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Retiring

Rollover IRA

If you decide to take a distribution from your plan, you have the option of rolling your assets over to an IRA. Designed to accept assets from 401(k), 403(b), 457 and other qualified retirement plans, a Rollover IRA allows you to preserve the tax-deferred status of your retirement savings.

Other benefits of a Diversified Rollover IRA include:

  • No-load mutual funds* with no minimum investment required
  • Strategic Allocation Funds for properly allocated life-cycle investing
  • No IRA administrative fees
  • Diversified DirectSM for 24-hour toll-free access to account and investment information
  • Diversified DirectSM Online for 24x7 access to account information and transactions via the Internet
  • Participant Advisory Services providing no-cost
    access to investment counseling and retirement planning services
  • Quarterly statements detailing all account activity and investment results
    For a free kit with everything you need to open a Diversified Rollover IRA, email us at IRA@divinvest.com

*Securities offered through Diversified Investors Securities Corp., Member NASD, 4 Manhattanville Road, Purchase, NY 10577. (914) 697-8000. Although the funds are noload, other fees and expenses do apply. Download, call, or write for a prospectus, and read it carefully before sending money.

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