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
- 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 & Associates was honored to exhibit at the NAPA 401k Summit in Las Vegas March 19-21 2017. The NAPA Summit was a new conference in Dietrich’s annual lineup, and they enjoyed … more
Clients of the organization received charitable cookies this past holiday season
As the holiday season arrived, so did delicious cookies to Dietrich’s clients, benefitting … more