N A P A B L A C K B O O K 2 01 9 | N A P A F I R M P A R T N E R S | B R O K E R - D E A L E R S & R I A s NAPA FIRM PARTNERS
DIETRICH/ANNUA
GORDON ASSET MANAGEMENT, LLC
P L Y M O U T H M E E T I N G , P A | d i et r i c h an n u i t y .c om
D U R H A M , N C | We al t hQB.com
KEY CONTACTS
Geoff Dietrich | 610.279.9455 | geoff.dietrich@dietrichannuity.com
FIRM PROFILE
DIETRICH specializes solely in providing insured institutional solutions to plan sponsors interested in transferring risk from their retirement plans. Through the use of fully‐insured group annuity contracts, DIETRICH engineers turnkey insured funding programs for traditional Defined Benefit (pension) plan terminations, pension risk transfers, non‐ ualified executive compensation plans, retiree medical obligations and OPEB plans. ANNUA’s mission is to help employers and their employees plan for a secure retirement. We do this by transforming their defined contribution plans (401k or 40 b) into an investment vehicle that promotes options for both asset accumulation and guaranteed income for life.
KEY CONTACTS
Joseph Gordon | 919.880.9966 | oe.gordon wealthQB.com Todd Zempel | 1 . 1 . | Todd.Zempel WealthQB.com J.T. Stilley | 1 . 1 . | T.Stilley WealthQB.com
FIRM PROFILE
Located in the middle of Raleigh-Durham and Chapel Hill, NC, the firm provides fiduciary governance and other services to 401(k) and 40 (b) plan sponsors. The firm is CEFE Certified as an Investment Advisor, and has been so since 00 . The founder, oe Gordon, provided fiduciary governance services dating back to the early 0s. Three key contacts all have the CPFA designation. Custom services include participant advice, financial wellness and plan design for owners/HCEs. Firm has installed over cash balance combo plans dating back to 00 .
PRIMARY MARKET(S) SERVED
PRIMARY MARKET(S) SERVED
83 OPTIONS AVAILABLE
» Participant Advice/Participant Services
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» Participant Advice/Participant Services
» Allows Fiduciary Declaration ( 1)/ ( ) » Custom Risk Based/Target Date Models
NAPA-NET.ORG
OPTIONS AVAILABLE
» Preferred Provider Program
» Business Development Consultants
» 40 (b) ( ) In-House or Outsourced » Plan Sponsor Fiduciary Training » Minimum Fee Schedules
HOME OFFICE EMPLOYEES SUPPORTING THE BUSINESS
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