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Investments, Your FinancesDiversified Investment Advisors Launches Plan SponsorDIRECTSM for More Efficient Plan Administration
In an effort to streamline communications and help plan sponsors more efficiently manage their retirement plans, Diversified Investment Advisors, Inc. has introduced Plan SponsorDIRECTSM , a newly-enhanced version of its plan sponsor web site.
Among the most important enhancements are Plan SponsorDIRECT’s report-generation capabilities that feature industry-leading, user interfaces that enable sponsors to schedule reports using both preset and completely customizable filters. Plan sponsors can now generate reports quickly and with information tailored to their specific needs.
“Timely and accurate plan reporting is critical to sponsors. With Plan SponsorDIRECT, sponsors can control how much data comprises the report and how often those reports are automatically generated,” said Gerard Rescigno, vice president and chief technology officer at Diversified.
Plan SponsorDIRECT also offers a variety of features that deliver fast and more efficient access to plan information including:
- Easy click-through navigation
- Tiered access to the site based on roles and responsibilities of plan sponsor employees
- A new participant summary page
- An enhanced information library that features click and drag content modules that allow plan sponsors to customize their Plan Summary page
- Online plan and participant forms
“Plan SponsorDIRECT puts online retirement plan management in a WEB 2.0 environment that affords a more dynamic, streamlined experience, user-friendly interfaces and tremendous flexibility to ease plan administration,” said Rescigno.
Diversified Investment Advisors, Inc. is a national investment advisory firm specializing in retirement plans. The company’s expertise covers the entire spectrum of defined benefit and defined contribution plans, including: 401(k) and 403(b) (traditional and Roth); 457; non-qualified deferred compensation; profit sharing; money purchase; cash balance and Taft-Hartley plans; and traditional and Roth IRAs. Diversified helps more than 1.3 million participants save and invest wisely for and throughout retirement.
Headquartered in Purchase, NY, the company’s regional offices are located in Arkansas, California, Illinois, Iowa, Louisiana, Maryland, Massachusetts, New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas and Wisconsin.
Post Tags: Financial Planning, Investment Planning, retirement planning
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