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.
Automatic Features Are Driving 401(k) Plan Participation at U.S. Companies, Reveals Diversified Investment Advisors, Inc. Survey
Fiduciary Responsibility and Compliance Are Now Greater Focus for Plan Sponsors
11/26/07 - Automated retirement plan features such as automatic enrollment are driving 401(k) plan participation rates at U.S. companies, according to Diversified Investment Advisors, Inc.'s just released Report on Retirement Plans – 2007.
William Noyes to Lead Client Investment Services Group at Diversified Investment Advisors
10/22/07 - Diversified Investment Advisors, Inc., a national investment advisory firm specializing in retirement plans, has announced that William Noyes, CFA, has joined Diversified as vice president, Client Investment Services.
James Daley Joins Diversified Investment Advisors as Vice President of Asset Allocation and Portfolio Services
10/08/07 - Diversified Investment Advisors, Inc., a national investment advisory firm specializing in retirement plans, announced today that James Daley, CFA, CFP, CEBS, has joined Diversified as vice president of asset allocation and portfolio services.
New Survey Reveals that the Pension Protection Act Significantly Impacts Retirement Plans for Healthcare Sector
Healthcare Sector Committed to Offering Employees Traditional Pension or Hybrid Plans
10/01/07 - Eighty-five percent of healthcare employers offer some form of investment advice to retirement plan participants as a result of the Pension Protection Act (PPA).
Liability Driven Investing Principles Offer a New Perspective for Addressing the Financial Realities of Defined Benefit Plans, Says New Diversified Investment Advisors White Paper
09/05/07 - Liability Driven Investing (LDI) may well be today’s answer to managing surplus volatility as part of a defined benefit (DB) plan’s investment strategy, according to a just-released white paper by Diversified Investment Advisors, Inc., (Diversified) a national investment advisory firm specializing in retirement plans.
Diversified Investment Advisors, Inc. Actuarial Consulting Group Expands, Opens San Francisco Office.
Clark Consulting Unit Merges with Diversified to Support Growing Total Retirement Solutions Business
07/25/07 - Diversified Investment Advisors, Inc. has announced that its actuarial consulting group, which is based in Newton, MA, has opened a San Francisco office to service its growing client base on the West Coast.
Diversified Investment Advisors, Inc. Awards $10,000 in Leaders in Health Care Scholarships
New Scholarship Program Helps Minority Students Achieve Health Care Degrees
05/01/07 - Diversified Investment Advisors, Inc., an Institute for Diversity in Health Management (“the Institute”) sponsor, recently awarded $10,000 in scholarships to two minority graduate students who are pursing degrees in health care management and administration.
Dan Brennan Joins Diversified Investment Advisors as VP of Taft-Hartley Sales
03/14/07 - Diversified Investment Advisors, Inc., a national investment advisory firm specializing in retirement plans, announced today Dan Brennan has joined Diversified as vice president of Taft-Hartley Sales.
Diversified Investment Advisors Launches Enhanced Web Site to Help Defined Benefit Plan Participants Make More Informed Decisions
03/05/07 - Diversified Investment Advisors, Inc. has enhanced the defined benefit features of its participant Web site, Diversified DirectSM Online. The changes to the site now allow plan participants to make better informed decisions about their plans based on actual, not estimated, plan data.
Mary Jo Baumann Returns to Diversified Investment Advisors as Vice President, Key Accounts Manager for Broker/Dealers
03/15/07 - Diversified Investment Advisors, Inc., has announced that Mary Jo Baumann has rejoined the firm as vice president and key accounts manager responsible for managing relationships within its Broker-Dealer Channel. Baumann will be based in Charlotte, North Carolina.
Money purchase and profit sharing plans on the rise as more companies freeze their traditional pension plans, says new Diversified Investment Advisors survey
Automatic Enrollment and Other Automated Features Gain Popularity Among Large Corporate Retirement Plan Sponsors
12/20/06 - While mounting financial pressures have led many corporations to freeze or curtail their defined benefit plans, the pressures to attract and retain top talent while helping employees reach their financial goals for retirement remain.
Majority of pension experts worldwide believe multinational companies, not governments, will develop cross-border pension arrangements
First-Ever Global Survey of Pension Experts Reveals U.S. Leads International Business Community in the Migration from Defined Benefit Plans to Defined Contribution Plans
12/12/06 - Most pension experts believe that multinational companies will forge new territory by designing and implementing pragmatic solutions for the management of global pension arrangements rather than rely on government initiatives to streamline pension issues, according to the firstever worldwide survey of pension experts.
Ed Ryan joins Diversified Investment Advisors as Senior Vice President for Total Retirement Services
12/08/06 - Ed Ryan, CFA, a recognized leader in the retirement services industry, has joined Diversified Investment Advisors, Inc., as senior vice president for Total Retirement Services.
Healthcare sector focused on retirement plan design to attract, retain workforce, according to American Hospital Association/Diversified Investment Advisors survey
12/01/06 - U.S. healthcare organizations are increasingly relying on the design of their retirement plans to serve double duty: to make saving and investing for retirement as simple as possible while making education and a breadth of fund offerings accessible to its workforce – all with an eye toward growing and retaining a qualified workforce in competitive times.
Diversified Investment Advisors launches new Investment Evaluation Tool for retirement plan sponsors
7/24/06 - Diversified Investment Advisors, Inc. a national investment advisory firm specializing in retirement plans, has introduced the Diversified Fund Evaluation Report, a tool that allows retirement plan sponsors to efficiently evaluate the ongoing performance of their plans' investments, as well as comply with today's rigorous reporting requirements.
Diversified Investment Advisors launches PlanXpressSM.
Diversified is First to Offer Automated, Service-Based Alternative to End Date Funds to Simplify Retirement Plan Participants' Investment Decisions
06/26/06 - Diversified Investment Advisors, a national investment advisory firm specializing in retirement plans, has introduced PlanXpressSM, a suite of automated participant services ranging from plan enrollment through retirement.
Diversified Investment Advisors Introduces Lifetime Income Fund
05/31/06 - Diversified Investment Advisors, a national investment advisory firm specializing in retirement plans, has introduced the Lifetime Income Fund, a new de-cumulation funding vehicle designed for investors who are ready to turn their retirement assets into retirement income.
Diversified Investment Advisors sponsors the Institute for Diversity in Health Management
04/20/06 - As an expansion of its commitment to healthcare employers, Diversified Investment Advisors, a national investment advisory firm specializing in retirement plans, has become a corporate sponsor of the Institute for Diversity in Health Management (IFD).
Retirement plan experts foresee broad expansion of Web-based services, according to new Diversified Investment Advisors study
03/09/06 - While retirement plan experts predict Web-based services to expand by the end of the decade, generational differences will impact the extent to which the Web is used.
New Diversified survey reveals vast majority of 'Generation Y' is concerned with saving for retirement
09/20/05 - Nearly Half of Gen Y Adults Consider Retirement Benefits a Very Important Factor in Choosing a Job.
Retirement plan participation rebounds in healthcare market, says new AHA/Diversified Investment Advisors study
09/07/05 - Employees of U.S. healthcare organizations are taking greater responsibility for saving for retirement. According to the third annual survey, Retirement Plan Trends in Today's Healthcare Market — 2005, conducted by the American Hospital Association (AHA) and Diversified Investment Advisors (Diversified), the median participation rates for both 403(b) and 401(k) plans each increased 5% over last year.
Robert Goldman joins Diversified Investment Advisors as a Vice President of Sales for New York and Connecticut
07/15/05 - Diversified Investment Advisors, a national investment advisory firm specializing in retirement plans, announced today that Robert Goldman has joined the firm as a vice president of retirement plan sales for New York and Connecticut. Goldman will be based at Diversified's Purchase, New York, corporate headquarters.
David Ray to lead Not-for-Profit Sales and Product Development at Diversified Investment Advisors
07/07/05 - Diversified Investment Advisors, a national investment advisory firm specializing in retirement plans, announced today that David Ray has joined the firm as a vice president and 403(b) practice leader. Ray will lead the company's not-for-profit sales and product development efforts.
Diversified Investment Advisors introduces e-statements
07/05/05 - To provide faster access to valuable information promoting retirement education, Diversified Investment Advisors has introduced e-Statements. This new service allows plan participants to view their account statements online by sending a personalized e-mail notification to the participant each time a new statement becomes available.
Diversified Investment Advisors introduces new retirement planning education materials to Taft-Hartley market
03/14/05 - With a large percentage of unions now allowing their members to self-direct all or a portion of their defined contribution plan assets, Diversified Investment Advisors has introduced comprehensive new education materials designed to address the needs of its Taft-Hartley plan participants. Specifically, Diversified's new Decision Tools booklet and accompanying Taft-Hartley slide rule will help union members make more informed retirement planning decisions.
Retirement plan experts do not foresee Social Security privatization any time soon, according to Diversified Investment Advisors' just released modified Delphi study
12/05/05 - While lawmakers debate the potential impact of private, self-directed Social Security accounts, most retirement plan experts (64%) do not believe it will actually happen by the end of the decade, according to Prescience: Expert Opinions on the Future of Retirement Plans, a just-released modified Delphi study conducted by Diversified Investment Advisors.
2004 Plan Sponsor DC Survey results
11/01/04 - In July 2004, more than 20,000 survey questionnaires were sent to defined contribution (DC) plan sponsors from the PLANSPONSOR magazine database,as well as client lists supplied by DC providers. A total of 3,975 usable responses were received,representing a 22% increase in usable responses from the 2003 survey.
Diversified wins the Dalbar Seal of Excellence for its retirement plan enrollment kit
10/25/04 - DALBAR, Inc. announced today that Diversified Investment Advisors was awarded the DALBAR Seal of excellence for its retirement plan enrollment kit. The Seal is awarded to outstanding enrollment kits that effectively and efficiently meet the needs of retirement plan participants.
Diversified Investment Advisors introduces new participant statement; Diversified enhances messaging capabilities, investment education
10/05/04 - Diversified Investment Advisors has introduced a new participant account statement that provides a greater degree of customization, personalization, and flexibility. Diversified made these improvements based on feedback received from its plan sponsors, participants and business partners, in addition to independent market research and an intensive review of best practices in the retirement planning industry.
Majority of U.S. companies that offer a pension plan say it impacts employee retention, new survey shows
09/07/04 - According to a just-released survey, Diversified Investment Advisors' Report on Retirement Plans, the majority of U.S. companies (84%) that currently offer a defined benefit plan such as a traditional pension plan, cash balance plan, or a pensionequity plan believe their plan directly impacts employee retention. Diversified Investment Advisors, a national investment advisory company specializing in retirement plans, conducted the survey.
New survey shows that U.S. companies still allocate significant human and financial resources to retirement plans despite plan provider services
09/01/04 - Plan sponsors today do not optimize services available from plan providers, regardless of the type of firm or retirement plan, according to a just-released survey, Diversified Investment Advisors' Report on Retirement Plans. Diversified Investment Advisors, a national investment advisory company specializing in retirement plans, conducted the survey.
New AHA/Diversified Investment Advisors Healthcare Retirement Plan study reveals that employer contributions lead to higher participation
Survey Also Reveals Disparity Between Outsourcing Availabilities and Utilization
08/02/04 - U.S. healthcare organizations are making strides in their efforts to encourage employee participation in their retirement plans. This is just one key finding in the second annual survey, Retirement Plan Trends in Today's Healthcare Market - 2004, conducted by the American Hospital Association (AHA) and Diversified Investment Advisors.
Diversified Investment Aadvisors partners with Flexben Corporation to offer integrated Health and Welfare Administration program
01/21/04 - Diversified Investment Advisors, a national investment advisory firm specializing in retirement plans has partnered with FlexBen Corporation to offer an integrated health and welfare administration program to its clients.