Qualified Plans works with plan sponsors to determine which plan best meets the needs of the employer. We provide plan design, administration and consultation to employers with and without existing plans. We work with a multitude of investment providers, even combining several investment options within a single plan, which enables us to customize each plan. Our experience working with investments inside retirement plans is a valuable resource to the business owner and investment provider. All of this is done to meet the goal of devising a plan that works best for each company.
Our highly qualified staff has more than 120 years of combined experience servicing retirement plans. Members of our team hold specific designations of Qualified 401(k) Administrator, Qualified Pension Administrator and Certified Public Accountant, all of which add value to the team and further define the depth of experience you receive from Qualified Plans.
