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
Download the Plan Sponsor Newsletter
Independent Retirement Partners
290 Elwood Davis Road, Suite 220
Liverpool, NY 13088
(315) 431-2888
Matthew C. Monroe, AIF®, CRPS®
Managing Partner
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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