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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®

(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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