463 Century Park Drive,
Scores of retirement plan options, hundreds of providers, complicated legal requirements... As a plan sponsor, how do you find the right retirement plan option for your company?
For all these challenges you face - working with Ryan Wealth Management may be the answer.
We provide an innovative, cost-effective retirement platform that empowers plan participants to save with smart, easy-to-use tools and solutions. From 401(k) plans to profit sharing plans, defined benefit plans and many other qualified plan types, we provide the options you need and the guidance you deserve.Structured Investing & Retirement Plans
Our solutions offer a prudent, strategic approach designed to help retirement plan participants achieve their retirement goals. They are all:
We provide your plan with professionally-designed portfolios that are intended to deliver expected rates of return for a plan participant’s chosen level of risk.
This means that we have a duty of loyalty, care and competence and must put the needs of plan sponsors and participants first.
Utilizing an ERISA §3(38) fiduciary provides extensive benefits, including:
Retirement Plan Designs
We can service almost any type of retirement plan, including 401(k), Safe Harbor 401(k), Profit Sharing, 457 (b), Defined Benefit (including cash balance plans), new comparability and 401(k)/DB combo plans. A review of the plan goals and existing design can often uncover corrective or enhancement opportunities. We work with you to fully understand your objectives and then design a plan to best fit your specific needs.Professional Guidance
We provide independent and objective advice to the plan sponsor and trustees as well as investment and asset allocation education to participants Some additional benefits of working with us can include:
Participants can benefit from the ability to select from globally diversified portfolios based on their individual risk toler¬ance. In addition, there is an interactive video-based enrollment and education service that is available 24/7 online. This service is integrated with our recordkeeping partners and offers dynamic plan-specific education and a risk tolerance questionnaire to assist the participants in making appropriate investment choices. It is simple to navigate and may increase plan participation.For More Information
To find out how Ryan Wealth Management may improve your retirement plan experience, call us at (530) 671-2100 or email us at email@example.com.
Investing involves risk including the potential loss of principal. No investment strategy, including diversification, can guarantee a profit or protect against loss in periods of declining values.