great to meet you!
DESCRIPTION
Friday, June 11 2010. Great to meet you!. We are. Jerry Zeiler. Scott Coopersmith. Tom Cerniglia. Linda Campbell. Sales New York, NY 212-448-8227 [email protected]. Communications Charlotte, NC 704-541-1088 [email protected]. Client Relationship - PowerPoint PPT PresentationTRANSCRIPT
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Great to meet you!
Friday, June 11 2010
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We are
JerryZeiler
ScottCoopersmith
TomCerniglia
LindaCampbell
SalesNew York, [email protected]
CommunicationsCharlotte, [email protected]
Client RelationshipPurchase, [email protected]
TransitionPurchase, [email protected]
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The Diversified Difference
Welcome Plan SponsorExperience
ParticipantExperience
InvestmentSolutions
WhyDiversified
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Welcome“We were so apprehensive about the conversion process, but Diversified made us feel comfortable every step of the way.”
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What we’ll cover today
Your objectiveswhat you want to accomplish
The Diversified Differencewhy choose Diversified to help you accomplish those goals
The sponsor experiencewhat it’s like to work with us
Our specific strengthshow we’ll deliver
- a seamless transition- exceptional administration- flexible, yet well-monitored investments- engaging participant experiences
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More value for your benefits investment
Help fulfilling fiduciary responsibilities
Smooth plan conversion
Better administrative support
More effective strategiesfor participants
What you want to accomplish
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At Diversified Investment Advisors, we help people save and invest wisely for and throughout retirement. We guide them to understand their needs, take advantage of opportunities, and we seek to do it better than anyone else.
Our common objectives
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Why partner with Diversified to help you achieve those objectives
The Diversified Difference
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Source: 2009 Client Satisfaction Analysis, Chatham Partners
Recognized strengths across all areas
Employee EducationOverall satisfactionResults in behavior changeEnrollment meetingsVariety tools/communicationsEducation achieves plan goals
Overall ImpressionsCommitted to technologyUser-friendly plan reporting
Voice Response SystemOverall satisfactionSpeed of transactionsAccess to a live rep.Ease of Navigation
Call CenterOverall satisfactionProcess transactions timelyProcess transactions accuratelyRespond accuratelyCommunicate courteously
Participant ServicesOverall satisfaction
Participant StatementsOverall satisfactionFlexibility to customizeClarity of informationTimelinessAccuracy
Account ExecutiveFrequency of contact
Account ConsultantProactive approach
Plan Sponsor ServicesOverall satisfactionTimeliness of reportsAccuracy of reportsClarity of reportsFlexibility—administration 5500 Reporting
Plan Sponsor WebsiteBreadth of functionality
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Exclusive dedication to serving retirement plans
Over 50 years experience focusing exclusively on retirement plans
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Exclusive dedication to serving retirement plans
Comprehensive strengths to address your total retirement plan needs
DCDB
NQDCIRA
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Proven solutionsacross an array of industries
This client list is a selective sample and does not imply an endorsement of any particular product or service.
AgricultureEnergy
Financial ServicesHealthcare
Industrial/ManufacturingPublicly Traded
RetailTaft-HartleyTechnology
TelecommunicationsTransportation
13< BACK TO CLIENTS
The choice ofdiscriminating leaders in their fields
This client list is a selective sample and does not imply an endorsement of any particular product or service.
AgricultureEnergy
Financial ServicesHealthcare
Industrial/ManufacturingPublicly Traded
RetailTaft-HartleyTechnology
TelecommunicationsTransportation
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The AHA endorsement seal indicates that Diversified Investment Advisors' defined contribution and deferred compensation retirement services are endorsed by the American Hospital Association. Diversified has been reviewed by AHA Solutions for quality, integrity, innovation, stability and flexibility. AHA Solutions, Inc., a subsidiary of the American Hospital Association, is compensated for use of the AHA marks and for its assistance in marketing endorsed products and services. By agreement, pricing of endorsed products and services may not be increased by the providers to reflect fees paid to the AHA. AHA’s endorsement relates to the general retirement services of Diversified and does not relate to any particular investment option available through Diversified or distributed by Diversified’s affiliate, Diversified Investors Securities Corp.
Exclusive endorsement for Diversified’s retirement programs, assessed by AHA Solutions for quality, integrity, innovation, stability and flexibility
Corporate sponsor of this nonprofit organization focused on expanding leadership opportunities to ethnic minorities in health services management
Partnershipswith leading industry organizations
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Among the industry’smost experienced professionals
Our experienced professionals average 10 years with Diversified,over 12 years in the retirement plan industry
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The backingof a global financial services leader
*as of December 31, 2008$400 billion in assets 31,425 employees 7.4 million participants