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Secure upload / Bid Spec Portal
Send plan documents and census data securely for underwriting.
Open secure upload👤
Client portal Example
Idea: one login to see project status, milestones, documents, and your DIETRICH contact.
Example feature for discussion, not built.
Underwriting document checklist
- Plan document and all amendments
- Most recent actuarial valuation report
- Participant census (retirees, term vesteds, actives), cleaned and reconciled
- Benefit forms and payment options in use
- Contact info for the plan actuary, attorney, and TPA
Placeholder DIETRICH to confirm and add a downloadable census template.
For actuaries, attorneys & advisors
Our PRT consultants design the strategy alongside you, and our administrative team runs implementation end to end.
- PBGC standard termination timeline
- DIETRICH white papers
- Monthly pricing indications Placeholder