EMPLOYER DESK

It meant harnessing the decades of our collective financial and retirement plan expertise and assembling best in class providers into a turnkey retirement offering. Solutions that were once reserved for only the largest companies.

Ever increasing government regulations, tax codes changes, market volatility, hidden fees and mergers and acquisitions can make navigating the retirement landscape difficult. Retirement Desk provides the path to overcoming or eliminating those hurdles so you can focus on other important matters.

Successful retirement for investors means affording some time upfront to create a smart strategy that will grow as you grow. Retirement Desk’s platform is therefore designed to grow with you and your firm. In fact, it may be the last retirement solution you will ever need.

Retirement Desk is your help desk for your retirement plan needs.

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CONTACT US

510-629-4932

WHY RETIREMENT DESK?

Retirement Desk was created for employers looking for a way to support simple and easy retirement plan that will attract and retain talented employees.  At the same time, for some employers, the potential for extra tax deductions afforded to owners and senior management can make the offering even more attractive.

HOW DO I HELP MY EMPLOYEES?

A well conceived employee education and communication strategy is vital.   Appropriate retirement plan education suited for your employees can make your plan be really appreciated as a valuable employee financial benefit.
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“A great pleasure in life
is doing what people say
you cannot do.”

–Walter Gagehot