SERVICES

We are a local firm that provides complete retirement plan services for small to mid-sized companies. We help design plans that

offer benefits for both business owners and their employees.


Once the retirement plan is established, we work closely with each client in order to set up the necessary administrative structure to help

the plan operate smoothly. Throughout the year, we are available to answer questions and assist with various administrative tasks.


Annually, we monitor plan participant contribution levels and perform all required compliance testing. In addition, we prepare

annual employer reports, participant account statements, government filings and participant notices as appropriate for our client’s plan.  


Our goal is to provide high quality comprehensive consulting and administrative services for each of our clients.

 
 

Phone: (425) 233-6108

Fax: (425) 233-6109

1380 112th Ave NE Suite 202, Bellevue, WA 98004, USA

©2020 by Davis Moore & Associates Inc.