OneDigital - retirement Plan Investment Management Agreement - 06.01.2026 - SIGNED
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OneDigital Page 2 Form ADV, Part 2A Item 2 – Material Changes Since the last annual amendment to this Disclosure Brochure on March 31, 2025, the following amendments were made: Item 10 regarding Other Financial Industry Activities and Affiliations was updated to include Fidelity Institutional Wealth Adviser LLC, an affiliate of Fidelity Brokerage Services LLC, as a Model Manager who provides OneDigital with investment research, models and/or technology at no cost and the associated conflicts of interest related to the receipt of such benefits. Item 12 regarding Research and Additional Benefits was updated to disclose that Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC may provide financial assistance to OneDigital or its clients, including the payment of certain fees and expenses owed to third-party vendors who were, directly or indirectly, hired by OneDigital to assist in the preparation, delivery, execution and/or submission of agreements, authorizations, disclosures and/or other documents, which creates a material conflict of interest for OneDigital whenever it recommends the custodial, brokerage, recordkeeping, administrative and/or investment services of such firms or their affiliates.