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Retirement Administration, Inc. logo — company profile

Retirement Administration, Inc.

Founded 1978 United States San Jose, United States 19 employees Financial Services

General Information

Company Name Retirement Administration, Inc.
Founded Year 1978
Location United States San Jose, United States +1
Employees 19
Industries Financial Services
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About Retirement Administration, Inc.

Retirement Administration, Inc. (RAI) is a boutique Third Party Administration (TPA) firm based in Los Altos CA. Since its establishment in 1978, RAI has focused on providing customized retirement programs for closely-held, successful companies. The firm aims to shield business owner income from taxation through elite retirement plan designs, offering above the line tax deductions and combined tax bracket benefits. RAI's tailored programs utilize advanced strategies such as tiered profit sharing plans, cash balance pension plans, and ROTH deferrals, aiming to maximize deductible contributions and long-term tax savings. RAI has also positioned itself as the gold standard for venture capital, private equity, and hedge funds in California and beyond. It specializes in catering to high net worth clientele and their companies, providing significant tax savings and personal retirement plan accumulations through its Advanced Retirement Plan Designs (or COMBO-Ks). The company's commitment to providing comprehensive retirement and benefit planning solutions catered to small business owners sets it apart in the Financial Services sector. The innovative use of technology and unique ability to handle alternative assets in ROTH plans for start-up opportunities showcase RAI's forward-thinking approach and potential for growth.

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Retirement Administration, Inc. Alternatives & Competitors

Retirement Administration, Inc. vs
Retirement Solutions Specialists
Retirement Solutions Specialists United States

Retirement Solutions Specialists provides qualified retirement plan consultation and administration...

31 employees
Financial Services

FAQ About Retirement Administration, Inc.

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 comp...
Retirement Administration, Inc. was founded in 1978.
Retirement Administration, Inc. is headquartered in San Jose, United States.
Retirement Administration, Inc. operates in the following industries: Financial Services.
Retirement Administration, Inc. has approximately 19 employees.
Top alternatives and competitors to Retirement Administration, Inc. include Retirement Solutions Specialists. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Retirement Administration, Inc. and Retirement Solutions Specialists are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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