Davidson Pension Consulting, an independent pension design and consulting firm since 1998, can professionally implement your small business retirement plan from start to finish. We will customize a plan to meet your specific needs and will fully administer it for you. We are located in the San Francisco bay area, with the majority of our current clients in California, Oregon and Florida.
We are able to develop and service customized retirement plans for businesses in all 50 states. Our goal is to provide small employers with the expertise of a qualified retirement plan consultant to design, manage and service their retirement plan. We know your priority is running your business, so our top priority is to support you with a superior level of service.
We are able to develop and service customized retirement plans for businesses in all 50 states. Our goal is to provide small employers with the expertise of a qualified retirement plan consultant to design, manage and service their retirement plan. We know your priority is running your business, so our top priority is to support you with a superior level of service.
Services
Davidson Pension Consulting offers a high level of expertise. Tracy Davidson, President, has over 28 years experience as a small and mid-size business retirement plan consultant with extensive experience in both consulting and retirement plan administration. In addition, we have partnered with a national pension administration firm to provide the legal and plan administration.
Davidson Pension Consulting is a retirement plan consulting firm, specializing in comprehensive pension and retirement planning and administration services for small and mid -sized businesses in any state. We have expert knowledge of every available plan type, including 401(k) plans - Traditional, Safe Harbor, Roth, and Solo, as well as profit sharing, new comparability, age weighted and defined benefit.
Understanding all of the Qualified Retirement Plans currently available can be a confusing task. Here is a brief primer on the various plans that are most commonly used. But because the IRS rules are constantly changing, using a retirement plan consultant is the best way to make sure you select the best qualified plan, or plans, for your company - large or small.
Utilize a defined benefit plan and a safe harbor 401(k) plan. The defined benefit plan should exclude all highly compensated/non-shareholders from the plan. This will greatly reduce the overall contributions required by the plan. Shareholders would receive a contribution as would the non-highly compensated employees but to a lesser extent.
Reviews
Be the first to review Davidson Pension Consulting.
Write a Review
