Qualified Plans’ service model is simple. Our relationship managers, who average over 20 years of industry experience, are your only contact for every aspect of plan operation and administration. We work closely with your investment advisor to ensure your plan is most effective for you. Our personal concierge model allows us to offer the best service with a proactive approach.
Often, employers are looking to maintain and operate a retirement plan while reducing the liability and responsibility involved. That’s where we come in. For these clients, Qualified Plans will serve as an administrative 3(16) fiduciary.
National Presence. Personalized Service. Qualified Plans, LLC.