top of page

     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 clients to make sure all transactions are completed as smooth and efficiently as possible. Our independence and industry experience enable us to offer our clients advice while remaining objective in our recommendations.

     Some of our duties include the following:

  • Prepare the annual plan valuation

  • Calculate match/discretionary contributions

  • Prepare all compliance testing

  • Process plan distributions/loans

  • Prepare IRS 5500- series forms and schedules

  • Review the current plan design

     QPA fees are rendered for consulting and administrative services only.

bottom of page