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
July 2016 
The 7 Highly Effective Habits of Highly Effective 401(k) Plans

 Here's what some of the best plans do.  [ Read More ]
Fiduciary Certification and Training

Current fiduciary standards and areas for improvement. [ Read More]
Fiduciary Responsibilities: Hiring Service Providers

 Your job is to hire the experts and then make sure they're doing their jobs. 
Fiduciary Responsibilities: Fee Reasonableness

 Examining retirement plan fees is important not only because the law requires it. Over time fees have a huge impact on participant account balances.  [ Read More ]
Some Participants Plan Never to Retire

It's a grim but unsurprising truth, and one plan sponsors should contemplate: the less assets an individual has saved for retirement, the likelier they are to plan to stay in the workforce indefinitely.  [ Read More ]
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
 Kimberly 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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