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Published bySherilyn Houston Modified over 9 years ago
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1 Great to meet you! Friday, June 11 2010
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2 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 Purchase, NY 914-697-8456 cernigt@divinvest.com Transition Purchase, NY 914-697-8747 campbel@divinvest.com
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3 The Diversified Difference WelcomePlan Sponsor Experience Participant Experience Investment Solutions Why Diversified
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4 Welcome “We were so apprehensive about the conversion process, but Diversified made us feel comfortable every step of the way.”
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5 What we’ll cover today Your objectives what you want to accomplish The Diversified Difference why choose Diversified to help you accomplish those goals The sponsor experience what it’s like to work with us Our specific strengths how we’ll deliver - a seamless transition - exceptional administration - flexible, yet well-monitored investments - engaging participant experiences
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6 More value for your benefits investment Help fulfilling fiduciary responsibilities Smooth plan conversion Better administrative support More effective strategies for participants What you want to accomplish
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7 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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8 Why partner with Diversified to help you achieve those objectives The Diversified Difference
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9 Source: 2009 Client Satisfaction Analysis, Chatham Partners 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
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10 Exclusive dedication to serving retirement plans Over 50 years experience focusing exclusively on retirement plans
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11 Exclusive dedication to serving retirement plans Comprehensive strengths to address your total retirement plan needs DC DB NQDC IRA
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12 Proven solutions across an array of industries This client list is a selective sample and does not imply an endorsement of any particular product or service. Agriculture Energy Financial Services Healthcare Industrial/Manufacturing Publicly Traded Retail Taft-Hartley Technology Telecommunications Transportation
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13 < BACK TO CLIENTS The choice of discriminating leaders in their fields This client list is a selective sample and does not imply an endorsement of any particular product or service. Agriculture Energy Financial Services Healthcare Industrial/Manufacturing Publicly Traded Retail Taft-Hartley Technology Telecommunications Transportation
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14 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 Partnerships with leading industry organizations
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15 Among the industry’s most experienced professionals Our experienced professionals average 10 years with Diversified, over 12 years in the retirement plan industry
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16 The backing of a global financial services leader *as of December 31, 2008 $400 billion in assets 31,425 employees7.4 million participants
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