Diversified Leads Large-Plan Market with Most 'Best in Class' Cups and Obtains Overall Client Recommendation Rate of 97 Percent, According to PLANSPONSOR's Annual Defined Contribution Survey
01/05/2012 - Diversified is one of the most recommended retirement plan providers and received more "Best in Class" cups for participant and sponsor services than its peers serving the large-plan market, according to PLANSPONSOR magazine's 2011 Defined Contribution (DC) Survey of retirement plans.
Diversified Launches Next Generation OnTrack® Report
Newly Designed Report Provides Personalized Savings Rate
to Help Employees Save Enough to Meet Retirement Goals
12/14/11 - Diversified, a national firm specializing in retirement plans, has introduced the next generation of its highly personalized OnTrack® report.
Diversified Announces 2012 Leaders in Health Care Scholarship Program - Now Accepting Applications
11/15/11 - Diversified, a national firm specializing in retirement plans and an Institute for Diversity in Health Management sponsor, has announced the 2012 Leaders in Health Care Scholarship program and is now accepting applications.
Diversified Ranks as the #1 Recordkeeper in 401(k) Plan Sponsor Satisfaction.
11/08/11 - Diversified ranked as one of the top retirement plan service providers in Boston Research Group's 2011 Defined Contribution Plan (DCP) Plan Sponsor Satisfaction & Loyalty Study, a nationwide survey of 401(k) plan sponsors.
401(k) Plan Sponsors are Focused on Increasing Plan Participation and Measuring Plan Success,
Says New Diversified Survey
10/18/11 - Almost one-half (48%) of larger companies have implemented automatic enrollment and an additional 36% are considering implementing this feature, which could result in near universal utilization in the future.
Healthcare Organizations Report that Two-Thirds of their Employees Participate in a Defined Contribution Plan, Says New Diversified/AHA Report
09/08/11 - According to a nationwide survey of nearly 200 healthcare plan sponsors, two-thirds of their employees participate in retirement plans, with participation in 401(k) plans (72%) slightly higher than that of 403(b) plans (65%).
Experts Predict that More Plan Sponsors will Rely on Retirement Plan Advisors, Says New Diversified Prescience Study
Changes in Pricing Structures for Service Providers and Industry Consolidation Also Expected over the Next Five Years07/25/11 - As the retirement plan industry comes of age and enters a period of relative calm following a period characterized by tumultuous economic, socio-cultural and regulatory change, experts predict the growing role of retirement advisors will be one of the most noteworthy changes the industry will see over the next five years.
Diversified Awards 2011 Leaders in Health Care Scholarships to Minority Students Pursuing Advanced Degrees in Health Care
07/06/11 - Diversified, an Institute for Diversity in Health Management ("the Institute") sponsor, is proud to announce that Joseth Abara and Sheena Garcia have been awarded the 2011 Leaders in Health Care Scholarships. They will each receive a $5,000 award.
Thomas M. Stephenitch Joins Diversified as Sales Executive
06/08/11 - Diversified, a national firm specializing in retirement plans, has announced that Thomas M. Stephenitch has joined the company as a sales executive for Michigan and northern Ohio.
New Survey Reveals That Setting Retirement Savings Goals Leads to Increased Engagement and Savings
05/04/11 - When people set a goal for their retirement savings, they tend to be more engaged in actively planning for their retirement.
Healthcare Organizations as Fiduciaries Rely More on Plan Providers For Plan Administration and Support, Says Diversified/AHA Survey
03/08/11 - Healthcare employers are changing the way they manage their retirement plans and are relying more on retirement plan providers to administer their plan and help them meet their fiduciary responsibilities, according to a nationwide survey of nearly 200 healthcare plan sponsors.
Diversified Earns Two 2011 DALBAR Seals of Excellence
03/03/11 - Diversified, a national firm specializing in retirement plans, has earned two 2011 DALBAR Communication Seals for its total retirement and defined contribution statements.
Personalized Assessments Help Employees Save and Invest More for Retirement
Continuous Feedback is Key to Changing Behavior
02/04/11 - Staying focused on retirement income goals is critical to helping employees achieve fully funded retirements, according to experts at Diversified, a national firm specializing in retirement plans.
Diversified Announces 2011 Leaders in Health Care Scholarship Program
01/04/11 - Diversified, a national investment advisory firm specializing in retirement plans and an Institute for Diversity in Health Management sponsor, has announced the 2011 Leaders in Health Care Scholarship program and is now accepting applications.
Diversified Introduces SecurePath for Life: A Guaranteed Lifetime Income Solution
10/27/10 - In recent years, retirement plan participants have become acutely aware of the need to protect their retirement nest egg and secure an income benefit in retirement that they won't outlive.
Diversified/AHA Survey Reveals that Cost Cutting Measures and Need for Improved Plan Management Drive Retirement Plan Changes
09/28/10 - Regulatory changes and the effects of the economic downturn are prompting healthcare employers to alter their retirement plan designs and provisions.
Diversified Launches Facebook page
09/08/10 - Diversified, a national investment advisory firm specializing in retirement plans, has launched "Your Money Matters" on Facebook to share and explore retirement and personal finance issues and trends with consumers.
Diversified Introduces Mobile Solution for Retirement Plan Participants
07/15/10 - Diversified has introduced a new mobile solution— Diversified Direct SM Mobile—that allows retirement plan participants to monitor their accounts from their Microsoft© Windows©, Blackberry© or AndroidTM mobile devices, Apple© iPhone© or iPod touch©.
More than One-Third of Retirement Plan Participants are Saving More to Make Up for the Market Downturn, Says New Diversified Study
06/24/10 - More than one-third (38%) of retirement plan participants have increased the amount they are saving for retirement following the market downturn of recent years.
Diversified Awards 2010 Leaders in Health Care Scholarships to Minority Students Pursuing Advanced Degrees in Health Care
06/07/10 - Diversified, an Institute for Diversity in Health Management ("the Institute") sponsor, is proud to announce that Allison D. Au and Bryan Cutliff have been awarded the 2010 Leaders in Health Care Scholarships.
Diversified Earns Two 2010 Dalbar Communications Seals for its Total Retirement and Defined Contribution Statements
03/16/10 - Diversified, a national investment advisory firm specializing in retirement plans, has earned two 2010 DALBAR Communications Seals: one for its total retirement statement and one for its defined contribution statement.
Diversified Introduces PlanXpressSM Mobile Solutions Lab
03/09/10 - Diversified, a national investment advisory firm specializing in retirement plans, has introduced PlanXpressSM Mobile Solutions Lab to provide secure online access to participant retirement accounts onsite where employees work.
Diversified Announces 2010 Leaders in Health Care Scholarship Program
01/07/10 - Diversified, a national investment advisory firm specializing in retirement plans and an Institute for Diversity in Health Management sponsor, has announced the 2010 Leaders in Health Care Scholarship program and is now accepting applications.
Diversified Releases White Paper on 403(b) Retirement Plan Erisa Compliance
Avoiding the Breach Offers Guidance to Help Higher Education Institutions
12/15/09 - Diversified, a national investment advisory firm specializing in retirement plans, has released a white paper on 403(b) plan compliance with Employee Retirement Income Security Act (ERISA) statutes.
New Diversified/AHA Survey Reveals Healthcare Retirement Plans are being Redesigned in a Dynamic Market
10/26/09 - Market volatility and regulatory requirements were the driving forces behind healthcare retirement plan sponsors’ actions in 2009.
85% of Defined Benefit Plans are Less than 80% Funded, Diversified Survey Shows
Sponsors that Use Liability Driven Investing Project Much Improved Funding Levels by 201309/22/09 - The commitment by U.S. employers to continue funding their defined benefit plans was further tested in 2008 under corporate America’s financial woes and regulatory pressures.
Diversified Enhances Retirement Advantage for Nonqualified Deferred Compensation Plans
09/10/09 -Diversified, a national investment advisory firm specializing in retirement plans, has enhanced its nonqualified deferred compensation (NQDC) plan solution, Retirement Advantage, to assist plan sponsors and their advisors in meeting NQDC retirement program needs.
Diversified Awards 2009 Leaders in Health Care Scholarships to Minority Students Pursuing Advanced Degrees in Health Care
08/12/09 -Diversified an Institute for Diversity in Health Management (“the Institute”) sponsor, is proud to announce that Kristian Henderson and Pernell Jones have been awarded the 2009 Leaders in Health Care Scholarships.
401(k) Plan Sponsors are Reducing or Eliminating Employer Contributions, but Overall Benefits Budgets are Increasing, says Diversified Survey
08/06/09 -The economic downturn has affected corporate spending on employee benefits—but not in ways one might expect.
Diversified to Sponsor IRS 403(b) Prototype Program
06/29/09 - Diversified, a national investment advisory firm specializing in retirement plans, announced that it has notified the Internal Revenue Service (IRS) of its intent to participate in the IRS' 403(b) prototype program as a sponsor of one or more prototype plans.
Diversified Earns Two 2009 Dalbar Communications Seals for its Total Retirement and Defined Contribution Statements
06/23/09 - Diversified, a national investment advisory firm specializing in retirement plans, has earned two 2009 DALBAR Communications Seals for its total retirement statement, as well as its defined contribution statement.
Diversified Introduces New OnTrack® Report to Provide More Holistic Assessment of Retirement Readiness to Both Plan Participants and Sponsors
06/09/09 - To provide retirement plan participants with a more holistic assessment of whether or not they are "on track" toward meeting their financial goals for retirement, Diversified Investment Advisors, Inc. has introduced a new version of its OnTrack report.
Diversified Introduces Managed DBTM Financial Advisor Resource Guide
06/01/09 - Diversified, a national investment advisory firm specializing in retirement plans, has introduced the Managed DB Financial Advisor Resource Guide to assist retirement plan advisors in their efforts to meet the retirement program needs of defined benefit plan sponsors.
Diversified Introduces Managed DBTM Financial Advisor Resource Guide
06/01/09 - Diversified, a national investment advisory firm specializing in retirement plans, has introduced the Managed DB Financial Advisor Resource Guide to assist retirement plan advisors in their efforts to meet the retirement program needs of defined benefit plan sponsors.
Diversified Introduces New Retirement Plan Review — a Diagnostic Tool for Plan Sponsors to Measure the Effectiveness of Their Retirement Plans
05/04/09 - In an effort to provide plan sponsors and their advisors with a clearer picture of how well their retirement plan is working, Diversified Investment Advisors, Inc. has introduced a new retirement plan review document.
Diversified Sees Multi-Vendor Approach as Contributing Factor to IRS 403(b) Compliance Deadline Extension
Plan Sponsors Get Time to Rethink their Game Plan
12/16/08 - The recent IRS extension for 403(b) plan document compliance, which now has a deadline of December 31, 2009, affords plan sponsors an opportunity to rethink how their retirement plans are structured, according to experts at Diversified, a national investment advisory firm specializing in retirement plans.
Retirement Plan Experts Optimistic About Retirement Plan Business in 2013, according to New Prescience Study by Diversified
11/12/08 - Despite volatile investment markets, the freezing and terminating of defined benefit plans and limited formation of new plans, retirement market thought leaders and professionals alike are upbeat about the industry’s future when looking five years ahead.
New Diversified/AHA Survey Reveals Overhaul of 403(b) Regulations Impacting Retirement Plans for Healthcare Sector more than the Pension Protection Act of 2006
09/25/08 - Just one year after the IRS issued an extensive overhaul of 403(b) regulations, a recent study reveals that they are impacting healthcare employers’ decisions about their retirement plan administration even more so than the Pension Protection Act of 2006 (PPA).
Diversified Launches Plan SponsorDIRECTSM for More Efficient Plan Administration
03/11/08 - In an effort to streamline communications and help plan sponsors more efficiently manage their retirement plans, Diversified has introduced Plan SponsorDIRECTSM , a newly-enhanced version of its plan sponsor web site.
Diversified Earns the 2008 Dalbar Communications Seal for its Defined Contribution Statement
03/04/08 - Diversified, a national investment advisory firm specializing in retirement plans, has earned The 2008 DALBAR Communications Seal for its defined contribution statement.
Diversified Awards Leaders in Health Care Scholarships to Minority Students Pursuing Advanced Degrees in Health Care
02/28/08 - Diversified,an Institute for Diversity in Health Management ("the Institute") sponsor, is proud to announce the selection of Cynthia Nguyen Dang and Phillip Ramirez as the winners of the 2008 Leaders in Health Care Scholarship. Ms. Dang and Mr. Ramirez will each receive a $5,000 award.
Diversified's David Ray Named to Board of Directors of The Institute for Diversity in Health Management
02/12/08 - David Ray has been named to the Board of Directors of The Institute for Diversity in Health Management (The Institute).
Diversified promotes Alice Hocking to Chief Operating Officer
Joseph P. Carusone Promoted to Senior Vice President and Named to Executive Committee
01/30/08 - Diversified, a national investment advisory firm specializing in retirement plans, has announced that Alice Hocking has been promoted to chief operating officer. In addition, Diversified announced the promotion of Joseph P. Carusone to senior vice president and appointment to its Executive Committee.