Our Services

Plan Design

Qualified Plans will work with plan sponsors to determine which plan design best meets the needs of the employer. For employers without existing retirement plans, Qualified Plans will prepare the plan adoption agreement, trust, summary plan description and all forms for submission to the Internal Revenue Service if necessary. For employers with existing plans, Qualified Plans will amend the employer's existing plan to the new plan design chosen.

Administration

Qualified Plans is a full-service Third Party Administrative firm for retirement plans. Our services include traditional participant statement reporting for professionally managed accounts and daily valuation services for 401(k) Plans. Included in our daily valuation services are a toll free 800 number and Internet access. Qualified Plans will perform all necessary discrimination testing for your employer sponsored plan, including signature ready Form 5500 tax filings, as well as monitor changes in tax law.

Consultation

Qualified Plans provides consultation to employers during both the plan design, implementation and ongoing administrative stages of your plan. Periodic review of plan provisions and recommendation of plan design changes will be communicated on an as needed basis. Qualified Plans will also provide consultation services for retirement plans when employers are contemplating termination, merging with another business and in the sale of the employer business.