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  right arrow

 







 

 

 

 

 
Sam Harding, president of Retirement Administration Inc.
RAI President Samuel Harding, APA

RETIREMENT PLAN DEVELOPMENTS NEWSLETTER: June 2008

Retirement Plan Developments newsletter401(k)-Type Plans, Participants Grow at Slower Pace

Growth in the number of 401(k)-type plans and the number of participants in those plans, which increased sharply in the 1990s, has slowed in recent years, according to a study released last month by the nonpartisan Employee Benefit Research Institute (EBRI). The study also shows that ownership and assets in both 401(k)-type plans and individual retirement accounts (IRAs) have risen, that the growth of IRA assets is due to rollovers from other tax-qualified retirement plans, and that most new IRA contributions are going into tax-free-on-withdrawal (nondeductible) Roth IRAs.


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New Survey Examines Employers Retirement and Financial Planning Offerings

Retirement and Financial Planning Programs, a new survey by the International Foundation of Employee Benefit Plans, looks at the types and formats of retirement and financial planning programs that employers offer to their employees. It also addresses the topics covered by formal retirement planning programs, and the programs availability and eligibility requirements.

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

Inflation Ranks as Today’s Top Retirement Concern

From the high price of milk and eggs to the unprecedented cost of gas, inflation is affecting every American. Among the largest groups affected are the 78 million baby boomers inching ever closer to retirement and current retirees who are experiencing soaring costs in a volatile economy. According to a new report, pre-retirees and retirees are worrying about keeping the value of their assets up with inflation as well as having enough money to pay for long-term care, paying for adequate healthcare and the challenges of maintaining a reasonable standard of living after the loss of a spouse -- all of which are also impacted by inflation.

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OTHER HELPFUL SITES:
Schwab Investment Planner

updated 06.09.2008