Risk Wealth Retirement Advisors can make it easy for you to offer a retirement plan(s) to your Business.  We can help you fulfill your state's requirement, but also create a plan which benefits both the Ownership and Employees more.  

*        Experience - Risk Wealth Retirement Advisors has more than 25 years of retirement plan services expertise. 

*        Provider Expertise - Risk Wealth Retirement Advisors has relationships with the nation's top 401k Record-Keeper's and can guide your business needs through the best fit, assuring you have the platform and plan that suite's your requirements best. 

*        Payroll integration - Risk Wealth Retirement Advisors assists with payroll integration set up, has relationships with many providers, including ADP/Paychex/Paylocity/PayCom and others – and establishes a payroll concierge service to assist the business owner

*         Tax Credits – employers starting a new plan are eligible for a tax credit for up to 3 years – that can reduce the net cost of the plan.

Should you wish to open your own qualified program, it often exempts your business from using the State mandated offering's. Some examples of Retirement programs that will satisfy the exemptions are:

1. A defined benefit plan.
2. A 401(k) or 403(b) plan.
3. A Simplified Employee Pension (SEP) plan; and
4. A Savings Incentive Match Plan for Employees (SIMPLE) plan.

Since 1990, we have been guiding our clients through the complex world of managing and administering cost-effective and compliant retirement plans. At Risk Wealth Retirement Advisors, our primary objective is helping business owners and their employees pursue their financial goals and help increase retirement income.

Our advisors share a long history in the retirement plan field, working directly with our clients to help manage plan expenses, strive to improve investment performance, focus on regulatory compliance, and educate participating employees to help make sure they get the most out of your plan(s).

We have no proprietary constraints, and will work with any provider to help ensure your plan matches your company’s goals and requirements.

We focus on getting Motorsport Enthusiast, Club Racers, Pro Racers (and all other crazies!) Life Insurance coverage. Often times, depending on type of participation, we can get you a rate with no additional surcharge. Please fill out "quote request" form or send an email to Davis J. Rieman djrieman@OsaicWealth.com with your D.O.B, Health Condition, include medications (if any), along with details of the type of racing that you participate in, along with racing license held, if any. We will then get back to you ASAP with proposals - pending approval .

We concentrate on 401K & Pension plans through thorough analysis of your company's needs and finding a provider which has low expenses. We do this while striving to provide superior service, such as educating & communicating the plan to your employees, regardless of demographic or language hurdles.

One of our focuses is working with Teachers, Nurses, Police Officers and other Public Employees on their 403B, 457 and 401A Investment Programs. I can help with the asset allocation during accumulation (working years) and help with the array of distribution options (retirement years). In terms of distribution options, we can help analyze the complex income strategies that may fit your individual situation.

• Securities, Annuities & Investment Advisory Services offered through Osaic Wealth, Inc., member FINRA/SIPC.
• Specialized Employee Benefits Programs utilizing HSA, HRA, FSA, and self-funded programs, thru EPIC Brokers www.epicbrokers.com
• Life Insurance, Disability Insurance, Long Term Care, thru EPIC Brokers www.epicbrokers.com
• All forms of Property Casualty Insurance (Business, Personal, Auto, Homeowners), thru EPIC Brokers www.epicbrokers.com

Listed companies are not affiliated not affiliated with Osaic Wealth Inc.

Davis J. Rieman Jr., CFP®

President