• Plan compliance and administration.
• Useful, current information.
• Personalized service.
• Timely responses to questions.
• Exceptional client support.
• You, our client.                       

We provide:                         

• Plan consulting.                

• Plan document design.

• Cafeteria Plans.

• Defined Benefit Plans.

• Pension and Profit Sharing Plans.

• Employee Stock Ownership Plans.

• Electronic, automated trade platform for 401k plans.

• Quarterly Sponsor Newsletters, current and archived.

• Balance forward administration.

• Daily administration.

QPA combines technical expertise, experience and superior technology capabilities to provide traditional balance forward services to our pension and profit sharing plan clients, as well as daily valuation consulting, mutual fund clearing and reporting services to our 401(k) plan clients.

QPA is proud to have clients in multiple states, with participants numbering 1 to 3,500.  We do not limit our client base to the southeastern states, nor do we require a minimum number of participants. 

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Additional Information: Retirement Plan Rollover Chart

Karen F. Dixon, CPC, QPA, QKA, President  (Certified Pension Consultant, Qualified Pension Administrator, Qualified 401(k) Administrator)

Credentialed member of the American Society of Pension Professionals & Actuaries