Firm Offers Investment Management Solution for Smaller Employers

Retirement Desk, a firm specializing in small and mid-sized retirement plans, is offering an investment management solution. 

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 based in San Francisco and does not represent any products. It 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) advisers is affordable in the small and mid-sized plan space and can often bring tremendous value,” said Jason Woon, Retirement Desk’s founder.  

For more information, contact Retirement Desk at 510-457-1925 or visit