Welcome to Qualified Plans


In today's world

The implementation of a retirement plan is an important step in the establishment of a well-rounded program of benefits, serving to attract, retain and motivate high-quality employees.  Equally important is the assurance that the plan has been designed to adequately and properly reflect the employer's needs relative to affordability, flexibility, work force stability and employee participation.

So we focus on the client

Recognizing that each client has a unique set of needs, Qualified Plans is dedicated to client service.  We do that by having a dedicated team of professionals, well versed in the rules and regulations of benefit plans, and regulatory compliance consulting for benefit plan clients. 

Latest News

Andrea Sims

Joanna has spent the past eight years with Qualified Plans, LLC, working directly with clients and their financial advisors in the design and administration of their defined contribution plans, as well as providing consultation services related to plan administration. We are pleased to introduce her as a Principal as she continues to dedicate herself to client service and building lasting personal relationships.

 

 

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.