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.
Charles D. Boerio, CPA, Boerio, Di Pasqua Associates, CPAs
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.
Pete Riopel, Castle Rock Wealth Management, LLC
We appreciate Tracy’s services as our pension consultant. We have been working with her 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 very much appreciate the oversite she has given us in the administration of our program.
Erik A. Foraker, Managing Director, PSAI Realty Partners
The customer service of Davidson Pension Consulting it top-notch. The owner, Tracy, is always available to answer all our questions. I would highly recommend them for your retirement plan needs.
Paul Della Santina, Marin Joe’s Restaurant
Request a Free Review of your Pension Plan