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OneDigital Health and Benefits, the employee benefits-only company, has acquired The Benefit Planning Group, located in Marietta, Georgia.
Managing partner David Pittard, his team of six advisors and additional support staff will continue serving the firm’s clients, providing them with expanded capabilities, expertise and enhanced benefits solutions.
Specializing in developing customized and proactive benefit strategies for both for-profit and non-profit employers in myriad of industries, including manufacturing and healthcare, The Benefit Planning Group strengthens OneDigital’s expanding national footprint throughout the Southeast region.
“The Benefit Planning Group team brings a deep understanding of plan funding and reinsurance options available in the middle market in both the core and voluntary arenas,” said Mike Sullivan, chief growth officer of OneDigital.
“They have already made significant strides in expanding our pricing flexibility and leverage opportunities for our self-funded clients in the pharmacy and reinsurance space. And, David and his team are a great cultural fit for our company.
"OneDigital’s comprehensive advisory services and market-leading solutions are offered in 47 offices throughout the country. Responding to the convergence of broker consolidation, digitalization and an increase of millennials in the workplace, the 16-year-old company is staking a claim as “the new generation in health and benefits.”
This position articulates the space in which OneDigital operates and highlights its ability to deliver fresh thinking ahead of the market, giving clients peace of mind that their approach to employee benefits is best-in-class.
“We are pleased to have found an organization to partner with that allows our technical expertise and engaged service model to flourish while being supported by the dynamic resources and strong leadership at OneDigital,” said David Pittard, managing partner of The Benefit Planning Group.
“We’ve been looking toward the horizon in order to innovate, and now we’re able to proceed successfully with greater access to capital and a strong national collaborative network that is game-changing for both our team and our clients.”
OneDigital Health and Benefits, Benefit Planning Group, Acquisition, Georgia, US