Afdil Finance

IRA Financial Group Introduces Text Messaging Technology To Communicate With Self-Directed IRA & Solo 401K Clients

IRA Financial Group Logo

Miami, FL (PRWEB) February 18, 2012

IRA Financial Group, the leading provider of “Checkbook Controlled” Self-Directed IRA and Solo 401 (K) plans, has recently contracted the services of Text Marketing Miami to expand its client base via text messages.

IRA Financial Group, with offices in New York and Miami and clients all over the country, relies heavily on technology to promote and conduct business. Text Marketing Miami provides an alternative, efficient means of communication for people on the go in this technology driven world. By simply texting the word “IRAFG” to 69302, potential clients’ will receive information about Self-Directed IRA and Solo 401(k) plans.

A Self-Directed IRA, also called a Self-Directed IRA LLC with checkbook control, is an IRS approved structure that allows one to use their retirement funds to make real estate and other investments tax-free and without custodian consent. The Self-Directed IRA involves the establishment of a limited liability company (“LLC”) that is owned by the IRA (care of the IRA custodian) and managed by THE IRA holder or any third-party. As manager of the IRA LLC, the IRA holder will have control over his or her IRA assets to make the investments they want and understand – not just investments forced upon them by Wall Street.

The tax experts at the IRA Financial Group have helped thousands of people take back control of their retirement funds by investing in domestic real estate. Now their expert tax attorneys have expanded their Self-Directed IRA program to include international investments. The IRA Financial Group has launched a platform for Self Directed IRA real estate investors to use retirement funds to purchase foreign real estate all over the world tax-free. “Our tax experts have carefully studied international tax treaties as well as local tax rules to offer our clients with a customized self-directed IRA platform for making tax efficient foreign real estate investments,” states Adam Bergman, a tax attorney at the IRA Financial Group.

IRA Financial Group will take care of setting up your entire Self-Directed IRA LLC structure. The whole process can be handled by phone, email, fax, or mail and typically takes between 7-21 days to complete, the timing largely depending on the state of formation and the custodian holding your retirement funds. IRA experts and tax and ERISA attorneys are on site greatly reducing the set-up time and cost. Most importantly, each client of the IRA Financial Group is assigned a tax attorney to help with the establishment of the Self-Directed IRA LLC structure for purposes of making foreign real estate investments.

IRA Financial Group was founded by a group of top law firm tax and ERISA lawyers who have worked at some of the largest law firms in the United States, such as White & Case LLP and Dewey & LeBoeuf LLP.

IRA Financial Group is the market’s leading “Checkbook Control” Self-Directed IRA and Solo 401k Plan Facilitator and has helped thousands of clients take back control over their retirement funds while gaining the ability to invest in almost any type of investment, including real estate tax-free and without custodian consent!

To learn more about the IRA Financial Group please visit our website at http://www.irafinancialgroup.com or call 800-472-0646.

To learn more about Text Marketing Miami, please visit TextMarketingMiami.com

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, Vocus PRW Holdings, LLC.
Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.

GuidedChoice appoints David Bernard to New Role of Chief Client Officer

David Bernard, CCO

LA JOLLA, CA (PRWEB) February 15, 2012

GuidedChoice, a leading provider of investment advice, managed account services, and strategic solutions for retirement plans and individuals, has announced that David Bernard has been promoted to the new post of Chief Client Officer (CCO). The appointment was made to emphasize the company’s commitment to driving a customer-centric focus across all parts of the organization.

Mr. Bernard is a veteran financial services executive with more than 25 years experience primarily in the defined contribution market, providing institutional brokerage and retirement strategy to many of the country’s largest employers. He has worked extensively with executives at the largest investment provider, record keeping, and financial advisory firms.

“Dave’s appointment to CCO is right in line with where we’ve always placed our focus: squarely on the needs of our customers,” stated Sherrie Grabot, CEO of GuidedChoice. “Our whole business model, not to mention fiduciary responsibility, is to work in the best interests of retirement plans and individuals. We felt it was time to further the customer experience by creating a role with the sole mandate to deliver an optimal experience throughout the complex range of interactions endemic to our business. We are fortunate we can fill this position with someone like Dave whose rich experience makes him so qualified to make this happen.”

As CCO, Bernard will be responsible for all aspects of sales, marketing, strategic development, client relationship management and client service for GuidedChoice nationwide.

“At GuidedChoice, our culture has always focused on putting our clients first. With this new role, we can further demonstrate our commitment to unparalleled service for our clients and the people who support them. I am very pleased to be able to lead GuidedChoice in this area as we continue to provide exceptional and innovative investment advisory solutions to individuals and corporations alike,” said Bernard.

Bernard has been with GuidedChoice since early 2010, most recently as EVP of Strategic Relationships. Before joining GuidedChoice, Dave was President of WealthPoint Advisors, a Registered Investment Advisory (RIA) firm specializing in retirement plans. Previously, he was Founder and Managing Director of the Institutional Brokerage Services unit at Harris Direct. He has also held senior executive positions at Nicholas-Applegate Capital Management and Charles Schwab and Company. He holds numerous professional licenses and is a Chartered Financial Consultant (ChFC).

About GuidedChoice

GuidedChoice is an independent investment advisory firm specializing in investment advice, managed account services and strategic solutions for corporate and public retirement plans, advisors and individual retirement plan participants in many of the largest defined contribution plans in the U.S. GuidedChoice advice and managed account services are also available through several institutional partnerships. GuidedChoice advice is based on trusted industry standards of asset allocation using Modern Portfolio Theory developed by Nobel Laureate, Dr. Harry Markowitz. GuidedChoice is headquartered in La Jolla, CA. For more information, visit http://www.guidedchoice.com


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©Copyright 1997-

, Vocus PRW Holdings, LLC.
Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.

Wholesale Gold Group Predicts Precious Metal Prices to Skyrocket

San Francisco, CA (PRWEB) February 09, 2012

In a recent report posted on their website, gold and silver investment firm Wholesale Gold Group recently advised investors to buy gold coins in an effort to take advantage of unusually low gold prices. They report that favorable market conditions make this the perfect time to buy gold coins.

According to the report, gold prices are currently undervalued and may double or triple in the years to come. This is due to the economic crisis unfolding in the EuroZone, which is forcing governments to print money in unprecedented amounts, the site adds.

Wholesale Gold Group founder and CEO Michael MacDonald notes that gold has a number of advantages over other investments, including securities and bonds. He states that, “Many people know that the price of gold, palladium, copper and silver have crept up over the last 10-years. However, many folks don’t understand the drivers of this price increase. We wanted to release information to the public to help them understand why gold prices have increased and why we advise people to buy silver coins. Once people understand the underlying factors that contribute to gold prices they can see whether or not the future environment will be friendly to precious metal investors.”

What do MacDonald and the team at Wholesale Gold Group expect gold prices to do over the next few months? According to MacDonald, “Gold prices are set to climb over the next few months. Of course, there will be peaks and valleys like any investment, but we feel like the price of gold is severely undervalued. Not to mention the fact that gold has a number of tax advantages over other investments.”

MacDonald adds that the biggest factor to push gold prices higher will be increased demand from emerging economies, particularly China and India: “China and India are importing as much gold as they can get their hands on. Unlike paper currency or even oil, the amount of gold on the planet is rapidly diminishing. Applying simple supply and demand economics to the situation tells you that now is the time to buy gold coins.”

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©Copyright 1997-

, Vocus PRW Holdings, LLC.
Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.

Coming Attraction: Movie Theaters in the US Industry Market Research Report Now Updated by IBISWorld

IBISWorld Market Research

(PRWEB) February 04, 2012

A gradual recovery in business and consumer spending and the lagging recovery in unemployment continue to hinder demand for the Movie Theaters industry. According to IBISWorld industry analyst and report author Agata Kaczanowska, “enhanced cinema experiences, such as 3D technology and luxury theaters, attract a steady audience, partly counterbalancing low consumer spending. However, industry revenue is expected to decline at an annualized rate of 1.2% over the five years to 2012; this growth includes an increase of 0.2% from 2011 to 2012.” IBISWorld anticipates that increasing consumer spending, driven by disposable income growth, will contribute to revenue of $ 12.9 billion in 2012.

The Movie Theaters industry competes with many video product viewing and access alternatives, including cable and satellite TV, iPods, cell phones and internet movie downloads to computers and game consoles. According to Kaczaowska “this competition is a major driver for investment in theaters, but it has also spurred some companies to consolidate or declare bankruptcy.” Several major players have closed locations and made significant acquisitions, such as Regal Entertainment Group’s purchase of some AMC Entertainment theaters and AMC’s acquisition of Kerasotes ShowPlace Theaters.

Major operators are investing in digital screens, improved Dolby sound equipment and stadium seating. The popularity of 3D movies has supported these theater investments. Operators charge premium prices for 3D movies and offer an experience that very few people can replicate at home. Industry profitability continues to improve as admission prices escalate and attendance rises. However, promotional discounting still prevails, thanks to weak low disposable incomes and consumer sentiment.

In the five years to 2017, the industry will benefit from increasing personal disposable income that is expected to stimulate consumer spending. During this time, revenue is projected to increase at an average annual rate of 1.2% to $ 13.8 billion in 2017. IBISWorld forecasts that companies will continue to invest in acquisitions and digital and 3D technologies, keeping profit fairly steady during the next five years.

In 2011, the industry’s top four players are expected to control about 55.9% of revenue, influenced by the continuing consolidation of operators. This concentration has increased from about 45.9% in 2006, because a number of the major operators purchased many small and larger operators after their release from Chapter 11 proceedings. The major industry players are Regal Entertainment Group, AMC Entertainment and Cinemark Holdings.

For more information visit IBISWorld’s Movie Theaters in the US industry page.

Follow IBISWorld on Twitter: https://twitter.com/#!/IBISWorld

Friend IBISWorld on Facebook: http://www.facebook.com/pages/IBISWorld/121347533189

IBISWorld industry Report Key Topics

This industry is made up of businesses that primarily exhibit movies. It includes cinemas, drive-in and outdoor movie theaters, and film festival exhibitors.

Industry Performance

Executive Summary

Key External Drivers

Current Performance

Industry Outlook

Industry Life Cycle

Products & Markets

Supply Chain

Products & Services

Major Markets

Globalization & Trade

Business Locations

Competitive Landscape

Market Share Concentration

Key Success Factors

Cost Structure Benchmarks

Barriers to Entry

Major Companies

Operating Conditions

Capital Intensity

Key Statistics

Industry Data

Annual Change

Key Ratios

About IBISWorld Inc.

Recognized as the nation’s most trusted independent source of industry and market research, IBISWorld offers a comprehensive database of unique information and analysis on every US industry. With an extensive online portfolio, valued for its depth and scope, the company equips clients with the insight necessary to make better business decisions. Headquartered in Los Angeles, IBISWorld serves a range of business, professional service and government organizations through more than 10 locations worldwide. For more information, visit http://www.ibisworld.com or call 1-800-330-3772.

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©Copyright 1997-

, Vocus PRW Holdings, LLC.
Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.

Next Generation Trust Services Points to Continued Strength of Real Estate Investments in Self-Directed IRAs as Basis for Speaking at REIA NYC on 3/14

Jaime Raskulinecz

Roseland, NJ (PRWEB) January 27, 2012

The ongoing uptick among investors making real estate investments through self-directed IRAs has the staff at Next Generation Trust Services very busy. The third-party administrator of self-directed retirement accounts, located in northern New Jersey, has joined and supports several real estate investment associations (REIAs) in order to educate investors and their advisors about these types of real estate transactions. Founder and CEO Jaime Raskulinecz says that although self-directed retirement accounts have been around since the inception of IRAs in the mid-1970s, this retirement savings strategy is still a mystery to many.

“We have stepped up our support of REIAs in 2012 because of the continuing strong level of inquiries at our office about making real estate investments through self-directed retirement plans,” said Raskulinecz. “The REIAs provide a great service to experienced and novice real estate investors through education, networking opportunities, and connecting them with mentors or access to valuable resources.”

Next Generation Trust Services provides account administration and transaction support for self-directed IRAs (traditional and Roth), SEP IRAs, SIMPLE IRAs, Health Savings Accounts, and Coverdell Education Savings Accounts. These accounts enjoy the same tax advantages as regular IRAs and the investment decisions are made strictly by the account holder.

Raskulinecz noted that the bulk of the transactions managed by Next Generation Trust Services are related to residential and commercial real estate; self-direction allows for a broad array of alternative investments including mortgages, unsecured loans, precious metals, commercial paper, and private placements.

Supporting and Educating Real Estate Investors

Real Estate Investment Associations provide networking, business-building, legislation leadership, and education. In general, these associations and investment clubs are chapters of the National Real Estate Investment Association and serve individual real estate investors and related businesses. Next Generation Trust Services has joined six REIAs in New York and New Jersey: Long Island Real Estate Investors Association, Real Estate Investors Association of New York (REIA NYC), Metropolitan REIA, New Jersey Real Estate Investors Club, Tri-State Mixer, and Mid-Hudson Valley Real Estate Investors Association. Most are members of the National REIA. The organizations’ meeting schedules are posted on the Next Generation Trust website, http://NextGenerationTrust.com, for those at which one of the firm’s representatives will attend.

On February 8, 2012 the company’s marketing assistant, Jared Lopez, will attend REIA NYC’s general meeting; the presentation topic will be “Do You Have the Right Kind of Entity Structure for Your Real Estate Deals?” Lopez will be available to answer questions attendees might have about self-direction as a retirement strategy, and to explain how to make real estate investments through an IRA. CEO Raskulinecz is scheduled to speak at the March 14 meeting on “Why Real Estate Investors & Professionals Need to Know about Self-Directed Retirement Plans.” REIA NYC meets at the New Yorker Hotel, 481 Eighth Avenue in Manhattan on the second Wednesday of each month.

“Real estate will always be a popular investment,” said Raskulinecz. “For those savvy investors who are already know and understand this type of investing, doing so through a self-directed IRA can be a more aggressive way to build an eclectic and more lucrative retirement portfolio,” she added. For more information about real estate investing through self-directed retirement accounts or any of the many other allowed alternative investments, contact Next Generation Trust Services at Info(at)NextGenerationTrust(dot)com or (888) 857-8058.

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©Copyright 1997-

, Vocus PRW Holdings, LLC.
Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.

Direct Transfers Presents – What Your Timeshare Fees Could Be Infographic

Moorpark, CA (PRWEB) January 17, 2012

Direct Transfers, a company dedicated to helping timeshare owners escape from their investments, is pleased to announce their latest info-graphic on the timeshare industry.

With the release of “What Your Timeshare Fees Could Be” infographic, Direct Transfers shows that timeshare ownership is a costly financial investment compared to what could be bought with that money every year. They reveal the average yearly cost of timeshare along with the lifetime cost of a timeshare and what could be bought instead with the money.

From how many gallons of gas could be bought, to Bluray movies or iPad2 that could be purchased from the yearly timeshare costs, but that’s just a small piece of the picture. The infographic also shows some of the big ticket items that could be afforded instead of paying for a timeshare.

In the infographic Direct Transfers reveals the dramatic costs of owning a timeshare that people are experiencing while obligated to travel to the same vacation location every year or what they could be purchasing for their money. This becomes even more apparent when people don’t travel to their timeshare and use their vacation time.

About Direct Transfers

Direct Transfers, offers our clientele a way to successfully exit a timeshare contract. Every single transfer is handled with precision and care. As a result, Direct Transfers has established itself among the market leaders in the timeshare transfer space.

For more information about Direct Transfers, please visit DirectTransfers.com or email support(at)directtransdfers(dot)com.

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©Copyright 1997-

, Vocus PRW Holdings, LLC.
Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.

Leading Power Conditioning Company, POWERVAR, Expands Business Into Mexico

Powervar continues Global growth as a power conditioning supplier

Waukegan, IL (PRWEB) January 16, 2012

POWERVAR, Inc., a global provider of power protection solutions, announces a new office in Mexico City, Mexico. POWERVAR Mexico is a wholly owned subsidiary of North American based POWERVAR, Inc. and is responsible for all of POWERVAR’s sales, service and stocking activities in Mexico.

Hector Castillo has been named the Country Manager for POWERVAR Mexico. Castillo, a veteran in the power quality industry, brings over 30 years of experience to POWERVAR and is excited to be part of the team. The office will provide local customers with technical support, service, and sales for POWERVAR’s full product line.

The investment in the Mexico City office parallels POWERVAR’s long-term strategy to expand its global footprint. Tom Gornick, POWERVAR’s Vice President of Sales, said “We have high expectations for the success of our new operation in Mexico. Our strategic approach is to place sales and support facilities where our OEM partners conduct business, just as we have in other regions of the world. POWERVAR is prepared to meet the growing demands and global expansion of our business partners.”

Electricity demand in Mexico has grown steadily in the last decade. The Energy Secretariat (SENER) forecasts consumption will grow by 3.3% a year for the next ten years, reaching 281.5 TWh in 2017. Nearly 85 percent of electricity in Mexico is utilized by the industrial and service sectors that POWERVAR serves.

For more information, visit powervar.com or call 1-800-327-8801.

About POWERVAR

POWERVAR is a global provider of power management systems, headquartered in Waukegan, Illinois, with international sales and distribution offices in Swindon, United Kingdom, Toronto, Canada and Paderborn, Germany. The company’s primary products include transformer-based power conditioners and uninterruptible power supplies (UPS). It is ISO 9001:2000 registered and continues to lead the industry by creating higher standards for power quality to support the increasing use of technology in business, government and nonprofit sectors. ONEAC is a brand of POWERVAR. More information is available at http://www.powervar.com.

This article was distributed and made possible by Localize It SEO and Website Design. You can reach Localize It at http://www.localizeitnow.com. Localize It, provides internet marketing and search engine optimization efforts for online marketing needs.

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©Copyright 1997-

, Vocus PRW Holdings, LLC.
Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.

NY Printer 4OVER4.COM Launches Improved Greeting Cards Printing Service

Astoria, NY (PRWEB) January 13, 2012

New York Printer and Online Printing pioneer 4OVER4.COM has launched an improved greeting cards printing service for customers. 4OVER4 customers can now access more paper types and quality options to create great greeting cards that stand out. 4OVER4.COM provides digital and offset printing in the areas of company printing, custom printing, flyer printing, free brochure template printing, label printing, poster printing, company signage printing, and other custom printing applications.

4OVER4 now offers greeting cards printing in 14pt gloss cover, 14pt uncoated cover (30% PCW), 16pt gloss cover, 13pt uncoated cover (100% PCW) and 14pt white linen. Sizes including 8.5″ x 5.5″ (fold to 4.25″ x 5.5″) and 10″ x 7″ (fold to 5″ x 7″) are available from 4OVER4.COM. Customers can now order between 50 and 100,000 prints at a time.

“Whether for sending your love or greetings, or whether for PR and marketing, greeting cards are a classic tradition that always hit the home run, and they make an excellent investment every time,” says 4OVER4.COM Principal Taso Panagiotopoulos.

For more information about greeting cards printing or for any updates or inquiries, please visit 4over4.com/printing/Greeting-Cards, email support (at) 4over4 (dot) com or call the 4OVER4.COM customer care line on 1-718-932-2700.

About 4OVER4.COM

Online printing company 4OVER4.COM, an NYC printing firm, is a green printing company that serves tens of thousands of clients nationally and whose printing New York facility began operations in 1999.4OVER4.COM provides unmatched technical and customer support and instant online pricing and ordering for full color printing services since 1999, 4OVER4.COM has offered free expert file review and free online proofs without any obligation to purchase. As a green printing company, we are strongly oriented towards sustainable environmental renewal, and we are happy to lead the way with environmentally and socially responsible printing practices and projects among national as well as New York Printers.

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©Copyright 1997-

, Vocus PRW Holdings, LLC.
Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.

UK Entrepreneurs Show Pessimism According to Entrepreneurs’ Organization

London (PRWEB) January 11, 2012

Britain’s entrepreneurs are more pessimistic than their counterparts worldwide about prospects for business growth and fundraising, according to the latest edition of a major survey from the global Entrepreneurs’ Organization.

In the UK, only four per cent of entrepreneurs expect the economic climate to improve in the next six months, the survey found, while 63 per cent expect it to deteriorate. Only 33 per cent say they would want to start another business in the UK, according to the survey, which was conducted in November last year.

Globally, more entrepreneurs than not — 41 per cent versus 38 per cent — expect the economic climate in their own country to improve. Nearly twice as many — 63 per cent — would start another business in their home country, compared with their counterparts in Britain.

“These results illustrate vividly that there remains much to be done to incentivise entrepreneurs to invest in Britain, to build confidence in Britain,” said Keiron Sparrowhawk, president of the Entrepreneurs’ Organization UK chapter and co-founder of PriceSpective, an international management consulting firm in the biopharmaceutical arena. “Entrepreneurs understand better than anyone how to triumph over long odds, but clearly there are additional steps that need to be taken to ensure that the UK is seen to offer a more favourable environment for business creation and growth.”

The negative sentiment expressed in the survey by British entrepreneurs translates into a lower level of economic activity. In comparison with the global average, fewer British entrepreneurs expect to increase full-time headcount (48 per cent versus 66 per cent globally). Fewer saw an increase in net profit over the previous six months (52 per cent versus 62 per cent globally). The gap widens further when projecting forward — only 59 per cent of British entrepreneurs expect net profits to increase in the six months ahead, versus 74 per cent of their global peers.

Access to funding may be a factor driving this pessimistic outlook. Only 15 per cent of the UK entrepreneurs surveyed said they had increased their debt load in the preceding six months — less than half the percentage (36 per cent) globally. Although a greater number — 26 per cent — expected to increase their debt in the subsequent six-month period, this still lagged the global average of 39 per cent. Only 22 per cent of UK entrepreneurs expected their access to capital to increase in the coming six months, nearly half the global average of 43 per cent who expected an increase.

“These results point the way toward some areas for potential action,” Sparrowhawk said. “The government must do more to ensure entrepreneurs’ have access to credit and other sources of funding for growth. It has gone some way with the Enterprise Investment Scheme and R&D tax credits, but it could do more to make use of the outstanding entrepreneurial talent that exists in the UK. It can create incentives for job creation and eliminate barriers — such as excessive regulation — that make British entrepreneurs reluctant to increase headcount.

“If more is not done,” Sparrowhawk warned, “then entrepreneurs will look overseas for opportunities where the environment for entrepreneurship is seen as being more favourable, and the UK will lose out.”

The Global Entrepreneur Indicator is a semi-annual survey of the membership of the Entrepreneurs’ Organization, a membership-based non-profit with more 8,000 entrepreneurs across 40 countries.

Each of these business owners has successfully founded a business with over US$ 1 million in revenue, with an average annual revenue of US$ 17.3 million. Collectively, these entrepreneurs

employ more than 1.5 million workers and represent more than US$ 138 billion in global economic activity.

The Global Entrepreneur indicator is presented by the Entrepreneurs’ Organization and Standard Chartered Bank.

About the Entrepreneurs’ Organization

The Entrepreneurs’ Organization (EO) is a dynamic, global network of more than 8,000 business owners in 40 countries. Founded in 1987 by a group of young entrepreneurs, EO is the catalyst that enables entrepreneurs to learn and grow from each other, leading to greater business success and an enriched personal life. Membership in one of EO’s 120 chapters is by invitation only; the average member is 41 years old with annual revenues of US$ 17.3 million. For more information on the Entrepreneurs’ Organization, visit http://www.eonetwork.org or call +44 845 222 0202.

The Entrepreneurs’ Organization | 500 Montgomery Street, Suite 500 | Alexandria, Virginia, USA 22314

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, Vocus PRW Holdings, LLC.
Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.

Diversified Leads Large-Plan Market with Most ‘Best in Class’ Cups and Obtains Overall Client Recommendation Rate of 97 Percent, According to PLANSPONSOR’s Annual Defined Contribution Survey

Diversified is a leading provider of customized retirement plan administration, participant communication and open architecture investment solutions for mid- to large-sized organizations.

Harrison, NY (PRWEB) January 06, 2012

Diversified is one of the most recommended retirement plan providers and received more “Best in Class” cups for participant and sponsor services than its peers serving the large-plan market, according to PLANSPONSOR magazine’s 2011 Defined Contribution (DC) Survey of retirement plans. Specifically, Diversified earned 21 out of a possible 23 Best in Class cups in the large-plan market, and 100% of these clients reported that they were likely to recommend Diversified to a colleague, according to the annual survey. Across all markets, 97.3% of clients were likely to recommend Diversified.

Diversified received a total of 38 Best in Class cups from clients it serves in all markets, including:

Participant Services:

    Participant call center
    Website functionality
    Online tools/services
    Participant statements
    Education program
    Communication materials
    Enrollment assistance
    Retiree services
    Onsite meetings
    Range of investment options
    Loan/withdrawal processing
    Beneficiary administration
    Participant fee disclosure

Sponsor Services:

    Sponsor website/tools
    Plan reports/benchmarking
    Form 5500 processing
    Compliance Support/testing
    Legislative/regulatory updates
    Account team knowledge
    Staff consistency
    Plan design flexibility
    Fee “cost-to-value”

“Diversified continues to earn high marks from the retirement plan industry and clients alike for providing plan sponsors and participants with a breadth of products, the highest level of service and exceptional value, all of which are designed to help participants achieve a well-funded retirement and sponsors fulfill their fiduciary requirements,” said Peter Zummo, senior vice president, client relationship development at Diversified.

About Diversified

Diversified is a leading provider of customized retirement plan administration, participant communication and open architecture investment solutions for mid- to large-sized organizations. 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; nonqualified deferred compensation; profit sharing; money purchase; cash balance and Taft-Hartley plans; and rollover and Roth IRA. Diversified helps two million participants save and invest wisely for and throughout retirement.

Headquartered in Harrison, NY, the company’s regional offices are located in Arkansas, California, Florida, Illinois, Iowa, Louisiana, Maryland, Massachusetts, New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Utah and Wisconsin. To learn more, visit http://www.divinvest.com.

About the study

Results of the 2011 Defined Contribution (DC) Survey were announced in the November issue of PLANSPONSOR magazine. The survey collected feedback from 7,243 plan sponsors related to their satisfaction with defined contribution plan provider(s). “Best-in-Class” cups were awarded to plan providers that scored in the top quartile of a specific category. For complete survey results visit http://www.PLANSPONSOR.com.

PLANSPONSOR is a privately held publisher and information services provider covering workplace retirement systems and other employer benefits programs. PLANSPONSOR is headquartered in Stamford, CT and is part Asset International, Inc., a subsidiary of Case Interactive Media, Inc.

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©Copyright 1997-

, Vocus PRW Holdings, LLC.
Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.