Stay ahead of deadlines with help from our annual Compliance Calendar. If you have any questions about deadlines or information requested, please contact us to review today!
Download 2024 Compliance Calendar
About Your Syracuse Area Retirement Advisor
Our firm, Independent Retirement Partners, is solely dedicated to the success of plan sponsors and participants and we have dedicated our firm to developing competitive, compliance driven retirement plans. We strive to minimize a plan sponsor’s efforts in running a successful retirement program by helping make sure all the gears are running smoothly, including fiduciary liabilities, financial wellness programs, and plan implementation.
Matthew C. Monroe, AIF®, CRPS®
Managing Partner
290 Elwood Davis Road, Suite 220
Liverpool, NY 13088
(315) 431-2888
Securities Offered Through LPL Financial. Member FINRA/SIPC. Investment Advice offered through Retirement & Benefit Partners of Central New York, a separate entity from LPL Financial.
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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