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member & participant benefits...
member
benefits
reduced risk & liability...
- Discretionary
Trustee accepts FIduciary
responsibilities
- Discretionary Trustee adheres
to
fi duciary standards of care
- 404C compliance support
- Formal investment policy monitoring
- Investment selection and monitoring
by
investment committee
- Participant enrollment and education
support
increased efficiency...
- Automated processing
- Trust prepares and signs 5500
tax form
- 1099 preparation & reporting
- Trust completes loans, distributions
&
hardships
participant
benefits
- Full
financial decision-making control
- Professional investment services
- One-on-one enrollment meetings
- Timely quarterly statements mailed
to
home
- Voice response unit & secure
web access
- Investment options are monitored
and
scored quarterly
- Professionally managed portfolios
more
about our services...
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| Welcome
to Diversified Financial Advisors, a company dedicated
to serving and preserving the financial well being and
needs of individuals and corporations.
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