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About QPA2018-06-07T21:49:31+00:00

Do You Have A Retirement Plan We Can Help With?

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Excelling In Retirement Plan Design, Administration and Customer Service

Qualified Plan Administrators, Inc. (QPA) is an independent third party retirement plan administration company in Augusta, GA.  QPA has been administering retirement plans since 1995 across 24 states.  We have no affiliations with other companies, do not sell or promote a specific product, nor manage money.  We constantly monitor Internal Revenue Service (IRS) and Department of Labor (DOL) Regulations to determine their options for and effect on existing and newly created retirement plans.  QPA can allow you to invest in multiple investment vehicles.  The investment alternatives are available on either a plan level or a participant investment directed level.

Today, as a privately held and independent third party plan administrator, record-keeper and platform provider, we are committed to offering:

  • “True” Open Investment Architecture with no proprietary fund requirements
  • Full Fee Transparency – we disclose and re-capture all available revenue sharing that Plan assets generate into an “ERISA budget account” that is used at the discretion of the Plan Sponsor, typically to offset plan related expenses
  • A remarkable “White Glove” Service model combining experienced professionals with leading edge technology
  • Access to other preferred provider platforms with which we have the experience, and can recommend to a plan due to their ability to deliver superior plan sponsor services as well as effectively interface with us

The QPA Difference

With an intentionally different mindset, Qualified Plan Administrators invoked an integrated approach in which consulting, service and sales are equal players in providing clients outstanding advice and support.   Gone are the days in which a single person holds the client relationship.   Instead, each QPA client is assigned a dedicated and experienced retirement benefits consulting team, with a single-source of contact to answer your questions and provide the information you need.

This team works collaboratively to bring you the best benefit plan options.  Additionally, they support you and your employees throughout the year with on-going education, retirement and saving initiatives, and answers to your benefits issues.  Along the way, your team will proactively provide helpful information on emerging trends, legislative changes and clarification on the latest regulations governing retirement plans.

Top reasons to partner with QPA for your retirement Plan

  • We never lose sight of our primary goal – client satisfaction and building trusted relationships
  • We are intentionally different, meaning never being afraid to make quality commitments
  • Our commitment to our clients with personalized service in a timely, professional manner
  • Quality that reflects A+ness
  • Never compromising our business integrity and always doing the right thing by our customers

Code of Service

When you select QPA as your third party administrator and record-keeper, you are the driver of your plan; we will be your navigator.


Aim of the Company

The aim of QPA is simple… through creativity and customization, to provide individually designed services, at an affordable price, that always exceed the expectations of our clients.

It can be a challenge choosing the best retirement plan for the needs of your business, your employees and you. That is why QPA offers a wide range of retirement plans and services, plus access to people who are experienced at tailoring a plan to suit your needs.

Professional Code of Ethics

At QPA, staff members, by the nature of their work, are in close contact with clients and their personnel as well as private and personal information. QPA requires every staff member to achieve and maintain the highest level of integrity, professional ethics and bear the responsibility for strict adherence to the American Society of Pension Professionals and Actuaries (ASPPA) code of professional conduct and the moral courage to uphold it.

Confidentiality of Client Matters

As a QPA client, your organization will entrust to our care certain confidential data. We recognize that our client’s relationship with us is based on trust, and that they expect us to act responsibly. We hold ourselves to the highest standards in maintaining your records and information’s safekeeping and use.

Quality Assurance

QPA realizes staying competitive, effective and up-to-date within a constantly changing market requires continuous research, education, and training. We maintain our excellence by employing and training appropriately qualified and experienced personnel, and provide continuing education opportunities through internal and external sources. We keep abreast of the latest governmental regulations and rulings, attend specialized user groups and seminars, and invest in software technology and updates, relieving you of the burden of managing a retirement plan. Our focus is consulting and administering your retirement plan to meet your needs. In return, you have the time to pursue your business endeavors with the confidence that your interests are managed efficiently.

Fees

Fees are individually quoted, and are charged based on the service agreement established between the employer and QPA upon plan installation. If there are services requested that are beyond the scope of the original service agreement, QPA may agree to perform the special/ad hoc services at a mutually agreed rate.

QPA’s History

Qualified Pension Administrators, Inc. (QPA) was established in 1995 by Karen Dixon-Burroughs to provide pension plan consulting, administration and record-keeping services.  Today, the company is proud to support the retirement goals of hundreds of retirement plans and thousands of participants across the country in the qualified plan arena including daily 401(k), Defined Benefit, and ESOP plans.  QPA has no affiliations with other companies, does not market a specific product, nor manage money.  This independence affords us the flexibility and objectivity we want to maintain when providing our services and consulting strategy approach to our clients.  QPA serves clients from two main offices located in Georgia and South Carolina.


HISTORICAL TIMELINE

1995
Qualified Plan Administrators, Inc. is founded by Karen Dixon-Burroughs

1996
QPA implements their first daily valuation 401(k) relationship with locations nationwide with 3,500 lives

1999
QPA relocates their offices to its current location in Augusta, GA

2004
QPA establishes outsourcing services to CPA firms and other retirement plan providers

2010
QPA celebrates its 15th anniversary

2011
QPA establishes an outsourcing communication and education arrangement with
Newkirk to provide state of the art communications and compliance conformance

Meet Our Team

Karen F. Burroughs
Karen F. BurroughsERPA, CPC, QPA, QKA
Qualified Pension Administrators, Inc. (QPA) was established in 1995 by Karen Dixon-Burroughs to provide pension plan consulting, administration and record-keeping services. Today, the company is proud to support the retirement goals of hundreds of retirement plans and thousands of participants across the country in the qualified plan arena including daily 401(k), Defined Benefit, and ESOP plans. QPA has no affiliations with other companies, does not market a specific product, nor manage money. This independence affords us the flexibility and objectivity we want to maintain when providing our services and consulting strategy approach to our clients. QPA serves clients from two main offices located in Georgia and South Carolina.

Expert Partners Agree

“Karen at QPA has been an integral part of my company’s retirement plan since we started working with her in 2001.  From the design through to the administration, they take care of us.”

MERIDITH PARR • MERRILL LYNCH

“We handle a number of large retirement plans for our clients and QPA is instrumental in supporting our efforts to service these clients at the highest level.  They make retirement plans seamless.”

CHRIS BENNETT • MERRILL LYNCH

Get A Quote Today

Let QPA help you retain your business so you can prospect for new business opportunities.

With just one call you can:

  • Request a proposal
  • Discuss plan design
  • Meet with our consultants to provide customized service levels
  • Get assistance in closing an important sale
  • Increase your understanding of the qualified retirement plan market
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QPA employees have combined retirement plan experience in excess of 65 years; and employees certified by American Society of Pension Professionals and Actuaries (ASPPA).  We do not limit our client base to the southeastern states, nor do we require a minimum number of participants.