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Year-End Wrap-Up

Investments

With Cycle 3 deadlines fast approaching, now is a great time to review your retirement plan. Measuring your retirement plan’s data provides key information to help increase its competitiveness, which can be extremely helpful in today’s labor market. 

Benchmarking is a way to determine your retirement plan’s effectiveness. As relevant data is gathered, you can compare your plan to others of a similar size in your industry. Comparing your plan regularly can help identify more opportunities for improvement. 

Summit Consolidated Group, Inc.

Corporate Headquarters
5420 LBJ Freeway, Suite 1940
Dallas, Texas 75240

Toll Free: 800-475-0991
Fax: 918-663-0840

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