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 Investment Advisors 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 Investment Advisors Enhances Retirement Advantage for Nonqualified Deferred Compensation Plans
09/10/09 -Diversified Investment Advisors, Inc., 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 Investment Advisors Awards 2009 Leaders in Health Care Scholarships to Minority Students Pursuing Advanced Degrees in Health Care
08/12/09 -Diversified Investment Advisors, Inc., 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 Investment Advisors Survey
08/06/09 -The economic downturn has affected corporate spending on employee benefits—but not in ways one might expect.
Diversified Investment Advisors to Sponsor IRS 403(b) Prototype Program
06/29/09 - Diversified Investment Advisors, Inc., 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 Investment Advisors Earns Two 2009 Dalbar Communications Seals for its Total Retirement and Defined Contribution Statements
06/23/09 - Diversified Investment Advisors, Inc., 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 Investment Advisors 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 Investment Advisors Introduces Managed DBTM Financial Advisor Resource Guide
06/01/09 - Diversified Investment Advisors, Inc., 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 Investment Advisors Introduces Managed DBTM Financial Advisor Resource Guide
06/01/09 - Diversified Investment Advisors, Inc., 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 Investment Advisors 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 Investment Advisors, Inc. 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 Investment Advisors, Inc., 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 Investment Advisors, Inc.
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 Investment Advisors 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 Investment Advisors, Inc. has introduced Plan SponsorDIRECTSM , a newly-enhanced version of its plan sponsor web site.
Diversified Investment Advisors Earns the 2008 Dalbar Communications Seal for its Defined Contribution Statement
03/04/08 - Diversified Investment Advisors, Inc., a national investment advisory firm specializing in retirement plans, has earned The 2008 DALBAR Communications Seal for its defined contribution statement.
Diversified Investment Advisors Awards Leaders in Health Care Scholarships to Minority Students Pursuing Advanced Degrees in Health Care
02/28/08 - Diversified Investment Advisors, Inc., 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 Investment Advisors' 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 Investment Advisors promotes Alice Hocking to Chief Operating Officer
Joseph P. Carusone Promoted to Senior Vice President and Named to Executive Committee
01/30/08 - Diversified Investment Advisors, Inc., 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.