To provide retirement plan design, consultation and administration services of consistently superior quality emphasizing prompt and personal service, timely and accurate reporting and a steadfast commitment to perform as promised.
National Presence. Personalized Service.
Qualified Plans Acquires BAS
Our relationship with Qualified Plans spans 20 years! They have worked with us as to the compliance and testing procedures of our plan. Qualified Plans’ knowledge of our plan and knowledge in general of 401(k) compliance gives me a huge level of confidence that our plan is being handled correctly. Qualified Plans is always very responsive to our calls and needs. Thank you Qualified Plans for being an important partner!
We have known and worked with Qualified Plans since the early 1990s. The team effort and precision we have experienced has been excellent. They are responsive, typically accurate in their evaluation of issues that we discuss and clients love them. I would highly recommend them to anyone seeking a third party administrator for their 401(k) Plan.
Managing Principal at a Financial Advisory Firm
I have been working with Qualified Plans for a number of years. They have been a true life-saver for me and a partner with our Company’s 401K Plan. They are of constant help with the day-to-day administration, but most importantly, played a major role in moving our plan to a new 401K provider. I could not have done it without them. I have never asked one thing of QP that was not completed right away. I would never consider doing this without them!
Director of Human Resources
Our experience with Qualified Plans has been extraordinarily positive for our organization. 401(k) plans are increasingly complex to administer, and we rely heavily on QP to assure that we’re able to maintain this vital benefit in a manner that’s compliant, competitive and valued by our employees. We evaluated several TPAs and have found Qualified Plans to be an ideal partner because of their extensive expertise, prompt and responsive service, accessibility and integrity. They understand our culture and our business, and they go the extra mile to assist us with special needs like acquisition, due diligence, and audit support.
Executive Vice President and Chief of Human Resources