Retirement Desk

Specialties

Corporate retirement consulting serving small & mid-​sized companies and their employees to enable them to meet their retirement goals. Since we are an independent firm we work solely with advisors to provide strategic and technical retirement expertise.

We accomplish this by providing access to the best recordkeeping, administration, actuarial & consulting services and through strategic world class partnerships like TD Ameritrade and Charles Schwab.

Our clients are all over the United States and have 401(k), Profit Sharing and Defined Benefit pension plans that seek custom, cost-​effective, transparent total retirement benefit solutions.

Specialties: Small and mid-​sized businesses looking for increased tax deduction opportunities for owners/​senior personnel.

History

Established in 2010.

Retirement desk was started as corporate retirement specialist to help advisors and their clients significantly improve their 401(k) plans and the like.

Meet the Business Owner

Jason W.

Business Owner

For over a decade Jason has worked exclusively in the corporate retirement plan arena. A background in retirement third party administration and fiduciary advice, he has an «Insider’s View» of the operations and pricing methodology of retirement providers.

He holds the Accredited Pension Representative (APR) designation from the National Institute of Pension Administrators which highlights his technical background, but Jason is also an Investment Advisor with an Accredited Investment Fiduciary (AIF®)