Premier Retirement Plan Providers from 401kExchange

Detailed Company Profile

For more than fifty years, retirement plan management has been our only business. This singular focus allows us to commit all of our financial and human resources to providing best-in-class services and solutions to our defined contribution, defined benefit, nonqualified deferred compensation and total retirement outsourcing clients.

Diversified’s mission is to help people save and invest wisely for and throughout retirement. We are guided by our mission and an unwavering commitment to quality in consistently delivering on our value proposition: to help plan sponsors fulfill their fiduciary responsibilities and to help participants achieve funded retirements.

One of Diversified’s greatest strengths is the lasting partnerships we forge with both our plan sponsor and advisor clients. These relationships are built on a solid foundation of dedication, responsiveness, knowledge, and accountability.

We offer the optimal combination of services—true open architecture, full fee disclosure, award-winning participant communications, and comprehensive administrative outsourcing solutions— supported by a flexible proprietary recordkeeping system to meet the changing needs of this highly specialized market.

Full Retirement Product Array

Diversified, a leader in total retirement outsourcing services has the flexibility to work with any combination of retirement plans including defined benefit, defined contribution, and nonqualified deferred compensation plans. Diversified continually reinvests in total retirement outsourcing services in order to maintain a market leadership position as both a retirement program innovator and administrative service provider.

Since 1963, Diversified has also been dedicated to offering customized retirement solutions and superior customer service to Not-for-Profit plan sponsors and their employees. Diversified is uniquely qualified to address the distinct needs of both healthcare organizations and colleges and universities.

The American Hospital Association has awarded Diversified its exclusive endorsement as a retirement plan provider for Defined Contribution and Deferred Compensation retirement services, based on Diversified’s extensive healthcare experience, customized solutions and superior education. Diversified has been reviewed by AHA Solutions for quality, integrity, innovation, stability and flexibility. ***

Exclusive retirement expertise and focus

50+ years in the business
Full retirement product array, including 401(k), Defined Contribution, Nonqualified Deferred Compensation, Defined Benefit, Profit Sharing, Money Purchase, 403(b), and Taft-Hartley plans.

Investment Solutions

Open architecture with complete investment flexibility
No proprietary fund requirements
Full fee/revenue sharing transparency
Custom Target Date Solutions: This service allows plan advisors to offer their clients automated glidepath solutions that utilize the core funds of the plan and eliminate investment biases and fiduciary oversight concerns. This Diversified service can provide a simple, automated, default alternative for your clients.

Award winning plan communications

PLANSPONSOR DC Survey—2009: 30 Best in Class Awards*
The Profit Sharing/401(k) Council of America—2009: Diversified and two clients received Gold Signature Awards
DALBAR Communications Award – 2010
Pensions & Investments Defined Contribution EDDY Awards – 2010

Chatham Partners 2009 Satisfaction Survey

Best-in-Class** Personnel:

Overall satisfaction with Account Executive, Portfolio Strategist, Account Consultant and other personnel
Knowledge of my plan
Responsiveness
Problem resolution skills
Frequency of contact
Accessibility
Communication skills
Knowledge of my funds
Investment/market knowledge
Ability to communicate technical concepts
Responsiveness to investment concerns
Offer relevant and timely solutions
Sensitive to plan’s investment objectives
Proactive in ensuring quality of plan investments

Diversified’s Retirement Research Council

The Retirement Research Council, the research group of Diversified Investment Advisors, is dedicated to:

Portraying a comprehensive picture of the private retirement plans market today and in the future;
Providing retirement plan sponsors and their advisors with comprehensive benchmarking information; and
Detailing trends to assist with the strategic evaluation of retirement plans.

To obtain a copy of Diversified’s most recent market research including Report on Retirement Plans – 2009, Retirement Plan Trends in Today’s Healthcare Market—2009, and Prescience 2013: Expert Opinions on the Future of Retirement Plans, contact Diversified at RetirementSolutions@divinvest.com.

The Diversified Difference®

Comfortable partnerships. That’s what retirement plan advisors, plan sponsors and participants have come to expect from Diversified Investment Advisors. Count on our depth of experience to help navigate the evolving retirement plan environment. Build on our flexibility to customize solutions that address specific objectives. Rely on our sense of accountability to deliver results—all the support you need to meet the unique retirement program needs of your clients and build and sustain your retirement plan practice. That’s The Diversified Difference.

Disclosures

* In July and August 2009, PLANSPONSOR sent approximately 35,000 survey questionnaires to defined contribution plan sponsors. 5,635 usable responses, including 192 from Diversified clients, were received. The “Best in Class” references in this profile are service categories in which Diversified achieved top quartile scores.

** Chatham Partners’ survey results are based on a broad survey of Diversified clients. 627 surveys were mailed to Diversified full service defined contribution clients and 485 Diversified clients responded. Chatham Partners conducts similar surveys for nine other leading retirement plan providers.

***The AHA endorsement seal indicates that Diversified Investment Advisors' defined contribution and deferred compensation retirement services are endorsed by the American Hospital Association. Diversified has been reviewed by AHA Solutions for quality, integrity, innovation, stability and flexibility. AHA Solutions, Inc., a subsidiary of the American Hospital Association, is compensated for use of the AHA marks and for its assistance in marketing endorsed products and services. By agreement, pricing of endorsed products and services may not be increased by the providers to reflect fees paid to the AHA. AHA’s endorsement relates to the general retirement services of Diversified and does not relate to any particular investment option available through Diversified or distributed by Diversified’s affiliate, Diversified Investors Securities Corp.