Code of Service

Qualified Plan Administrators (qpainc.com)

When you select QPA as your third party administrator and record-keeper, you are the driver of your plan; we will be your navigator.


Aim of the Company

The aim of QPA is simple… through creativity and customization, to provide individually designed services, at an affordable price, that always exceed the expectations of our clients.

It can be a challenge choosing the best retirement plan for the needs of your business, your employees and you. That is why QPA offers a wide range of retirement plans and services, plus access to people who are experienced at tailoring a plan to suit your needs.

Professional Code of Ethics

At QPA, staff members, by the nature of their work, are in close contact with clients and their personnel as well as private and personal information. QPA requires every staff member to achieve and maintain the highest level of integrity, professional ethics and bear the responsibility for strict adherence to the American Society of Pension Professionals and Actuaries (ASPPA) code of professional conduct and the moral courage to uphold it.

Confidentiality of Client Matters

As a QPA client, your organization will entrust to our care certain confidential data. We recognize that our client’s relationship with us is based on trust, and that they expect us to act responsibly. We hold ourselves to the highest standards in maintaining your records and information's safekeeping and use.

Quality Assurance

QPA realizes staying competitive, effective and up-to-date within a constantly changing market requires continuous research, education, and training. We maintain our excellence by employing and training appropriately qualified and experienced personnel, and provide continuing education opportunities through internal and external sources. We keep abreast of the latest governmental regulations and rulings, attend specialized user groups and seminars, and invest in software technology and updates, relieving you of the burden of managing a retirement plan. Our focus is consulting and administering your retirement plan to meet your needs. In return, you have the time to pursue your business endeavors with the confidence that your interests are managed efficiently.

Fees

Fees are individually quoted, and are charged based on the service agreement established between the employer and QPA upon plan installation. If there are services requested that are beyond the scope of the original service agreement, QPA may agree to perform the special/ad hoc services at a mutually agreed rate.

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