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Dietrich > About Dietrich > Firm News
The retirement industry looked a lot different 40 years ago, but one thing remains the same, Kurt Dietrich and his company continue to be recognized as pioneers. DIETRICH’s tenure in the industry has stood the test of time through a continuously changing economic environment. DIETRICH’s 40th anniversary in 2020 celebrates a long-standing tradition of serving...
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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. As a resource for...
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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. Robert Daly has joined the team as a Client Relationship Manager to service the retiree medical and...
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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. “At DIETRICH, the season of giving is a year-round theme, and we are always looking for creative...
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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...
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Providing Insured Lifetime Income Products to 401k/403 b Plan Sponsors At a time when pensions are dissappearing and many employee retirement account balances are inadequate and incapable of meeting future retirement needs, DIETRICH announces the launch of ANNUA, a defined contribution retirement income annuity practice.  ANNUA challenges the status quo of traditional retirement plans by...
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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. Jay Washington has joined the team as a Client Relationship Manager.  His extensive retirement plan industry experience...
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As the Season of Giving grows near, the team at DIETRICH wasted no time jumping right into working together to support a variety of local and national non-profits.  Kicking off with Giving Tuesday, an abundance of non-perishable food items were collected and donated to the local Mattie N. Dixon Community Cupboard.  The Cupboard has relied...
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