Located in Los Altos CA, Retirement Administration, Inc. (RAI) is a boutique Third Party Administration (TPA) firm that offers customized retirement programs for closely-held, successful companies. Meeting small business owner retirement and benefit planning needs has been RAI’s focus since the company was opened in 1978.
RAI shields business owner income from taxation with elite retirement plan designs. These company contributions are all above the line tax deductions, thus lowering adjusted gross income amounts dollar for dollar, and often times combined tax brackets. More savings. Less tax. Less stress. Watch our two minute animated video (DEFEND THE EGG) and learn how RAI Defends our clients nest egg from the IRS with custom, advanced strategies combining cash balance plans, tiered profit sharing, 401(k), Roth 401(k) and Roth converted plans.
We tailor built retirement programs for our clients with techniques from leading edge design strategies such as tiered profit sharing plans, cash balance pension plans, and ROTH deferrals and conversions with long-term tax savings on retirement plan accumulations. This unique strategy layers a 401(k) profit sharing and CASH BALANCE plan together, to maximize the deductible contributions and benefits back to owners often allowing for $100,000 to $300,000 more money to owners on an annual basis than traditional retirement plans.
ALTERNATIVE ASSETS in ROTH: We are also quickly becoming the gold standard for venture capital, private equity, and hedge funds in California and beyond. We have the unique ability and technology to cater to companies that buy, angel invest, and direct operations for hundreds of other start-up opportunities. Advanced Retirement Plan Designs (or COMBO-Ks) give our high net worth clientele and their companies what they crave – significant tax savings and personal retirement plan accumulations.
Company Details
- Employees
- 19
- Founded
- -
- Address
- 4100 Moorpark Avenue,
- Phone
- 650-961-5500
- da****@****min.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- retirementadmin.com
- Keywords
- Advanced Retirement Plans, Alternative Assets in ROTH, 401(k) Profit Sharing Plan, Cash Balance Defined Benefit.
- HQ
- San Jose, CA
Retirement Administration, Inc. Questions
Retirement Administration, Inc.'s helpline number is 650-961-5500
Retirement Administration, Inc.'s website is retirementadmin.com
Retirement Administration, Inc.'s LinkedIn profile is https://www.linkedin.com/company/retirement-administration-inc.
Retirement Administration, Inc. has
19 employees.
View email and phone details for 19
employees at Retirement Administration, Inc..
Retirement Administration, Inc.'s industry is
Financial Services
Retirement Administration, Inc.'s top competitors are
Hub Retirement And Wealth Management (Formerly Peak Financial Group),
1acct Pty Ltd,
Zuna,
Apt,
Kb Pension Services, Inc.,
Jennifer Mongeau Cpa Llc,
Vibrant Accountants, Llc,
Executive Benefit Plans, Inc.,
Wealthprime,
Dowler Construction Services, Llc.
Retirement Administration, Inc.'s support email address is dan@retirementadmin.com
Retirement Administration, Inc.'s categories are Financial Services
Retirement Administration, Inc.'s founding year is 1978
