Do you have a fidelity bond for your retirement plan? If not, your plan could have serious consequences with the Department of Labor (DOL). It is imperative when setting up a new plan that a bond is obtained as...
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: Leander High School Band, Volunteer; Tidal Waves, Volunteer
Past: 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
Read More
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...
For new or expectant parents, this is such an exciting time! As you enter this new phase of your life, there are many aspects of your financial life that you should not ignore. Here are ten financial tips for...
