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.
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Andrea has been a vital part of the firm for over eighteen years. She spent thirteen years in public accounting providing tax and audit services to individuals and business owners. Andrea brings that knowledge and those skills to the retirement plan administration team remaining dedicated to client service and building lasting professional relationships.