San Francisco Bay Area Retirement Plan Company, Retirement Desk Announces They are Now Offering Investment Management Tool with Proposal Generation Service

Alameda, California (EastBayDaily) — Because of market volatility, small and mid-sized retirement plan sponsors are seriously reconsidering their investment options and their associated liabilities. One of the easiest ways to eliminate this risk for investment management is to outsource it. Today, that can be easily done through an ERISA 3(38) investment manager and typically with no additional costs to the employer.

The San Francisco Bay Area retirement plans company, Retirement Desk is offering a no-cost proposal generation service that includes the use of an ERISA 3(38) investment manager. Currently, the proposal generation tool offers one West Coast and retirement focused ERISA 3(38) investment manager on an open TD Ameritrade platform. Retirement Desk is an independent consulting firm and does not represent any products. Retirement Desk is not affiliated with the Investment Manager or TD Ameritrade and it plans to add other providers for its comparison tool in its next version.

“Even after years of retirement industry educating plan sponsors on fiduciary liabilities, small and mid-sized plan sponsors still remain unaware or confused about how to address this important issue. This new generation of ERISA 3(38) Advisors is affordable in the small and mid-sized plan space and can often bring tremendous value,” says Jason Woon, Retirement Desk’s founder.

For more information on the ERISA 3(38) Advisors, contact Retirement Desk at 510-457-1925 or visit Retirement Desk is located at 1254 Park Ave., Alameda, CA 94501.

About Retirement Desk

Retirement Desk was founded by retirement industry veterans. With an insider’s understanding of retirement plan providers and the understanding of the needs of registered investment advisors, Retirement Desk set out to create a turnkey solution that truly meets the needs of both advisors and plan sponsors. The result is an independently crafted package that would serve small and mid-sized companies and with no hidden fees or conflicts of interest. Retirement Desk is capable for providing advice on 401k plans and performing fiduciary reviews.


Jason Woon