Small Business SolutionsAs 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:
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:
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