401(k) & Retirement Services Newsletter
Special Edition
Maximum Benefit & Contribution Limits for 2019
On November 1, 2018, the IRS announced the annual cost-of-living adjustments to various dollar limits affecting retirement plans for the tax year 2019. 

If you are a ML&R Wealth Management 401(k) plan client, no action is needed as these changes will be incorporated into your 2019 testing. 
* Catch-up contributions are available to employees age 50 or older during the calendar year.
 
**  An employee with compensation in excess of $125,000 during 2019 will be a Highly Compensated Employee (HCE) in 2020. An employee with compensation in excess of $120,000 during 2018 will be an HCE in 2019.
Our Retirement Team:
Email | (512) 275-2716

Email | (512) 370-3251

Email | (512) 370-3236

Email | (512) 370-3229
Email | (512) 370-3259

Email | (512) 370-3268

Email | (512) 275-2744
About Our Corporate Retirement & 401(k) Plan Services:
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
ML&R WEALTH MANAGEMENT
(512) 275-2700
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