Bartlett - Established 1884 in New York City

Small Business Retirement Plan Consultant

retirement planning consultant, Davidson Pension ConsultingDavidson Pension Consulting, an independent pension design and consulting firm, can professionally implement your small or medium sized business retirement plan from start to finish.  We will customize a plan to meet your specific needs and will fully administer it for you.  Although we are located in California, we have clients in Nevada, Florida and several other states across the US.

Our goal is to provide small to medium-sized employers with the expertise of a qualified retirement plan consultant to design, manage and service their retirement plan.  We know that your priority is running your business, so our top priority is to support you with a superior level of service.

Davidson Pension Consulting offers a high level of expertise.  Tracy Davidson, President, has over 22 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 plan administration.  The firm that I partner with manages more than 1,100 qualified plans and currently develops more than 100 new plans per year (70% of those are taking over existing plans).

Pension consultantsWe offer a free review of your current retirement plan and will propose ways to improve your benefits.  Just complete the proposal found in this website and submit it.  After you complete the questionnaire, a proposal and benefit analysis of different plans will be provided for you to consider.

The types of retirement plans that are available are: 

  • Traditional 401(k) Plan
  • Safe Harbor 401(k) Plan
  • Roth 401(k) Plan
  • Profit Sharing Plan
  • Money Purchase Pension Plan
  • New Comparability or Cross-tested Plan
  • Defined Benefit Plan. 

Please see the retirement planning definitions found in this website for further descriptions. 

Please call us at 800-901-7008 or Click Below for a
Free Review of Your Current Retirement Plan


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small business retirement plan consultant  |   Retirement Plan Advisor  | Contribution Limits for IRA's  | Qualified Retirement Plan Definitions

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