Custom Plan Design and Implementation

Selecting, customizing and implementing a retirement plan can be a complex process. Let the professional staff at QPS guide you through each step.

QPS is an independent, non-producing third party administration firm that specializes in customized retirement plans. Following are some of the steps we take:

  • Designing a plan tailored to meet the needs of the owners, employees and the business itself.
  • If we are taking over a plan already in existence, we will review the existing plan provisions and recommend changes to fully meet the employer’s goals and objectives.
  • Preparing plan specifications so that the main plan provisions are easily accessible.
  • Providing all plan documents and relative materials.
  • Preparing the Summary Plan Description for distribution to plan participants.
  • Preparing customized enrollment and administrative materials as needed.
  • We assist your financial advisor with employee meetings to explain the provisions of the plan.

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