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DRDA Welcomes Stephen Mitchley as Chief Operating Officer

Houston, Texas — DRDA is pleased to announce the appointment of Stephen Mitchley as Chief Operating Officer. Based in the firm’s Clear Lake office, Stephen will lead the operational execution of DRDA’s strategic initiatives, supporting continued growth while strengthening the infrastructure required for long term scalability.
  • Culture, Starting a Business

Teamwork in All Departments

At DRDA, teamwork is a core part of our culture and a key driver of the quality and consistency we deliver to our clients. While each department brings specialized expertise, our success depends on collaboration, communication, and shared accountability across the firm. Teamwork at DRDA shows up in practical, day-to-day
People managing Finance
  • ROBS 401(k)
Navigating the world of retirement plans can be daunting for employers, especially when it comes to ensuring compliance with IRS non-discrimination rules. For many plan sponsors, Safe Harbor 401(k) plans offer a streamlined path to compliance and a way to maximize benefits for both employees and owners. Understanding the different
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  • Culture, Team Achievement
At DRDA, we pride ourselves on delivering service that’s not only accurate but truly impactful. We know it can feel like we ask a million questions—but we promise, there's always a reason. Every detail we request helps us better understand your financial picture and ensures we don’t miss a single
  • BORSA, Starting a Business

Why BORSA Plans Work So Well with Franchises

For aspiring entrepreneurs, franchises offer a proven business model, brand recognition, and built-in support systems. But even with these advantages, securing the necessary funding can be a challenge. That’s where Business Owners Retirement Savings Account (BORSA) [more often referred to as Rollovers as Business Startups (ROBS)] plans shine. BORSA plans
Understanding Minimum And Maximum Funding Levels For Defined Benefit Plans
  • ROBS 401(k), ROBS 401k Provider, Small Business, Starting a Business

Understanding Minimum And Maximum Funding Levels For Defined Benefit Plans

Defined Benefit (DB) plans are a cornerstone of retirement planning for many employers and employees. These plans promise a specific benefit amount to participants upon retirement, making them a reliable source of income. However, maintaining a DB plan requires careful attention to funding levels, as both minimum and maximum funding

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Stephen Mitchley

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DRDA Welcomes Stephen Mitchley as Chief Operating Officer

Teamwork in All Departments

Why BORSA Plans Work So Well with Franchises

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Defined Benefit/Cash Balance Plans
ERISA Bond
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