On December 29, 2022, President Biden signed into law the Consolidated Appropriations Act, 2023 which includes a “SECURE Act 2.0 update” retirement reform legislation (The Act). Below we expand on some of the provisions, providing descriptions and effective dates...
Efficient retirement plan management takes patience and attention to every little detail. Pam Raffaele brings her expert knowledge and years of experience to help your company maintain its professional outlook.
Retirement Plan Design
Allow Pam to help you design complex plans that help benefit your company. She has worked with small to midsize companies since 1989 and brings a wealth of experience with her. Work with the ML&R Wealth Management team and help your organization revamp its current plan, or come up with a new one. Find a financial advisor for retirement plan management who gets to know your business inside and out.
Experience At Work
Pam made her entry into the retirement field in New York at a small firm called Pension Paperwork, Inc. She relocated to Connecticut in 1991 to work for another firm and helped create a daily valuation service for the firm’s clients. Pam then worked for Plan Data/Investment for 10 years in the Austin area, managing an administration team including client consultants, administrators, and support staff prior to joining ML&R Wealth Management.
Contact Us for Specialized Planning Knowledge
Pam joined our team in 2006 and brings with her experience in complex plan design and compliance testing as well as an extensive background in plan record keeping and retirement planning conversations. Your financial advisor in Austin for retirement plan management guides you through the next steps. Contact ML&R Wealth Management today for a complimentary consultation.
- 401(k) Plan Design and Management
The State University of New York at Oneonta
Bachelor’s Degree in Mathematics
Current: St. Vincent de Paul Catholic Parish, Religious Education Teacher; McNeil High School, Project Graduation Volunteer; Deer Park Middle School, Volunteer; Mobile Loaves & Fishes, Volunteer
Past: St. Vincent de Paul, Catechist, Ladies Club; Hurricane Swim Club, Treasurer & Vice President
- American Society of Pension Professionals & Actuaries (ASPPA)
- National Association of Plan Advisors
- ASPPA Benefits Council of Central Texas
Articles by Pam Raffaele
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...