Wondering how to help your 401(k) plan and committee succeed? Explore our Retirement Leadership Insights newsletter: it covers simple ways to keep your plan on track!
What does a 401(k) committee do?
A committee’s work shapes the success of your plan! Read about what they focus on.
Tips for smooth committee transitions
New members on the committee? Keep things running smoothly with these tips.
Should you consider auto-features?
Auto-enrollment and auto-escalation help employees save—automatically! But they’re not for everyone.
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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