Broker Check

History

1989  Davey Administration Group formed by Thomas A. Davey after 10 years in the field of Administration design, working primarily with CPA’s, financial institutions and their representatives.

1990  Business is incorporated continuing to expanding business model and affiliations with nationwide financial firms.

1995  Services expanded to include Section 125 “Cafeteria Plan Services” for clients and Health Insurance Professionals.

2000  Invested and upgraded Qualified Plan Software to help keep abreast of continuing legislative changes.

2001  Upgraded Section 125 software to include 24/7 online web account information for plan sponsors as well as plan participants.

2005  Added Debit Card services for Flexible Spending Plan participants; platform for Health Savings Accounts was introduced for our Consumer Driven Health Care clients.

2007  Cromwick And Davey formed in Las Vegas as an LLP. Referral Sources and Clients now have access to advanced Defined Benefit Design and administration.

2008  Moved to our current location to accommodate our growing administrative staff and in-house consultants.

2011  Davey Administration Group merges Cromwick and Davey into one corporate structure. 

2012 Davey Administration Group invests in major administrative software which is “cloud based" and starts project to become paperless.  

2013  PACE TPA is adopted to reflect changing needs in the employee benefit field.