401(k) Assistance

Client Centered

Mueller Wealth can help consolidate your 401(k) assets efficiently and with complete transparency of where your money is and how it's performing. We can help you assess relevant deferral strategies and re-balance when fine-tuning is needed.

As a client of Mueller Wealth, you will have your own “Personal Financial Website.” It's designed to provide crystal-clear visibility, showing all of your accounts and assets – including those held outside of Mueller Wealth – with the convenience of a single point-of-contact. Analyze performance, holdings, and transactions, with all the information you need right at your fingertips.

Are you retiring? Switching employers? 401k plans can get messy: they should be working for you, but you might find yourself doing all the work keeping them organized. We can help you manage the best process for rolling over your old 401(k) assets. We do all the phone calling for you – we are masters at absorbing hold time on your behalf and have grown accustomed to elevator music! You can access a wide range of options and potential benefits – ask us how we can assist you to:

  • Consolidate and simplify multiple 401(k) plans
  • Coordinate with your accountant or tax planner
  • Manage filing, transfer and paperwork requirements
  • Provide CFP® expertise, guidance and insights