Plan Administration

QP Plan Administration

Let Qualified Plans be the go-to resource for all of your retirement solutions with our core services including:

  • Review Plan Documents and Provisions
  • Prepare Plan Document Analysis
  • Confirm Eligibility
  • Confirm Vesting
  • Perform Annual Compliance Testing
  • Reconcile Assets in Plans with Multiple Investment Providers
  • Prepare Signature-Ready Form 5500
  • Participant Distribution Services
  • Ongoing Consultation