Retirement Plans for Small Businesses

Presented by Dave McClary, Retirement Plan Services Manager, CUSO Financial Services*
Co-presented by Erik Waldron, Registered Representative with CUSO Financial Services at General Electric Credit Union*

As a small business owner, there are so many retirement plans to choose from and factors to consider that it can all seem overwhelming. General Electric Credit Union can help you make the right choices by reviewing what you need to know about available plans, from the recently enacted SECURE Act to the upcoming Ohio Secure Choice Retirement Savings Program – all while helping you avoid any costly mistakes.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a Registered Broker-dealer (Member FINRA/SIPC) and SEC-registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. General Electric Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Click here to register!