401(k) & Retirement Services Newsletter

January 2024

ML&R Wealth Management is a firm that understands that managing your assets is about more than money. It is about empowering your future. At ML&R Wealth Management, we focus on you.

In this quarter's newsletter, we are featuring articles written by members of our team. Next, we have several timely and relevant articles from around the web we thought might be helpful to you.

Articles by ML&R Wealth Management


SECURE Act 2.0 Webinar


New 2023 Form 5500 Changes You Should Know by Julie Reinhardt, CPC, Retirement Plan Advisor


ML&R Wealth Management's Response to Security Breaches by Vanessa McElwrath, CFP®, CPA, Wealth Management Partner


Understanding How to Sell a Business by Carli Smith, CFP®, Wealth Advisor

Helpful Articles from Around the Web


Beneficiary Designations – Plan Sponsor Best Practices --- There are several things you can do to make sure administration of beneficiary designations runs as smoothly as possible....Read More


How to Plan, Craft Successful Participant Communication--- Plan sponsors and communications professionals examine the importance of reaching out to participants and how it can improve retirement savings.....Read More


Checking Your 401(k) Smoke Detectors --- As you’re resetting clocks, anxiously awaiting the realignment of circadian rhythms and changing smoke detector batteries, it might be a good time to (re)consider several items in your 401(k) plan.....Read More


401(k) Checkup: Elective Deferrals--- It is a good idea to periodically review your 401(k) plan’s provisions and administrative procedures....Read More

Want more great articles on investment topics?
Subscribe to our monthly Wealth Management newsletter for relevant articles about investment topics written by our advisors.

Our Retirement Team:
Email | (512) 275-2716

Email | (512) 370-3251

Email | (512) 370-3236

Email | (512) 370-3254

Email | (512) 370-3259

Email | (512) 370-3268

Email | (512) 275-2744
Meet the Rest of Our Team
Our retirement plan services include specialized consulting and advisory services for tax‐qualified retirement plans, including 401(k), profit sharing, pension and cash balance plans. We design and manage tailored retirement plans that benefit business owners and their employees by an investment philosophy based on a long-term outlook and full transparency in pricing with no hidden fees.  

We offer a better, next generation 401(k) plan for you and your employees, focused on giving you:

  • Employees financially ready for retirement
  • Confidence you have the support to manage regulatory compliance of your plan
  • High quality investments managed professionally
  • Transparency and benchmarking of the fees and value you receive
  • Excellent service so you can focus on what you do best

Click here to learn more.
ML&R WEALTH MANAGEMENT
(512) 275-2700
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