Welcome to the April 2016 401(k) & Retirement Plan Services newsletter!  We have included several articles below that we hope will provide helpful information.
ML&R Wealth Management 401(k) & 
Retirement Services Newsletter
April 2016 
Prudential to Offer Student Loan Genius to Clients

The benefit allows plan sponsors to use student loan repayments as a catalyst to increase retirement savings. [ Read More]
What Should a Retirement Plan IPS Contain?

An IPS (Investment Policy Statement) serves an important role in managing your retirement plan. [ Read More]
Late 401(k) deposits? "An ynche in a misse is 
as good as an ell."

There is no such thing as a "miss" with 401(k) contributions. A late 401(k) deposit is a late 401(k) deposit regardless of the amount. It's considered a prohibited transaction. [ Read More]
Encourage Participants to Claim the Saver's Credit
Retirement plan sponsors can play an important role in raising awareness about the Saver's Credit. [ Read More]
ML&R Wealth Management Retirement Plan Forum - May 17

At ML&R Wealth Management, we understand that it can be challenging to navigate the fiduciary roles and responsibilities that retirement plan sponsors face. We want to help simplify the process for you.

Please join us for an interactive workshop designed to provide practical and actionable information to help plan sponsors manage fiduciary responsibilities and alleviate the administrative burden.

Tuesday, May 17, 2016
Registration & Lunch: 11:30 a.m. - 12:00 p.m.
Program: 12:00 - 4:00 p.m.
Cocktail Reception: 4:00 - 5:30 p.m.
 
Frost Tower Conference Room
401 Congress Avenue, 11th Floor
Austin, TX  78701

Click HERE to Register
Our Retirement Team: 

Vanessa McElwrath 
 Email | (512) 275-2716
Pam Raffaele 
Email | (512) 370-3259
Steve Harvey 
Email | (512) 370-3236
 Julie Reinhardt
Email | (512) 370-3268
Stuart Vick Smith
Email | (512) 370-3229
 Kim Matus
Email | (512) 275-2744
Fred Frey 
Email | (512) 370-3251


About ML&R Wealth Management's 401(k) & Retirement Plan Services: 

ML&R Wealth Management brings the same quality of investment management we provide our high-net-worth individual clients to the 401(k) marketplace. With over 30 years of combined experience with expertise in plan design, compliance and execution, 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
ML&R Wealth Management | 512.370.3200 | MLRWM.com
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