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Qualified Retirement Plan Consulting

Retirement plans, designed and administered without the guesswork.

QPC specializes in the design, installation, and administration of qualified retirement plans — recordkeeping, compliance testing, and fiduciary support in one place, working exclusively through financial intermediaries.

Daily
Account valuation recordkeeping
Full-Service
Admin, recordkeeping & actuarial
5500
Signature-ready IRS Form 5500 prep
BBB
Accredited business
Alliance Partners
American Funds ING John Hancock MFS Investment Management Principal Financial Group
Client Services

Everything a plan sponsor needs, under one roof

QPC can be as involved — or as hands-off — as the situation calls for, acting in an administration-only or recordkeeping-only capacity.

PA

Plan Administration

  • Signature-ready IRS Form 5500 preparation
  • Annual nondiscrimination & compliance testing
  • Match, profit sharing & defined benefit calculations
  • Plan design consultation
  • Prototype or volume submitter documents
  • Summary Plan Description & Annual Report
DR

Daily Recordkeeping

  • Daily account valuation recordkeeping
  • Participant website access
  • Easy-to-read quarterly statements
  • Automated payroll processing
  • Asset allocation modeling
FD

Fiduciary Support

  • Investment fiduciary partnership options
  • Litigation risk mitigation
  • Works through financial intermediaries only
  • Transparent fee quotes on request
Company Information

A cutting-edge employee benefit consulting firm

For over 20 years, Qualified Plan Consultants (QPC) has provided recordkeeping and administration services for qualified retirement plans. QPC specializes in the design, installation, and administration of all types of qualified retirement plans.

QPC fully understands every part of the retirement plan service model — from recordkeeping and administration to investment representation and accounting — making the experience easier with an expert who can communicate with all parties involved.

QPC believes a financial advisor, investment consultant, or other financial intermediary is a vital part of a plan remaining in compliance and operating smoothly. QPC works through financial intermediaries only.

How We Work

As much — or as little — involvement as you need

  1. Act in an administration-only or recordkeeping-only capacity
  2. Partner as an investment fiduciary to lower Plan Sponsor liability
  3. Coordinate with your existing financial advisor or consultant
  4. Keep the plan in compliance with evolving regulations
Request a Fee Quote

Get a no-obligation fee quote

Tell us a bit about the plan and we'll follow up with pricing tailored to your situation.