ML&R Wealth Management 401(k) & 
Retirement Services Newsletter
October 2016 
ML&R Wealth Management advisor, Stuart Vick Smith, launches new book,  Finding Your Financial Path: A guide for women through life's twists and turns

Finding Your Financial Path  is a practical guide for any woman who needs to take control of her financial life. Whether you are going through a divorce, making your way after the death of a spouse or taking on the financial responsibility of aging parents, this book centers around the life transitions that women will encounter with the hope of outlining advice to help every woman find financial comfort and security. Stuart's goal is to educate, inform and help women land on their feet financially. Her hope is that Finding Your Financial Path is a useful guide as you work through your own twists and turns to reach the long-term financial stability you desire and deserve.
 
If you would like to request a hard copy of this book, copies to share or download an electronic version, please visit her website. 
Natixis Enhances Employee Student Loan Benefit

Student loan repayment plan is an important new benefit 
employers can offer.  [ Read More ]
One-Third of Retirement Plans Audited in Past Two Years

Is your plan at risk for an audit? [ Read More]
4 Myths About Automatic Enrollment

 Automatic Enrollment - is it time to consider this?  [ Read More ]
The problem with Investment Committees

Investment committee issues to watch out for.  [ Read More ]
401(k) Plan Sponsor ERISA Fiduciary Litigation Update: 
White v. Chevron Corporation

Do you have a process? Are you following it?  [ 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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