OneDigital Introduces Private Investments Within Personalized Portfolios for Defined Contribution Plans

OneDigital. (2026, January 20). OneDigital introduces private investments within personalized portfolios for defined contribution plans. https://www.onedigital.com/blog/onedigital-introduces-private-investments-within-personalized-portfolios-for-defined-contribution-plans/

·       OneDigital has integrated private equity, private credit, and opportunistic investment strategies into its Personalized Portfolio program for 401(k) plan sponsors.

·       The firm established strategic partnerships with leading global asset managers including Apollo, Ares, and Blackstone to facilitate these institutional-quality offerings.

·       These private market strategies are embedded within advisor-managed portfolios to improve diversification while adhering to strict liquidity and fiduciary standards.

·       The program aims to provide retail retirement savers with access to investment tools that have traditionally been reserved for large institutional investors.

·       OneDigital’s internal investment team provides ongoing oversight and rigorous due diligence for all private market allocations within the program.

·       Collective Investment Trusts incorporating these private investments are expected to be available for eligible plan sponsors starting in the current quarter.

·       Plan sponsors retain full discretion regarding the implementation of these strategies to ensure alignment with specific workforce demographics and risk tolerances.