401(k) & Retirement Services Newsletter
October 2020
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 on Great Client Service and the best questions to ask to be sure you are receiving it. We have also included additional articles and videos written by members of our team. We have several timely and relevant articles from around the web we thought might be helpful to you. And finally we have included information on an upcoming event we are hosting with Dimensional on Investment Returns in an Election Year. We hope you can join us on Monday, October 26.

FEATURED POST: What does great client service mean to you? by Julie Reinhardt, Retirement Associate

Great client service. It is something we in the service industry strive towards. But how do you define it? How do you measure it? Depending on what type of business you are in, it can mean very different things. 

In the retirement plan service industry, there are several key points you, as a plan sponsor, should review to ensure you are receiving great client service. Plan sponsors should review their service providers and evaluate the services they are providing centered around three main services areas: plan administration, investments and participant services. Read More...




Coronavirus Tax Risk For 529 Plans by Rachel Roth, Wealth Management Advisor Associate

Videos by ML&R Wealth Management
Elections and Stock Market Returns
Finding the Right Financial Advisor: Two Questions to Ask
Helpful Articles from Around the Web

  • Four Keys to Working at Home Safely --- Working remotely can make you a cyber target - these takeaways can help...Read More
  • Communication Best Practices --- The pandemic has changed the rulebook for everything including employee benefits....Read More
  • UPDATE: SECURE Provides New Option to Help Pay for Birth or Adoption -- -New options for the next document restatement cycle - or now...Read More
  • Simple Nudge Gets More People to Start Retirement Nest Egg --- Motivating people to save for retirement isn't easy, but when it comes to planning, "the simpler, the better," a new study confirms...Read More
  • Rehiring Employees by End of 2020 Could Prevent Partial Plan Terminations --- Furloughs or layoffs during 2020? Ways to avoid a partial plan termination...Read More
Upcoming Events Hosted by ML&R Wealth Management

Investment Returns in an Election Year

Nervous about how the upcoming election might impact the stock market?

Thinking about making changes in light of the uncertainty?
 
Election years always highlight the uncertainty of the financial markets, and we all wonder how the markets will digest this year's results. Please join ML&R Wealth Management, and Apollo Lupescu, PhD and Vice President at Dimensional Fund Advisors on Monday, October 26, for an insightful and non-partisan discussion of market returns following past elections, performance under different legislative administrations and how to think about this year's election from the perspective of an informed investor. 
 
Attendees can ask Apollo questions throughout the presentation or provide questions ahead of time.
 
Investment Returns in an Election Year
Monday, October 26, 2020
Presentation: 12:30 – 1:15 p.m.
Q&A: 1:15 – 1:30 p.m.

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) 370-3259

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