As a small business owner, you are challenged with attracting and retaining the best employees. A qualified retirement plan could help you meet this challenge while allowing you to take advantage of some valuable tax benefits.* I can provide ERISA fiduciary services to assist you in selecting and retaining an investment manager from a suite of third-party managers evaluated by Eagle. I can also provide additional services to you as the plan sponsor and to your participants that are non-fiduciary and non-advisory.
Once you have determined the appropriate qualified retirement plan for your business, my next step is to assist you with:
Identifying leading investment managers
Making informed decisions concerning the investment manager and its performance
Reviewing proposals
Creating a process to manage relationships with your service providers
Managing relationships with nationally recognized record keepers
Conducting participant education and enrollment services
In addition to offering the Eagle ERISA Retirement Plan Program, I can also assist you in my capacity as a New York Life agent through various financial and insurance strategies with:
Protecting your investment in your small business
Helping you keep your business in your family
Planning for your retirement after you sell your business
*Neither Eagle Strategies, New York Life, nor any of their representatives provide tax or legal advice.