If you want to help your employees in their financial journey, giving them resources on saving best practices is a good place to start.
Savings buckets involves dividing money into separate accounts (buckets) each with a specific purpose. Rather than blindly putting money to the side, this gives employees a more organized system of saving and spending.
We’re here to support your employees with employee education where they need it. Contact our team to learn more about our participant services. Contact Us.
About Your North Carolina Retirement Advisors
At Summit Retirement Partners, you and your plan participants come first. We tailor all our services to suit each client, because no two retirement plans are alike. We are passionate about providing solutions that:
Drive retirement plan success.
Boost participant outcomes and retirement readiness.
Help sponsors manage their fiduciary duties.
Our goal is to meet or exceed our clients’ expectations and we are focused on delivering the highest level of client service through a seamless process.
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.
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