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.
• 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.
• 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.

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.

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.
• 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.
• 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.
• 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

Ll.M., Taxation

J.D., Law

B.A, Biology (Minor: Economics)

Activities and Societies: Soccer

Education record