The underwriting of a pension plan begins with the interpretation of the plan document and plan amendments, a review of the actuarial valuation and a cleansing of the participant census data. DIETRICH provides a secure and convenient method to upload these critical documents. If you are ready to explore your pension benefit transfer options, our plan experts can help you determine what data is needed to underwrite your plan and provide preliminary pricing.
Check the Bid Spec portal page for access to our secure upload site.