1 / 16

Great to meet you!

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 zeilerj@divinvest.com. Communications Charlotte, NC 704-541-1088 coopers@divinvest.com. Client Relationship

tavia
Télécharger la présentation

Great to meet you!

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Friday, June 11 2010 Great to meet you!

  2. We are Jerry Zeiler Scott Coopersmith Tom Cerniglia Linda Campbell Sales New York, NY212-448-8227zeilerj@divinvest.com Communications Charlotte, NC704-541-1088coopers@divinvest.com Client Relationship Purchase, NY914-697-8456cernigt@divinvest.com Transition Purchase, NY914-697-8747campbel@divinvest.com

  3. The Diversified Difference Welcome Plan Sponsor Experience Participant Experience Investment Solutions Why Diversified

  4. Welcome “We were so apprehensive about the conversion process, but Diversified made us feel comfortable every step of the way.”

  5. 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

  6. What you want to accomplish More value for your benefits investment Help fulfilling fiduciary responsibilities Smooth plan conversion Better administrative support More effective strategiesfor participants

  7. Our common objectives 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.

  8. Why partner with Diversified to help you achieve those objectives The Diversified Difference

  9. Recognized strengths across all areas • Employee Education • Overall satisfaction • Results in behavior change • Enrollment meetings • Variety tools/communications • Education achieves plan goals • Overall Impressions • Committed to technology • User-friendly plan reporting • Voice Response System • Overall satisfaction • Speed of transactions • Access to a live rep. • Ease of Navigation • Call Center • Overall satisfaction • Process transactions timely • Process transactions accurately • Respond accurately • Communicate courteously • Participant Services • Overall satisfaction • Participant Statements • Overall satisfaction • Flexibility to customize • Clarity of information • Timeliness • Accuracy • Account Executive • Frequency of contact • Account Consultant • Proactive approach • Plan Sponsor Services • Overall satisfaction • Timeliness of reports • Accuracy of reports • Clarity of reports • Flexibility—administration • 5500 Reporting • Plan Sponsor Website • Breadth of functionality Source: 2009 Client Satisfaction Analysis, Chatham Partners

  10. Exclusive dedication to serving retirement plans Over 50 years experiencefocusing exclusively on retirement plans

  11. Exclusive dedication to serving retirement plans Comprehensivestrengthsto address your total retirement plan needs IRA NQDC DB DC

  12. Proven solutionsacross an array of industries Agriculture Energy Financial Services Healthcare Industrial/Manufacturing Publicly Traded Retail Taft-Hartley Technology Telecommunications Transportation This client list is a selective sample and does not imply an endorsement of any particular product or service.

  13. < BACK TO CLIENTS The choice ofdiscriminating leaders in their fields Agriculture Energy Financial Services Healthcare Industrial/Manufacturing Publicly Traded Retail Taft-Hartley Technology Telecommunications Transportation This client list is a selective sample and does not imply an endorsement of any particular product or service.

  14. Partnershipswith leading industry organizations 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 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.

  15. Among the industry’smost experienced professionals Our experienced professionals average 10 years with Diversified,over 12 years in the retirement plan industry

  16. The backingof a global financial services leader 31,425 employees 7.4 million participants $400 billion in assets *as of December 31, 2008

More Related