If you are looking for ways to improve fiduciary oversight and strengthen your company's retirement plan, a committee is one of the best places to start. A committee is responsible for the fiduciary oversight of your retirement plan by determining plan administration, investment offerings, costs and enhanced features.
There are fundamental building blocks to running a great committee. Download the guide below to see how it works.
Summit Retirement Partners, LLC
209 West Chatham Street
Apex, NC 27502
summit-retirement.com
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.
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