Educational and Legislative Update for Employer Sponsored Plans

This presentation, provided by ESL Investment Services’ Retirement Plan Group, a subsidiary of ESL Federal Credit Union, is for business owners who want to learn more about starting an employer sponsored retirement plan, compare feature and cost of different plan types, new federal tax credits available for starting a new plan and for providing an employee match on existing plans, the new small business New York State law mandate and recent federal legislative changes that occurred recently. The presentation will be provided by a certified plan fiduciary, Joe Cappello, Wealth Manager and Retirement Plan Consultant, MBA, CPFA, CMFC, FPQP.