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Navigating Pension Risk Transfers

Navigating Pension Risk Transfers

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...
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Reducing Pension Risk Exposure in Healthcare

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.
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Retiring the pension plan: A PRT’s pivotal role in the evolution of retirement plans

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.
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Nationwide Wins Pension Risk Transfer Deal with Pennsylvania Farm Bureau

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.
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Business In Focus: DIETRICH Spotlight

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. 
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PSNC 2020: Duties with Regard to Annuities

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.
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DIETRICH and BDO Host Webinar: An Overview of the SECURE Act and CARES Act

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.
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DIETRICH Celebrates 40 years, Helping to Guarantee 800,000 Retirees’ Pensions

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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DIETRICH’s ANNUA Answers the Call to Recently Passed Secure Act with ANNUA Direct Quote

Effective January 1, 2020, the Setting Every Community Up for Retirement Enhancement (SECURE) Act includes reforms for Defined Contribution retirement plans.
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DIETRICH and ANNUA’S 4th Quarter Philanthropic Marathon

DIETRICH and ANNUA had a very busy fall and winter with their growing philanthropic involvement.
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