Broker Check

Davey Administration Group and Cromwick & Davey are pleased to announce PACETPA.  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.

Plan Design
, Administration, 
, Education
We are 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

We are pleased to offer the following services:

Retirement Plans

  • Defined Benefit Pension Plans
  • 401(k) Plans
  • Profit Sharing Plans
  • Cash Balance Plans
  • Money Purchase Pension Plans
  • Multi-Employer Plans
  • Cross Tested Profit Sharing Plans


  • ADP/ACP Testing
  • 1099R Forms
  • IRS and DOL Plan Audits
  • Minimum Required Distributions
  • Non-Discrimination Testing
  • Plan Mergers/Spin-off’s
  • Plan Terminations
  • Underfunded/Overfunded Plans

Administration Services

  • Plan Documents
  • Summary Plan Descriptions
  • FASB 87 Disclosure Statement
  • IRS Submissions
  • Individual Benefit Statements
  • IRS Form 5500 and Related Schedules
  • Actuarial Valuation and Comprehensive Reports
  • Actuarial Certification (Schedule SB)
  • Summary Annual Reports
  • PBGC Forms and Certification

Section 125 Cafeteria Plan Services

  • Flexible Spending Plans
  • Health Savings Accounts
  • Premium Only Plans
  • Plan Documents
  • Summary Plan Descriptions

Helpful Content

The Power of Tax-Deferred Growth

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

Value vs. Growth Investing

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.