PACE TPA - Plan Design, Administration, Compliance, Education
Title: PACE TPA - Plan Design, Administration, Compliance, Education
Description: Davey Administration Group and Cromwick and Davey are pleased to announce PACETPA as its new brand.
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PACE TPA - Plan Design, Administration, Compliance, Education MENU About Contact Team Services History Billing Department Jobs Plan Design Defined Contribution Defined Benefit Cash Balance Cafeteria Plan Design Me A Plan Administration Operating A Pension Plan Participation Contributions Vesting Nondiscrimination Investing Plan Monies Distributing Plan Benefits Forms Client Portal Useful Links Compliance Fiduciary Responsibilities Disclosing Plan Information Reporting to Government Agencies ERISA Bond PBGC Education Products IRS Limits EZ Flex 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 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 Why are 401(k) plans, annuities, and IRAs so popular? Rightsizing for Retirement What does your home really cost? Value vs. Growth Investing Among stock-market investors there’s long been a debate between those who favor value and those who favor growth. Contact Office: 559-436-6606 Toll-Free: 877-458-8888 Fax: 559-436-4679 Portal Access To reduce paper and to add security, we have added a client portal for the employer to access plan and participant records. To establish an employer login, please contact our office for assistance. If you have an account, please login at any time to retrieve records and submit information securely. Login to the Portal Pay Your Invoice You can pay your bill online, by phone, fax, automatically, or mail. We do not encourage sending credit card information by email. Pay Your Invoice Now! Check the background of your financial professional on FINRA's BrokerCheck The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Copyright 2017 FMG Suite. This site may have links to sites hosted by other parties. These links are offered as a convenience and for informational purposes only. We have no control over the information on those systems. The inclusion of these sites here does not constitute an endorsement, affiliation or an approval of any of the products, services, or opinions of the external providers. PACE TPA bears no responsibility for the accuracy or the content of external sites. Contact Office: 559-436-6606 Toll-Free: 877-458-8888 Fax: 559-436-4679 1645 Shaw Ave Suite 101 Clovis, CA 93611 Quick Links All Articles All Videos All Calculators All Presentations Similar Website

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