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For each and every sponsor, Diversified develops and continually refines a Plan of a Lifetime™ that outlines how we'll help participants enhance their retirement security — from the day they're hired through the years they're retired.

This multimedia communication strategy addresses a comprehensive array of issues — from which employee groups and behaviors we'll target to what tactics we'll employ and how we'll measure our progress. Our dedicated communication specialists take great care in helping participants maximize their retirement benefits.

  • We customize the right strategy using our proprietary business intelligence tool, which helps us gain important insights about each organization's participants.
  • We tailor the right messages for the key groups we're trying to influence, typically those who need to: 1) enroll, 2) save more, 3) diversify better, and 4) transition to retirement.
  • We measure the right results. Not only do we make it easy for participants to track their individual progress through the Retirement Outlook indicators, we provide sponsors with periodic updates on the collective outlook of their entire employee population, including aggregated results by gender, age, salary and other key demographic identifiers.
Communicating with Purpose/Taking the Next Best Step
Pat Advaney, Senior Vice President, Participant Solutions, talks about identifying messages and tools that motivate participants to take the best next step.