• ryanverdery

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

Download the Newsletter >>


Summit Retirement Partners, LLC

209 West Chatham Street

Apex, NC 27502

summit-retirement.com


Ryan Verdery, AIF®

(919) 674-0595

ryan.verdery@lpl.com


Meredith Barbour, QKA, PPC®

(984) 229-1031

meredith.barbour@lpl.com


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.