WE’RE RETIREMENT PLAN SPECIALISTS CURRENTLY IN CA, OR & FL
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.
A high-quality retirement plan provides significant benefits to business owners:
- Reduces your business taxes
- Helps retain high-quality employees
- Enhances productivity
- Encourages employee loyalty
For the average business owner, creating and self-managing a retirement plan can be a major challenge. Regulations change constantly, and it’s practically impossible to keep up with current legislation.
At Davidson Pension Consulting, our job is to know about every regulatory change that might affect our clients’ retirement plans, and we use our extensive knowledge to maximize the benefits to you and your employees.
SAVE MONEY EVERY YEAR WITH A NON-STANDARDIZED PLAN
The wrong type of plan can result in significantly higher costs for the business owner. Retirement plan advisors often recommend “standardized prototype” plans because they are easier to set up and manage. Easy for them – costly for you.
For many employers, “non-standardized prototype” plans can save money and provide excellent coverage. We will customize your plan with specific features such as eligibility, types of contributions, vesting schedule and loan provisions.
To achieve savings:
- You may exclude employees who terminated their employment during the year from receiving a company contribution
- You may exclude part-time or seasonal employees from the plan
Call Davidson Pension Consulting to find out if a non-standardized prototype plan is right for your business.
WE HELP EMPLOYEES UNDERSTAND THEIR BENEFITS
Expert employee communication is another of the many benefits of using a professional retirement plan advisor. Having a knowledgeable professional explain the process in plain English is one of the best ways to make sure both you and your employees get the maximum benefits from your plan.
We’ll conduct informational meetings with your employees to explain the benefits of your plan and answer their questions about retirement planning. This helps emphasize the value or your new retirement plan and ensures that everyone understands how they’re affected. After explaining how the plan is set up, including specific tax advantages, we give them the opportunity to enroll.
We are also available to conduct employee meetings annually or on a as-needed basis, to discuss the impacts of new legislation, answer questions, and enroll new participants.
WHY CHOOSE DAVIDSON PENSION CONSULTING?
In today’s economy, business owners need to get maximum value for their pension plan dollars. We can help you get the best plan for your money, by evaluating your goals and objectives, what benefits you wish to provide, what contributions you expect to make, and input from your other professional advisors.
With DAVIDSON PENSION CONSULTING, you get:
- A local Bay Area firm, dedicated to personal service
- Plan Administrators with an average of 32 years experience
- Thorough knowledge of all new pension regulations
- Expert knowledge of the qualified plan market
- Comprehensive documentation services on all plans
- Access to an ERISA Attorney with 33 years of experience
- Superior customer satisfaction, with many long-term clients
FREE PLAN REVIEW
Find out if your current retirement plan is providing maximum benefits.
Just fill in our Free Plan Review form at www.DavidsonPension.com or call us at 1-800-901-7008. We’ll prepare a benefit analysis of selected plans to meet your company’s needs, at no cost or obligation.