Retirement Administration

Specialties

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 8-​person 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.

History

Established in 1978.

RAI has been serving the retirement and benefit planning and documentation needs of companies like yours since 1978. We understand that accessibility and responsiveness are critical factors in selecting a firm to administer your benefits plan. RAI strives for lasting and positive relationships with our clients.

We recognize that being available to promptly answer questions and address concerns is of vital importance to your business. In addition to a high level of personal service, our staff participates in continuing education and accreditation programs to keep abreast of the latest government regulations.

RAI benefits specialists prepare all required reports to the IRS, plan participants and/​or beneficiaries. They determine required or maximum contributions, present information in an easily understood format, and are available for employee meetings to explain your retirement plan and its benefits.

Meet the Business Owner

Sam H.

Business Owner

Samuel Harding, RAI Founder and President

Samuel Harding is an Accredited Pension Administrator (APA). He has served a three-​year term on the Board of Directors of the National Institute of Pension Administrators (NIPA), and is the past president of the Northern California NIPA Chapter. Sam brings more than twenty-​five years of experience in meeting the retirement planning needs of companies like yours.