Overland Park, KS – April 20, 2022 – OneDigital Investment Advisors “OneDigital,” a registered investment advisor focused on corporate retirement plans with over $100 billion in assets under advisement, today announced that 15 of its advisors have been named to the Planadviser Top Retirement Plan Advisers List.
The New Top PlanAdviser’s Top Retirement Plan Advisers List is taking over for the longstanding PlanAdviser Top 100 list. In years past, the top 100 list was based on assets under advisement regardless of team size. The most significant change that PlanAdviser made was to limit the eligibility of advisors on Mega Teams. With these new limitations, it is certainly a great honor to be named to the PlanAdviser Top Retirement Plan Adviser List.
Advisers named to the list are below.
Cindy Autry, OneDigital Raleigh (Greensboro, North Carolina)
Mark Beaton, OneDigital (Englewood, Colorado)
Jason Chepenik, OneDigital Orlando (Orlando, Florida)
Philip Currie, OneDigital (Sandy, Utah)
Brady Dall, OneDigital (Sandy, Utah)
Corby Dall, OneDigital (Sandy, Utah)
Joe DeBello, OneDigital (Orlando, Florida)
Peter Godfrey, Fiduciary Plan Advisors a OneDigital Company (Baltimore, Maryland)
Michael Gouldin, Gouldin & McCarthy a OneDigital Company (Basking Ridge, New Jersey)
David Griffin, OneDigital (Atlanta, Georgia)
Ronald Letaw, OneDigital (Tampa, Florida)
Michael Markovic, Fiduciary Plan Advisors a OneDigital Company (Baltimore, Maryland)
Vince Morris, OneDigital (Overland Park, Kansas)
Neil Netoskie, OneDigital (Houston, Texas)
Daniel Zlotnick, OneDigital (Hauppauge, New York)
To be named to the PlanAdviser Top Retirement Plan Adviser List myself is a great honor, and I am extremely appreciative. But to be named alongside 13 of my colleagues here at OneDigital makes it even more special. We are so proud of the organization and the culture that we are cultivating. To receive an award like this is a great marker for the growth and success we have had since bringing Retirement + Wealth into the fold at OneDigital.
— Vince Morris, President, OneDigital Retirement + Wealth
The 2022 list came to a total of around 150 advisors, which is approximately 190 fewer advisers than in years past. Making the list this year much more exclusive and prestigious. To have 15 advisors from OneDigital is an outstanding achievement. We thank all the advisors across our entire organization for their continued effort and strive for excellence in plan consulting.
For the full PlanAdviser Top Retirement Plan Advisers List please click here.
Want to read more on OneDigital? Check out this recent article: OneDigital Retirement + Wealth Wins the 2021 NAPA DC Advisor Multi-Office Firms Award.
Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.
OneDigital delivers strategic advisory consulting and technology-forward solutions to more than 85,000 employers across the nation. As employee health care, wellness and workplace benefits continue to converge, businesses of all sizes have relied on OneDigital’s exceptional advisory teams for counsel in employee benefits, wellbeing, human resources, pharmacy consulting, property and casualty solutions, as well as the retirement and wealth management services provided through OneDigital Investment Advisors. OneDigital’s commitment to technology and innovation enables its 2,800 advisors to deliver the most modern and intuitive customer experience anywhere in the industry.
OneDigital has been named as a Best Place to Work in Insurance by Business Insurance. For more information, visit www.onedigital.com.
Over the past decade, retirement plan advisers have fundamentally reshaped the face of retirement benefits programs, and PLANADVISER has been there every step of the way. Our mission is to provide deep insight into the most pressing retirement planning challenges and opportunities facing this specialized group, who do so much every day to help improve the financial future of many millions of Americans. Through our diverse media channels, we seek to identify, explore and supply insight on the critical and evolving topics that retirement plan advisers grapple with every day—from highly sensitive compliance issues to breaking news about the markets. Launched in 2006, PLANADVISER remains the only magazine to solely address the specific needs and concerns of advisers who specialize in the sale and servicing of institutional retirement plans and related products and services, including 401(k), 403(b) and 457 plans, health savings accounts (HSAs) and defined benefit (DB) pension plans. plans.
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