3(21) Co-Fiduciary Consulting

3(38) Fiduciary Consulting

Participant Advice

404(C) Assistance

QDIA Assistance

Investment Due Diligence

Participant Outcomes

Plan Benchmarking

SUMMIT RETIREMENT PARTNERS

OUTCOME DRIVEN CONSULTING AND RESEARCH

THROUGH INTEGRITY, KNOWLEDGE AND DISCIPLINE

Summit Retirement Partners is a Veteran and Native American owned

and operated business committed to assisting employers create and

maintain a successful retirement plan. Retirement plans require specialized

knowledge and dedication from employers and retirement plan consultants.

Summit Retirement Partners works exclusively with retirement plans to ensure

the appropriate dedication is committed to being a reputable plan consultant

and offering the highest quality of service to employers and employees.

© 2019 SUMMIT RETIREMENT PARTNERS, LLC

SUMMIT RETIREMENT PARTNERS

209 West Chatham Street
Apex, NC 27502

919.674.0595  Direct

888.400.5355 Facsimile

855.AIF.401K  Toll Free

summit.retirement@lpl.com

WE PROUDLY SUPPORT

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

Investment products, services and fee-based advisory services are only available to residents of:

CA, DE, FL, GA, KY, MD, NC, NJ, NY, PA, & VA.