401K PLANS

Mills Wealth Advisors provides advisory services to company retirement plans, 401k participants, and individual investors. Our services include plan design, fund recommendations and reviews, participant education, and ongoing review and maintenance. We are ERISA Section 3(38) investment advisors for many of our plans, and we take fiduciary responsibility for selecting the investment options for the retirement plans we service. Our services may include:
  • Using low total cost, asset class, or index ­style mutual funds
  • Developing, monitoring, and updating investment policy statements
  • Providing investment options that are packaged to model various diversified portfolios
  • Ongoing trustee communications
  • Employee communications and education
  • Transparent fee structure and reporting
By lowering plan TOTAL cost and utilizing innovative plan designs, such as the Save More Tomorrow methodology (SMarT) created by Professor Shlomo Benartzi from The Anderson School at UCLA, we can radically change your employees results. Studies have linked more savings to higher confidence and more productive workers. Let Mills Wealth Advisors benchmark your plan.
Mills Wealth Advisors provides advisory services to company retirement plans, 401k participants, and individual investors. Our services include plan design, fund recommendations and reviews, participant education, and ongoing review and maintenance. We are ERISA Section 3(38) investment advisors for many of our plans, and we take fiduciary responsibility for selecting the investment options for the retirement plans we service. Our services may include:
  • Using low total cost, asset class, or index ­style mutual funds
  • Developing, monitoring, and updating investment policy statements
  • Providing investment options that are packaged to model various diversified portfolios
  • Ongoing trustee communications
  • Employee communications and education
  • Transparent fee structure and reporting
By lowering plan TOTAL cost and utilizing innovative plan designs, such as the Save More Tomorrow methodology (SMarT) created by Professor Shlomo Benartzi from The Anderson School at UCLA, we can radically change your employees results. Studies have linked more savings to higher confidence and more productive workers. Let Mills Wealth Advisors benchmark your plan.
SCHEDULE AN APPOINTMENT

Related Pages

401k Plan Learning Center Articles

Read More

Who We Are

Mills Wealth Advisors

Why You Should Consider A Credit Freeze

April 30, 2025

 According to security.org, sixty-two million Americans experienced credit card fraud in 2024, with unauthorized purchases exceeding $6.2 billion annually. It is also worth noting that most fraudulent charges were accessed remotely through personal data and account information, rather than lost or stolen cards. This highlights the importance of taking steps to reduce exposure to financial fraud.  A credit freeze is a service offered by the three major credit bureaus –

Read More.

The Next 10 Years of Business: Are You Ready?

April 28, 2025

The next decade in business won’t look anything like the last. The rules are changing. Fast. What used to work — predictable growth, simple systems, even traditional marketing — is becoming outdated. We’re entering a time where adaptability, speed, and clarity matter more than size or legacy. After listening to Greg Crabtree speak recently, here’s what I believe will define successful businesses over the next 10 years: 1. Adaptability Beats

Read More.

How To Transform Your Finances in 75 Days

April 25, 2025

You’d be surprised how fast your financial life can change when you have a clear plan—and the right team behind you. Just ask John. We first met John on February 4th. At that time, he was feeling stuck. Not broke. Not reckless. Just… overwhelmed. Despite having a liquid net worth of $1.5 million and owning a business worth around $9 million, he didn’t feel in control of his finances. Fast

Read More.

Legacy Planning Isn’t About Money—It’s About Mind …

April 24, 2025

James built and sold a company for eight figures. He didn’t inherit wealth. He created it—through grit, risk, long hours, and an unwavering belief in what he was building. Today, James is worth over $10 million. But here’s the twist: You’d never know it. He doesn’t drive the nicest truck in the neighborhood. He never bought a Rolex when the wire hit. He still mows his own lawn on Saturdays.

Read More.

351 ETF Exchange: A Tax-Efficient Transition Strategy

April 21, 2025

An Exchange-Traded Fund (ETF) is an investment fund that holds a diversified portfolio of assets such as stocks, bonds, or commodities. For example, an S&P 500 ETF holds stocks from the 500 largest U.S. companies, providing investors with broad market exposure. ETFs trade on stock exchanges like individual stocks, offering investors several advantages: Now that we understand ETFs, let’s explore the 351 ETF Exchange, a tax-efficient strategy for transitioning appreciated

Read More.

Working Longer: The New Retirement Reality

April 16, 2025

An estimated one in five Americans aged 65 and older were employed in 2023. This represents nearly a doubling of the share of those who were working 35 years ago. The number of older workers is not only increasing, but their earning power has also grown in recent decades. In 2022, the typical worker aged 65 or older earned $22 per hour. This is a significant increase from $13 per

Read More.

13 Common Small Business Tax Deductions You Might Be Mi …

April 14, 2025

Tax season can be a stressful time, especially for small business owners and self-employed individuals. With so many moving parts, it’s easy to overlook valuable tax deductions that could significantly reduce your tax liability. Fortunately, the IRS offers a range of deductions specifically tailored for business owners – and those deductions could mean serious savings. Whether you’re flying solo as a freelancer, running a startup, or managing a small team,

Read More.

Mills Wealth 1st Quarter Market Update 2025

April 11, 2025

DOWNLOAD THE PDF Each Quarterly Newsletter we strive to focus on commenting on the previous quarter. However, after what has transpired the past 10 days in April it feels more pertinent to discuss what is going on right now, mixed in with some of what we saw during the first three months of 2025. Much has happened in April, and we don’t expect this to be the end of choppy

Read More.

When Should I Hire an Advisor or CFP?

April 9, 2025

Before we begin to address the question of when to hire a financial advisor, it is essential to first understand what a financial advisor is and what their role entails. A financial advisor is a professional who helps people manage their financial situation and reach their financial goals. This involves analyzing their current financial status, identifying areas for improvement, and creating a personalized plan to achieve their objectives. There are

Read More.

Market Review First Quarter 2025

April 8, 2025

The first quarter of 2025 started off on a positive note, with most major markets posting gains. Leading the way were International Developed Stocks, up 6.20%, followed by Emerging Market Stocks at 2.93%, the U.S. Bond Market at 2.78%, and Global Real Estate at 1.37%. On the downside, the Global Bond Market (ex-U.S.) dipped slightly by -0.17%, and the U.S. Stock Market experienced the largest decline at -4.72%. The good

Read More.
1207 S. White Chapel Blvd.
Suite 150
Southlake, TX 76092
For more than twenty-five years, we’ve been serving the financial needs of businesses, individuals, and families in Southlake, Texas and around the country.
Sitemap
Featured Content
Legal
Facebook X-twitter Linkedin Youtube
Copyright © 2024 Mills Wealth Advisors. All rights reserved. Disclosure