Diversified is honored to have received widespread industry recognition for excellence in retirement plan services. Highlighted below are just a few of our prestigious awards.
Diversified was awarded 5 Pensions and Investments Defined Contribution Education Awards.
The P & I Eddy Awards recognize plan sponsors and providers that have done a superior job of educating DC plan participants about investing.
Diversified received awards in the following categories:
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PLANSPONSOR'S annual Defined Contribution survey is an important industry benchmarking tool. In the 2009 survey, Diversified received 33 Best in Class honors in categories such as: education program, communications materials, call center, account representative knowledge, asset allocation focus and enrollment assistance.
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 are service categories in which Diversified achieved top quartile scores.
Diversified and two clients received Gold Signature Awards.
In our 2009 client satisfaction survey, Diversified achieved the highest rating of all benchmark competitors in 31 categories and best in class ratings for many additional categories. Responses from the survey had one resonating theme: It's the people at Diversified — from our Account Executives and Portfolio Strategists to our Call Center Representatives that really make the difference.
Recognizing our sustained commitment to excellence in participant communications, Diversified was awarded two 2010 DALBAR Communication Seals for its total retirement and defined contribution statement. The 2010 DALBAR Seals represents the fifth year in which Diversified has been honored for its commitment to best practices in written and electronic communications that meet the needs of retirement plan participants.
In achieving these awards, Diversified's total retirement and defined contribution statements earned DALBAR's highest designation of “Excellent” for helping investors access and understand their account information and providing important content. Specifically, Diversified's statements were recognized for their approach toward answering the participant's primary questions concerning account value and asset allocation. Furthermore, they invited readership through design and layout.
DALBAR, Inc., the nation’s leading financial-services market research firm, continues its over 25 year commitment to raising the standards of excellence in the industry. With offices in both the US and Canada, DALBAR develops standards for, and provides research, ratings, and rankings of intangible factors to the mutual fund, broker/dealer, managed account, life insurance and property and casualty insurance industries. They include behavior, customer opinion, service quality, communications, Internet services, and financial-professional ratings.