Qualified Plan Advisors (QPA)

Retirement plan consulting is at the core of what we do.

We work with organizations to design retirement plans that support their overarching corporate and human resource objectives. We work with these same organizations to identify the retirement plan vendors – recordkeepers, investment firms, technology providers – that best fit their needs, goals and objectives and we oversee the service providers to assure the clients are getting the value we expect.

We focus on how people save, invest, and manage their money. The cool thing about doing our work within the retirement context is that we get to help a lot of people within three distinct groups: business owners to feel safer and to focus on their employees; HR and benefits professionals to enjoy their jobs more; and hundreds to thousands of employees to live happier, less stressful lives.

Three simple ways to improve your plan:

Step One

Hire an Investment Manager Fiduciary under ERISA 3(38).

Step Two

Provide easy-to-use, sensible ways to help participants diversify.

Step Three

Engage in real conversations, face to face.

HOW WE HELP

Your Resources

We are here to get you the resources you need – when you need them. Whether you are looking for market commentary or a whitepaper on the advantage of Roth 401(k) contributions we have you covered.