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401(k) Playbook for Company Leadership

Summit Retirement Partners

Three men in business attire discuss at a table in an office. Text: "401(k) Playbook for Company Leadership." Blue, modern design.

Your workforce is your greatest asset. A well-managed 401(k) plan can help you attract, retain, and engage top talent.


Are you getting the most out of your 401(k) plan? Ask yourself:


  • Is your plan helping to improve employee retention?

  • Are you offering benefits that today’s employees want?

  • Is your 401(k) designed for long-term success?


If you answered "no" to any of these questions, it’s time for a change. Let’s talk about how to enhance your 401(k) and keep your team happy without a drastic cost increase.




Summit Retirement Partners, LLC

209 West Chatham Street

Apex, NC 27502

 

Ryan Verdery, AIF®

(919) 674-0595

 

Meredith Barbour, QKA, PPC®

(984) 229-1031

 

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.


This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.


©401(k) Marketing, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent.

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