship Manager – Financial Services - Jessica Sawyer, CPFA®, Senior Client Relationship Manager – Financial Services - Katrina (Rankin) Taylor, QKC, CMFC, AIF, CPFA, Retirement Plan Consultant - Jennifer Witt, AIF, CPFA, Senior Retirement Consultant - Retirement Services - Elaine Featherstone, Senior Retirement Plan Consultant Rising Stars | Top producers who have less than 5 years of experience with retirement plans as a Financial Advisor: - Amber Jones, Retirement Plan Consultant - Jill Kammerer, AIF®, CPFA®, MBA, Client Relationship Manager - Hailey Moseman, CFA, Retirement Plan Consultant - Amy Todd, CPFA, Retirement Plan Consultant - Nicole Wolfe, Senior Retirement Consultant - Retirement Services #WeAreOneDigital

Our annual Diversity, Equity, Inclusion and Belonging Report is one of the ways we are affirming OneDigital’s continued commitment to DEI&B. For us, DEI&B is not an initiative; it is both a business imperative and a part of our core values. “Our eyes remain not on the weather of the day, but on the climate of the era.” – Kristen Hall Eskew, OneDigital's VP of Diversity, Equity, Inclusion and Belonging https://hubs.ly/Q03c3zXx0 #weareonedigital

Increasing scrutiny of DEI initiatives and the recent Executive Order on “Ending Illegal Discrimination and Restoring Merit-Based Opportunity” have placed HR and business leaders in a challenging position. Join this 30-minute webinar, co-hosted by Nonprofit HR, Powered by OneDigital leaders Alicia Romero Schoshinski, and Dr. Antonio L. Cortes Ph.D. and OneDigital leaders Jamie Webb-Akasaka and Stephanie Johnson to explore strategies for adapting your talent management programs, ensuring they align with evolving regulations while continuing to foster fairness, belonging, and business success. Register Here: https://hubs.ly/Q03blN5r0

OneDigital did it again! We've been recognized by Handshake for the 2025 Early Talent Award. Given to only 283 companies out of the 900,000+ employers on Handshake, OneDigital stood out for how we're reimagining careers for the next generation, engaging Gen Z early, fostering genuine relationships, and championing their growth from day one.  Everyone at OneDigital has chosen a career where they can dedicate their skills and talents to making a positive difference in the lives of millions. If you're looking for a career where you can do your best work and live your best life, join our team of changemakers. #WeAreOneDigital #EarlyTalentAwards

Over 40% of employees worry about their family’s financial stability in the event of a sudden loss; it’s clear that this financial stress is taking a toll on the workforce. Financial insecurity affects not only personal wellbeing but also impacts engagement and morale across all levels. OneDigital’s 2025 Workforce Insights Guide delves into solutions for boosting financial security—because supporting employees’ financial confidence is a key to building a resilient, engaged team. Access here: https://hubs.ly/Q034YMpt0 #WorkforceTrends #FinancialWellness #RetirementSavings Investment advice offered through OneDigital Investment Advisors LLC, a wholly owned subsidiary of OneDigital.

At OneDigital, women are really making their mark by advancing in their careers, breaking new ground, and lifting others along the way. We’re inspired to see how much they’re achieving and how they’re paving the way for the next generation. Throughout Women's History Month, we'll be showing the stories behind the data – the mentoring, skill-building and the awards of excellence we’re achieving across our industry. #WeAreOneDigital #womenshistorymonth

25 years of Innovation, Growth, and Impact As we mark this incredible milestone, OneDigital’s CEO & Founder Adam Bruckman and Co-Founder Mike Sullivan took the stage to honor the dedicated team members who have been with us since the very beginning. Their commitment has shaped our journey, and alongside our clients, partners, and team, we continue to build a future where people and businesses are empowered to thrive. For 25 years, we’ve grown, evolved, and innovated—always putting people at the center of everything we do. And the best part? We’re just getting started. #WeAreOneDigital #BuildForBetter #OneDigitalSummit25

Celebrating Excellence: Our 2025 President’s Club Winners🎉🏆 During #OneDigitalSummit25, we had the honor of recognizing our 2025 President’s Club winners on stage alongside President & CEO Adam Bruckman and VP of Sales Strategy Lily Lam. An extraordinary group of individuals who have gone above and beyond to drive impact, innovation, and growth, their dedication, passion, and relentless pursuit of excellence set the standard for what it means to build for better and fiercely advocate for our clients. To our winners: your hard work and commitment inspire us all. Congratulations on this well-deserved achievement—we can’t wait to see how you continue to shape the future of OneDigital. 🔹 Megan Becker, RHU, CVBS, Employee Benefits 🔹 Jason Brady, Employee Benefits 🔹 Grant Coleman, Employee Benefits 🔹 Collin Curbo, PEO 🔹 Brady Dall, Financial Services 🔹 Michele Dixon, HR Consulting 🔹 Bob Dugan, Employee Benefits 🔹 Patrick Gangemi, Employee Benefits 🔹 Spencer Goldstein, CFA, Financial Services 🔹 Ronda Grimsley, HR Technology 🔹 David Hill, Employee Benefits 🔹 Heath Holt, Employee Benefits 🔹 Tyler Ingram, Employee Benefits 🔹 Kimberly Loewen, Employee Benefits 🔹 Christine Mathews, Human Resources 🔹 Jeff Petersen, Employee Benefits 🔹 Jeff Post, Pharmacy Consulting 🔹 Michael Shanahan, Jr., Property & Casualty 🔹 Anne Smith, Employee Benefits 🔹 Tina Sparrow, Employee Benefits 🔹 Nicholle Trugman, Employee Benefits 🔹 Jenny Vonderwerth, Employee Benefits 🔹 Steven Ziegler, Financial Services #WeAreOneDigital #BuildForBetter #FierceAdvocates

Building for better is about elevating what already makes us great, and continuously refining our approach to create an even greater impact for our clients, their people, and their families. Leaders of OneDigital’s Small Business solution, Julie Cape and Ted Crawford, took the stage to unveil a new era of small business excellence -- uniting our small business solutions under one team and reinforcing our commitment to delivering the strategic solutions, advocacy, and support they need to thrive. Two impactful panel discussions followed, highlighting the profound influence we're able to have on people's lives and uncovering powerful insights to strengthen our advocacy for those we serve. Our final day of #OneDigitalSummit25 featured an unforgettable Bold Talk given by Marcia Calleja - Matsko, OneDigital’s Chief Information Officer. Through moments of uncertainty, she emphasized the importance of trusting yourself, building confidence, and persevering in the face of challenges. Her journey served as a reminder that true leadership isn’t about always having the answers but having the courage to take action, even when the path ahead isn’t clear. From thoughtful innovation and technology investments to strategies that drive more effective spend, stronger benefits outcomes, and greater financial wellbeing—everything we do is driven by one purpose: to fiercely advocate for the millions of lives we have the privilege to support and empower. #OneDigitalSummit25 #BuildForBetter #WeAreOneDigital