MLR

Retirement

Our affiliate, ML&R Wealth Management, brings its holistic investment approach to the 401(k) marketplace. They offer expertise in plan design, compliance and execution of Qualified Retirement Planning for companies’ 401(k) plans. Help your employees prepare financially for retirement without having to worry about plan compliance or high quality management. They act as your single point of contact, handling all aspects of your retirement plan as well as coordinating with other plan service providers, freeing you to focus on the management and growth of your business. They take a fiduciary responsibility for investment selection and monitoring of your plan, reducing your liability and putting your interests first. ML&R Wealth Management offers the following 401(k) and retirement services:

Specific Services:
  • Fiduciary Compliance & Support
  • Investment Advisory Services
  • Personalized Employee Communications
  • Plan Design Consulting
  • Regulatory Compliance

DOES YOUR TAX ADVISOR ACTUALLY PROVIDE ADVICE?

Maxwell Locke & Ritter’s tax department can serve as your trusted business advisor on many tax issues that you and your company may face.  Please contact us today to see how we can help you.

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