We Design and Service Custom Retirement and Pension Plans
for Small and Mid-Sized Businesses in CA, FL, OR & All States
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.
Check out what our customers have got to say about us
We have used Tracy for 10 years to assist our clients in the design and administration of pension plans. She provides clear answers to our questions and has great suggestions to customize plans to meet the specific needs and objectives of our clients. When one of our clients has a pension problem, she is always helpful and provides productive advice.
As a financial advisor working in the area of qualified plans, I appreciate and value Tracy’s depth of knowledge and conscientiousness in assisting my employer clients meet their fiduciary responsibilities.
We have been working with Tracy Davidson for over 10 years now, and she has done an exquisite job in helping us manage our 401(k) program. After helping us establish our Company pension program, she has been a great resource in helping us with enrollments, roll-outs, plan modifications , and annual reporting and reconciliations.
We offer a free review of your current retirement
plan and will propose ways to improve your benefits.
If this is your first retirement plan, we will review your staff and propose the most beneficial retirement plan to meet your needs.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
Solo 401(k) Plan
Profit Sharing Plan
New Comparability (Cross-tested) Plan
Age Weighted Plan
Defined Benefit Plan