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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.
DOL Proposes New Fiduciary Advice Rule
On October 31, 2023, the Department of Labor (DOL) released a proposed amendment to the definition of an investment advice fiduciary. Read on to find out more.
Month-in-Review: October 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.
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.
IBM Plans to End 5% Employer Matching in 401(k) Plan
The American multinational technology company is pulling its traditional 401(k) company match in favor of a company retirement account contribution for all employees.
Breaking Down the DOL’s Five-Part Test
The history behind the test and where it could potentially stand with the new fiduciary proposal.
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.