Aggregators, Broker-Dealers & RIAs
NAPAFIRMPARTNERS
La Jolla, CA • FBG401k.com
Plymouth Meeting, PA • dietrichannuity.com
DIETRICH & ANNUA
Fiduciary Benefits Group, Inc.
Key Contact(s)
Key Contact(s)
Geoff Dietrich 610.279.9455 • geoff.dietrich@dietrichannuity.com
Firm Profile DIETRICH provides insured solutions to plan sponsors transferring risk from their retirement plans through the use of fully-insured group annuity contracts. DIETRICH engineers turnkey insured funding programs for traditional DB pension plan terminations and pension risk transfers, Defined Contribution plans with guaranteed income options, non-qualified executive compensation plans, retiree medical obligations and OPEB plans. ANNUA has been working in the retirement annuity market for over 40 years as DIETRICH. ANNUA was developed to support Plan Sponsors’ and Participants’ need for financial security in retirement. The ANNUA team provides innovative group annuity funded retirement income solutions for 401(k)/DC retirement plans.
Damian Dufour 951.212.8747 • damian.dufour@fbgretirement.com Jackson Miller 844.967.8491 • jackson.miller@fbgretirement.com Bradley Johnston 619.324.8830 • bradley.johnston@fbgwealth.com
Firm Profile Fiduciary Benefits Group is an independent retirement plan consulting firm. At FBG, we believe employees deserve more from their retirement plan advisor. From helping corporations attract and retain talent, to guiding clients toward their retirement goals, our core focus is designing and managing exceptional retirement plans. We focus on Corporate Retirement Plans, Non-Profit Retirement Plans, Prevailing Wage Plans, and Non-Qualified Plans.
Primary Market(s) Served
Primary Market(s) Served
Small: $1-$10 million, Mid: $10-$100 million, Large: $100-$250 million, Mega: >$250 million
Micro: <$1 million, Small: $1-$10 million, Mid: $10-$100 million, Large: $100-$250 million, Mega: >$250 million
Options Available • Preferred Provider Program
Options Available
• 3rd Party Vendor Analysis Tool
• Preferred Provider Program
• Other Tools
• Other Tools
• Benchmarking Tools
• Participant Advice/Participant Services
• Participant Advice/Participant Services
• Custom Risk Based/Target Date Models
• Internal Rollover Program
Home Office Employees Supporting the Business
• Allows Fiduciary Declaration 3(21)/3(38)
15
• Custom Risk Based/Target Date Models • 408(b) (2) - In-House or Outsourced • Plan Sponsor Fiduciary Training • Stable Value Analysis
Home Office Employees Supporting the Business 6
74
NAPABLACKBOOK2023