• Summit Retirement Partners

Employee Guide: Tackling Student Loans


Help your employees find ways to manage their student debt with:

  • Refinancing options

  • Repayment plans

  • Forgiveness Programs

  • Loan Consolidation

These strategies can ease your employee’s financial headaches so they can focus on being productive in the workplace.


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Summit Retirement Partners, LLC

209 West Chatham Street

Apex, NC 27502

summit-retirement.com


Ryan Verdery, AIF®

(919) 674-0595

ryan.verdery@lpl.com


Meredith Barbour, QKA, PPC®

(984) 229-1031

meredith.barbour@lpl.com


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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