AEGON company Diversified Investment Advisors, Inc. in the USA has earned two 2009 DALBAR Communications Seals for its total retirement statement, as well as its defined contribution statement.
The Seals recognize excellence among written and electronic communications that meet the needs of retirement plan participants.
“The 2009 DALBAR Seals represent the fourth year in which Diversified has been recognized for its commitment to best practices in participant communications” said Kathleen Whalen, managing director for DALBAR. "For the past decade, DALBAR has recognized industry-leading firms like Diversified that best present investor account information in clear and understandable terms. Not only do excellent communications help build relationships among plan sponsors and participants, a growing focus in volatile times, they also underscore an organization's commitment to helping participants achieve fully-funded retirements.”
In achieving this award, Diversified’s total retirement and defined contribution statements earned Dalbar’s highest designation of “Excellent” for helping investors access and understand their account information and providing important content. Specifically, Diversified’s statements were recognized for their approach toward answering the participants’ primary questions concerning account value and asset allocation. Furthermore, they invited readership through design and layout and provided sample investment mixes to help participants develop an investment strategy based on their unique goals and needs.
In addition, Diversified’s award-winning total retirement statement was recognized for helping to put a participant’s overall retirement planning picture into a broad financial context through innovative content and design. DALBAR found that it presented a clear summary of all of the plans covered, including a Social Security benefit estimate, an income replacement ratio and a gap analysis.
Read more in the Related document.
