Discover insights into 401(k) plan design for a multigenerational workforce. Find out ways to boost retirement readiness and deal with issues unique to each generation. Understand the best methods of retirement saving from Baby Boomers to Gen Z.
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Summit Retirement Partners, LLC
209 West Chatham Street
Apex, NC 27502
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Ryan Verdery, AIF®
(919) 674-0595
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Meredith Barbour, QKA, PPC®
(984) 229-1031
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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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