401(k) & Retirement Services Newsletter
July 2021
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 an article reviewing the compensation used for retirement plans. We have also included additional articles written by members of our team. Finally, we have several timely and relevant articles from around the web we thought might be helpful to you.
Helpful Articles from Around the Web

  • Plan Sponsors Should Review Restated Pre-Approved Plan Documents with Care --- Document providers are beginning to send restated adoption agreements and basic plan documents now, with instructions to review and sign the new adoption agreements. ...Read More
  • Four Steps to Strengthen Workforce Financial Wellness --- How can employers foster a culture of financial wellness and support to help their workforce?....Read More
  • Hello. Is It Me You’re Looking For? Missing Participant Best Practices --- Returned envelopes from your retirement plan participants?....Read More
  • Recommendations for tracking part-time employees – from the auditor perspective --- Do you have part-time employees? They may be eligible to defer sooner than you think...Read More
  • History’s Lessons for Plan Fiduciaries --- It is important to remember that actions can have consequences.....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) 370-3229
Email | (512) 370-3254

Email | (512) 370-3259

Email | (512) 370-3268

Email | (512) 275-2744
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