Small Business Solutions
As a small business owner, you are challenged with attracting and retaining the best employees. A good retirement plan could help you meet this challenge while allowing you to take advantage of some valuable tax benefits*. I can provide certain consulting services in a non-fiduciary and non-advisory capacity. I can also provide recommendations on who should provide investment management to your company’s qualified plan by choosing from a suite of Eagle-approved investment managers.
Once you have determined the appropriate retirement plan for your business, my next step is to assist you with:
In addition to offering the Eagle ERISA Program, I can also assist you in my capacity as a New York Life agent through various financial and insurance strategies with:
1 This program is not intended to be subject to the Employee Retirement Income Security Act of 1974 (ERISA). The employer does not contribute to or endorse the program. Employee participation is completely voluntary.