Retirement Plan Consultant
Tracy G. Davidson
Experience
- 22 years in retirement planning, consulting and administration
- Worked for a national pension administration firm, the firm that I partner with, providing complete consulting and administration
- Worked for Major Corporation for 13 years, 8 of which was administering the benefit plans. Plan participation ranged from 1,500 to 10,000 employees following a merger
- Worked for a large bank where I provided retirement plan design and administration for 150 large companies such as Applebee’s International, Inc.
Mission
- Meet the pension needs of the business owners
- Understand intricacies and regulations of various benefit plans
- Identify additional benefits and customizing the benefit design
- Provide significant cost savings with a non-standardized plan
- Available to answer business owner and employee’s questions
- Partner with CPA’s, brokers, financial planners and attorneys to provide a coordinated, all-inclusive service
Affiliations
- American Society of Pension Professionals and Actuaries
- National Institute of Pension Administrators
- Western Pension & Benefits Conference, San Francisco Chapter
- Profit Sharing/401(k) Council of America
- Member of San Rafael Chamber of Commerce
Please call us at 800-901-7008 or Click Below for a
Free Review of Your Current Retirement Plan
