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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,
Compliance
, 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.
Sincerely,
Thomas A. Davey
President
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
Compliance
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