Phone: (425) 233-6108
OUR PERSONALIZEDÂ APPROACH
Davis Moore offers clients a customized approach in establishing their retirement plan and provides ongoing plan administration services.
We work with businesses to understand their goals in offering
a retirement plan to their employees.
Once we define the plan objectives, we tailor a plan designed to achieve these goals.
We aim to implement a personalized plan that works for our clients and their employees.
OUR PROCESS
Our comprehensive plan administration is designed to provide exceptional levels of service and support for plan sponsors,
saving our clients both time and resources.
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Our approach, in addition to our experience, allows us to deliver timely and accurate recordkeeping and administration. In addition, we perform required compliance testing and prepare
annual government reports and filings.
INDEPENDENT OF PLAN INVESTMENTS
We are independent from brokerage firms, insurance companies and all investment advisors. We do not sell investment products,
allowing us to focus on plan administration and consulting.
We work with a wide range of investment firms and advisors, assisting clients with their plan’s operations and saving them time.
OUR ONGOING REVIEW
We provide each client with the information they need to help ensure they fulfill
their plan’s regulatory and participant disclosure requirements.
We also monitor government deadlines to help clients avoid
IRS and DOL late filing penalties, which may be over $1,000 per day.
OUR SERVICE COMMITMENT
Our case loads are limited and all clients work directly with their assigned Davis Moore consultant,
who is responsible for all operational aspects of their client’s plan. We are known for our responsiveness; we strive to reply quickly and efficiently to your needs.
We pride ourselves on our extensive industry knowledge, decades of professional experience
and our commitment to quality service.