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  • Summit Retirement Partners

Annual Retirement Plan Questionnaire


annual retirement plan questionnaire

By conducting an evaluation of your plan's performance, investment options, fees and other factors, you can identify areas that need improvement and take steps to optimize your plan's design. This can help you stay on track with retirement plan goals, provide better benefits to your employees and reduce your liability as a plan sponsor.


Below is an Annual Retirement Plan Questionnaire to help you assess your plan’s overall health!



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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