As this year ends and choices are made about funding contributions for next year, Qualified Plan Advisors wants to be a resource. Our Tax Guide reflects limits for various retirement plans with respect to 2019 as well as the preceding two years. Please contact one of...

Qualified Plan Advisors enters Florida marketplace with aggressive growth plan Experienced retirement advisory industry veteran to lead expansion into Sunshine State; Temporary office established in St. Petersburg; Focus set on Tampa, St. Petersburg and Orlando...

Qualified Plan Advisors acquires veteran retirement team Retirement experts to lead efforts in Houston, managing approximately $4 billion in assets LEAWOOD, Kan. (Jan. 04, 2018) — On the heels of its announcement of expansion into Houston, Texas, and its hiring of...

LEAWOOD, Kan. (NOV. 14, 2017) — Qualified Plan Advisors (QPA) announces expansion plans to open a new office in Houston to support the firm’s continuous growth and commitment to serve clients in the southern region. This development comes after the addition of two...

Bilingual financial advisor joins Qualified Plan Advisors to meet firm’s growing demands of diverse clientele Veteran financial advisor Marco Melero brings bicultural experience to Dallas office for clients across the nation Dallas, Texas (Oct. 3, 2017) — To meet the...