DIETRICH & ASSOCIATES, INC.
OSPREY, FLORIDA

Dietrich & Associates, Inc., based in Osprey, Florida, and originally incorporated on December 26, 2001, as F01000006621 in Pennsylvania, is a well-established entity specializing in the institutional annuity marketplace. With more than 250 collective years of experience among its team members, Dietrich offers profound expertise through their actuarial and underwriting specialists to deliver comprehensive consulting services tailored to each client's needs. The services include exhaustive market searches, provider assessments, and competitive bidding processes aimed at securing the most advantageous institutional annuity pricing available today. Dietrich boasts significant existing relationships with nearly all major annuity providers in the industry. This network places them uniquely to design plan-specific, competitively priced insured solutions. As recognized independent experts, they gather and maintain crucial financial due diligence and credit research reports on insurance companies to support clients' fiduciary requirements. The company's history is richly aligned with foundational events such as the establishment of The Pennsylvania Company for the Granting of Annuities, which later became TIAA in 1918. With a significant portfolio of over 1,000 pension plans serviced and more than $2 billion dollars worth of benefits guaranteed for over 100,000 participants, Dietrich is among the nation's leading independent experts in annuity contracts for pension plans. Dietrich & Associates prioritizes philanthropy and community involvement. They emphasize charitable contributions and volunteer work to support local and national non-profits. This commitment extends through initiatives like their holiday matching program for employees' chosen charities, supporting organizations such as the Special Olympics, Make A Wish Foundation in Philadelphia, and participating in food drives and sponsorship efforts. Under President Kurt Dietrich's leadership, they have successfully navigated complex annuity management tasks, including cost-efficient pension plan terminations and innovative health care funding solutions using VEBAs. These solutions have not only saved millions of dollars but also ensured the financial sustainability of various client organizations.