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Video: Selecting 401(k) Investments Made Easier



Selecting 401(k) investments can feel like a lot of pressure. However, there are three steps to follow when selecting 401(k) investments that can help ease your mind.


Watch the short video below to follow the steps to investment selection. Then, consider partnering with a specialized 401(k) advisor for support with investment selection and monitoring.




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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