401(k) Plan Management

Corporate Retirement and 401(k) Plan Design and Management for Growing Businesses

Our affiliate, ML&R Wealth Management, brings a holistic investment approach to 401(k) plan management. Expect expertise in plan design, compliance, and execution of qualified corporate retirement planning. As fiduciaries, they design and manage tailored retirement plans to help business owners and their employees enhance their outcomes with full transparency.

Work Directly with a Professional

ML&R Wealth Management serves as your single point of contact, handling all aspects of your retirement plan, as well as coordinating with other service providers, freeing you to focus on the management and growth of your business. They take fiduciary responsibility for plan selection and monitoring, reducing your liability and putting your interests first.

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

401(k) plan management can be difficult without professional guidance. The experienced team at ML&R Wealth Management delivers comprehensive retirement solutions that keep your company’s best interests in mind, while ensuring your employees are satisfied with their plans.

Types of Plans Served
  • 401(k) Plans
  • 403(b) Plans
  • Simplified Employee Pension (SEP) Plans
  • Cash Balance Pension Plans
Consult About Your Plan Today

To schedule a consultation with experienced corporate retirement planning advisors, please contact ML&R Wealth Management.

Combined Efforts for Complete Financial Needs

There’s no need to work with different financial services companies when you work with Maxwell Locke & Ritter and our affiliate, ML&R Wealth Management. We will meet your needs with 401(k) plan management and corporate retirement planning, as well as other services such as auditing, tax services, Quality of Earnings Reporting, and IT Security & Compliance services. Collectively, we will work with you to create a custom financial plan that works toward your goals. Our specialized knowledge and years of experience can help you succeed.


Our affiliate, ML&R Wealth Management, designs and manages 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. Contact us today to see how together, we can assist you.

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