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For over half a century, Diversified Investment Advisors has delivered on its value proposition: to help retirement plan sponsors meet their fiduciary responsibilities and help participants achieve funded retirements.

Education Center

What's Your Prognosis?
Give yourself a retirement check-up.
New Rules on Roth IRAs
Now (almost) everyone can convert to this tax-friendly account.
5 Ways to Invest Wisely
Time-tested rules for keeping a long-term perspective.
Strategies Newsletter
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Archives: Check out previous articles here.

Tools & Resources

More than One-Third of Retirement Plan Participants are Saving More to Make Up for the Market Downturn, Says New Diversified Investment Advisors Study
Diversified Investment Advisors Awards
2010 Leaders in Health Care Scholarships to Minority Students Pursuing Advanced Degrees in Health Care

Avoiding the Breach: Bringing 403(b) Plans Up-to-Date with Current ERISA Fiduciary Best Practices

Co-authored by principals of Groom Law Group, this white paper was developed to help higher education plan sponsors to better understand ERISA requirements and fiduciary responsibilities.
Report on Retirement Plans — 2009

This survey report presents information on current issues impacting defined contribution and defined benefit plans of U.S. corporations with 1,000 or more employees.
Retirement Plan Trends in Today's
Healthcare Market — 2009

This survey report presents healthcare plan sponsors and their advisors with comprehensive benchmarking information and helps the strategic evaluation of retirement programs.
Prescience 2013: Expert Opinions on the Future of Retirement Plans

Prescience 2013 is a modified Delphi Study which explores the future impact of retirement plan trends. Survey participants are thought leaders in the retirement plans business.
Awards and Recognition

Diversified is honored to have received widespread industry recognition for excellence in retirement plan services. Highlighted here are just a few of our prestigious awards.