1. Dietrich & Associates, Inc. June 2011
Interest Rate Update
Net Interest Rates FROM THE PRESIDENT’S DESK
Week Of June 6, 2011
Plan sponsors have been on a rollercoaster
Class of
Rates ride when it comes to the funded level of their
Participants defined benefit pension plans. They’ve seen
the highs through their overfunded status of
All Retiree 3.50%-3.75% the 1990’s racing to the low and extreme
deficits of the 2000’s. Will the next 10 years
Mostly Retiree bring a fully funded status for the plan
w/some 4.00%-4.25% sponsor? What we do know is many plan
Term-Vested sponsors will not be standing idle to find out.
Mostly Active &
Term-Vested 4.25%-4.50%
w/some Retiree
DietrichAnnuity
Guaranteed Income for Life
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: Click here for more information on the above graph.
• Defined Benefit Plans
• Defined Contribution Plans Sponsors of defined benefit plans have suffered great expenditures through the
• SERP/NQ Executive Bonus payment of benefits, annual contributions, human capital, regulatory changes and
Arrangements opportunity loss. They are ready to move on. The industry is experiencing a
renewed interest in removing the liability off the corporate balance sheet through a
For more information or to combination of annuity purchases and lump sum distributions. Inquiries from plan
request access please visit:
sponsors regarding the process in order to remove this liability from their balance
DietrichAnnuity sheet has increased dramatically. Engaging Dietrich & Associates early on in the
process increases the number of cost effective options a plan sponsor can
implement. For more information, please contact us.
Regards,
Kurt Dietrich
Interest Rate Update June 2011— Volume 4, Issue 6 www.dietrichassociates.com