Understanding how pension risk transfer regulations differ across jurisdictions has become essential for employers, fiduciaries, and HR teams who oversee retirement programs. As more organizations explore ways to stabilize long term pension obligations, the regulatory landscape plays a major role in shaping strategy, timelines, and outcomes. This is especially true for businesses considering options like...Read More

For many companies, managing a defined benefit pension plan is a long-term responsibility that requires ongoing financial commitment, regulatory compliance, and investment management expertise. Over time, this can become a growing burden – especially as retirees live longer and market conditions fluctuate. To manage this complexity, many organizations turn to a solution known as Pension...Read More

The DIETRICH online annuity calculator (DDQ) tool has provided thousands of plan sponsors, advisors and retiring participants with institutionally priced guaranteed income annuity quotes from top rated Department of Labor 95-1 compliant insurance companies over the past 20 years. Quotes are instant and direct from insurance company quote calculator engines.   Today many 401k plan sponsors...Read More

A 2024 Pension Risk Transfer Industry Whitepaper by DIETRICH Seizing Opportunities in a Dynamic Market This whitepaper explores the evolving landscape of pension risk transfers (PRTs), covering not only the short-term trends from 2022-2024, but also the longer-term perspective of where the industry is going and the impact on plan sponsors, advisors and participants. Multiple...Read More

BerryDunn colleagues Markes Wilson and Susan Prior talk with Ian Koteles, of Dietrich, a uniquely positioned pension risk advocate. The topic? Reducing pension costs through various strategies, including risk mitigation and administrative efficiency.Read More

From the era of guaranteed lifetime pensions to the modern 401(k), pension risk transfers have become the linchpin connecting the past, present and future of retirement benefits – and allows firms to offload the burdensome legacy.Read More

Expanding on a partnership that goes back decades, Nationwide has announced they will assume liabilities for Pennsylvania Farm Bureau through a pension risk transfer (PRT) transaction for their defined benefit (DB) plan.Read More

In celebration of their 40th Anniversary, DIETRICH was awarded the honor of being featured in Business in Focus magazine, a leading global business magazine that provides quality coverage of truly inspiring companies who have achieved the highest standard in their field of expertise. Read More

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

On April 29th 2020, BDO and BDO Alliance Firm DIETRICH, hosted a webinar to assist in better understanding the recently passed SECURE and CARES Acts.Read More