Since winning the 2019 PLANSPONSOR Retirement Plan Adviser Mega Team of the Year award, Bukaty Companies Financial Services was acquired by employee benefits giant OneDigital, greatly expanding the services it can now offer clients.
And more are seeking advice from a third-party professional, especially as open-enrollment season begins.
SBA's founding principal says search engagements on the vendor platform will start at $25,000, depending on the nature and scope of the plan sponsor’s request.
The company is planning to improve the tool with personalized recommendations, investment insights and spending analysis.
To provide the benefits, the company partnered with technology-focused organizations.