Consulting and Compliance

Comprehensive Services:

Dedicated Account Management	Plan Audit Services
Plan Design and Document Support	Investment Advice using AdvicePlus and GuidancePlus
Administration and Recordkeeping	Employer Stock Services
Plan Consulting	Trustee Services
Plan Compliance Review	Education and Communications
Government Filings and Tax Reporting	QPAInc.com Online Sponsor, Advisor and Participant Account Access
Fiduciary Services through one of our partner providers	Toll free access to account manager