4 Ways You Can Benefit from Working With a 401(k) Advisor
As a 401(k)-plan sponsor, you manage everything from fiduciary duties to investment monitoring and plan design optimization to employee engagement. We all know that each of those responsibilities have a million and one components.
However, you don’t have to do it alone.
Summit Retirement Partners, LLC
209 West Chatham Street
Apex, NC 27502
Ryan Verdery, AIF®
Meredith Barbour, QKA, PPC®
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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