#HappyThanksgiving from our family Summit Group Retirement Planners, Inc. to yours!! We are #Thankful to have the opportunity to humbly #Serve our #Clients and their #Employees one person and #Family at a time!! We believe every #American deserves an opportunity to #Retire #Debtfree and with #Dignity!

#HappyThanksgiving from our @F4service family to yours!! We are so grateful for the opportunity to humbly serve and support one another as we strive to create a #World without #Hunger and #Foodinsecurity!! Keep spreading #Hope, #Love, and #Joy! #HappyThanksgiving2025 #Grateful

F4 #F4 was excited to partner with The Saturday Club to make bag 💼 Lunches this fall for #hungry kids in need. We are so grateful for the opportunity to humbly serve and support one another as we strive to create a #World without #Hunger and #Foodinsecurity!!

The #Financialliteracy Committee for the Retirement Advisor discussed teaching the next generation of children about the importance of understanding your #finances through Junior Achievement JA Worldwide. #Financialadvisors, #Bankers, #Accountants, #Teachers, and any profession can #volunteer.😀

#Auditor Maria Hurd Belfint Lyons Shuman previews 12/17 #Webinar "Mandatory Roth Catch-Up Contributions". Maria works with #Plansponsors helping them fulfill #fiduciary responsibilities. Plan Sponsor Council of America (PSCA) NAPA - National Association of Plan Advisors ASPPA American Retirement Association Retirement Advisor The Plan Sponsor University PLANADVISER PLANSPONSOR

Summit Group Retirement Planners, Inc. sat down with Maria Belfint Lyons Shuman to discuss 12/17/25 webinar from 1 - 2 on "Mandatory Roth Catch-Up Contributions". #Savings #Investments #Markets #Economy Plan Sponsor Council of America (PSCA) NAPA - National Association of Plan Advisors ASPPA 401k Specialist Magazine Retirement Advisor American Retirement Association PLANADVISER PLANSPONSOR The Plan Sponsor University

F4 in action on #Foodrescue missions over the past few weeks to support #Foodbanks and #Foodpantries. Together, one meal and one person at a time, we will continue to strive to create a #world without #Hunger & #Foodinsecurity! #F4endhunger #Foodrecovery #Integrity #F4

Eric Droblyen, CPC, QPA of Employee Fiduciary had compiled a list of #401K #administration tasks that must be completed by a specific date each year. NAPA - National Association of Plan Advisors The Plan Sponsor University PLANADVISER PLANSPONSOR Plan Sponsor Council of America (PSCA) Retirement Advisor ASPPA employeefiduciary.com/blog/401k-plan…

FA Magazine covers US House passing the #INVEST Act - goal to ease #privatemarket access for #Advisors, and #Clients; could open usage of #CITs for #403b plans. #plansponsor Plan Sponsor Council of America (PSCA) American Retirement Association NAPA - National Association of Plan Advisors Retirement Advisor The Plan Sponsor University PLANSPONSOR PLANADVISER