Dietrich & Associates

Dietrich & Associates

  • 1000 Germantown Pike Ste K-1
  • Plymouth Meeting, Pennsylvania
  • 19462

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Description

Dietrich & Associates is a pension financial services firm providing specialized annuity brokerage and consulting services to institutional clients in the following areas: Single Premium Group Annuity Contracts (SPGAs) to satisfy accrued pension liabilities for both ongoing and frozen defined benefit plans when such plans are terminated, restructured or when plan liabilities are settled for other purposes; Individual Retirement Annuities to guarantee retirement benefits for qualified plan distributions; Non-qualified Group and Individual Annuities for funding supplemental deferred compensation programs and other employee benefits; Guaranteed Investment Contracts and other related Stable Value Contracts and Funds as fixed-income investment vehicles for ongoing retirement plans. Additionally, we are positioned to assist in the evaluation and selection of defined benefit pension service providers to facilitate a total (or partial) outsourcing arrangement designed to accomplish the following objectives: - Reduce plan-related costs and administrative requirements - Improve investment performance - Improve employee communications and streamline recordkeeping and reporting requirements - Provide single-source accountability for all plan functions (in total outsourcing situations) Dietrich & Associates provides services to a wide range of retirement plan sponsors, including Fortune 500 companies, state retirement systems, local municipalities and other governmental agencies...

Fact sheet

Number of employees
5-9

Company contacts

  • Kurt Dietrich
  • Owner

Products & services

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