A Singular Focus on Retirement Plans, A Diverse Offering of Products and Services

For more than 50 years, Diversified Investment Advisors has been focused solely on providing retirement plan solutions to corporations, not-for-profit entities, unions (Taft-Hartley plans) and municipalities. Because we've been able to concentrate all our time, talent and resources in this area, we've developed a breadth of offerings and a depth of expertise that is virtually unparalleled in the industry for all types of defined contribution plans and defined benefit plans ($5 million in assets and above).

We make it easy for advisors to deliver customized retirement plan solutions. Here are a few of the distinctive advantages Diversified offers you and your clients:

A Fiduciary-Friendly Investment Approach

We follow a disciplined, objective, ERISA-based approach to investment selection, and perform continuous fund monitoring. Not only that, your clients will have the benefit of all the Diversified name implies - access to leading independent institutional investment managers and a wide array of fund choices, including Diversified proprietary and Strategic Allocation Funds, as well as thousands of funds from other fund families.

Integrated Communications and Education: Plan of a Lifetime^TM

The true Diversified Difference is our unique communications approach which proactively guides and educates participants - from pre-enrollment through retirement. This approach is designed to help employees better understand, appreciate and maximize their retirement benefits. We have recently enhanced our approach to include PlanXpress services that will enable your clients to provide more automated services to their employees.

Total Plan Outsourcing Through Proprietary Technology

Diversified is continually investing time, money and staff in technology. Our proprietary recordkeeping system allows your clients to tailor our technology to their needs. They will benefit from plan flexibility and faster response to legislative changes. Additionally, we provide vital backup support through our two processing sites, allowing full redundancy for disaster recovery. Our technology allows us to offer complete outsourcing services that continuously meet industry-leading standards.

Plan Expertise: Technical Support

Diversified provides ongoing service and support to ensure that your clients' plans are responsive to organizational and participant needs. From prototype and custom plan documents to client seminars and ongoing plan design review and guidance, we offer technical expertise and local service - accessible through a single point of contact.