ML&R shares your mission to help your retirement plan participants achieve their financial goals. We believe that starts by implementing a fiduciary-based service model that focuses on bringing you simplicity, transparency, and lower costs to your retirement plan.
How Does Your 401(k) Plan Stack Up?
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Do the owners and key employees maximize the tax benefits from your 401(k) plan design?
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Have the owners or key employees received 401(k) refunds or had their contributions limited?
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Have you benchmarked your 401(k) fees in the last 3-5 years?
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Are you happy with the service you receive from your 401(k) plan provider?
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When was the last educational meeting for your employees?
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Are there duties you are performing that you would like to outsource?
What Sets Our Retirement Services Apart?
- We serve as a single point of contact and coordinate with other plan service providers, such as the record keeper, TPA, custodians and fund companies.
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We will take on Fiduciary responsibility for investment selection, monitoring and many plan administrative tasks.
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We offer full transparency in pricing with no hidden fees.
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We have extensive expertise in plan design, compliance and execution.
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We create and manage model portfolios as a simple and effective single choice option for your participants.
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We can customize a service model to meet the needs of your company.
How Does Your 401(k) Plan Stack Up?
What Sets Our Retirement Services Apart?
-
Do the owners and key employees maximize the tax benefits from your 401(k) plan design?
-
Have the owners or key employees received 401(k) refunds or had their contributions limited?
-
Have you benchmarked your 401(k) fees in the last 3-5 years?
-
Are you happy with the service you receive from your 401(k) plan provider?
-
When was the last educational meeting for your employees?
-
Are there duties you are performing that you would like to outsource?
- We serve as a single point of contact and coordinate with other plan service providers, such as the record keeper, TPA, custodians and fund companies.
-
We will take on Fiduciary responsibility for investment selection, monitoring and many plan administrative tasks.
-
We offer full transparency in pricing with no hidden fees.
-
We have extensive expertise in plan design, compliance and execution.
-
We create and manage model portfolios as a simple and effective single choice option for your participants.
-
We can customize a service model to meet the needs of your company.
In addition to managing our own 401(k) plan, ML&R is proud to serve the following clients:
With a team that has over 70 years of combined experience and expertise in plan design, compliance and execution, ML&R would like to help you evaluate your company’s retirement plan and provide you with a complimentary second opinion that focuses on:
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Fees
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Fund Choice
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Plan Design
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Fiduciary Compliance
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Service and Participant Education
Request a Second Opinion Today
We believe this second opinion will give you confidence and peace of mind knowing that you have explored your options.
- A better, next generation 401(k) plan for you and your employees
- A fiduciary-based service model that focuses on bringing you simplicity, transparency, and lower costs to your retirement plan
- Plan manager is an experienced wealth advisor who values evidence over emotion and independent advice over commissions
We are able to serve in several capacities for your retirement plan, both as a co-fiduciary and as a non-fiduciary. ML&R can provide various combinations of the services we provide to suit the needs of your company and your participants including: Third Party Administration, 3(16) Plan Administration, 3(21) Investment Advisory, and 3(38) Investment Management.
Our team will also:
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Advise on the creation of a cost effective plan with high quality investment choices
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Optimize plan design to maximize total contributions
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Provide quarterly reports, 5500 review and discrimination tests
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Support clients in need of an audit
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Consult proactively on investments and plan compliance
ML&R can assume fiduciary responsibility for investment selection and monitoring of your company’s plan, as well as for many administrative tasks. Both of these options help reduce your liability and put your interests first.
* Investment advisory services are offered by our affiliate, ML&R Wealth Management LLC, under a separate agreement and a separate fee.
Please visit their website for information about the firm and its services. www.mlrwm.com