Dietrich & Associates, Inc. is committed to providing an unparalleled level of retirement consulting services. As an independent firm, we offer our individualized approach for each of our clients.
We recognize that while there are standard approaches to retirement plan design and allocating resources to fund such plans, we also value the unique circumstances that exist within each organization ensuring that our recommendations align with our clients' goals and objectives.
Combined with our diverse background as experienced professionals, we have the expertise to effectively monitor and manage our clients' needs.
Dietrich's expertise includes the following Actuarial Services:
- AFTAP Certifications
- Annual actuarial valuations
- Government form filings
- Employee benefit statements
- Employee benefit calculations
- Lump sum windows
Supplemental Consulting Services
De-Risking Studies- We provide full support to our clients to analyze and carry out the process of de-risking their retirement plans. While defined benefit plans have become more of a legacy obligation, the funding and regulatory requirements continue to escalate. It is important to understand the implications of annual PBGC premium increases, volatile equity and interest rate markets, and mortality improvements.
Our experienced resource team will guide you through every step of the process.
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