4 Manhattanville Road, Purchase, NY 10577; phone: (914) 697-8680; fax: (914) 697-3743; www.divinvest.com
(No. of participants)
Total 450,000
Bundled (inc. in-house asset mgmt.) 450,000
Participants served exclusively 450,000
Bundled services 450,000
SERVICES PROVIDED
Plan design
Employee meetings
Generic employee investment education
Customized employee investment education
Generic employee communications
Customized employee communications
Compliance and reporting
Consulting services
SECURE PRIVATE NETWORK SERVICES
Performance data
Fund information
INVESTMENT MANAGEMENT SERVICES
Daily valuation
In-house investment management services are provided through:
Internally managed mutual funds
Internally managed commingled funds
Internally managed separate accounts
Stable funds
Variable annuities
Diversified Investment Advisors provides services to 3,796 sponsors: 3,721 for bundled services (including in-house investment management); and 75 for in-house investment management only.
The firm manages $19 billion in defined contribution assets, including manager of manager assets.
It offers performance data and fund information through its Web site.
Laura White is client contact.
