Alameda, California (EastBayDaily) — The San Francisco Bay Area’s retirement plan specialists, Retirement Desk, a firm devoted to the small and mid-sized plan market, was recently engaged by PensionOnline.com, a leading provider of proposal software for the pension industry. Pensiononline.com’s FlexSoft retirement plan design software is already popular with Pension administrators for its ease of use and reports that illustrate how business owners can save more in taxes with retirement plans. Now, as many new advisers are entering the retirement plan market, the need to equip these advisers in the intricacies of the qualified retirement plan world is greater than ever.
“I have used the FlexSoft product for years to close business faster and easier when I was an adviser. I am honored that Pensiononline.com has given us the opportunity to share this success with other advisers,” Jason Woon of Retirement Desk said.
This announcement comes as both Pensiononline.com and Retirement Desk are expanding their products and services to the largely underserved small and mid-sized retirement plan world and its advisers. The goal is to help clients illustrate the features and communicate the benefits of qualified retirement plans to both employers and employees.
“Retirement Desk already knows this market and how to help advisers capitalize on this low-hanging fruit in their practice and with their centers of influences,” Marco Brown, founder of Pensiononline.com, said. “Now it is about getting the word out to this new wave of advisers.”
Founded in 1985 and headquartered in San Francisco, Pensiononline.com is a leading technology provider for the pension industry. It introduced the first suite of Web-based proposal and management systems for the defined contribution industry. Pensiononline.com now provides comprehensive software solutions that enable businesses to facilitate employees' retirement planning needs.
For more information about the partnership or any of Retirement Desk’s services, call 510-457-1925 or view the 401K plans expert on the Web at http://www.retirementdesk.com.
About Retirement Desk
Retirement Desk was founded by retirement industry veterans in 2010. With an insider view of retirement plan providers and the understanding of the needs of registered investment advisers, Retirement Desk set out to create a set of turnkey solutions that truly meets the needs of both advisers and plan sponsors. The results are independently crafted packages that would serve small and mid-sized companies with no hidden fees or conflicts of interest. Retirement Desk is capable for providing independent consulting on 401k plans and retirement plans, as well as perform fiduciary reviews and benchmarks.