401(k) & Retirement Services Newsletter
October 2022
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 articles written by members of our team. Next, we have several timely and relevant articles from around the web we thought might be helpful to you.
Helpful Articles from Around the Web

Retirement Plan Sponsors Should Prepare For the New IRS Pre-Examination Pilot Program --- In June 2022, the IRS launched a pre-examination pilot program for retirement plans that could help employers avoid costly penalties...Read More

Guidelines for 401(k) Fiduciaries on Mutual Fund Selection --- Fiduciaries who handle investments for self-directed 401(k) plans are increasingly exposed to liability for their investment decisions...Read More

The Acquisition Apocalypse --- Company acquisitions are all too common these days and can wreak havoc on your retirement plan...Read More

Active Management Hasn't Shined in Volatile Markets --- Many investors have likely heard the adage that active management performs better in times of market turbulence...Read More

Employers See Financial Wellness Offerings as Retention Booster --- With financial wellness at a 5 year low, employers are turning to financial wellness programs to address stress and retention...Read More
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Our Retirement Team:
Email | (512) 275-2716

Email | (512) 370-3251

Email | (512) 370-3236

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