The passage of the Setting Every Community Up for Retirement Enhancement (SECURE) Act and, in some ways, the market crash caused by the COVID-19 pandemic have put a greater focus on providing guaranteed lifetime income for defined contribution (DC) plan participants.Read More
In anticipation of their client’s evolving needs, ANNUA and the KTRADE Alliance have teamed up to offer annuity options via ANNUA’s recently released, ANNUA Direct Quote.Read More
Effective January 1, 2020, the Setting Every Community Up for Retirement Enhancement (SECURE) Act includes reforms for Defined Contribution retirement plans. Most notably, plan sponsors are granted a Safe Harbor when offering in-plan annuities, and plan sponsors must disclose the amount of lifetime income that their participants’ accounts are expected to generate in retirement.Read More
DIETRICH and ANNUA had a very busy fall and winter with their growing philanthropic involvement. The marathon kicked off with sponsoring and volunteering at the Special Olympics of Pennsylvania’s Annual Fall Fest at Villanova University. In addition to the Fall Fest, DIETRICH and ANNUA also sponsored Special Olympics of Pennsylvania’s Philadelphia Polar Plunge at Drexel...Read More
DIETRICH, a leading national pension risk transfer company specializing in providing insured institutional solutions to plan sponsors interested in transferring risk from their retirement plans, has hired a Client Relationship Manager to join their versatile team of professionals.Read More
After partnering together for multiple holiday seasons to send cookies as gifts to their clients, the team at DIETRICH was looking for additional ways to work with Cookies for Kids’ Cancer that would expand well beyond the holidays.Read More
