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.
Get the latest news on market trends, insights, and educational tips directly from our advisors.
Month-in-Review: April 2023
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.
The Advocate Newsletter: Building a Retirement Plan for Today and Tomorrow
Retirement plan fiduciaries have experienced significant changes over the last decade. We can attribute some of those changes to the Department of Labor’s regulatory and enforcement agenda, including the impact of increasing fee transparency, expanding the definition of fiduciary, and emphasizing the importance of cybersecurity.
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.
Designing a Plan Investment Menu in Unprecedented Times
Historic rises in inflation and matching interest rate hikes have meant a heightened focus for the often staid world of investment plan design.
Announcing 2023’s Plan Adviser of the Year Award Winners
The 2023 Retirement Plan Adviser of the Year winners were announced in six categories Wednesday night at the annual PLANADVISER Industry Leader Awards dinner in New York City.
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 [...]
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