We believe that education is vital to implementing and maintaining a compliant retirement plan.
Ongoing client education is something we truly enjoy and our existing clients love it. QPS offers mini-seminars for clients that focus on topics they choose. We believe that ongoing education is very important to help maintain a compliant retirement. This forum allows us to do just that in a fun and relaxed atmosphere.
QPS holds CPA and Financial Advisor seminars to help educate professionals in retirement plan designs and operation so that they can in turn advise their clients of industry changes. These training sessions can be held at the professionals’ office or at a venue. We offer educational credits and the presentations can be tailored to the specific needs of the target audience.
We believe strongly in the team approach and therefore offer to help conduct initial enrollment meeting(s) with your financial advisor to explain plan provisions and answer employee questions. This takes the pressure off the advisor when it comes to operational issues so that they can focus on educating plan participants about their investment choices.