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    Retirement Account Management (RAM) Services

    by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | January 19, 2024

    Duration: 4:08

    Show Notes


    Are you looking for professional guidance on how to manage your employer-sponsored retirement plan? Chief Investment Officer Jason Gunkel provides information on Syverson Strege’s Retirement Account Management (RAM) services.

    What is RAM?

    RAM, or Retirement Account Management, is the service that Syverson Strege provides to help you manage your employer-sponsored 401k investments. We provide a quarterly report that summarizes your retirement plan holdings, investment fees, historical performance and recommendations of specific investments and asset allocations.

    New technologies have provided the ease of being able to download daily clients’ 401k investment positions without having to have the client provide statements. With this, we also have access to all the available investment options and are notified when the options change. We can also implement recommended investment trades without client assistance.

    If you are interested in learning more about this service for managing your employer-sponsored retirement account, please feel free to reach out to us.

    Visit our website at www.onlyworkforyou.com for more information on financial topics or contact your financial planning team with any questions.

    Jason Gunkel CFP® CFA CAP® Chief Investment Officer

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