Noble-Davis Consulting, Inc.

Firm Profile

Founded over 25 years ago, Noble-Davis Consulting, Inc. is a full service Third Party Administration firm known for proactive, hands-on service, a highly trained staff and competitive fees.
Noble-Davis offers “open architecture” platforms which allow us to work with any financial advisor. Balance forward accounting, compliance only services, daily valuation and self directed brokerage accounts are also available.
Noble-Davis welcomes the opportunity to become a part of your retirement plan solutions team. Start here!

Key Contacts

Karen Johnson, 440-498-8408, kbj@noblepension.com

Jan Davis, 440-498-8408, jld@noblepension.com

Website

http://www.noblepension.com

Est. 1987

State(s) with a Physical Presence

Ohio

Sponsored Plans Supported

500

Kinds of Plans Supported

  • 401(k)
  • Cash Balance/Hybrid
  • Profit-Sharing
  • Money Purchase Pension
  • 403(b)
  • 457
  • Non-qualified Deferred Compensation

Target Market

Plans with under 100 participants

Custodians Used

We will work with any custodian

Services Provided

  • Compliance Support
  • Preparation of Loan Paperwork
  • Processing of Loan Applications
  • Non-Discrimination Testing
  • Plan Design Consulting
  • Plan Audit Support
  • Actuarial Calculations & Support
  • Form 5500 Preparation
  • Plan Benchmarking
  • QDRO Review
  • Hardship Distribution Requests
  • Enrollment Meeting Support
  • Call Center