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Plan of a Lifetime

Lots of providers can give your participants a retirement kit. We give them a Plan of a Lifetime.

 

Plan of a Lifetime

It doesn't matter how well administered retirement plans are if they aren't understood. If participants don't know how to effectively use the benefits, they'll be less inclined to take advantage of them — and much less likely to appreciate them.

That's why Diversified offers one of the most comprehensive participant education programs in the industry. We believe that today people want and need clear, concise, actionable information delivered through multiple media — over the complete span of their lives. And for participants who want to simplify their decisions,  we offer a full complement of automatic services — including enrollment, salary deferral increases, investing and rebalancing.

And this philosophy extends beyond defined contribution plans to defined benefit plans and total retirement programs. Our tools help participants develop comprehensive strategies that incorporate all their assets. Plan of a Lifetime is a comprehensive program that proactively guides and educates participants — from pre-enrollment through retirement.