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.