401(k) & Retirement Services Newsletter
January 2023
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

Reducing Your 401(k) Litigation Risks - 10 Questions Employers Need to Ask ASAP ---Dozens of lawsuits have been filed over the past 12 months challenging 401(k) plan sponsors...Read More

401(k) Compliance Check #11 - Tackling Beneficiary Designations --- This month we provide some best practices for plan administrators' handling of 401(k) plan beneficiary designations...Read More

Plan Sponsors Prioritizing 401(k) Plan Design as a Part of Talent Strategy---As the economic climate becomes more complex, plan design has emerged as a differentiator...Read More

Employers Focused on Maintaining Benefits, Amid Recession Fears--- A new survey finds that, while most small and midsized U.S. businesses and their employees believe a recession is near...Read More

5 New Year's Resolutions for 401(k) Plan Fiduciaries --- This is the time of year when resolutions for the cessation of bad behaviors and the beginning of better ones...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

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ML&R WEALTH MANAGEMENT
(512) 275-2700