Qualified Plan Advisors

Qualified Plan Advisors provides a large selection of Consulting Services, including;

ERISA 3(21) Co-Fiduciary Services
Fund Analysis and Investment Policy Statement Design and Maintenance
Employee Education and Enrollment Services
Professionally Managed Allocation Portfolios
Plan Design Review and Maintenance
Contractual Service Agreement Disclosing all Fees and Services
RFP and Vendor Searches
Plan Sponsor Fiduciary Training Modules

QPAs consulting services is designed to provide an ala carte approach for Plan Sponsors that have a single, or multiple needs. The services are customized to the Plan Sponsor’s specific wishes and priced accordingly.

Depending on the services requested, you will be assigned an appropriate Designated Service Team to match up with the services and goals you have established with Qualified Plan Advisors.

Consulting Services

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of AR, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NM, NV, NY, OH, OK, OR, SC, SD, TN, TX, UT, VA, WI, WY. Investment Advisor Representative, Lawing Financial Inc, A Registered Investment Advisor. Lawing Financial, Inc., doing business as Qualified Plan Advisors (QPA). 6201 College Blvd, 7th Floor Overland Park KS 66211 Phone: 913-491-6226 Fax: 913-491-3214 www.lawingfinancial.com Cambridge and Lawing Financial Inc are not affiliated.