Plan Consulting

Retirement laws are complex in nature and, as such, we believe it is essential to have an open line of communication with our clients.  QPA professionals have over sixty-five combined years of experience in plan consulting and design accompanied by fresh ideas and perspectives to help you through the retirement plan process.

It is our responsibility to provide you with an appropriate level of understanding in regards to provisions and governing regulations. We design programs that balance the financial objectives of your business with the needs of your employees. Our consultants are adept at navigating the complex regulations and operational guidelines affecting retirement plans thereby helping you avoid governmental penalties while providing exemplary service.

Other Comprehensive Services we offer:

    • consultingPlan Compliance Review
    • A Dedicated Account Manager or A Single-source point of contact
    • Plan Audit Services
    • Plan Design and Document Support
    • Administration and Record-keeping Services
    • Daily Account Reconciliation
    • Customized Participant Education and Communications Materials
    • Investment Advice using AdvicePlus and GuidancePlus
    • Government Filings and Tax Reporting
    • Online Sponsor, Advisor and Participant Account Access
    • Fiduciary Services through one of our partner providers
    • Toll free access to an account manager 

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