DIETRICH, one of the nation’s largest independent advisory firms specializing in promoting the financial health of retirement plan sponsors, the plans they manage and the participant retirements they support through education, objective advice, and access to insured institutional solutions, has hired a second senior retirement plan administrator/pension underwriter to join their skilled team of retirement professionals.
James Frederick has joined the DIETRICH Underwriting Team as a Senior Retirement Plan Administrator and Underwriter, bringing valuable experience working within the structured settlement, annuity and insurance industries. James will work closely with plan sponsors through every step of a pension risk transfer, ensuring they are on schedule throughout the entire process while communicating with insurance companies to streamline interpreting plan documents, building plan specification packages, and ensuring participant data is accurate while working closely with clients. “James’ analytical background and strong problem-solving capabilities in combination with his great interpersonal skill set will be an asset to our clients and our organization’s reputation in bringing the best service to our clients as we continue to grow and evolve” says Geoff Dietrich, Executive Vice President.
