PEP Growth Opportunity OneDigital is actively expanding pooled employer plan (PEP) offerings through national partnerships with Ascensus and The Standard, plus new plan structures like CITs for DC sponsors. This creates sales opportunities to target mid-market employers seeking scalable retirement plans with fiduciary support and compliance.

Cybersecurity Opportunity Recent data security notices involving Salesforce and Drift highlight CRM data handling risks. There is an opportunity to offer enhanced cybersecurity, vendor risk management, and incident response services to protect employer and member data and strengthen client trust during the sales cycle.

Acquisition Synergy The acquisition of Derse Morgan Financial Advisors points to cross-sell opportunities for wealth management and financial planning services to OneDigital’s employer and plan sponsor clients, expanding the value proposition beyond insurance and benefits.

National Expansion National partnerships with Standard Insurance and Ascensus enable broader geographic reach and uniform benefits programs. This positions OneDigital to pursue multi-location employers and national accounts needing consistent plan administration and benefits governance.

Tech-Driven Growth A mature tech stack including Marketo, Anaplan and other marketing and collaboration tools suggests readiness to leverage data-driven marketing and analytics. This can support selling value through ROI demonstrations, personalized benefits programs, and streamlined plan implementation.