Retirement Administration, Inc.
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4966 El Camino Real
Suite 213
Los Altos, CA 94022

Phone: 650-961.5500
and 800-608.2563
Fax: 650-961.8495

 
 

 

 

 

 

 

 

 

 

 

 

 

 

Retirement Administration Inc.provides complete design, reporting, record keeping and consulting services for all types of retirement plans. Special emphasis is placed upon effective communication of the complex regulations and language of today's retirement plans to our clients and their advisors.

With decades of collective pension experience, the RAI staff of well-trained, service-oriented professionals will create and maintain the plan that best meets the financial and retirement objectives of your business and employees.


In today's business environment, employers have the opportunity to both reduce taxation and retain top employee talent through well-designed benefit programs. Among the most important components of a comprehensive program are qualified retirement and “cafeteria” plans. That's where we can help.

Working today with your future in mind

 

 

Sam Harding, president of Retirement Administration Inc.

RAI President Samuel Harding, APA


RETIREMENT PLAN DEVELOPMENTS NEWSLETTER: JUNE 2009

Retirement Plan Developments newsletterEffects of the Financial Crisis Shake Employers into Action

As the financial crisis continues, it appears U.S. employers view the situation as significantly more serious than they did just six months ago. A follow-up survey conducted in May 2009 found that the crisis has forced both defined benefit (DB) plan sponsors and defined contribution (DC) plan sponsors to make changes to their retirement coverage and plan design.

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Study Examines Plan Demographics, Saving Behavior Of Participants, and Target-Date Fund Investments

Last month a leading nonpartisan research group published a study of target-date fund investments, exploring whether plan demographic characteristics would affect individual participant contribution rates and target-date fund investments for participants in relation to plan demographics by considering target replacement income and its success rate.

To read the complete story, sign up to receive our Retirement Plan Developments newsletter


OTHER HELPFUL SITES:
Schwab Investment Planner

updated 06.09.2009

WHY QUALIFIED RETIREMENT PLANS?

Qualified plans offer many key advantages to employers including substantial tax deductions and tax-free growth of plan assets. The plans also provide participants with simple and effective means of accumulating capital for retirement or other purposes. Profit sharing, employee stock ownership and other related plans increase employee motivation and promote interest in the overall success of the company.

There are several types of qualified plans currently available, singly or in combination. Some approaches provide flexibility, while others stress commitment. Our consultants can explain the details of the various plan options available to you, based upon a thorough analysis of company and employee goals.