OneDigital announced May 26 that it has acquired Impact Benefits & Retirement, and Strategic Employee Benefit Services of Oregon (SEBS of Oregon).
The joint partnership significantly increases the total number of individuals and businesses receiving strategic workforce strategy solutions throughout OneDigital’s Pacific region, according to the announcement.
Impact Benefits & Retirement is a woman-owned and operated firm specializing in integrating retirement services, group health insurance and wealth management advisory for businesses and individuals.
SEBS of Oregon, a division of Northwestern Mutual, offers consulting services to help employers make the “right business decisions” regarding their employees. In addition, the firm provides employers with access to licensed employee benefits specialists to support employee benefit and human resources needs.
“From my initial conversations, I was incredibly impressed with both firms’ holistic approach to designing and supporting robust company employee benefits and retirement programs,” stated Jeff Fallick, Regional Managing Principal of OneDigital Pacific Region. “Additionally, it was abundantly clear that they are both ‘People First’ firms. Both in terms of their commitment to their employees, as well as the clients they serve. It was a perfect match with OneDigital’s culture,” Fallick adds.
Impact Benefits & Retirement and SEBS of Oregon will continue serving clients in adjacent roles operating alongside OneDigital’s existing Pacific team. As part of the alignment, the two offices will merge with shared oversight and management from Candy Dietz and Mary Caballero of Impact Benefits & Retirement.
To date, OneDigital’s advisory services and solutions are offered in more than 100 offices and 2,400-plus business strategists supporting the needs of over 85,000 employers across the country.
