Firm News

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.
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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.
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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...
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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.
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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.
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With its recent launch of ANNUA, the team at DIETRICH was excited to host their first ANNUA educational webinar.
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Dietrich has hired a second senior retirement plan administrator/pension underwriter to join their skilled team of retirement professionals.
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DIETRICH announces the launch of ANNUA, a defined contribution retirement income annuity practice.
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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 experienced team of professionals.
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