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 former Lockton CEO Glenn Spencer, Qualified Plan Advisors (QPA) continues to make significant moves to advance its aggressive growth agenda. QPA announces that it has entered into a strategic partnership with the retirement plan practice of Ascende Wealth Advisers Inc., a Division of EPIC Insurance Brokers and Consultants. Under this agreement, Qualified Plan Advisors is assuming servicing responsibilities for AWAI retirement clients and hiring its retirement practice employees as of January 1, 2018.
“We are thrilled to kick off the new year and launch our Houston operations with such a tenured team. QPA focuses on its retirement clients’ plan health and driving significant results in positively impacting their participant outcomes, which aligns with Ascende’s client-centered mission and values,” said Scott Colangelo, chairman of Prime Capital Investment Advisors, the parent firm of QPA.
Joining QPA is a team of highly credentialed retirement professionals including Robert Massa, who will serve as managing director and head of Houston operations. The agreement will add approximately $4 billion in assets under advisement to QPA, as well as a West Coast presence in northern California.
The agreement was effective Jan. 1, 2018, and the new team has been diligently contacting clients to answer questions and address concerns. Clients are also invited to attend a Jan. 17 event sponsored by QPA to learn more about the firm and the breadth of services to which they will have access. Details of the event can be found at http://www.qualifiedplanadvisors.com/hfsd.
EPIC is one of the country’s top 20 and fastest-growing privately held insurance brokers.
Inquiries to the Houston QPA office can be directed to:
Robert Massa, Managing Director: [email protected]
Jeffrey Dorfman, Managing Principal: [email protected]
Rich Eagar, Vice President: [email protected]
Brandon Smith, Vice President: [email protected]
About Qualified Plan Advisors
Qualified Plan Advisors (QPA) is independent, results-driven and staffed with a team of ERISA attorneys and has over 70 advisors and 50 staff. QPA provides consulting services that are designed to provide an à la carte approach for plan sponsors with single or multiple needs. We are your fiduciary partner.
Securities offered through Cambridge Investment Research, Inc., “Cambridge,” a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Prime Capital Investment Advisors, LLC. “Prime Capital,” a Registered Investment Advisor. Prime Capital doing business as Qualified Plan Advisors, “QPA,” 6201 College Blvd., 7th Floor | Overland Park, KS 66211 | p: 913.491.6226 | f: 913.491.3214 | pciawealth.com | Cambridge and Prime Capital are not affiliated.