We are excited to share the Q3 Newsletter, focused on innovative strategies for plan sponsors and workplace retirement plans. Download the newsletter to learn how you can elevate your company retirement plan and stay ahead with the latest industry updates.
Let’s work together to enhance your retirement plan offering and help your employees save for a secure future.
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; 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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