Q4 Plan Sponsor Newsletter: Plan Design & Administration Edition
- Summit Retirement Partners
- Oct 28, 2024
- 1 min read
As we approach the end of the year, consider these important topics regarding your retirement plan. The newsletter covers information that can help the efficiency and compliance of your plan. Here's a brief overview:
Retirement plan reviews
Addressing retirement plan errors
Strategies to address delayed retirement
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, and you should consult your attorney or tax advisor for guidance on your specific situation.
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