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:

• identifying leading investment managers
• reviewing proposals
• managing relationships with nationally recognized record keepers
• making informed decisions concerning the investment manager and its performance
• conducting participant education and enrollment services
• creating a process to manage relationships with your service providers

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:

• protecting your investment in your small business
• helping you keep your business in your family
• planning for your retirement after you sell your business
• supplementing employee benefits for life insurance protection through New York Life’s voluntary payroll deduction program1

*Neither Eagle Strategies nor New York Life or any of their representatives provides tax or legal advice.

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.