Testimonials

Testimonial > 2019-Testimonial > Shannon K., President and CEO, Consulting Services Provider, Washington State

Shannon K., President and CEO, Consulting Services Provider, Washington State

It was clear that the DIETRICH team knew their business, were sharp, and also willing and able to translate that to us as their client- who had very little exposure to defined benefit plans. The communication of the plan termination process was understandable, as they upheld their timeline and reminded us of our own deadlines as well. The transition and contract installation went smoothly and the lack of questions or complaints from our participants indicated it was a high quality experience.

Shannon K.President and CEO, Consulting Services Provider, Washington State

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Knowledge of the plan termination/settlement/annuity purchase process.


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