We are excited to share the Q3 Newsletter, focused on innovative strategies for plan sponsors and workplace retirement plans. Download the newsletter to learn how you can elevate your company retirement plan and stay ahead with the latest industry updates.
Let’s work together to enhance your retirement plan offering and help your employees save for a secure future.
Download Plan Sponsor Newsletter
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; you should consult your attorney or tax advisor for guidance on your specific situation.
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