"General" Articles

The Best Money Management and Budgeting Apps

July 2019

2019 is halfway over – how have you been doing this year when it comes to your money management goals? If your money management habits could use some help, don’t be discouraged! Consider these top money management apps to help... Read more

ERISA bonds – What are they and who needs them?

April 2019

General, Plan Design, Retirement Plans, Welfare Plans

An ERISA fidelity bond is a special insurance policy that protects employee benefit plans from risk or loss due to fraud or dishonesty under the Employee Retirement Income Security Act of 1974. The definition of fraud and dishonesty under ERISA... Read more

Happy New Year!

January 2019

General

During this season, we wanted to take a moment to show the appreciation we have for the relationship we have with you. We hope that the coming year will be a good one, bringing you continued success. In the spirit... Read more

The Only Thing On Our Wishlist This Year

December 2018

General

We value your business. As the year comes to a close, we’d like to take the opportunity to thank you, Noble-Davis’s loyal clients and partners, for your continued commitment to experiencing the difference with our expertise and service. You may... Read more

Changes to Retirement Rules Being Considered

October 2018

General

Recently President Trump signed an executive order that asked the Department of Labor and the Department of Treasury to review certain aspects of how retirement plans operated. The executive order asks the DOL and Treasury to review the feasibility of... Read more

Noble-Davis wins NorthCoast 99 Award

August 2018

General

Noble-Davis Consulting, Inc. is proud to be recognized by ERC as one of Northeast Ohio’s 99 best places to work! This is the ninth time that we have received the NorthCoast 99 award. “I am so excited and grateful to... Read more

Schwab Address Change

June 2018

General

Charles Schwab Bank has recently made some changes to their mailing addresses. If your plan has any accounts with Charles Schwab, you may need to update your records in order to avoid processing delays. Below are the affected addresses. As... Read more

Why Go Paperless?

May 2018

General, Participant Website

In this day and age there are many reasons why electronic delivery is the superior method for communicating with plan participants. Here are some of them: Direct Cost Savings The incremental cost of printing and mailing participant communications can be... Read more

Lunches for those in need

April 2018

General

We at Noble-Davis place a high premium on giving back to our community. Recently the staff of Noble-Davis spent an afternoon packing lunches for the homeless. Throughout the week we all brought in different food and supplies, and at the... Read more

The many hats of Noble-Davis

April 2018

General

We sometimes get the question – what all does Noble-Davis do for my plan? The answer to that depends on what you have hired us to do for you, as we can wear multiple hats, depending on what services you... Read more