Schuyler Mann
Retirement Plan Advisor - Partner at Retirement Wellness Group
Based in Torrance, United States
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Seniority
Other
Department
Other
Location
Torrance
Industry
—
Company size
2
Contact information
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s•••••••@retirementwellnessgroup.com
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Background
About Schuyler Mann
Business owners and executive team members in HR, Finance and Operations face big challenges competing for top talent while navigating regulations from ERISA, the DOL and IRS. That’s where my team comes in! With an in-depth knowledge of the regulatory world for 401(k) retirement plans, we have built our own system to support compliance and help keep business owners and executive teams out of trouble. And that’s just where we get started. Our highest priority is to build on that foundation to make a difference in the financial lives of your employees. We’ve got the team, tools and processes (lots of them) to simplify this complicated world and take a lot of the work (and typically some of the liability) off your hands. Our measure of success is to deliver time savings and confidence to business owners and executives while striving to be another reason your employees love where they work. To try us out for free, choose a service below and message me to get started. •"Score My Lineup” – We calculate your average “fund score” using our own scoring system and propose higher scoring and lower cost lineup if available. •“Plan Assessment” – We review your retirement plan setup and how it’s being used to uncover potential fiduciary pitfalls and determine overall plan health. •“Fee Review” – Is it still unclear who is being paid what? Our reporting will help fiduciaries fulfill the requirement to determine that 401(k) fees and services are reasonable. • “Employee Workshop” – Have concerns about market volatility or preparing for the retirement transition been popping up around the water cooler? We deliver workshops that can help. SMann@RWG-retirement.com
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