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  • Summit Retirement Partners

Optimize 401(k) Plan Administration: Q4 Newsletter


optimize 401(k)

Stay informed about the latest updates and responsibilities regarding your 401(k) plan. Our latest newsletter is curated to provide valuable insights on end of year administrative tasks, plan headaches to avoid and tax strategies for business owners.



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.

©401(k) Marketing, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent.

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