Secure Act 2.0, passed into law in late 2022, made some significant changes to catch-up contributions for upcoming tax years. For the purposes of this article, the word “year” will refer to an individual’s tax year, which, for the...
ML&R Wealth Management was lucky to have Kim Matus re-enter the retirement business to become a member of our team in February 2016. Her focus is on client service and advisory support. Most retirement planning firms emphasize assisting clients on their financial journey, and Kim is no exception.
Kim loves assisting people, whether they are participants, clients or co-workers, and is thrilled to be able to contribute to all at ML&R Wealth Management. Kim testifies that she cannot believe she is lucky enough to hold a job she loves, at a company she loves, doing what she loves, with such passionate co-workers.
History of Expertise
Kim’s career in finance began in 1997 when she joined Plan Data, Inc. in the Austin area. She managed a team of consultants and administrators in her position. The American Society of Pension Professionals and Actuaries (ASPPA) has honored Kim with three designations: Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA), and Qualified 401(k) Administrator (QKA). Kim moved to Schwab Retirement Services in 2008. She later joined SALI Fund Services as a fund accountant where she gained additional experience.
Contact ML&R Wealth Management Today
Retirement planning firms each have their own unique vision. Join Kim on your personal pathway to financial freedom. Contact ML&R Wealth Management to learn more about Kim and the rest of financial advisors in Austin.
- 401(k) & Retirement
- Compliance
- Participant Services
- Client Services
The University of Texas at Austin
Bachelor of Business Administration with a major in Finance
Capital of Texas Chapter of the Alzheimer’s Association, Fundraising Volunteer
- American Society of Pension Professionals and Actuaries (ASPPA):
Certified Pension Consultant (CPC)
Qualified Pension Administrator (QPA)
Qualified 401(k) Administrator (QKA)
Articles By Kim Matus
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Qualified 401(k) plans have many mandatory tasks that must be performed during the plan year. An important aspect of 401k plan management is making sure these are all completed timely. This is one of the reasons it is important...
On Friday afternoon, March 27, Congress passed, and the President signed, the Coronavirus Aid, Relief, and Economic Security (CARES) Act. The Act provides sweeping legislation intended to provide much-needed relief due to the coronavirus public health emergency.
