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DIETRICH, a leading national pension risk advisor, helped pioneer the PRT industry more than 40 years ago, assisting thousands of companies fund and guarantee pension benefits. DIETRICH works hand-in-hand with their clients as trusted advocates, continuing to move the industry forward, finding innovative and data-proven retirement planning solutions for employers and employees. They have worked with companies in all industries and every state, guaranteeing retirement benefits of over $30 billion.
Smart is a global savings and investments technology provider. Its mission is to transform retirement, savings, and financial well-being, across all generations, around the world.
Smart partners with financial institutions (including broker-dealers, RIAs, retirement providers, insurers, asset managers, banks) and financial advisers to deliver retirement savings and income solutions that are digital, customized, and cost-efficient.
Aquiline Capital Partners, Barclays, Chrysalis Investments, DWS Group, Fidelity International Strategic Ventures, J.P. Morgan, Legal & General Investment Management, Link Group and Natixis Investment Managers are all investors in Smart.
Since 1999, Ubiquity Retirement + Savings® has provided qualified retirement plans for small business owners. Our mission is to empower small businesses and their employees with affordable retirement solutions and top-notch support. As a leading fintech company, we pioneered flat-fee-for-service plans. With our Paradigm RKS™ platform, we offer a user-friendly experience, automated functions, and zero hidden fees. Headquartered in San Francisco, we serve 10,000+ U.S. businesses and hundreds of thousands of savers. With $3B+ in retirement assets, we operate nationwide, providing transparent, customizable savings. Visit myubiquity.com to learn more or call 855.401.4357, option 4. Follow us on LinkedIn.