Q3 2022 Newsletter: Innovation and Strategic Planning
Use these insights and help optimize your 401(k) plan to align with savings and talent management strategies.
Identify SECURE Act tax incentives that may help you and your employees
Help employers maximize savings and minimize taxes
Improve workers’ financial well-being with new innovative approaches
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Summit Retirement Partners, LLC
209 West Chatham Street
Apex, NC 27502
Ryan Verdery, AIF®
Meredith Barbour, QKA, PPC®
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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