In our last post, we reviewed what a fiduciary is, fiduciary duties and the impacts of being a fiduciary. With this post, we will review best practices for individuals and businesses acting in a fiduciary capacity with respect to...
Julie Reinhardt specializes in retirement plan services. Her emphasis is on keeping plan sponsors in compliance with IRS and DOL regulations. Let Julie and the ML&R Wealth Management team work to revamp your retirement plan.
Wealth of Experience
Julie joined our team in September 2007. She began her career in Austin at Plan Data, Inc. administering qualified plans, consulting, and managing a team of administrators. Julie is a Certified Pension Consultant – a designation earned through the American Society of Pension Professionals and Actuaries. She is also a qualified Investment Advisor Representative. Your retirement plan will be in good hands with Julie and our retirement plan services team.
Active Community Member
At ML&R Wealth Management, we encourage our team to be active in the community and give their time to local organizations and foundations. Julie is no exception. She is active with her child’s school.
Trust Our Team
Our team fine-tunes your current plan by giving it a thorough review. Trust ML&R Wealth Management’s retirement plan services team with your plan, and contact Julie for more information and a complimentary consultation today.
- Retirement Services
The University of Texas at Austin
Bachelor of Arts in Mathematics
Current: Mosaic Street Ministry, Education Connection
Past: Leander High School Band, Volunteer; Tidal Waves, Volunteer, Girlstart, Volunteer (2008), The ERISA Study Group, Treasurer (2008-2009), Whitestone Elementary School, PTA Officer (2006-2008), Leander Middle School, PTA Officer, Volunteer (2010-2013) Leander High School, Volunteer (2013-2014);Whitestone Elementary School, Volunteer (2004-2016); Meals on Wheels, Volunteer (2008-2013), Tidal Waves, Officer (2014-2015); Leander High School Band Boosters, Officer/Volunteer
- American Society of Pension Professionals and Actuaries (ASPPA)
Articles By Julie Reinhardt
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Fiduciary is a formal sounding word that is used often in the financial world. But how does it apply to retirement plans and your own personal wealth management? Who is the fiduciary of a 401(k) Plan? As referenced by...
If your plan is a calendar year 12/31 plan year-end, your 5500 has been filed and the year is coming to a close. What items should you be looking at before year-end? First, your plan may need to provide...
