Diversified Receives 24 Best in Class Ratings in Advisor Satisfaction Survey

12/18/2012 - Diversified, a leading retirement plan provider, announced today that its defined contribution (DC) and defined benefit (DB) products, services, fees, and support received 24 "Best in Class" ratings from retirement plan advisors in Chatham Partners' 2012 Advisor Satisfaction Survey. Additionally, more than eight-in-ten advisors stated they would include Diversified in their search for a DC plan provider. The survey is designed to measure advisor satisfaction levels across a wide range of retirement plan providers. > More

Report on Retirement Plans 2012: Amid Uncertain Outlook for Defined Benefit Plans, Large Corporations Focused on Motivating Employees to Save More

10/22/2012 - Diversified, a leading retirement plan provider, today announced the availability of Report on Retirement Plans 2012: Bridge to Your Retirement Success, a study on the trends influencing defined contribution (DC) and defined benefit (DB) plans of U.S. corporations with more than 1,000 employees. Designed to provide plan sponsors and advisors with comprehensive benchmarking data, the report explores how the retirement savings environment is evolving as defined benefit plans are increasingly displaced with defined contribution plans. > More

DC Plan Participation Rate in Healthcare Industry Reaches New High as Organizations Enhance Plan Design

09/24/2012 - According to the tenth annual survey of healthcare plan sponsors released today by Diversified, a leading retirement plan provider, and the American Hospital Association (AHA), a record number of healthcare organizations are offering defined contribution (DC) plans with enhancements that include automatic enrollment and automatic deferral escalation to accomplish their most important goal: to help employees accumulate income for retirement. > More

Diversified Study Establishes Vision for Retirement Plan Advisor Practices

08/27/2012 - Diversified, a leading retirement plan provider, released a new study highlighting how the professional retirement plan advisor profession will be fundamentally transformed during the next three years. The report, Advisor Practices of the Future 2012-2015, reveals how mandated fee disclosures and healthcare reform will fuel double-digit growth for advisors who work primarily or exclusively with retirement plans, as practices transition from regional to national and merger and acquisition activity increases. > More

Diversified Offers Plan Sponsors Guidance on Effective Plan Design

08/07/2012 - Diversified, a leading retirement plan provider, announced today the availability of a new white paper, Effective Communication Begins With Purposeful Plan Design, that provides plan sponsors with best practices for ensuring a retirement savings plan is designed to help employees achieve their retirement savings goals. > More

Too Many Retirement Plan Participants Guessing About Future Income Needs

08/07/2012 - A survey of 3,370 defined contribution (DC) plan participants by Diversified has found that more than one-third (34%) either "guessed" or "made up" estimates for the income they will need in retirement; and only 30% said they consulted with a professional for help setting their goals. It's no wonder that two-thirds admit that they could use more guidance on how much money they will need in retirement. > More

Diversified Releases White Paper on Improving Retirement Savings Plan Enrollment

07/09/2012 - Diversified, a leading retirement plan provider, today announced the availability of 10-Minute Enrollment: Scaling Back Meeting Content to Drive Higher Enrollment Rates, a new white paper that focuses on how simplifying the retirement savings plan enrollment process can help increase participation rates. > More

Diversified Offers Plan Sponsors Guidance on Effective Plan Design

06/11/2012 - Diversified, a leading retirement plan provider, announced today the availability of a new white paper, Effective Communication Begins With Purposeful Plan Design, that provides plan sponsors with best practices for ensuring a retirement savings plan is designed to help employees achieve their retirement savings goals. > More

Diversified Receives Communications Seal of Excellence for Statements, Website in Annual DALBAR Survey

06/10/2012 - Diversified, a leading retirement plan provider, announced today that it has earned the Communications Seal of Excellence for its defined contribution and total retirement statements, as well as for its participant website. This marks the fifth consecutive year in which Diversified's statements have earned the DALBAR Communications Seal of Excellence. > More

Diversified Supports Habitat for Humanity of Greater Boston with Housing Grant and Employee Volunteers

05/08/2012 - Diversified, a leading retirement plan provider, is joining Habitat for Humanity Greater Boston to build a new home for a local Habitat family. > More

Diversified Supports Habitat for Humanity of Westchester with Housing Grant and Employee Volunteers

05/08/2012 - Diversified, a leading retirement plan provider, is joining Habitat for Humanity of Westchester to build new homes for local Habitat families. > More

Diversified Invites Americans to Share Their Retirement Savings Stories on New Facebook Page

05/02/2012 - Diversified, a leading retirement plan provider, announced today the launch of Save, Share & Win, a new digital campaign that encourages Americans to share their stories of how they improved their retirement outlook. People whose stories are selected to be featured on the new Diversified: Retire OnTrack Facebook page will win an Apple^® iPad^® 3. > More

Diversified Releases White Paper on Defined Benefit Plan Administration Technology

04/23/2012 - Diversified, a leading retirement plan provider, today released a white paper on the evolution of defined benefit plan technology and the resulting efficiencies in data management, cost cutting and regulatory compliance. > More

Diversified Joins National Association of Plan Advisors

04/16/2012 - Diversified, a leading retirement plan provider, announced today that it has joined the National Association of Plan Advisors (NAPA), a new professional organization focused exclusively on the needs of advisors in the retirement plan market, as a Founding Partner. > More

Diversified Ranked One of the Top Companies to Work for in New York

04/11/2012 - Diversified, a leading retirement plan provider, is pleased to announce that it has been recognized as one of New York State's top 50 places to work by the New York State Society for Human Resources Management (NYS-SHRM), The Business Council of New York, and Best Companies Group. > More

New Mobile App From Diversified Allows Plan Participants to View Retirement Outlook

04/02/2012 - Diversified, a leading retirement plan provider, has launched a new mobile application for the Apple® iPhone® and iPad® that allows retirement plan participants to view multiple aspects of their retirement portfolio.> More

Diversified Leads All Service Providers With Seven Eddy Awards

04/02/2012 - Diversified, a leading retirement plan provider, announced that its tailored educational campaigns for defined contribution plan participants were recognized in more categories at Pensions & Investments' 2012 Eddy Awards than any other service provider. > More

Diversified Releases White Paper on Retirement Plan Conversions in a Merger and Acquisition Environment

03/21/2012 - Diversified has released Mergers and Acquisitions: Key Considerations for Retirement Plan Conversion, a white paper that examines the special considerations of retirement plan conversion due to merger and acquisition (M&A) activity. > More

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

1/05/12 - 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. > More

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. > More

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. > More

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. > More

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. > More

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%). > More

Experts Predict that More Plan Sponsors will Rely on Retirement Plan Advisors, Says New Diversified Prescience Study

07/25/11 - 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. > More

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. > More

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. > More

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. > More

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. > More

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. > More

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. > More

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. > More

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. > More

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. > More

Diversified Launches "Your Money Matters" Page on Facebook

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. > More

Diversified Introduces Mobile Solution for Retirement Plan Participants

07/15/10 - Diversified has introduced a new mobile solution — Diversified Direct℠ Mobile — that allows retirement plan participants to monitor their accounts from their Microsoft^® Windows^®, Blackberry^® or Android^™ mobile devices, Apple^® iPhone^® or iPod touch^®. > More

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. > More

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. > More

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. > More

Diversified Introduces PlanXpress℠ Mobile Solutions Lab

03/09/10 - Diversified, a national investment advisory firm specializing in retirement plans, has introduced PlanXpress℠ Mobile Solutions Lab to provide secure online access to participant retirement accounts onsite where employees work. > More

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. > More