Company Information

Get to know eagle retirement plans, inc.

Founded in 2005, Eagle Retirement Plans, Inc. is a specialized third-party administration (TPA) firm focused on creating and managing qualified retirement plans for small to medium-sized businesses. The company provides comprehensive services including custom plan design, ongoing administration, compliance testing, and government reporting (like Form 5500 preparation). Their mission is to offer personalized, high-touch service, partnering with financial advisors and business owners to help them and their employees achieve retirement security while ensuring the plans remain compliant with complex regulations.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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eagle retirement plans, inc.

United States

Founded in

2003 (23 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.