The Summit Hierarchy

of Participant Outcomes.

How do you measure the success
of your retirement plan?

Each employer sponsored retirement plan is unique and so are their metrics for success. The first step in measuring the success of your plan is determining where the plan currently stands given your company and employee’s needs. Once the current status of the plan is determined, it is possible to evaluate how far away the goal your plan is and then a course of action can be established. Summit Retirement Partners helps plan sponsors pursue their goal of a successful retire-ment plan. There is no such thing as an average plan and that is why Summit Retirement Partners provides each of our retirement plan clients with a custom strategy to address their goals.

© 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.