- Summit Retirement Partners
Optimize 401(k) Plan Administration: Q4 Newsletter
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.
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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