403(b) Plan Design Best Practices




403(b) Plan Design Best Practices

Now that the final 403(b) regulations have been implemented, the marketplace is going through a unique period of post-regulatory adjustment. Sponsors and their advisors have been focused on understanding the implications of the final regulations as well as implementing the changes that required immediate attention during phase one. To ensure plan continuity, now is the time to step back and assess plan design.

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Diversified Investment Advisors

For more than fifty years, retirement plans management has been our only business. This singular focus allows us to commit our resources to providing best-in-class services and solutions to our defined contribution, defined benefit, nonqualified deferred compensation and total retirement outsourcing clients. Diversified’s core mission is to help people save and invest wisely. We are guided by this mission and an unwavering commitment to our value proposition, i.e., helping sponsors fulfill their fiduciary responsibilities and helping participants achieve a funded retirement status. One of our greatest strengths is the lasting partnerships we forge with our plan sponsor and advisor clients. These relationships are built on a foundation of dedication, responsiveness, knowledge and accountability. We offer the optimal combination of services- true open architecture, full fee disclosure, award-winning participant communications and comprehensive administrative outsourcing solutions-supported by a flexible proprietary recordkeeping system.

For more information, call (888) 401-5342 or email: FinancialAdvisorUpdate@divinvest.com

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Laura Gaynor
Vice President, Diversified Investment Advisors
Ms. Gaynor is Vice President for Diversified Investment Advisors. In 1988 she began her career as an Assistant Actuary with Diversified Investment Advisors and soon after transferred to the Compliance Department. She has over 17 years of pension experience specifically in the areas of technical compliance. Her responsibilities have included overseeing various departments within Diversified's technical organization and she is currently responsible for overseeing the technical compliance of new business accounts. She has presented at various industry conferences including the Midsize Pension Conference. Ms. Gaynor graduated from Pace University with a Bachelor of Science degree in Mathematics.


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