As 2022 ends, it is time to shift your focus to optimizing your workplace and workforce. The future looks toward powerful partnerships between employers and service providers, successful financial wellness programs and smooth 401(k) plan transitions.
Get excited for the Q4 2022 Newsletter: Adapting to Change Edition.
Download the Newsletter
MATTHEW C. MONROE, AIF®, CRPS®
MANAGING PARTNER
5000 Brittonfield Parkway, Suite 106
East Syracuse, NY 13057
(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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