When you partner with Diversified Investment Advisors, your clients will have the support of one of the most advanced administrative teams in the industry, located in offices nationwide. We're staffed with highly experienced employees and powered by proprietary technology — a combination that affords unparalleled adaptability. Here are just a few of the ways Diversified can deliver precisely what your clients need.

Total Retirement Outsourcing

We are prepared to meet the retirement needs of your clients, and can provide the flexibility they demand. Our services lead the industry and can be backed by a total service guarantee.

On demand, detailed sponsor/participant statements Dedicated, knowledgeable and highly experienced account executives located nationwide Same-day investment processing, loan administration, participant tax reporting

Eligibility determination, valuation calculations Proactive expert compliance support Signature-ready government reporting

State-of-the-Art Customer Contact Center

It's telling that our Customer Contact Centers don't reward our representatives based on the quantity of calls they answer — but on the quality of the service they deliver. While Diversified maintains quick call responses, we also ensure personalized customer service. Additionally, we provide vital backup support through our two processing sites, allowing full redundancy for disaster recovery.

All our service representatives are NASD-registered and receive extensive initial and ongoing training. And, they take their cues from an intuitive system that automatically prompts them with plan-specific account information. Our Customer Contact Centers can field inquiries regarding planning, investment and account information based on participant's needs.

Managed DB^TM

No longer do you have to coordinate the services of multiple specialists to benefit from their specific expertise. Diversified's Managed DB^TM program seamlessly integrates all the expert services a defined benefit program requires from investment management and actuarial services, to plan administration and communication programs.

Diversified can incorporate the following services into Managed DB^TM:

• Careful selection of independent investment managers, constant monitoring of performance and regular due-diligence reports;
• Complete actuarial services and specialized plan consulting;
• Efficient plan administration and responsive trustee services;
• Valuable communication tools for plan sponsors and their employees.

All of this expertise is channeled through a single account management team, relieving you of the burden of coordination and freeing you to focus on other things.

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