Davey Administration Group provides superior service on a full range of qualified retirement plan
types including:
- Defined Benefit Pension Plans
- Cash Balance Plans
- Profit Sharing Plans
- 401(k) Plans
- Safe-Harbor Plans
- Money Purchase Plans
- Target Benefit Plan
We provide the full range of services needed to start your qualified retirement plan and to keep it in compliance including:
- Plan Design/Proposals for your Company
- Document Creation with IRS Submission
- Quarterly/Annual Plan Valuation
- Annual Form 5500 Preparation with required disclosures
- Projected and Actual Contribution Calculations
- Compliance Testing
- Monitoring of Limits
- Trust Accounting
- Distributions and Loan Tracking
- Keeping the Client informed of Law Changes and new Regulation
In addition, Davey Administration Group retains Actuarial Consultants and ERISA Attorneys to assist our clients and referral sources.
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