Newsletter: Strengthening Fiduciary Leadership
- Summit Retirement Partners
- 2 days ago
- 1 min read
In today’s evolving benefits landscape, retirement plan success could hinge on effective strategies. This quarter’s newsletter highlights three areas plan sponsors can’t afford to overlook:
5 Advanced Tax Strategies for Employers
Explore advanced savings vehicles designed to support your most valued employees as they prepare for retirement. From cash balance plans to tax strategies and plan structure alignment, there are numerous options that align with executive needs and tax efficiency.
Protecting Your Employees from Bad Financial Advice
With more employees seeking financial advice from digital sources like TikTok and Reddit, it’s never been more important to provide personalized education. Learn why one-on-one guidance remains essential and how modernizing your approach can boost engagement and retention.
Is Your 401(k) Plan Ready for Today’s Cybersecurity Threats?
Data security is more than an IT issue; it’s a fiduciary responsibility. Discover how breaches impact your company and compliance. Access a cybersecurity checklist that can help you build a strong policy to protect participant data and plan assets.
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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