A New Opportunity to Help Pension Sponsors

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Interest Rate Update Jan 2012— Volume 5, Issue 1 www.dietrichassociates.com DietrichAnnuity Guaranteed Income for Life F ROM THE P RESIDENT ’ S D ESK A New Opportunity to Help Pension Clients: Pension Risk Transfer Gone are the days of group annuity contracts only being able to satisfy the plan termination objectives of a pension plan sponsor. Today, there are a wide variety of useful applications for group annuity contract structures to provide an alternative to traditional fixed income investments. Are you or your clients: • Struggling with cost and volatility issues surrounding your/their pension plan? • Limited by fixed income funds that only allow for simple duration matching, and expose the plan to cash flow mismatch risks? • Considering a liability driven investment strategy that will de-risk the plan investment and allow for stable, predictable funding? • Unaware of the variety of customized institutional insurance contract structures available? Evaluating insured Pension Risk Transfer strategies may be a value-added and differentiating opportunity for you and your clients in 2012. Want to hear more about a variety of ways we can help, give us a call or send or us an email. Want to see more? Click on our related web-links: Dietrich Pension Risk Transfer Index™, and Pension Risk Transfer Solutions: Adding Guarantees to the Defined Benefit Fixed Income Conversation , our latest white paper. We look forward to helping you help your clients in 2012 and beyond. Join Dietrich & Associates for our inaugural webinar “A New Arrow for the Pension Practitioners Quiver: Pension Risk Transfer”, to be held on Thursday, February 2, 2012 from 2-3 pm EST. to find out more about the webinar and to register, click here . Instantly receive online Immediate Annuity quotes from DOL 95-1 Safest Available insurers. DietrichAnnuity is suitable for Qualified and Non-Qualified, Employer Sponsored benefits such as: • Defined Benefit Plans • Defined Contribution Plans • SERP/NQ Executive Bonus Arrangements For more information or to request access please visit: DietrichAnnuity January 2012 Interest Rate Update Dietrich & Associates, Inc. Class of Rates All Retiree 3.00%-3.25% Term-Vested 3.25%-3.50% Active 3.50%-3.75% Net Interest Rates Week Of January 9, 2011 Dec 2011 PRT Index Level 87.52 Sept 2010: PRT Index =82.7 Jan 2009: PRT Index =121.4 Plan/Monitor Opportunistic Settlement Attractive Annuitization Attractiveness

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Gone are the days of group annuity contracts only being able to satisfy the plan termination objectives of a pension plan sponsor. Today, there are a wide variety of useful applications for group annuity contract structures to provide an alternative to traditional fixed income investments.

Transcript of A New Opportunity to Help Pension Sponsors

Page 1: A New Opportunity to Help Pension Sponsors

Interest Rate Update Jan 2012— Volume 5, Issue 1 www.dietrichassociates.com

DietrichAnnuity Guaranteed Income for Life

FROM THE PRESIDENT’S DESK A New Opportunity to Help Pension Clients: Pension Risk Transfer Gone are the days of group annuity contracts only being able to satisfy the plan termination objectives of a pension plan sponsor. Today, there are a wide variety of useful applications for group annuity contract structures to provide an alternative to traditional fixed income investments. Are you or your clients:

• Struggling with cost and volatility issues surrounding your/their pension plan? • Limited by fixed income funds that only allow for simple duration matching, and

expose the plan to cash flow mismatch risks? • Considering a liability driven investment strategy that will de-risk the plan

investment and allow for stable, predictable funding? • Unaware of the variety of customized institutional insurance contract structures

available? Evaluating insured Pension Risk Transfer strategies may be a value-added and differentiating opportunity for you and your clients in 2012. Want to hear more about a variety of ways we can help, give us a call or send or us an email. Want to see more? Click on our related web-links: Dietrich Pension Risk Transfer Index™, and Pension Risk Transfer Solutions: Adding Guarantees to the Defined Benefit Fixed Income Conversation, our latest white paper. We look forward to helping you help your clients in 2012 and beyond. Join Dietrich & Associates for our inaugural webinar “A New Arrow for the Pension Practitioners Quiver: Pension Risk Transfer”, to be held on Thursday, February 2, 2012 from 2-3 pm EST. to find out more about the webinar and to register, click here.

Instantly receive online Immediate Annuity quotes from DOL 95-1 Safest Available insurers.

DietrichAnnuity is suitable for Qualified and Non-Qualified, Employer Sponsored benefits such as:

• Defined Benefit Plans

• Defined Contribution Plans

• SERP/NQ Executive Bonus Arrangements

For more information or to request access please visit:

DietrichAnnuity

January 2012

Interest Rate Update

Dietrich & Associates, Inc.

Class of Rates

All Retiree 3.00%-3.25%

Term-Vested 3.25%-3.50%

Active 3.50%-3.75%

Net Interest Rates Week Of January 9, 2011

Dec 2011 PRT Index Level

87.52

Sept 2010:  PRT Index =82.7

Jan 2009:  PRT Index =121.4

Plan/Monitor      Opportunistic      Settlement Attractive

Annuitization Attractiveness 

http://www.dietrichassociates.com/iru/12-2011/PRT%20Index%20Dec%202011%20Single.pdf
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