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Retirement Planning & Administration, Inc.

Your choice for Financial Services

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Retirement Planning & Administration, Inc.

provides expert advice in all areas of retirement planning for individuals and corporations.  Services for both include:

  • Assistance in the identification of the clients' investment needs and goals
  • Design of a formalized Investment Policy Statement
  • Continual monitoring of ERISA regulation
  • Generation of statements at appropriate intervals to help our clients monitor their progress on their own.

Retirement Planning & Administration

is thoroughly versed in the complex rules and regulations for the many types of retirement plans available today.  We can assist our corporate clients to male responsible decisions regarding:

  • Pension Plan designs that remain flexible to change
  • Department of labor audits using "mock" audit procedures
  • The selection of athird party administrator using one of our already established affilaitions

"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."

Robert Fogel

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