Established in Blue Bell, Pennsylvania in 1980, Dietrich & Associates, Inc. has grown from a small business to the largest national independent advisory firm specializing in preserving employee benefits. Dietrich & Associates promotes the financial health and effectiveness of retirement plan sponsors, the plans they manage and the retirements they support through education, objective advice and access to institutional solutions.
Since 1980, DIETRICH has evolved from one man’s inspiration to fifteen professionals. In thirty-five years, the team has grown from one office to five regional offices with over 250 years of combined employee annuity marketplace experience. Over five billion dollars in annuity purchases has been placed by Dietrich and Associates, Inc. since its establishment.
Dietrich & Associates, Inc. is known as The Annuity Company that finds New Solutions for New Challenges as Pension Risk Transfer Specialists. Vice President of Marketing Krista Dietrich Koteles notes that the team “Looks forward to providing exemplary service for many years to come.”