Overview

NAO and OneDigital, Portland have partnered together to bring NAO's 501(c)(3) members a new retirement plan program - ImpactRetireNPO - designed specifically for Oregon's nonprofits. The plan is turnkey, affordable, and easy to understand while including awesome investment options. Each nonprofit that enrolls has the ability to customize the savings plan for its own employees. OneDigital, Portland takes the heavy lift off of nonprofit organizations, whether a nonprofit is looking to offer a new retirement plan for its employees or is seeking an alternative to its current retirement plan options. 

OneDigital, Portland has been consulting on retirement plans for almost 40 years and is a 100% women-led region. OneDigital, Portland has dedicated much of its resources as an organization to making investing and saving for retirement attainable to ALL organizations. OneDigital, Portland has been successfully working with nonprofits of all sizes and subsectors for several years and truly understands nonprofits' needs. Their approach is hands-on client service, access and inclusion, service to community, and their commitment towards making a greater social impact through their services. In May 2021, OneDigital acquired Impact Benefits & Retirement, expanding its Portland presence. 

NAO hosted a webinar with OneDigital, Portland to share more about this retirement plan benefit. Access recording here.

 

Value

OneDigital plans for NAO 501(c)(3) members include the following:

  • Turnkey Solution: No more analyzing investments, tracking eligibility, sending out notices and processing distributions; Impact is your fiduciary!
  • Cost-savings: Negotiated lower pricing 
  • Transparent Pricing: Costs are straightforward and simple in a flat-fee pricing structure
  • Investment Coaching: Dedicated guidance from investment experts who speak your language and have your best interests in mind
  • Employee Education: Access to local, licensed advisors, customized education for your organization, quarterly financial wellness webinars, and affordable financial wellness program 

 

Get Started!

Visit OneDigital for more information. You can also contact OneDigital, Portland directly at impactretirenpo@onedigital.com.

NAO Members: Need help creating your individual user account or linking your existing user account to your organization’s membership? Access this user account info sheet for instructions. Contact Member Services at membership@nonprofitoregon.org for any questions about how to access this member benefit.

 

Securities offered through Triad Advisors, LLC, member FINRA/SIPC. Investment advice offered through Resources Investment Advisors, LLC, an SEC-registered investment adviser. Resources Investment Advisors, LLC and iMPACT Benefits & Retirement are not affiliated with Triad Advisors, LLC.