Our Story

Established in 1979, Qualified Plans was created to provide prompt, efficient, high-quality retirement plan services utilizing state of the art software, technical and legal support services. We offer retirement plan administration, design and consultation, currently servicing over 575 companies across the United States with over a billion in assets under administration. Qualified Plans has office in Atlanta and Savannah, GA and Peoria, IL. Qualified Plans provides both for-profit corporations and not-for-profit organizations of every size and description, with all of the compliance administration and recordkeeping tools needed available to offer only the finest retirement plan benefits to their employees.

Interview with John Massey, CPA, QKA
Managing partner Qualified Plans

Does Qualified Plans work with businesses or individuals?

All of our clients are businesses, but we typically work with individual participants to help them transition their retirement plan account from our client's plan to their new employer plan, an IRA or as a taxable distribution.

What value does Qualified Plans provide the client/ business owner?

Our goal is to help companies decide what they want out of a retirement plan and then to design a plan that meets that client's needs.   We understand that "one size fits all" is not reality in the retirement world. 

What makes Qualified Plans different from other companies providing retirement plan services?

Our goal is to provide a high level of service.  This is accomplished due to our longstanding staff and our internal service standards.   Our staff is able to develop one on one relationships with plan sponsors over time.   In several instances, our clients become our friends.   This type of relationship allows our staff to better understand the service needs of our clients.  In addition, office policy is that telephone calls are returned and emails are replied to within 24 to 48 hours. 

What do you enjoy about your job?

Helping clients make their retirement plan the best it can be for their company. 

What dramatic changes have you seen in the industry in the past 20 years?

Technology has been the biggest change.   Plan sponsors and participants are demanding instant access to their accounts, low costs and a high level service.   Technology has allowed the industry to adapt to these demands.  Advancements in technology also allows Qualified Plans to service clients throughout the United States, not just in our geographic region.

What is your goal for Qualified Plans?

My goal is for Qualified Plans to maintain our high level of customer service and look for ways to provide even better service to our clients.   I also want our office to be a great place for staff to work and develop their careers as well.  

When I started working for B&B Industries I knew nothing about working with financial plans. Qualified Plans has guided me every step of the way and manages our account in a professional and friendly manner. Dealing with QP is one of the best parts of my job!
Barb Brown
B & B Industries