Ryan Fuchs, Jd, Llm, Cfp® Email & Phone Number

• Strategic Consulting: Identify opportunities and gaps in plan design, administration, and compliance and develop strategies to improve plan design and competitiveness taking into account industry trends, business environment, and company goals.• Client Interaction: Lead formal presentations to clients and retirement committees including, but not limited to, investment reviews, fiduciary best practices, plan design recommendations, fee analysis and employee education strategy.• Plan Administration: Manage fund changes, amendments, vendor search/RFP process, recordkeeper transition, vendor fee negotiations, and plan implementation.• Relationship Development: Develop and maintain strong relationships with clients and vendor-partners with accountability for client satisfaction and retention; participate in the sales process; work with, and mentor, colleagues to support their career development.

Dallas, Texas, United States

At Lockton, I provide strategic and tactical consulting and account management leadership to Retirement and Executive Benefit clients while building strong client and provider relationships.- Mentor, coach, and assist in the development of other Associates by identifying additional skills, training needs, etc.- Share subject matter expertise in development of other associates- Lead formal presentations to clients covering topics including, but not limited to, investment review, fiduciary best practices, plan design recommendations, fee analysis, and employee education strategy- Provide thought leadership regarding strategic planning and consulting- Maintain strong client relationships and establish and maintain positive vendor-partner relationships- Manage vendor search/RFP process- Manage plan implementation, recordkeeper transition, fund changes, amendments, and other projects- Negotiate fees with vendors on behalf of client- Proactively deliver regulatory and compliance support to clients- Listen to clients and colleagues, provide meaningful feedback, and collaborate to identify problems and solutions

Dallas, Texas

• Advise clients on all aspects of financial planning, including but not limited to, retirement planning, cash flow analysis and planning, insurance analysis, college funding, tax advantaged savings, and defined contribution and defined benefit plans• Provide investment advisory services to clients• Work with both individuals and businesses with 401k or other company-sponsored retirement plans• Work with third party professionals on tax, insurance, legal, and other matters related to preparing a tailored financial plan• Conduct annual reviews with clients regarding their investments and financial plan• Review clients’ estate plans, including wills, trusts, and other related documents, as necessary, to ensure compliance with their terms

• Consulted with small and mid-size business regarding personal and corporate tax matters, including entity restructuring, asset protection, corporate retirement plans, employee benefits planning, health care planning, succession planning, and estate planning• Worked with a drywall company and provided strategies to save the company more than $21,000 and the owner more than $280,000 in taxes over the first five years of the plan• Worked with an architecture and design firm and provided strategies to save the company more than $40,000 and the owner more than $238,000 in taxes over the first five years of the plan • Worked with a design studio and provided strategies to save the company more than $49,000 and the owner more than $186,000 in taxes over the first five years of the plan

• Researched applicable laws and regulations and reported legal ramifications of various business proposals to the CEO to ensure maximum benefit and minimum risk exposure to the company• Negotiated, drafted, and reviewed contract in a $3.4+ Million transaction• Closely involved in a contract dispute between the CEO of company and another entity with regard to a deferred compensation plan, including analysis of the compensation contracts, negotiations, and recommendations on settlement• Helped manage non-legal day-to-day operations of the company including, but not limited to, responsibilities in HR, accounting, and operations• Managed ongoing litigation to its conclusion and, as needed, worked directly with outside counsel• Drafted, reviewed, and approved company policy and procedure manual, call center phone scripts, and other materials and provided training to company employees on their proper usage and implementation

• Drafted and amended wills, trusts, powers of attorney, living wills, and other related estate planning documents • Reviewed and analyzed trust documents for $1.5 Billion trust• Worked on profit-sharing plan and Supplemental Executive Retirement Plan, including reviewing plans and ensuring they complied with applicable laws and regulations• Drafted articles of organization, bylaws, and related documents for Foundations and other non-profit corporations• Involved in all aspects of a $2.0+ Million merger• Researched land records in order to refinance piece of property; checked FEMA and local land records to determine whether property was in flood plane• Researched specialized disclosure issues, such as insider trading, proxy statements, prospectuses, statements of additional information ("SAI") and communications distributed on Websites and the Internet• Researched and wrote memo regarding mutual funds’ independent directors’ duties and obligations under SEC Rule 12b-1, how best to comply with Rule 12b-1, and what constitute legitimate expenses to be paid out of 12b-1 fees• Researched regarding what tax disclosures must be made to the investors of a private placement of securities• Completed Form 1023 and all supplemental materials to obtain tax-exempt status from IRS

Ll.M., Taxation

J.D., Law

B.A, Biology (Minor: Economics)

Activities and Societies: Soccer

Education record