ML&R Wealth Management LLC
Maxwell Locke Ritter
We provide specialized consulting and advisory services to our 401(k) and retirement clients, being a single point of contact for you.
401(K) Retirement Plans

Why choose ML&R Wealth Management as your 401(k) investment advisor:

  • Fiduciary responsibility
  • One click model portfolios with auto rebalance
  • Single point of contact for all rules and regulations
  • Open architecture approach
  • Transparent fee structure

ML&R Wealth Management brings the same quality of investment management we provide our high-net-worth individual clients to the 401(k) marketplace. Our retirement plan team has over 30 years of combined experience with expertise in plan design, compliance and execution. 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

ML&R Wealth Management is a single point of contact for you and will coordinate your other plan service providers, such as the record keeper, TPA, custodians and fund companies. As your plan sponsor, our team will:

  • Advise you in the creation of a cost effective plan with high quality investment choices
  • Optimize plan design to maximize deferral benefits
  • Build employer website
  • Provide quarterly reports, 5500 preparation and discrimination tests
  • Consult proactively on investments and plan compliance

ML&R Wealth Management 401(k) plans utilize the same institutional investments used by national pension funds and our high net worth clients. While we offer many choices and flexibility to those who desire it, we also create and manage model portfolios as a simple and effective single choice option for your participants. We take a fiduciary responsibility for investment selection and monitoring of your plan, reducing your liability and putting your interests first.