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. 

Plan Types

  • Single Participant 401(k)
  • Standard 401(k)
  • Safe Harbor 401(k)
  • Profit Sharing Plans
  • Age Weighted and New Comparability Profit Sharing Plans
  • Super Comparability 401(k)

Latest News

Qualified Plans (QP) is excited to announce the acquisition of PENFlex Services, Inc. effective September 30, 2011. The combined firm has more than 575 clients in 24 states with offices in Atlanta, Peoria, IL and Savannah, GA.

"Clients will have greater access to industry professionals who are dedicated to providing prompt, proactive advice and consultation", says John Massey, Managing Partner of Qualified Plans. "The staff of PENFlex Services, Inc. share the same commitment to client service as we do."

Qualified Plans has 11 plan administrators with an average of 15 years of experience and have been providing retirement plan services since 1979.

 

 

To provide retirement plan design, consultation and administration services of consistently superior quality emphasizing prompt and personal service, timely and accurate reporting, and a steadfast commitment to perform as promised.