Compliance

Dietrich helps ensure fiduciary compliance by providing the expertise required by the Department of Labor for plan sponsors to fulfill their fiduciary duties when transferring pension obligations to an insurance company. Terminating a pension plan or transferring pension obligations can be a complex and lengthy process involving compliance of government regulations. Adhering to these regulations can be challenging. The Dietrich team will review your plan documents to ensure all provisions are correctly interpreted and replicated. Upon completion of the underwriting process, we review each insurance company annuity contract to make sure each provision of the plan is correctly translated and applied.

Click here to speak with a retirement plan expert.