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Insights Into QPA

Qualified Plan Advisors is a hub of insightful and comprehensive financial education. Our wealth management, retirement planning and financial wellness teams work in tandem to deliver the resources our clients and partners need to feel confident in owning their financial success. Check out our latest resources below.

Blog

Get the latest news on market trends, insights, and educational tips directly from our advisors.

Open Enrollment

Open Enrollment As we talk to plan participants this fall, it’s apparent that they’re awash with uncertainty. Throughout the last couple of months – before, during, and after the election – the markets have been trying to tell participants that they shouldn’t be as…

Month in Review: May 2021

Quick Takes ● Heavyweight bout. Much of May was a battle between rising inflation fears and growing optimism from the U.S. economic recovery. Overall, though, the data points to an economy, and corporate earnings picture, that remains in an upswing. ● All’s well that ends well? There were no corrections in May, but trading was […]

Featured Articles

We want you to invest in yourself and our blog allows you to do just that. Get the latest updates on market trends, insights, and educational tips directly from our advisors.

Open Enrollment

Open Enrollment As we talk to plan participants this fall, it’s apparent that they’re awash with uncertainty. Throughout the last couple of months – before, during, and after the election – the markets have been trying to tell participants that they shouldn’t be as…

Qualified Plan Advisors: July Advocate Newsletter

United States Supreme Court to Hear Excessive Fee Case We have experienced a fair amount of retirement plan litigation over the last decade. The litigation pace picked up during the COVID-19 pandemic and shows no signs of slowing down. That pace could accelerate, in fact, if the United States Supreme Court rules that plaintiffs can […]

White Papers

Get an in-depth analysis of the most complex financial topics, including our team’s comprehensive perspective on the issues, with our white paper library.

Investment Refresh: Improving Participant Outcomes Through Re-Enrollment

A defined contribution plan “re-enrollment” has become a retirement plan industry best practice. The mechanism illustrates that the most prudent – and therefore safest – fiduciaries are not those who defensively opt for inaction, but instead are those fiduciaries who assess and understand what is in their participants’ best interests and proactively take steps to [...]

The Advantages of Roth 401(k) Contributions

A qualified plan sponsor’s decision to make the Roth contribution feature available to its employees is no longer an emerging trend. The Roth contribution availability has emerged, solidified its presence, and appears to be here to stay. Many would include it among plan sponsor best practices. Some consider it a competitive arrow within the talent [...]

Careers

At Qualified Plan Advisors, we seek only the brightest, most talented individuals to join our team. If you envision joining a firm that will provide you with the resources to grow, while having access to high-quality tools and services for your clients, then envision QPA.

Resources