Dietrich and Associates, Inc.

Firm Profile

Dietrich and Associates, Inc. is the leading employee benefits brokerage and consulting company specializing in providing retirement plan sponsors with pension risk transfer solutions through annuities. We strive to find new solutions for the new challenges presenting themselves in all aspects of retirement for plan sponsors, individuals, actuaries, pension attorneys and financial advisers while maintaining our position as the industry leader and pioneer. Mission: To maintain our position as an industry pioneer and leading employee benefits brokerage firm by promoting the financial health and effectiveness of retirement plan sponsors and the plans they manage through education, objective advice and access to institutional solutions.

KEY CONTACTS
Geoff Dietrich – Executive Vice President
geoff.dietrich@dietrichassociates.com, 610.279.9455

WEBSITE
www.dietrichassociates.com

PRIMARY MARKET(S) SERVED
Micro (<$1 million)
Small ($1-$10 million)
Mid ($10-$100 million)

PARTICIPANT SUPPORT SERVICES
• Participant Advice/Participant Services
• Pension Risk Transfer Specialist and Retirement Plan Solutions Consultant