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  • Summit Retirement Partners

2024 Compliance Calendar


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Stay ahead of deadlines with help from our annual Compliance Calendar. If you have any questions about deadlines or information requested, please contact us to review today!




At Summit Retirement Partners, you and your plan participants come first. We tailor all our services to suit each client, because no two retirement plans are alike. We are passionate about providing solutions that:


  • Drive retirement plan success.

  • Boost participant outcomes and retirement readiness.

  • Help sponsors manage their fiduciary duties.


Our goal is to meet or exceed our clients’ expectations and we are focused on delivering the highest level of client service through a seamless process.



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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