401(k) & Retirement Services Newsletter
July 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 articles written by members of our team. As well as some timely industry-related articles regarding COVID-19 and the CARES Act.
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals

Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties. ... [ Read More ]
COVID-19 Widens the Financial Security Gap for Black Workers

Statistics about disparities may reveal what is happening among plan sponsors’ own workforces.... [ Read More ]
401(k) Investing—Is it Different This Time?!

It’s not as though we haven’t been through tumultuous times before, but is this time different?... [ Read More ]
IRS Issues Guidance on Mid-Year Amendments to Certain Safe Harbor Plans

As plans contemplate changes to safe harbor plans in the midst of the COVID-19 pandemic, the IRS has provided some guidance and relief for certain plans... [ Read More ]
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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
About Our Corporate Retirement & 401(k) Plan Services:
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
(512) 275-2700
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