OneDigital Acquires Custom Benefit Plans and Annuity Vault to Expand General Agency Platform

OneDigital Acquires Bouchey & Clarke Benefits, Inc.

February 17, 2022

Insurance

OneDigital acquired Bouchey & Clarke Benefits, Inc., a Troy, New York-based employee benefits broker, as part of its continued expansion across New York. Bouchey & Clarke’s leadership will remain in place, and the acquisition is intended to extend OneDigital’s advisory and benefits administration capabilities across its Greater New York footprint.

OneDigital Acquires Virginia Medical Plans / Katz Insurance Group

September 9, 2021

Insurance

OneDigital has acquired Virginia Medical Plans / Katz Insurance Group, a Herndon, Virginia-based health and life insurance agency. The small firm’s seven employees and roughly 3,500 customers will join OneDigital as the buyer expands scale and capabilities in the Mid‑Atlantic region.

OneDigital Acquires Your Benefits Partner, LLC

March 24, 2021

Insurance

OneDigital has acquired Your Benefits Partner, LLC, a Glen Allen/Richmond, Virginia-based employee benefits and HR consulting firm, to expand its capabilities and scale across the Mid-Atlantic region. The Your Benefits Partner team will integrate with OneDigital’s Richmond office and founder Debbie Stocks will join OneDigital as Principal, Senior Client Executive, giving clients access to OneDigital’s broader benefits, HR consulting, technology and retirement/wealth solutions.

OneDigital Acquires Refined Benefits (Sullivan)

November 19, 2020

Insurance

OneDigital has acquired Refined Benefits (Sullivan), a Florida-based employee benefits consulting firm founded in 2001. The deal brings Sullivan's staff and leadership (including Joe Sullivan and Catherine Ratcliffe) into OneDigital's Florida practice to deepen capabilities and drive growth across the firm's employee benefits division in the Florida market.

Kistler Tiffany Benefits (a OneDigital company) Acquires Advanced Benefits Concepts

September 9, 2020

Insurance

Kistler Tiffany Benefits, a OneDigital company and leading employee benefits general agency in the Pennsylvania/Delaware/New Jersey region, acquired Advanced Benefits Concepts (ABC) of Cherry Hill, New Jersey. The acquisition brings ABC's ancillary benefits expertise and staff into Kistler Tiffany to expand ancillary capabilities, scale resources, and deliver more compliance and technology support to broker partners.

OneDigital Acquires Kistler Tiffany Benefits

January 13, 2020

Insurance

OneDigital has acquired Kistler Tiffany Benefits, a Berwyn, Pennsylvania-based employee benefits consulting firm and general agency. The deal — OneDigital's largest in the benefits space to date — expands OneDigital's footprint in the greater Philadelphia market and augments its capabilities in benefits, HR and compliance services.