What is Pension Risk Transfer? Pension Risk Transfer (aka PRT) involves the use of institutional annuity products to reduce and/or eliminate pension risks.
Which pension plans are good candidates for further exploring Pension Risk Transfer? Frozen pension plan sponsors who are interested in exit planning; how to best wind down their pension plan program.
What types of insured structures are available? There are a variety of available structures which can be customized to meet specific sponsor objectives.
How well funded do I need to be to use an insured Pension Risk Transfer product? Pension Risk Transfer Products are a suitable option for most pension plan’s regardless of their current funding level.
Is Pension Risk Transfer part of what I get from my current advisors? The core services provided by most actuaries and investment advisors do not include insurance based PRT solutions. Furthermore, many consultants may have limited experience working with insured pension products.
Frozen DB Plan Management: Do You Have the Right Team?
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