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

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An Important Message about Tax Forms
In accordance with IRS guidelines, Diversified will mail 1099-R tax documents by January 31st. You will receive a 1099 if you had a taxable distribution or performed a rollover from your account. Your 1099-R should arrive shortly after January 31st.
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Tools & Resources

Diversified Ranked One of the Top Companies to Work for in New York
New Mobile App From Diversified Allows Plan Participants to View Retirement Outlook

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 — 2011

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 — 2011

This survey report presents healthcare plan sponsors and their advisors with comprehensive benchmarking information and helps the strategic evaluation of retirement programs.
Prescience 2015: Expert Opinions on the Future of Retirement Plans

Prescience 2015 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.