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 through pension risk transfer solutions.

DietrichÍs 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
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.