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Q4 2022 Newsletter: Adapting to Change Edition


As 2022 ends, it is time to shift your focus to optimizing your workplace and workforce. The future looks toward powerful partnerships between employers and service providers, successful financial wellness programs and smooth 401(k) plan transitions.


Get excited for the Q4 2022 Newsletter: Adapting to Change Edition.




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.


©401(k) Marketing, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent.

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