When OneDigital acquired Resources Investment Advisors in early 2020, it was the first of One Digital’s deals to bring retirement plan consulting and wealth together with healthcare benefits under the OneDigital brand. Join Ross as he talks with Vince Morris, President of OneDigital Retirement + Wealth. Vince discusses the firm’s name change, how to approach plan sponsors when offering personal financial planning, post-pandemic plans for remote working for the firm’s team, and whether “purist” 401(k) advisors will find it harder to compete in the future.

Resources:

• OneDigital Retirement + Wealth