Retirement Desk Information

Corporate retirement plan consulting firm serving small & mid-sized companies and their employees to enable them to meet their retirement goals. We accomplish this by providing access to the best investment advisory, recordkeeping, administration, acturarial and consulting services through strategic world class partnerships like TD Ameritrade and Charles Schwab. We work with other advisors to bridge the gap in ERISA and other technical retirement plan areas. We are independent and do not compete with advisors in the investment arena. There is no product selling only solutions that best serve the clients. Our clients are from all over the United States and we have 401(k), Profit Sharing and Defined Benefit pension plans that seek cost-effective, transparent and tailored total retirement solutions.