4966 El Camino Real
Suite 213
Los Altos, CA 94022

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

Qualified retirement plans offer both great benefits to your employees and significant tax advantages to your business. Each of these plans has inherent strengths, as well as differing restrictions and legal requirements. All can be highly advantageous with proper planning, promotion and administration. RAI consultants will help you choose the best plan for your company through careful analysis of your specific needs. Among the most important points to consider are:

Issues such as continuing profitability and cash flow can determine how much you can afford to spend on plan funding and administration, both now and in the future.

The makeup of your workforce (ages, salaries, years of service, employee turnover rate, etc.) greatly influences your plan options.

Company owners, key executives and other workers all have expectations regarding benefits programs. Addressing these concerns early can result in a plan that everyone can support and appreciate.

QUALIFIED PLAN OVERVIEW