Davey Administration Group and Cromwick and Davey are pleased to announce PACETPA as its new brand. We have been serving our clients for more than three decades. This new brand will make it easier to communicate with you, our valued clients and strategic partners, with a more consistent message and better service.
All of the same individuals you have worked with will continue to service your accounts, and they will also be supported by new processes and procedures to improve our response times and quality of support for your retirement plans.
As part of our brand change we wanted to make it clear what we do for our clients in our name.
P: Plan Design
TPA: Third-Party Administrators
We look forward to continuing our valued relationship with you. Please don’t hesitate to contact us with any questions or concerns.
Thomas A. Davey
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you should be saving for college.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
There are nearly 1,200 ETFs available. Should you invest in them?
Do you have causes that you want to support with donations? Here are three tips.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Have you explored all of your choices when it comes to managing your taxable income?
Learning more about gold, and its history, may help you answer that question.