GUiding you and your employees to financial succesS.

A Clear Choice

Sponsors of retirement plans have a clear choice. Retain an investment advisor that’s an ERISA section 3(38) investment manager and transfer significant fiduciary responsibilities and liabilities to that qualified advisor. This choice is an obvious and easy one when...

Our Firm

Created in 2002, QP Consulting sought to fill the void of retirement plan specialists in the small and mid plan market. QP operates on a fee-only basis and accepts no compensation from third party vendors, thereby assuring its independence from them.

Services

Clients can work with QP Consulting in one of two ways. The bulk of our business is performed as ongoing retainer business. Through an ongoing relationship with a client, we can not only serve in either an ERISA 3 (21) or 3 (38) capacity, but we can also provide...