The DailyAccess Diamond Strategy: The delivery of a comprehensive suite of integrated and easy-to-use employee benefit services supported by solutions-based technologies and personalized client service.
As part of our Diamond Strategy, we work with fee- or commission-based financial advisors and benefits brokers to deliver comprehensive, cost-effective, and personalized benefits services to plan sponsors. DailyAccess can provide plan design, consulting, recordkeeping, administration, actuarial, investment advisory, flexible benefits, and health and welfare advisory services. Use one or several of our Diamond Strategy services to complement the services you presently provide and create comprehensive, client-specific solutions for:
- Defined Contribution Retirement Plans
- Retirement Plan Consulting Services
- Defined Benefit Retirement Plans
- Cash Balance Retirement Plans
- Investment Advisory Services
- Flexible Benefits Services
- Health & Welfare Consulting Services
- Business Processing Outsourcing Services
We are committed to delivering a cost-effective, efficient, and sophisticated platform for financial advisors, plan sponsors, and participants. We work closely with financial advisors who service plans in multiple industries nationwide.
Our service fee disclosure is in compliance with the rules of ERISA § 408(b)(2) — all fees are fully disclosed and transparent, with no hidden fees at either the plan or plan participant level. We have no proprietary investment requirements, and we offer access to over 12,000 retirement plan investment options, including mutual funds, exchange traded funds, and other types of investment vehicles.
Our national sales team is comprised of Directors of Business Development in nine regions, supported by a corresponding internal Business Development Specialist, as well as operations, sales, and service locations in Dallas, Detroit, Kansas City, and Mobile. From our onsite Participant Service Center to our sales support team, DailyAccess provides attentive, personalized customer service.