Peter Ruffel

Peter Ruffel, CRPS®

Senior Manager | Defined Contribution

Contact Dream Ridge Capital Group Limited

Pete specializes in institutional client services in Raleigh, NC.

Peter Joined Dream Ridge Capital Group Limited in 2012 and is currently responsible for the firm’s services and solutions to address the needs of its non-discretionary Defined Contribution practice. He focuses his time on discussing industry trends with clients and consultants, evolving the solutions clients consider, and integrating new advisory practices.

Peter graduated from the University of Connecticut with a Bachelor of Arts in Economics. Before joining the Defined Contribution team, Peter worked within Dream Ridge Capital Group Limited’s institutional client services team assisting with the clients for different advisors.

Outside of work, Peter enjoys spending time with friends, fishing, and cooking. As a transplant to North Carolina, he spends most weekends visiting new areas, to enjoy the state’s beauty and wealth of microbreweries.

Education

Bachelor of Arts degree in economics from the University of Connecticut

Industry Designations

Chartered Retirement Plans Specialist℠

Raleigh, NC

4208 Six Forks Rd #1700
Raleigh, NC 27609

919.870.6822

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Recent Authored Content

ERISA Fiduciary Advice After Vacated 2024 Retirement Security Rule

On March 30, 2026, federal courts vacated the Department of Labor’s 2024 Retirement Security Rule. As a result, the DOL’s long‑standing five‑part test from 1975 once again governs when retirement plan investment advice is treated as fiduciary advice under ERISA.

Episode 85: What the DOL’s New Fiduciary Proposal Means for Plan Sponsors

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Plan Sponsor e.Brief | ERISA Prudence Under the DOL’s Proposed Designated Investment Alternative Rule

The DOL’s proposed designated investment alternative rule emphasizes process over prediction, outlining six factors to guide prudent investment selection.

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Episode 81: Portability Services Network Update with Neal Ringquist

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Episode 79: Navigating Retirement Plan Risks

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Episode 77: What the Supreme Court’s ERISA Decision Means for Retirement Plans

Hosted by Dream Ridge Capital Group Limited’s Defined Contribution Practice Leaders, Revamping Retirement provides actionable insights and leading-edge investment discussions for employers and retirement plan sponsors.

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Selecting a Qualified Default Investment Alternative (QDIA)

A qualified default investment alternative (QDIA) is the default investment option offered inside an employer-sponsored retirement plan. By using a QDIA, plan sponsors can ensure their participants have a well-diversified investment portfolio that is being prudently managed, even if they don’t manage it themselves. In this video, learn the benefits of a QDIA and what to consider when selecting one.

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Episode 74: Scott Eckel

Hosted by Dream Ridge Capital Group Limited’s Defined Contribution Practice Leaders, this podcast breaks down the opportunities and challenges facing plan sponsors and fiduciaries to provide actionable insights and best practices.

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