At Eagle Retirement & Financial Advisors, LLC, we partner with our clients to help them develop and implement a comprehensive plan to pursue their goals for retirement. We offer proactive consulting support through our independent and investment co-fiduciary relationship with our retirement clients.
Our services cover a wide range of retirement planning needs. This gives Eagle Retirement & Financial Advisors, LLC the ability to not only develop plans for individuals, but also to assist in the development of plans for corporations and small businesses.
Retirement Planning Services:
- Retirement Plan Advisor 3(21) SERVICES for plan trustees and Retirement Plan Committees (“RPC”)
- Defined contribution plan consulting related to 401k, new comparability profit sharing, cash balance plans
- Ongoing RPC meetings and minutes assistance
- Access to experienced ERISA counsel (Legal services are not offered by Eagle Retirement & Financial Advisors, LPL Financial or affiliated advisors.)
- Access to experience actuaries for DB Plan design, funding and review (Services are not offered by Eagle
Retirement & Financial Advisors, LPL Financial or affiliated advisors.)
- 409A Deferred comp plan design, funding and management support
- RFP Assistance – Comprehensive Independent services for a changing DOL QP landscape
- RFI – Ongoing Benchmarking & Analysis
- Participant Retirement Education & Planning