Pension Risk Advisory Services

Dietrich & Associates promotes the financial health and effectiveness of retirement plan sponsors, the plans they manage and the retirements they support through education, objective advice and access to institutional solutions.

Established in Blue Bell, Pennsylvania in 1980, Dietrich & Associates has grown from a small business to the largest national independent advisory firm specializing in preserving employee benefits.

 

Dietrich’s expertise includes: 

Institutional Advisory Services 

  • Pension Plan Terminations & Settlements (Pension Risk Transfer) 
  • Pension Plan De-risking Strategies
  • Guaranteed Income Solutions
  • Lump Sum Distributions (Partial Annuitization)
  • Non-Qualified Plans
  • Retiree Medical Plans
  • (k) Annuity Plans
  • Lump Sum Project Management

Annuity Placement Services

Offering unparalleled knowledge and expertise with employee benefit plans and the group annuity market including:
  • Fiduciary Compliance
  • Comprehensive Market Coverage
  • Reverse Auctions Process
  • Timely, Efficient Execution
  • Document Retention
  • Participant Resource

The team at Dietrich is well versed in the annuity marketplace with 250 years of combined experience. Our actuarial and underwriting specialists (composed of regional and national consulting services) assures clients they will receive the most comprehensive and cost effective annuity funded solutions in the market today.

 

Dietrich Annuity

Company News

Mr. Annuity

 

Financial News

 
 

IPS Defined Benefit Pension Plan,

"Thank you again for your professionalism, support, and direction. Your calm demeanor was a blessing to all of us going through the unknown waters of terminating our defined benefit plan and providing annuities for our pensioners..." (Read More)

Pennock Floral,

"They consistently delivered the highest level of service, while at the same time offering the best solutions in reviewing data. This is a company that has earned both our trust and respect..." (Read More)

Upcoming Events

Come see us at this years annual American Society of Pension Professionals & Actuaries conference, the Rally For Retirement. Well will be located at both number 125. You can get more details at: http://asppaannual.org/