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ANNOUNCEMENT - SHA Retirement Group in now a OneDigital Company!

We are thrilled to announce that SHA Retirement Group has aligned with OneDigital. While this is a big change for our organization, we feel this partnership will allow us to continue to meet the needs of our clients. Additionally, it will also allow us to continue our work with your organization to grow in a very competitive marketplace.

First and foremost, or team will not change. Partnering with OneDigital gives us the
backing of a larger organization and the ability to share our model of success with a national firm to grow the future of the business. Many of our existing partners affiliated with Resources Investment Advisors have also joined OneDigital.

OneDigital is, the nation’s leading strategic advisory firm focused on driving business growth for employers of all sizes, headquartered in Atlanta, GA with over 90 locations across the country. We are now a part of the next chapter in OneDigital's legacy—expansion into corporate retirement plan consulting and wealth
management.  You will continue to work with the same great team of financial/plan advisors in our office. We will work just as hard to deliver on our commitment to our clients—we are not going anywhere! We look forward to
continued work with you, our valued partner, to better serve our current clients and grow our business.

Our Commitment to Community does not change.  While this is a big change
for our organization, we feel this partnership will allow us to continue to meet and exceed the needs of our customers.

Our business is at its core about people. The people who work here, and those whose lives we touch every day: our clients, our families, and our community. Our philosophy built on the foundation of customer intimacy defines us and the way we show up—and always will. That is the fabric of OneDigital as well. What we've learned about this organization that also makes this decision attractive is OneDigital’s focus on
building something special with people that care about each other, their clients, and their community. 

Headquartered in Atlanta, OneDigital's more than 2,000 employees serve the needs of more than 50,000 employers across the nation and manages over $6 billion in premiums as a result. OneDigital has been named to the Inc. 5000 List of America’s fastest-growing companies every year since 2007. Our investment in building community relationships is a strong part of our culture. Our commitment to
community through SHA Retirement Group will continue to demonstrate an important facet of who we are and how we serve.

At SHA Retirement Group, we strive every day to improve the Retirement Plan outcomes of our clients’ participants while employing a proven process with Plan Committees to foster this goal and assist them in meeting their ever-changing fiduciary obligations.  With a strong team of committed professionals, we offer these services enthusiastically and with unmatched integrity.


SHA Retirement Group was created through the assembly of several retirement professionals, each with a unique skill set and experience with Plan Sponsors and the Retirement Plan industry. This helps us bring a perspective to retirement programs that most organizations simply don’t have.  Our consultants average more than 25 years of experience in working with sponsors of all plan types and, at a minimum, each is an Accredited Investment Fiduciary (AIF®) designee.  Collectively, our team has been recognized as among the top 300 most influential Defined Contribution Advisors and one of the Top 100 Advisor teams in America.


Our client base consists of manufacturing, service and professional organizations as well as non-profit and higher-education plans with assets ranging from $2 million to $2 billion and participants from 50 to 5,000.  In addition, we work with all major investment firms and over 20 different record keepers.


As independent Plan Investment Fiduciaries, we advise without bias or conflict.  Further, our affiliation with Resources Investment Advisors, the fastest growing independent RIA firm in the country, allows us access to other like-minded Retirement Plan professionals while also providing scale and the ability to access investment tools and resources at pricing not available to other groups.  Simply, we put our clients’needs first and maintain a mantra of “whatever it takes”.

Providing Guidance with the Goal of Improving Retirement Outcomes

  • 54% of today’s workforce has saved less than $25,000 for retirement and 26% has less than $1,000 in savings¹.
  • 77% of employees have no confidence that they will be able to retire on time¹.
  • A one-year increase in average retirement age results in an incremental cost of $50,000+ for each employee whose retirement is delayed².
  • A 2017 study found that, on average, people spend about 13 hours per month worrying about money matters at work³.


We clearly have some work to do in order to transform what was intended to be a supplemental retirement plan into what is now the primary retirement vehicle for most Americans. Building a successful retirement program can be a daunting task, especially with all the other demands that come with running an organization.  We serve as an extension of our clients’ organizations by helping to simplify the process. We were founded on the belief that every employee should retire with adequate income replacement—the ability to replace a paycheck with savings and social security. Through assistance with plan design, a proven fiduciary process and overall financial wellness, we help employers create a world-class retirement program.

For more than 16 years, SHA Retirement Group has advised organizations with the goal of positively impacting the futures of their employees while reducing fiduciary risk and overall long term cost. We specialize in 401(k), 403(b), defined benefit, and nonqualified deferred compensation plans.  Based in metro Detroit with a satellite office in Grand Rapids, our clients are colleges, universities, and businesses in the manufacturing, automotive, and service industries.



1 2016 Employee Benefits Research Institute
2 “Why Employers Should Care About the Cost of Delayed Retirements” –  Prudential Report
3 2017 Mercer Study