Ryan McWalter

Ryan’s focus is on investment research, performance monitoring and presentations to our retirement plan clients. In his more than 10 years of experience in the financial services industry, he has worked in a variety of product specialist and research roles covering traditional and alternative investments. Most recently he worked in Wells Fargo’s alternative investment group covering the hedge fund platform available to the bank’s high net-worth clients.

Specialty and Sector Funds in DC Plans 2026 Update

2 min read

Checking in: An update on specialty and sector funds in DC retirement plans

Ryan McWalter: July 23, 2026

Seek balance in offering niche investments with prudence At year-end 2025, our research detailed in Specialty and Sector Funds in DC Retirement Plans indicated that while gold is often viewed as a reliable asset during periods of market volatility,...

Investment Management Retirement TruePlan Featured

Plan sponsor thinking about private capital in 401(k)s

4 min read

Private capital in 401(k)s: What plan sponsors should know

Ryan McWalter: March 27, 2026

Private capital in 401(k)s: What plan sponsors should know Are private capital investments a fit for defined contribution plans?

Investment Management Retirement TruePlan Featured

A man and woman in business attire engaged in a discussion, reflecting on active vs. passive investing strategies.

1 min read

2025 Active vs. Passive Investing: What the Latest Historical Data Suggest

Ryan McWalter: March 23, 2026

A debate that continues to evolve The active versus passive investing debate continues to evolve, especially as market conditions shift and new...

Investment Management

Sponsor's Guide to Specialty and Sector Funds in Retirement Plans

2 min read

Specialty and sector funds in retirement plans: A sponsor’s guide

Ryan McWalter: March 16, 2026

Effective retirement plans are built on intentional choices When plan sponsors evaluate a 401(k) or 403(b) investment lineup, participants might...

Investment Management TruePlan Featured

1 min read

Q1 2025 Market Recap: Bumpy ride for U.S. investors

Ryan McWalter: May 6, 2025

A shaky start amid tariffs and global uncertainty After two strong years for U.S. markets, 2025 kicked off with turbulence. What began as a promising...