Our administrative responsibilities include day to day assistance in handling any and all matters concerning your retirement plan. This service may range from helping your payroll company or department prepare the monthly employee census and deposit information to processing plan loans and distributions. We work with our client to make sure all transactions are completed as smooth and efficient as possible.

Some of our duties include the following:

Prepare the Annual Plan Valuation

Prepare the Summary Annual Report

Calculate Match/Discretionary Contributions

Prepare all discrimination testing

Process plan distributions / loans

Prepare IRS 5500- series forms and schedules




QPA fees are rendered for consulting and administrative services only.  Our independence and industry experience enable us to offer our clients  advice while remaining objective in our recommendations. QPA currently  administers in excess of 250 defined contribution plans which  range in size from 1 to 500 employees. 
 
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