Estate planning options at OneDigital Retirement

OneDigital does not hold custody of retirement plan clients' assets. The beneficiary designation is made under the plan's own terms with the plan, not with OneDigital.¹

OneDigital does not hold custody of plan assets, so nothing is re-registered through OneDigital. A trust's connection to a plan account is as a designated beneficiary under the plan's terms.¹

OneDigital's clients include trusts. Wealth-management and Private Client accounts are held at the custodian, and a change of registration to a trust is made at that custodian.^{2, 3}

Recordkeeping, trust and custody for the Path Forward pooled employer plans⁴

Custody of OneDigital wealth-management and Private Client accounts^{2, 3}

Custody of OneDigital wealth-management and Private Client accounts^{2, 3}

Custody of OneDigital wealth-management and Private Client accounts^{2, 3}