401(k) & Retirement Services Newsletter
October 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

ERISA Connection: Including Long-Term Part-Time Employees in 401(k) Plans --- A Q&A on the new rules for part-timers...Read More

Case of the Week: Asset or Stock Sale—Which Could Trigger a Plan Distribution? --- Thinking of buying or selling a business? It could affect the retirement plans involved.....Read More

UPDATE: Who is an Independent Contractor? --- Checking if someone is an independent contractor could affect your retirement plan.....Read More

Welcome to the World of DC Lifetime Income --- Mandated income disclosures are here. Your plan should be prepared....Read More

Missing Participants, Cybersecurity Among Top Challenges --- Missing participants is one of the hot topics the Department of Labor is concentrating on....Read More
ML&R Retirement Training
This year the Department of Labor released cybersecurity guidelines and has already begun audits to ensure enforcement. Tune in to review what their new guidelines include as well as learn about new proposed legislation on the horizon. ML&R Wealth Management invites you to our virtual webinar on Tuesday, October 26 at noon. ML&R’s Retirement Plan Services team will have an informative presentation followed by a time set aside for Q&A at the end of the session. ML&R Wealth Management partner and investment advisor, Vanessa McElwrath, and associate, Julie Reinhardt will cover the following topics:

  • Regulatory issues including DOL and IRS audits, lost participants, cybersecurity, and lifetime income disclosures
  • Restating documents and common voluntary plan design changes seen in the marketplace
  • Future retirement plan considerations in America

Feel free to invite staff who administer the retirement plan or make decisions about retirement plan issues.

*1 hour of continuing education credit provided to CPAs
Tuesday, October 26, 2021

12:00 - 12:50 p.m. ~ Program
12:50 - 1:00 p.m. ~ Q&A

Want more great articles on investment topics?
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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