Retirement Desk was originally established to create an easier, robust and state of the art retirement plan for registered investment advisors to offer their small and mid-sized company clients.   It soon became full service plan consulting for advisors and plan sponsors.   Most recently, Retirement Desk has become a low cost voluntary association of companies and organizations that can tap into retirement plan education and assistance.

ADVISOR DESK

We can help advisors with their corporate retirement plan clients in terms of educating them on their plan benefits.   We specialize in 401(k) plans and utilize our experience to help companies improve retirement readiness for their employee participants.

HOW DO I MAKE MONEY IN THIS SPACE?

Retirement plan advisory fees are typically less than retail and high net worth advisory rates. The key to ensuring profitability is a successful business model that ensures a disciplined service model. Don’t reinvent the wheel adopt the Retirement Desk model to get you on the path to retirement plan success.

HOW DO I DEAL WITH LOW BALANCE PARTICIPANT REQUESTS?

Simply put…you don’t. Rank and file employee inquiries can be helped by Retirement Desk. You handle the owners and key people yourself.

DO I REALLY NEED TO KNOW ALL ERISA, IRS AND DOL RULES?

The basic answer is yes, but Retirement Desk can be a resource for you. You will have your Retirement Desk plan specialist available when you need it.

HOW WE DO IT

Think of Retirement Desk as your Help Desk for your Corporate Retirement Plan needs.
divider line

CONTACT US

510-629-4932

divider line

“Successful organizations make habits of things
others don’t like to do,
or don’t find time to do.”

—Don House