OneDigital Enhances Benefits Capabilities with BoliColi Acquisition 

OneDigital Investment Advisors LLC has acquired BoliColi, an independent consulting firm specializing in executive and director benefit solutions.  

The acquisition deepens OneDigital’s capabilities in the east region and enhances its ability to deliver tailored retention and financial wellness strategies for clients across the country, according to the announcement. 

BoliColi offers a full suite of executive benefit solutions, including nonqualified plan consulting and customized investment and insurance funding strategies. 

IRALOGIX Launches Retirement Preparedness Benchmark 

IRALOGIX has announced the debut of the IRALOGIX Retirement Readiness Index, a comprehensive national benchmark built to track Americans’ preparedness to “retire with financial security and peace of mind.” 

The IRRI measures overall U.S. retirement readiness across five dimensions: savings and investments, health care readiness, lifestyle and spending, emotional well-being and economic and policy confidence.  

In its inaugural Q1 2025 evaluation, the IRRI reported a score of 45.9 out of 100. Scores below 50 fall into the “moderate risk” zone, indicating pre-retirees may face uncertain futures without adequate savings, health care coverage or financial confidence to sustain themselves through retirement. 

Mercer Advisors Launches Held-Away Retirement Account Management Solution 

Mercer Advisors announced the expansion of its family office services with the addition of held-away account management becoming a core offering, marked by the launch of Account Bridge—a unified solution embedded in its advisory portal that enables clients to receive active management of 401(k), 403(b), 457 and 529 accounts directly from their trusted adviser. 

Held-away assets are client account assets that are outside the range of management by their adviser. 

Developed in collaboration with Pontera, Account Bridge integrates Pontera’s technology and custodial interfaces into Mercer Advisors’ core adviser platform.  

The solution allows the firm’s advisers to better serve its 33,000 clients and adhere to its fiduciary commitments by better understanding the context of clients’ investments and having a view into the entirety of clients’ financial pictures, according to Mercer Advisors.  

Payroll Integrations, UKG Partner to Automate Benefits Administration 

Payroll Integrations introduced a new technology partnership with UKG, a provider of HR, payroll, workforce management and culture solutions. 

Companies that use UKG Pro or UKG Ready can now automate administrative tasks using Payroll Integrations. With pre-built integrations into widely used benefit providers in the U.S., including 90% of the largest 401(k) providers, Payroll Integrations’ technology transfers data from payroll systems and benefit plan providers to eliminate manual entries and “ensure data accuracy.” 

“Companies want to support employees’ financial wellness, but it can be hard to find time to connect and engage with employees when HR teams are bogged down with hours of payroll and benefits-related administrative tasks,” said Doug Sabella, CEO of Payroll Integrations, in a statement. “We’re looking forward to working with UKG to expand our work to automate HR hassles so companies can prioritize their employees.”