
Update from our CEO: A Different COVID-19 Message
This week’s news that cities, counties and states will tighten “social distancing” and “stay at home” orders will continue into May was unimaginable several weeks ago. The “models” all forecast that COVID-19 in the United States is expected to worsen over the next two...
Update from our CEO: Trust in Times of Uncertainty
This is a truly unprecedented time in history. There is no need to supply you with data or statistics that you hear all day, every day on the news channel of your choice. When this story is over, I’m more confident than ever that you will be incredibly pleased that...
Matthew Eickman Will Lead Qualified Plan Advisors National Retirement Practice
Matthew Eickman Will Lead Qualified Plan Advisors National Retirement Practice Well-known ERISA attorney will focus on national brand for retirement education OVERLAND PARK, Kan. (Jan. 16, 2020) — Prime Capital Investment Advisors, LLC (PCIA) has announced that...
Prime Capital Investment Advisors Continues Growth – Hires First CFO
Prime Capital Investment Advisors Continues Growth – Hires First CFO OVERLAND PARK, Kan. (Jan. 8, 2020) — Prime Capital Investment Advisors, LLC ("PCIA") has hired Brian Dillbeck as its first chief financial officer. Dillbeck brings over 20 years of progressively...
Retirement Planning and Limits
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
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
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...
Qualified Plan Advisors to Expand Operations in Texas
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
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...
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