Our Team of Professionals
Our professional staff members have a broad range of backgrounds which boasts varying degrees of formal education and life experiences. With years of training and experience, our unique array of employees allows us to bring a distinctive approach to pension design and administration.
The cumulative knowledge of our employees permits our company to have extensive awareness in the following areas:
401(k) Plans
Defined Benefit Plans
Profit Sharing Plans
Cash Balance Plans
IRS regulations and plan audits
Plan terminations
PBGC compliance,including Premiums and Terminations
Government filing Procedures
Takeover Plans
The Delinquent Filer Voluntary Compliance Program
Cafeteria Plans
Plan Loans
Cross Testing
Plan Distributions
In addition, our years of experience have helped us develop a network of top professionals for specialized advice in: actuarial services, estate planning and implementation, tax preparation, insurance products, legal and financial advice.
Management Team | |
 | Tom Davey- Tom has over thirty years experience in Third Party Qualified Plan Administration,Strategic alliance development,marketing and client retention. This experience has created an organization whose goals are to provide individual design and administration of Qualified,Section 125 and …(more) |
 | Richard Cromwick –Richard started working in the pension industry over 20 years ago. In 2007,he formed a partnership with Tom Davey in order to create Cromwick &Davey Retirement Planners,LLC. Richard currently holds designations with both the American Society of Pension Professionals and …(more) |
 | BB Talwar –Bharat B. Talwar,also known as`BB’,has more than 20 years of experience in administering and designing Defined Contribution Plans. He has rich,varied and extensive experience in consulting with clients on how best to incorporate their needs in their plan design for achieving …(more) |
 | Tracie Shamp –Tracie has been with Davey Administration Group since 1993 and has over 17 years of experience in Section 125 Plans. Her expertise and dedication…(more) |
Qualified Plans Team | |
 | Alex Biedermann –Alex Biedermann works in Fresno,California,as New Business Coordinator. He designs and implements 401(k) Profit Sharing Plans,traditional Defined Benefit Pension Plans,and Cash Balance Plans. He is passionate about the Qualified Plan…(more) |
 | Donielle Hall-Kasperek –Donielle is a Senior Pension Administrator who has worked in the pension industry for over 20 years. She specializes in plan design/installation and annual administration of 401(k) and Profit Sharing Plans. By providing each client with (more) |
 | Heather Hansen –Biography under construction |
 | Gary C. Wallen – Gary joined Davey Administration Group in April 2011 and is currently responsible for providing administrative and marketing support for the company staff. Gary has more than…(more) |
 | Paula Rafferty –Paula joined Davey Administration Group in May 2011. She has over 10 years of experience in the pension industry and has earned the Qualified 401(k) Administrator designation from the American Society of Pension Professionals and…(more) |
| Lucita Temple- Lucita Temple joined Davey Administration Group in October 2011. She has over 10 years of experience in the pension industry and has earned the title Accredited Pension Administrator (APA)…(more) |
Cafeteria Plans Team | |
 | Tong Tcha –Tong has been with Davey Administration Group as an administrative assistant in the Section 125 department since 2005. She is the claims processor and handles a great deal of the customer service calls for the department and willingly accepts…(more) |
| Lori Aramian –Lori joined Davey Administration Group in March 2010. She assists in the administration of Section 125 FSA accounts and to the customer service…(more) |
Office Assistants | |
 | Denise Turner –Denice joined Davey Administration Group in January,2011 and is responsible for recordkeeping and providing support for our Pension Administrators and clients. She is currently…(more) |
 | Marc Smith –Marc joined Davey Administration Group in 2004 and is responsible for recordkeeping and providing support for Pension Administrators and clients. He has successfully…(more) |
 | Neethi Naidu –Neethi joined Davey Administration Group in 2008 as an office assistant. Currently,Neethi serves as an assistant administrator where her duties include:processing distributions for terminated…(more) |
| Susie Platner –Susie has been working in the Qualified Pension Services for ten years and is currently the Distribution Coordinator for the Las Vegas office. Her job includes administrating…(more) |
 | Ruth Reyes –Ruth was hired in 2007 to provide essential management to the Cromwick and Davey office…(more) |