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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.

Month-in-Review: February 2024

Take a look at what happened last month and what’s ahead in the market and economic environment. Check out the latest Month in Review.

Month-in-Review: January 2024

Take a look at what happened last month and what’s ahead in the market and economic environment. Check out the latest Month in Review.

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.

The 2024 Game Plan For In-Plan Annuities

How lifetime income solutions are winning over the workplace retirement market.

Biden’s Crackdown on Junk Fees in Retirement Plans

Learn about the proposed rule to reduce junk fees in retirement accounts.

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.

Hughes v. Northwestern University: A Message to Fiduciaries from the Supreme Court

“That reasoning was flawed.” With those four words, the Supreme Court of the United States reaffirmed that retirement plan fiduciaries’ responsibilities apply independently to each investment option. Offering a lot of investment options does not eliminate the responsibility related to each of them. Offering some cheap investment options does not excuse expensive ones. Offering some [...]

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