Retirement Plan Solutions - DRDA CPA

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Retirement Plan Solutions

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DRDA provides comprehensive and professional retirement plan services tailored to meet the needs of businesses.

Our mission is to assist organizations in achieving a secure financial future through proactive and reliable support. We understand that retirement plans can be intricate, and errors can result in significant costs. Both employees and employers share the goal of saving for retirement while optimizing tax benefits—and that’s where our expertise makes a difference.

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DRDA specializes in designing, implementing, and administering customized retirement plans tailored to your company’s unique needs. Our services ensure compliance while supporting the growth of your employees' savings. Click the link below to request a proposal and learn more.

With a wide array of retirement plan solutions available, DRDA stands out by bringing years of experience working with companies of all sizes. We understand that every organization has unique needs, and we are committed to providing tailored solutions to address them with precision and expertise.

Senior man, insurance and contract with financial advisor and retirement plan to sign. Document, pension deal and business analyst with male person and paperwork in office for signature of will

Our plans are designed to deliver value both in the present and for the future. We provide:

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Plan Structure and Strategy

We offer a range of tailored retirement plan options, including:

Traditional 401(k)

Safe Harbor 401(k)

Cash Balance

Defined Benefit

Profit Sharing, and more

Our approach takes a holistic view of your retirement plan, aligning it with your overarching goals, including:

Maximizing tax savings

Building long-term wealth

Enhancing employee retention

You will also benefit from ongoing guidance and support provided by our highly credentialed consultants, ensuring your plan remains effective and compliant.

Construction industry concept with drafts and plans

Plan Administration – Ensuring that your plan remains in compliance.

Plan Document
Plan Amendments
Summary Plan Description
Participant Notices and Disclosures
Participant Distribution and Loan assistance
Contribution Calculation
Government reporting
Actuarial Services

Implementing technologies for secure management of patient records in healthcare.

Recordkeeping

Processing and allocating payroll contributions

employer contributions

loans

distributions

Access to nearly every investment available in the open market, from dozens of the most respected investment companies, including:

Vanguard

Fidelity

BlackRock

American Funds

OppenheimerFunds

Online participant access and quarterly statements mailed to participants.

100% Fee Transparency – Our platform gives total visibility into the expenses and fees associated with your plan

Coordinating with your investment advisor to integrate with their tools:

Retirement Plan Advisor Group

Envestnet

or Fi360

Payroll integration: with DRDA payroll or other payroll provider to streamline processing.

Return of Concessions: Money earned as concessions from investment families is returned to 401(k) participants.

Please fill out the contact form, and we will respond within 24 hours

Name

First Last

Email

Phone

Are you familiar with a plan you would like to discuss

Yes

No

How many employees do you have?

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