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  Diversified Investment Advisors, Inc.
403bCompare ID: 1414
 
 
 


Type of Vendor:
Registered Investment Company

Number of Products Registered:
1

Statement of Experience:
Number of years vendor has offered 403(b) investment products under public employer retirement plans in California:
12 years

Number of years vendor has offered 403(b) investment products under public employer retirement plans in the U.S.:
12 years

Primary Business Address:
4 Manhattanville Road

MD 4-21
Purchase NY 10577

Remittance Address:

Product Contact for Prospective Investors:
Melanie  Tsalikis
800-755-5803 ext. 8573

Product Contact for Employers of Prospective Investors:
Melanie  Tsalikis
(800-755-5803 ext. 8573


Ability, Experience and Commitment to Provide Retirement Counseling and Education Services:

Counseling and Educational Services are provided in the following manner:
Other: Network of licensed brokers and representatives

Types of 403(b) counseling and educational services:
During the enrollment process and on an on-going basis, our licensed brokers and representatives provide participant education regarding retirement and investment options through a toll-free call center, website and easy to understand educational material.

Range of Services:

Asset Allocation Planning
Calculation of daily net asset values
Direct investor access to account information
Other: Easy to understand retirement and investment option educational material. Access to website and toll-free call center

Financial Strength and Stability:
Assets Under Management:  $32.8 billion
 
Ability to Comply with Federal and State Law:
Is this vendor able to comply with all applicable provisions of federal and state law governing retirement plans, including minimum distribution requirements and contribution limits? Yes

Compliance procedures:

We comply with all applicable State and Federal 403(b) regulations.
 
     
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