The Solution

Dietrich & Associates, with unmatched volume and experience in underwriting qualified plan group annuities, has collaborated with our major insurance company partners to design several new group annuity programs which can be offered along side other investment options in the 401(k) plan including:

Employer Directed Annuity Programs where the employer allocates contributions that are directed to the purchase of life income "annuity units" annually over the working life of the employee.

Employee Voluntary Annuity Programs where an employee can direct their contributions toward the purchase of life income "annuity units" to supplement the employer directed purchases or, conversely, to purchase life income benefits through a single annuity purchase utilizing their 401(k) account balances.

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