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  • Summit Retirement Partners

Plan Sponsor Newsletter: Innovative Plan Strategies


We are excited to share the Q3 Newsletter, focused on innovative strategies for plan sponsors and workplace retirement plans. Download the newsletter to learn how you can elevate your company retirement plan and stay ahead with the latest industry updates.


Let’s work together to enhance your retirement plan offering and help your employees save for a secure future.



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; 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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