Business/Retirement Planning

Will Your Retirement Plan be ready when you are?

Business/Retirement PlanningDid you know that nearly 50% of small business owners do not have an exit plan in place (according to a UBS quarterly survey in early 2018.) There are many aspects of business and retirement planning that need to be considered when analyzing the various ways of preserving your business, as well as preparing for retirement. A thorough review of your current situation and future goals is necessary in order to achieve the outcomes you are looking for. We offer comprehensive integrated solutions that leverage our decades of expertise in this area to bring you the plan that best meets your goals and objectives.

Our solutions include, but are not limited to:

  • Family Succession Planning and Exit Strategies
  • Key Man Insurance and Retirement Planning Strategies
  • Buy/Sell Agreements
  • Supplemental Senior Executive Retirement Plans

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Benefits Administration
Human Resource Compliance
Payroll Services

More information about Human Resource Services.

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What our Clients Say

RDA Benefits offers exemplary service. We have significantly benefited from their expertise which helped us secure a much better benefits package for our employees. They go above to help our employees with any questions, or issues they are having related to their plans. I highly recommend them and I can’t say enough good things about their work.

Michelle Wilson, Associate Director Elijah’s Promise