Partnership Expected To Add Approximately $1.3 Billion To OneDigital’s Assets Under Management

ATLANTA, GA – February 16, 2021 – OneDigital Investment Advisors, the registered investment advisor and a wholly-owned subsidiary of OneDigital, a leading strategic advisory firm focused on driving business growth for employers of all sizes, has acquired Atlanta Retirement Partners (ARP).

In a series of partnerships to streamline benefits solutions for employers of all sizes, OneDigital pursued the acquisition of Atlanta Retirement Partners as part of its expansion into retirement plan consulting and wealth management.

"David Griffin is a nationally recognized and talented next-generation advisor and has built a great business focused on retirement plan consulting but has also incorporated wealth into his business model,” said Vince Morris, President, OneDigital Retirement + Wealth. “At OneDigital, we believe that adding talent like David and his team is key to supporting the growth of our business but also in meeting the future needs of our clients."

David Griffin, Founder and Owner of Atlanta Retirement Partners, commented, “Having the backing of a highly respected leader in the market is paramount to efficiently support our steadily growing client base. OneDigital provides deep resources and thought capital in health care, retirement, HR consulting and wealth management, making it a one-stop-shop for current and future clients. OneDigital being headquartered in Atlanta, GA is also a tremendous opportunity given ARP’s well-established client base throughout the metro area.”

Atlanta Retirement Partners is an established retirement plan consulting firm in Atlanta serving more than a hundred clients representing institutional retirement plans for various governmental, private and tax-exempt organizations. The firm works with retirement plan sponsors to create and follow a process that seeks to both fulfill fiduciary responsibility and drive positive retirement outcomes. Upon joining OneDigital, Atlanta Retirement Partners will operate under the registered investment advisory of OneDigital Investment Advisors—adding over 130 retirement plans, representing $1.3 billion in plan assets.

With the acquisition of Atlanta Retirement Partners, OneDigital’s comprehensive advisory services and market-leading solutions are offered in more than 100 offices and nearly 50 retirement wealth offices across the United States, serving around 60,000 clients, 5,000 retirement plans and approximately 900,000 participants. Strategic partnerships have led to significant growth for the firm, fueling its investments in technology solutions and other resources that deliver efficiencies for broker partners and the customers they serve.

About OneDigital

OneDigital is the leading strategic advisory firm in the U.S. and has consistently led from the front as a workplace ally for 20 years. OneDigital’s unique ability to converge health, wealth, and human resources into a hub of services and business guidance has empowered companies to create workplaces that attract and retain talent while fueling innovation and company growth. As employee health care, wellness, and workplace benefits continue to shift, companies of all sizes have relied on OneDigital’s exceptional advisory teams for counsel and its adjacent services, including employee benefits, holistic HR services, retirement and wealth management, employee wellbeing, and pharmacy consulting. Headquartered in Atlanta, OneDigital's more than 100 offices and 2,400+ business strategists serve the needs of over 60,000 employers across the nation.

OneDigital has been named to the Inc. 5000 List of America's fastest-growing companies every year since 2007, one of only 11 companies to do so. Currently listed as 18th on Business Insurance's list of 100 Largest U.S. Brokers, OneDigital's deep analytic abilities and experienced advisors deliver insights that reduce business risk and improve plan design and performance.

About Atlanta Retirement Partners

The firm’s service philosophy is that “people come first.” The success of an employee retirement program is measured by individual employee retirement outcomes.

In recent years, qualified plan administration has grown increasingly complex, both for the plan sponsor and the participant. These efforts have helped promote more successful retirement programs, where employees better understand their retirement plan, their personal goals, and how today’s decisions will impact their retirement. “That’s why we take a very hands-on approach to employee education,” Griffin notes, and it is one reason why David Griffin has been recognized by the National Association of Plan Advisors as one of 2016’s “Top 50 under 40”[1] and has been named to the 2016 Financial Times “Top 401 Retirement Plan Advisors”[2] list. Atlanta Retirement Partners was also recognized by PLANSPONSOR Magazine as the 2019 PLANSPONSOR Retirement Plan Adviser Team of the Year – Small Team[3].

Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. Securities offered through Triad Advisors, LLC (member FINRA/SIPC). Atlanta Retirement Partners, OneDigital and OneDigital Investment Advisors are separate entities from Triad Advisors, LLC.

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MEDIA CONTACT
For OneDigital
Chelsea Fortier, OneDigital
860.409.7201, cfortier@onedigital.com

[1] Nominated and voted on by industry peers and selected by a NAPA member committee based on business profile and future industry leadership potential.

[2] Awarded to financial advisors managing at least $50 million in defined contribution (D.C.) plan assets where D.C. plans represent at least 20% of total AUM. Graded on several criteria, including growth in D.C. plans and assets, plan participation rates, experience and industry certifications, and compliance record.

[3] The PLANSPONSOR Retirement Plan Adviser of the Year includes finalists across four categories: individual, small team, large team and mega team. Judges look for advisory practices that employ industry best practices across a number of areas, including the implementation of auto enrollment, auto escalation and re-enrollment, especially at higher levels than the industry norms. Advisers that are successful in the award program need to demonstrate a commitment to outcomes-based measurement and encourage plan sponsor clients to create plans not that are just in the best interest of the company but are in the best interest of participants. Nomination for this award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANSPONSOR in exchange for the Retirement Plan Adviser of the Year award.