Q1 2023 Employee Newsletter: Budget Edition
The new year is a time for fresh starts. Help your employees get on track toward reaching their financial goals this year with budgeting tips. This employee newsletter focuses on budgeting tips, the 50/30/20 rule and sharing the new contribution limits for 2023.
Share this newsletter with your employees to kick start their new year financial goals!
Summit Retirement Partners, LLC
209 West Chatham Street
Apex, NC 27502
Ryan Verdery, AIF®
Meredith Barbour, QKA, PPC®
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.