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. (RAI) 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.
 

Qualified plans'  
key advantages
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Sam Harding, president of Retirement Administration Inc.
RAI President Samuel Harding, APA

RETIREMENT PLAN DEVELOPMENTS NEWSLETTER: May 2008

Retirement Plan Developments newsletterPlan Sponsors are Increasing Attention to Investment Decisions
A new comprehensive survey was used to gain a deeper understanding of investments, fees and administrative practices in the area of retirement plans.
A sound written Investment Policy Statement (IPS) has been determined to be critical to successful investment committee decision making.

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to receive our Retirement Plan Developments newsletter.



More Employers Offering Roth 401k
As employers look for more ways to help their employees save for retirement, new data shows an increase in the number of plan sponsors making the Roth 401k available to employees. Depending on a person's individual tax situation, the Roth 401k can offer a strategic tax planning opportunity.

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Relief for Stimulus Payments Withdrawn from IRAs and Tax-Favored Accounts

Economic-stimulus payments directly deposited into IRAs and other tax-favored accounts may be withdrawn tax-free and penalty-free, the IRS announced last month.

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OTHER HELPFUL SITES:
Schwab Investment Planner

updated 05.11.2008